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Procore

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

Steps

Review a Commitment

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Integration by Ryvit page. 
  2. Click the Commitments tab. 
  3. 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
  4. Continue with one of the following:

Accept a Commitment

  1. Under Commitments - Ready to be Exported to Integration by Ryvit, locate the line item that you want to accept.
  2. Choose Accept
    accept-commitment-export-to-integration.png
    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.
  3. Select a date using the Batch Date calendar control. 
    This represents the date the commitment goes into effect on the accounting record. 
  4. 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:
  5. (Optional) To verify that the sync was successful, log into Integration by Ryvit and verify that your data appears as expected.

Reject a Commitment 

  1. Under Commitments - Ready to be Exported to Integration by Ryvit, locate the commitment.
  2. Choose Reject.
    reject-commitment-export-to-integration.png

    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. 
  3. Enter a short explanation about the reason(s) for the rejection.
  4. 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.

See Also

The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.