Procore <-> Lentune Purchase Order Settings

You can control whether your Purchase Orders are created in Procore or Lentune.

Overview

Establish Where your Purchase Orders are Created

What the flags control

Overview

When you are integrating to Procore, you can determine whether your Purchase Orders are created in Procore or Lentune. This is set in the Integrations page in Administration > Settings.

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Establish Where your Purchase Orders are Created

To determine where your Purchase Orders are created:

• Start at Administration > Settings > Integrations tab.

On the Configurations heading in the Invoices interface section:

• Click the Settings icon  beside Procore, or click the Procore tab, and you will be taken to the Connection settings

In the Procore company list section:

You can select either Procore purchase order or Lentune purchase order. You can also leave both fields unchecked.

• Select the option you want.
• Click Save.

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What the fields control

Lentune Purchase Order:

• When this field is checked, then Lentune is the source.

• • The Procore Purchase order field cannot be ticked.

  • Lentune Purchase Orders will be sent to Procore. We do not pull in purchase orders from Procore.

• When this field is NOT checked:
  • No Purchase Orders that are created in Lentune will be sent to Procore.

Procore purchase order:

• When this field is checked, then Procore is the source.

  • The Lentune purchase order field cannot be ticked.
  • The New Purchase order button in the Purchase Order screen in Lentune is not accessible to prevent Users from inadvertently creating Purchase Orders in Lentune.

• If both settings are unchecked, then:
  • No Procore Purchase Orders are synced over to Lentune.
  • No Lentune Purchase Orders are sent to Procore.
  • Invoices go to Procore as Direct costs.

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Last updated: 10 June 2024