Procore <-> Lentune Purchase Order Settings

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

Introduction

Establish Where your Purchase Orders are Created

What the flags control

Introduction

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:

• Go to Administration > Settings > Integrations tab.

In the Procore settings 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, 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: (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: 3 August 2023