How do you sync change orders to your ERP?

Question

Hello all!  Our implementation is underway and we are finalizing the last of our integrations. The final piece we are working on is pushing change orders to our ERP but we are coming across several obstacles, specifically limitations of available data.  We cannot find a date in the API endpoint to push over as the approved date, and we also noticed that the revenue category description is not included in the API endpoint which means we cannot infer the status of the CO from InEight to map it to the status in our ERP.  What have you other folks done here?

Ryan.Drummond · Answer

@macy.kite Sounds like we are similar to Orion (Brittany). We sync the CBS/Budget and Pay Items and our ERP will post the difference between the Current Budget and Current Price values in InEight and the current values for the corresponding fields in the ERP. We post budget at the Level 2 cost category level for cost items, but we just post the total Current Price (sum of all pay items) as a single value to our budgeted revenue in our ERP.

We don't bring over any individual change order information (except for VCOs in Contract).

Brittany.Dodson · Answer

Hi @macy.kite. Congratulations on your implementation of InEight, I hope all is going well! We currently don't send over details from our Change Orders to the ERP since InEight is our system of record for those. We do of course need to send over the updated Contract Value  (CV), Budget, and FAC to ensure that our Financial reporting is accurate. We currently are only sending over the sum of all pay items Current price and every Cost item when using the Push Pay Item and CBS Structure & Budget syncs from Control. The posting date is primarily driven off of the ERP open period. Based on the way the budget module works in the ERP, it calculates the Revision amount(s) for each applicable category (Budget, FAC, CV).

We are currently undergoing an upgrade to our ERP and actually in the middle of the configuring integrations for that and with that implementation, we aren't sending details over from change either.

Our business model operates off of InEight = Project Data source of truth, ERP = Financial reporting source of truth.

Caleen Frisbie · Answer

Thanks for the post @macy.kite I know a few folks have talked ERPs here before! Tapping in a few of those peers to possibly help along the way. @samehtalat @Brittany.Dodson @Ryan.Drummond @Jainz.Jose @WillCT @