- Navigate to the project's Commitments tool.
- Locate the CCO that you want to retrieve from the ERP Integrations tool.
For companies using the ERP Integrations tool, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state.
ICON RIBBON COLOR DEFINITION YELLOW Data that was sent ERP Integrations tool for approval has been retrieved from the tool by an end user.
Data that was sent to the ERP Integrations tool has been rejected for export to the integrated ERP system by an accounting approver.
GREEN Data is synced between Procore and an integrated ERP system. BLUE Data was sent to the ERP Integrations tool and is waiting for accounting approver to accept it for export to the integrated ERP system. GREEN When a user is designated as an accounting approver, this badge appears next to his or her user profile in the Company and Project Directory.
- Click Retrieve from ERP.
- Integration by Ryvit: Send a CCO to ERP Integrations for Accounting Acceptance
- Integration by Ryvit: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
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.