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Procore

Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance

Objective

To use the Integration by Ryvit to send data from the project's Budget tool to your company's ERP Integrations tool so it can then be accepted or rejected for export to Viewpoint® Vista™ by an accounting approver

Things to Consider

  • Additional Information:
    • Typically, a project manager performs this task.

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. In the 'Budget' page, under 'Cost Code Detail', review the budget's line items.
    Note: If your budget contains sub job information, it is listed in the budget 
  3. When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).
     
    If you have not sent the budget… If you have previously sent the budget…

Notes:

  • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
  • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
  1. If you are updating a Procore budget that has been synced with Integration by Ryvit, see Create a Budget Line Item and Create a Budget Modification.

The system sends the original budget and budget modifications to the ERP Integrations tool where it can be accepted or rejected for export by an accounting approver.

​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.