To determine if the change order originated in Procore:

1. Change Order transactions generated from Procore do not create change order records for estimate and contract/schedule of value changes. If you are unable to locate change order records in Project Management, Job Cost or Contracts, determine if Procore is installed and used.
2. If you know the batch number for the change order transactions, in Job Cost, run the Inquiry, Entries, Entries by Batch. Select the new if unposted, current if posted.
   1. Estimate change batches that originate in Procore are processed by way of Tools, Import Estimates and will show Application of Origin = JC and Batch Source = Import estimates.
   2. Scheduled Value change batches that originate in Procore show application of origin = JC with a Batch Description = Change Management Activity on the JC Batch record. Add columns for Source, Chg Mgmt Ref 1 and Chg Mgmt Ref 2. If the change order came from Procore, the transactions show Source = “Change mgmt. activity” and will have information in the fields named “Chg Mgmt Ref 1” and “Chg Mgmt Ref 2”
3. If you do not know the batch number for the change order transactions, in Job Cost run the Reports, Entries, Entries by Job report.
   1. Select New if unposted, or Current if posted.
   2. Select Range and select the job from the list.
   3. Select Conditions and add one of the following:
      1. For estimates: Transaction Type Equal To Approved Estimate Changes
      2. For contract changes: Transaction Type Equal to Approved Schedule of Value Change
      3. For commitment changes: Transaction Type Equal to Approved Committed Cost Change
   4. Print Preview the report and it will show batch numbers for the transactions. Go to Step 2 above and use those steps to investigate further.

Notes:

• Corrections associated with Estimate and/or Approved Schd Value Changes that originated in ProCore are handled by PROCORE support.
• Procore can UNLINK the Change order on their end which will in turn send reversing entries to the NEW.JCT file to reverse the changes in Sage 300 CRE. Once the changes have been exported into Sage from Procore, POST the entries in Job Cost to update the Job and Contract records.

Why is my change order amount sent from Procore wrong in Billing or Contracts?
When do Procore entries update totals in Job Cost and Contracts and what entries are made in Sage 300 CRE?
How does data flow between Sage 300 Construction and Real Estate and Procore?