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Purchase Orders

Agave allows you to sync Sage Intacct Purchase Orders with Procore Purchase Orders and vice versa

Visual Mapping​

Procore and Sage Intacct Visual Mapping

Procore and Sage Intacct Visual Mapping

Procore and Sage Intacct Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Error: Terms Must Be One Of​

This error occurs when the Payment Terms in Procore do not match the valid terms in your ERP. Procore's Payment Terms field allows free-text input, which means users must manually enter valid terms.

Here are three ways to resolve the issue:

  1. Update Payment Terms: instruct Procore users to enter a value that matches your ERP’s valid Payment Terms.
  2. Disable Payment Terms Sync: if syncing Payment Terms isn’t necessary for Purchase Orders, ask your Agave Account Manager to disable it.
  3. Use a Custom Field: create a custom field in Procore with a predefined list of valid Payment Terms.

Create a Defined List of Payment Terms with a Custom Field in Procore​

If you use any of the following ERPs, consider adding a custom field to ensure users select a valid Payment Terms value:

  • Acumatica
  • Foundation
  • Vista

To add a Custom Field for Payment Terms in Procore:

  1. From the Procore homepage, select Admin:

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  1. Under Tool Settings, select Contracts & Change Orders:

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  1. Select Create Fieldset, then Purchase Orders. Note you can also re-use an existing Fieldset if you would like:

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  1. If it is a new Fieldset, name it (e.g. "Purchase Order Fieldset"):

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  1. Toggle off Procore's default Payment Terms field:

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  1. Select Add Custom Field, and then press Create New.

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  1. Add a Name. Under Field Type select Multi Select:

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  1. Add values to the list. These should come from the Terms list in your ERP. Here are examples from Foundation and Vista:

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  1. Toggle on this custom field for your Fieldset, and press Save Changes. You can also assign this fieldset to existing Projects in Procore:

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Error: Document Number is missing​

This error occurs when your Sage Intacct configuration requires a document number for purchase orders. Please reach out to your Agave implementation team so that they can enable a setting in your configuration to fix this.