This article is intended for Accounting Users / Administrators. 

 

Your QuoteToMe Customer Success representative will work with you to configure your account settings. 

 


PO Number Generation

Select either QuoteToMe or Procore to choose which will generate your PO Numbers.


We recommend: QuoteToMe.


Executed Flag

Some companies mark new purchase orders and change orders as “executed” within Procore.

 

Enable this to ensure POs and change orders created by QuoteToMe will be marked as executed.


We recommend: Executed YES.

Note: We send the PO to the supplier upon creation separately.


Purchase Order and Change Order Status

Select the status that POs and change orders should have when created through QuoteToMe.


Leaving both as "Approved" will enable QuoteToMe to manage your purchasing approvals. 


We recommend: Approved. 


Accounting Method

Select the accounting method:


Amount Based
Choose if using a lump sum.
This method copies the lump sum amount from purchase order line items onto your Schedule of Values (SOV).

 

Unit / Quantity Based
Choose if ordering materials in quantity. 
This method copies quantity and unit price from purchase order line items onto your SOV - Procore will automatically calculate the line item totals for you.

 

We recommend: Unit/Quantity.


Cost Codes

Select how you want your cost codes to populate.

  • Option A: Only sync budgeted cost code and cost type combinations.
     
  • Option B: Sync all cost codes on the project, regardless of whether they are budgeted or not. 
    If using option B, a default cost type must be assigned. 

    This is the default cost type that will be assigned to order items and delivery charges if none is provided.

 

We recommend: Option A - Budgeted Cost Codes.


Use WBS Codes - Use WBS codes instead of cost codes

        

Use Procore "WBS" cost codes


Checkbox on/off


        - Preference

 


Other options:


Contract Type - Which type of Procore contract should be created for QuoteToMe Purchase Orders?


Options: Purchase Order or Work Order


 - Preference



Purchase Order Status - The status that new purchase orders should be assigned


Options: Approved / Closed / Draft / Partially Received / Processing / Received / Submitted


We recommend: Approved



Change Order Status - The status that new change orders should be assigned


Options: approved / draft / no_charge / not_pricing / not_proceeding / pending / pricing / proceeding / rejected / revised / void


We recommend: approved



Create Change Order Change Event - Create a change event when creating a change order, Requires the 'Standard' permission for 'Change Events'


Check box on or off


- Preference



Set Received Status - Update status to 'Received' when a PO is received


Check box on or off


- Preference



Tax as line items - Sync tax as individual line items by tax and cost code


Check box on or off


- Preference



Single summary line item - Sync line items as a single summary line item


Check box on or off


- Preference


 

Need help?

There are three ways to reach our Customer Support team: