Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™
Objective
To accept or reject a commitment that has been sent to the ERP Integrations tool for review by an accounting approver.
Background
Things to Consider
- Required User Permissions:
Important! If you are granted only 'Standard' level permission, you can only view data. You do not have sufficient access permission to accept or reject items for export. - Prerequisites:
- Complete the steps in Integration by Ryvit: Setup Guide.
- Add the Commitments tool to the Project Tools menu. See Add and Remove Project Tools.
- Send the desired commitment(s) to the ERP Integrations tool. See Integration by Ryvit: Send a Commitment to ERP Integrations for Accounting Acceptance.
Steps
Review a Commitment
- Navigate to the company's ERP Integrations tool.
This reveals the Integration by Ryvit page. - Click the Commitments tab.
- Under Filter Commitments By, click Ready to Export.
This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP for Accounting Acceptance. - Continue with one of the following:
Accept a Commitment
- Under Commitments - Ready to be Exported to Integration by Ryvit, locate the line item that you want to accept.
- Choose Accept.
Notes:- If this button is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable it.
- By default, the purchase order or subcontract number (#) from Procore's Commitments tool appears in the blank box next to the Export to Integration by Ryvit button. This number is assigned when you create a commitment. See Create a Commitment.
- Select a date using the Batch Date calendar control.
This represents the date the commitment goes into effect on the accounting record. - Click Export to Integration by Ryvit.
This exports the commitment to your Integration by Ryvit database. The process typically takes a few minutes. When complete, the 'Successfully Exported' message appears in GREEN.
Notes:- If for any reason a commitment (or another item) fails to export to Integration by Ryvit, you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane.
- When a commitment fails to sync, follow the steps to Reject a Commitment and then Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance.
- (Optional) To verify that the sync was successful, log into Integration by Ryvit and verify that your data appears as expected.
Reject a Commitment
- Under Commitments - Ready to be Exported to Integration by Ryvit, locate the commitment.
- Choose Reject.
Note: If this option is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable this privilege in Procore. - Enter a short explanation about the reason(s) for the rejection.
- Click Reject.
The following events occur:- The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
- The system sends an automated email notification to the creator of the commitment. This alert the person of the 'Reject' response.