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Procore

Integration by Ryvit: Accept or Reject a PCCO for Export to Viewpoint® Vista™

Objective

To accept or reject a PCCO that has been sent to the Company level 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 and then submit a response to the PCCO as follows:

Note: If there is at least one (1) 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' 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. 

Note: Users who are granted only 'Standard' level 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.
    This reveals the Integrations page.
  2. Click the Prime Contract tab. 
    This reveals the Prime Contracts page.
  3. Under Filter Prime Contract Change Orders By, click Ready to Export.
    This reveals the Ready to Be Exported to Integration by Ryvit page. 
    Note: All of the PCCOs in this page were sent to the ERP Integrations tool for accounting acceptance. See Integration by Ryvit: 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 level Prime Contract tool, click the Prime Contract 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 list.
  2. Enter a value in the Contract Item Code box.
    The value you enter here corresponds to a new line item that will be created by the Integration by Ryvit in Viewpoint® Vista™ on the job's contract.
    Notes:
    • Most Procore + Integration by Ryvit users assign line item number in sequential order.
    • This is a free-form text entry field, so you can enter any value that you want. 
  3. Choose Accept
  4. Click Accept
    The Integration by Ryvit exports the PCCO to Viewpoint® Vista™. The process typically takes a few minutes. 
    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 PCCO 

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

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.