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Procore

Integration by Procore: Export a Commitment to Viewpoint® Spectrum®

Objective

To export a commitment in a Procore project to Viewpoint® Spectrum® with the Integration by Procore.

Background

The export process requires action by these users:

  1. Project Manager.
    1. Changes the status of the item in the project's Commitments tool to 'Approved'. 
    2. Sends the item to the company's ERP Integrations tool for acceptance by an accounting approver
  2. Accounting Approver
    1. Reviews the commitment in the ERP Integrations tool.
    2. Submits an 'Accept' or 'Reject' response in the ERP Integrations tool:
      • An 'Accept' response exports the item to the integrated ERP system.
        OR
      • A 'Reject' response does NOT export the item to integrated ERP system. Instead, the item is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.

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. 
  • Prerequisites:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

Demo

Workflow

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.



Which type of commitment
will you create?
Which type of commitment...


Create a Subcontract
Create a Subcontract


Create a
Purchase Order

Create a...


Send a
Commitment  to
ERP Integrations for Accounting Acceptance

Send a...


START
START


END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool