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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

After sending a commitment to your company's ERP Integrations tool, a designated accounting approver has the option to 'Accept' or 'Reject' it as follows:

  • 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. See Edit a Commitment.

Note: When at least one (1) commitment is awaiting acceptance in the ERP Integrations tool, Procore sends an automated email notification to the accounting approver once per day. The email's subject line is 'ERP Integrations Daily Summary' and lists all commitments awaiting the approver's response.

Things to Consider

  • Required User Permissions:
     
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
    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:

Demo

demo-vista-accept-reject.gif

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
    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.
    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.