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Procore

Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™

Objective

To export a Commitment Change Order (CCO) to Viewpoint® Vista™ using the Integration by Ryvit.

Background

This process consists of the tasks, which are typically performed by two different users:

  1. project manager completes these tasks:
    • Create a Commitment Change Order (CCO)
    • Send the CCO to an accounting approver for export to Viewpoint® Vista™ with the Integration by Ryvit.
  2. An accounting approver (see What is the accounting approver role?) reviews the CCO that was sent to the ERP Integrations tool for acceptance. Then, the accounting approver either accepts or rejects it. The system then does the following:
    • Accepted CCOs are exported to Viewpoint® Vista™.
    • Rejected CCOs are NOT exported to Viewpoint® Vista™. Instead, they are returned to an editable state in the project's Commitments tool so they can be corrected and re-sent to the ERP Integrations tool acceptance by the accounting approver. 

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. 
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Integration by Ryvit. See Integration by Ryvit: Setup Guide.
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
    • Viewpoint® Vista™ has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Viewpoint® Vista™ as a single (aggregated) value. 

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.