{"id":4771,"date":"2025-12-03T16:38:50","date_gmt":"2025-12-03T06:08:50","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&p=4771"},"modified":"2025-12-03T16:38:50","modified_gmt":"2025-12-03T06:08:50","slug":"can-a-procore-commitment-claim-be-updated-2","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/can-a-procore-commitment-claim-be-updated-2\/","title":{"rendered":"Can a Procore Commitment Claim be updated?"},"content":{"rendered":"\n

In short, yes you can. Here’s how.<\/p>\n\n\n\n

Commitment Claim<\/h2>\n\n\n\n

Method 1 – From Sage Intacct (Highly Recommended)<\/h4>\n\n\n\n

In this demonstration, I will be showing you the recommended method to update your Sage Purchasing Invoice.<\/p>\n\n\n\n

This is my Sage Purchasing Invoice from the Procore Commitment Claim<\/strong> that is generated by OneCore.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Commitment Claim and Schedule of Values<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
Steps:<\/h5>\n\n\n\n

1. Delete<\/strong> the Sage Purchasing Invoice.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2. Navigate to the OneCore Sage Transaction Dashboard<\/strong> to check the process.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

3. Once the transaction is processed, go to your Commitment Claim invoice in Procore. You should see the status in the invoice should be marked as “Draft.”(handled by OneCore.)<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4. Make any necessary edits, then set the Status back to “Approve”<\/strong>. <\/p>\n\n\n\n

For demonstration purposes, I will update my Schedule of Values. Click save once you are done.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Go to General Information, click Edit, and set the Status back to ‘Approved.’<\/strong>. Finally, click save.<\/p>\n\n\n\n

5. Navigate to the OneCore Sage Transaction Dashboard to check the process.<\/p>\n\n\n\n

6. Once the transaction is successful, look for the purchasing Transaction in Sage Intacct.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Your updated Commitment Claim is reflected in the Sage Purchasing Invoice.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Method 2 – From Procore<\/h4>\n\n\n\n
\n

NOTE<\/strong>: There must not be any Bill Payment for the purchasing invoice that is linked to Commitment Claim otherwise it wouldn’t work!<\/p>\n<\/blockquote>\n\n\n\n

In this demonstration, I will be showing you the recommended method to update your Commitment Claim. <\/p>\n\n\n\n

This is my Sage Purchasing Invoice from Procore Commitment Claim<\/strong> that is generated by OneCore<\/p>\n\n\n\n

\"\"
Sage Intacct Purchasing Invoice<\/figcaption><\/figure>\n\n\n\n

Commitment Claim<\/p>\n\n\n\n

\"\"
Commitment Claim Invoice<\/figcaption><\/figure>\n\n\n\n

Schedule of Values:<\/p>\n\n\n\n

\"\"
SOV<\/figcaption><\/figure>\n\n\n\n
Steps:<\/h5>\n\n\n\n

1. Set the Head Contract Claim Invoice’s status back to “Draft”, and click Save.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2. Make necessary changes, then set the Status back to approve.
<\/p>\n\n\n\n

For demonstration purposes, I will update my Schedule of Values. Click save once you are done.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Go to General Information, click Edit, and set the Status back to ‘Approved.’. Finally, click save.<\/p>\n\n\n\n

3. Navigate to the OneCore Sage Transaction Dashboard to check the process.<\/p>\n\n\n\n

\"\"
Transaction Dashboard<\/figcaption><\/figure>\n\n\n\n

Your updated Commitment Claim is reflected in the QuickBooks Bill.<\/p>\n\n\n\n

\"\"
Sage Purchasing Invoice<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

In short, yes you can. Here’s how. Commitment Claim Method 1 – From Sage Intacct (Highly Recommended) In this demonstration, I will be showing you the recommended method to update your Sage Purchasing Invoice. This is my Sage Purchasing Invoice from the Procore Commitment Claim that is generated by OneCore….<\/p>\n","protected":false},"author":18,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[129,127],"ht-kb-tag":[47,133],"class_list":["post-4771","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-intacct","ht_kb_category-faq-intacct","ht_kb_tag-check","ht_kb_tag-intacct"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4771","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=4771"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4771\/revisions"}],"predecessor-version":[{"id":4795,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/4771\/revisions\/4795"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=4771"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=4771"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=4771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}