Prime Contract Change Orders (JC Change Orders)
Overview
You can use Agave to sync Prime Contract Change Orders from Procore to Vista JC Change Orders.
Prime Contract Change Orders with a status of "Approved" in Procore are synced in a posted state to JC Change Orders. This is to allow for you to immediately apply AR Invoices against these Prime Contract Change Orders in Vista.
Visual Mapping
Video Tutorial
Common Errors and FAQs
Are there any pre-requisites to syncing Prime Contract Change Orders?
Yes, the Project, Customer, Budget Codes, Units of Measure, and Prime Contract associated with the Prime Contract Change Order must be synced.
How does a Prime Contract Change Order Line Item in Procore match to one in Vista?
In Procore, you can’t directly link a Prime Contract Change Order (PCCO) Line Item to an existing Prime Contract Line Item. So, each time you create a PCCO Line Item in Procore, Agave automatically creates a new Prime Contract Line Item when syncing to Vista. The new line item will get the next available Contract Line Item number in Vista.
How can I link Procore PCCO Line Items to existing Contract Line Items in Vista?
Your Agave Account Manager can turn on a setting that lets certain PCCO Line Items be linked to an existing Vista Contract Line Item instead of creating a new one.
This works by matching the PCCO Line Item to a Contract Line Item using the project’s Cost Code.
This is especially useful for Cost Codes that always tie back to the same Contract Line Item (e.g. Contingency).