Prime Contract Change Orders
Agave Sync allows you to export Procore Prime Contract Change Orders as Sage Intacct Change Requests.
When syncing a Procore Prime Contract Change Order, Agave will create the following in Sage Intacct:
- A new Job Contract Line Item for the Prime Contract Change Order,
- A Change Request with multiple Line Items for each Primce Contract Change Order Line Item to update the Job Estimate, and
- A Job Change Order to update the newly created Job Contract Line Item.
Visual Mapping
Job Contract Change Order
Job Contract Change Request
Job Contract Line Item
Common Errors and FAQs
Setting Cost and Revenue Amounts from Procore
When syncing Prime Contract Change Orders from Procore to your ERP, you may want to distinguish between Cost and Revenue amounts so that Profit (Revenue − Cost) can be calculated accurately on the Change Order.
Agave Sync supports two approaches for determining how cost and revenue are derived.
Available Approaches
1. Use Procore’s Markup Tool (Default)
If you use Procore’s Markup Tool, Agave Sync will automatically handle the separation of cost and revenue.
- Horizontal and vertical markup amounts will:
- Be excluded from creating Cost or Estimate amounts in the ERP
- Be included only in the Revenue amount
- Non-markup amounts will continue to generate both cost and revenue as expected
- This approach is enabled by default and requires no additional configuration
Best used when:
- You are already using Procore’s native markup functionality
- Markup represents pure revenue (no associated cost)
In the below example, the Cost or Estimate amount is equal to the PCO Line Item amount total (see red rectangle), while the Revenue amount is equal to the PCO Line Item amount total plus any markup amounts (see blue rectangle):
2. Use the Cost ROM from the Associated Change Event
If you do not plan to use Procore’s Markup Tool but still want to separate cost and revenue, Agave Sync can use the Cost ROM from the Change Event associated with the Prime Contract Change Order as the source of the Cost amount.
- Revenue continues to come from the Prime Contract Change Order
- Cost is derived from the associated Change Event’s Cost ROM
- This approach must be enabled by your Agave Account Manager
Considerations and limitations:
- A Cost ROM can be updated after it has been associated with a Prime Contract Change Order that has already synced
- Cost ROM values can be difficult to surface or reconcile in Procore’s Budget View
Best used when:
- You are not using Procore’s Markup Tool
- You maintain reliable and stable Cost ROMs on Change Events
In the below example, the Cost or Estimate amount is equal to the Change Event Cost ROM (see red rectangle), while the Revenue amount is equal to the PCO Line Item amount total (see blue rectangle):
