Prime Contracts

Visual Mapping

Cost Types

Acumatica only accepts Cost Types (Account Groups) associated with income accounts on the Revenue Budget.

When syncing Prime Contracts from Procore to Acumatica, you can set a default income Cost Type that Agave will use for each line item in Acumatica. Work with your Agave account rep to set this up.

Sub Job (Task) Aggregation

Acumatica users may choose to track revenue solely at the sub job level (ignoring Cost Code detail) in Acumatica. This is set on the project record via the "Revenue Budget Level" setting:

When syncing Prime Contracts from Procore to Acumatica, Agave has a setting that will aggregate Prime Contract Line Items by sub job and write them to Acumatica at the Task level. This allows you to keep your Procore Prime Contract at the Cost Code level to match your budget SOV.

Work with your Agave rep to enable this setting. Note that it will also impact other AR workflows (Prime Contract Change Orders and AR Invoices).

Deleting Prime Contracts

You may unintentionally sync Prime Contracts to Procore without all of the line items you would like to include. Instead of manually (1) setting the Prime Contract back to "Draft", (2) unlinking the Prime Contract, and (3) deleting the Prime contract, you can use Agave Sync to delete Prime COntracts you have synced to Procore.

To delete Prime Contracts you have synced to Procore:

Identify the Prime Contracts you would like to delete:
In Agave Sync, select those Prime Contracts and press Delete from Procore:
The Prime Contracts will now appear as syncable but they will no longer exist in Procore: