Missing Cost Type
Symptoms
When syncing direct costs from ERP to Procore, you the following error:
The Procore cost_type_id field is required when wbs id is not present.
Causes
The cost type isn't set on the line item of the transaction in the ERP system.
Note: Having a cost type or class on the head-level is not sufficient, it must be on each line of the schedule of value.
How to fix
- Check the cost you want to sync in ERP and make sure it has a cost type / class
- If you are using QuickBooks systems and you don't use class tracking at all, reach out to your Agave account manager to set a default for you in Procore.
Still having trouble?
Contact Agave Support or your account manager for help.