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Procore

Integration by Procore: Accept or Reject a PCCO for Export to Viewpoint® Spectrum®

 Coming Soon
This page details features and functions that are coming soon to Procore. For details, see ERP Integrations: Sync Prime Contracts & PCCOs Between Procore and Viewpoint® Spectrum®.

Objective

To accept or reject a PCCO that has been sent to the company's ERP Integrations tool for review by an accounting approver

Background

After a user sends a PCCO to the ERP Integrations tool for acceptance, an accounting approver can review the information as submit a response to the PCCO as follows:

Note: If there is at least one PCCO in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the people at your company who are designated as an accounting approver. Accounting Approvers will receive the email once per day with the subject line 'ERP Integrations Daily Summary' until their response is submitted. This notification lists all of the budget line items awaiting that person's acceptance.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 

Note: Users who are granted only 'Standard' permission to the ERP Integrations tool can view information, but do not have sufficient permission to accept/reject PCCOs for export. 

Steps

Review a PCCO

  1. Navigate to the company's ERP Integrations tool.
  2. Click Prime Contract Change Orders
  3. Under Filter Prime Contract Change Orders By, click Ready to Export.
    Note: All of the PCCOs in this page were sent to the ERP Integrations tool for accounting acceptance. See Integration by Procore: Send a PCCO to ERP Integrations for Accounting Acceptance.
  4. In the project's table, locate the desired PCCO. Then choose one of these methods to review it:
    • To open the project's Prime Contracts tool, click the Prime Contracts hyperlink. 
    • To open a PDF copy of the change order, click the PDF icon on the left side of the table. 
    • To open the PCCO in the Prime Contract tool, click the PCCO Number (#). 
  5. Return to the Ready to Export tab. Then continue with one of the following:

Accept a PCCO​

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Enter the Contract Item Code in the box.
    Notes:
    • This field requires a unique value.
    • The value you enter here corresponds to a new line item that will be created in your Viewpoint® Spectrum® system on the job's contract.
    • This is the unique ID number used to identify the change order in Viewpoint® Spectrum®.
  3. Click Accept
    This syncs the PCCO with Viewpoint® Spectrum®. 
    set-transaction-date-for-pcco-export-to-integration.png
     Note

    If the PCCO export fails, click Failed to Export to view the PCCOs that didn't export. Then follow these steps:

    1. Complete the steps in Reject a PCCO below.
    2. Makee any changes in the PCCO.
    3. Complete the steps in Integration by Procore: Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
  4. (Optional) To verify that the sync was successful, log into Viewpoint® Spectrum® and verify that your data appears as expected.

Reject a PCCO 

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Leave the Contract Item Code box blank.
  3. Choose Reject.

    reject-pcco-export-to-integration.png
  4. Enter a short explanation about the reason(s) for the rejection.
  5. Click Reject.
    The following events occur:
    • The system removes the PCCO from the ERP Integration tool and returns it to an editable state in the project's Prime Contract tool. 
    • The system sends an automated 'ERP PCCO Rejection Notification' to the user who created the PCCO. This alerts the user of the 'Reject' response.

See Also