Approve/Reject Project ERP Export
Approve/Reject Project ERP Export
Your ERP Integration may not support this feature. To determine if your Integration supports this, please refer to your integration's supported features.
Goal
Using the ERP Admin tool, Approve or Reject a project that was pushed to ERP
Steps
- Navigate to the ERP Admin tool
- Select the Jobs tab (this may also be named Projects depending on your ERP system)
- Select the Ready to Export tab
Approve Export
- Select Approve
- Enter information into required fields. Depending on your ERP Integration, you may or may not have any fields to fill out here.
- Click Export (this button will contain your ERP system's name)
Reject Export
- Select Reject
- Enter a note to describe why this project export is being rejected (optional). This will be visible on the project details, and will also be included in the notification sent to the user who pushed the project to ERP.
- Click Submit
