Purchase Orders (Commitments)
Agave Sync allows you to export Procore Purchase Orders to Vista PM or PO Purchase Orders.
note
Purchase Orders with a status of "Approved" in Procore are synced in an interfaced status. This is to allow for you to immediately sync Subcontractor Invoices against these Purchase Orders.
Visual Mapping
Common Errors & 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:
- Update Payment Terms: instruct Procore users to enter a value that matches your ERP’s valid Payment Terms.
- Disable Payment Terms Sync: if syncing Payment Terms isn’t necessary for Purchase Orders, ask your Agave Account Manager to disable it.
- 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:
- From the Procore homepage, select Admin:
- Under Tool Settings, select Contracts & Change Orders:
- Select Create Fieldset, then Purchase Orders. Note you can also re-use an existing Fieldset if you would like:
- If it is a new Fieldset, name it (e.g. "Purchase Order Fieldset"):
- Toggle off Procore's default Payment Terms field:
- Select Add Custom Field, and then press Create New.
- Add a Name. Under Field Type select Multi Select:
- Add values to the list. These should come from the Terms list in your ERP. Here are examples from Foundation and Vista:
- Toggle on this custom field for your Fieldset, and press Save Changes. You can also assign this fieldset to existing Projects in Procore:
