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Procore

Integration by Ryvit: Export a Commitment to the Viewpoint® Vista™

Objective

To export a commitment (i.e., a purchase order or subcontract) created in Procore to Viewpoint® Vista™ using the Integration by Ryvit.

Background

This process consists of actions that are typically performed by two different users. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
  2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
    • Accepted commitments are exported to Viewpoint® Vista™ with the Integration by Ryvit
    • Rejected commitments are NOT exported to Viewpoint® Vista™ with the Integration by Ryvit.
  3. Project Manager. Procore returns rejected commitments to an editable state in the project's Commitments tool.

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 cost type.

Workflow

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Vista™ with the Integration by Ryvit.
Important! After a Procore project is synced with a Viewpoint® Vista™ job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Viewpoint® Vista™.



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 VIEWPOINT® VISTA™
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 
Viewpoint® Vista™ 
Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
Optional Step
Optional Step

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.