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

Objective

To accept or reject a budget that has been sent to the ERP Integrations tool for export to Viewpoint® Vista™ using the Integration by Ryvit.

Required User Permission:
- '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. See Grant Accounting Approver Privileges.
Prerequisites:
- The company account must be integrated with Integration by Ryvit. See Integration by Ryvit Integration: Setup Guide.
- The Budget tool must be active on the project. See Add and Remove Tools on a Project.
Restrictions:
After exporting a Procore budget to Integration by Ryvit, the following restrictions are in place:
- You no longer be permitted to import Integration by Ryvit budget or job data into Procore.
- You will not be permitted to unlock the Procore project's Budget tool (see Unlock a Budget), unless the following is true:
  - The exported entries have been manually posted to your Viewpoint® Vista™ system using the Job Cost function.
  - The Viewpoint® Vista™ data is synced with the Ryvit Service and then back to Procore. See How often can I sync data using the Integration by Ryvit?
- When the export is successful, go to the JC Job Phase form in Integration by Ryvit to review the original estimate.

Navigate to the company's ERP Integrations tool.
Click the Budgets tab.
Under Filter Estimates By, click Ready to Export.
The page that appears list project budgets that have been sent to the ERP Integrations tool for acceptance by an accounting approver. See Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance or Integration by Ryvit: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance.
Continue with one of the following:
- Accept a Budget
  OR
- Reject a Budget

In the Ready to Export page, Budgets - Ready to Be Exported table, locate the budget for the desired project.
Click Details.
This opens a Budget Updates window that shows the Cost Code, Cost Type, Original Budget, Budget Changes, and Revised Estimate.
Review the budget information.
When you are ready to proceed with your acceptance, click the 'x' to close the Budget Updates window.
Accept the change order for export as follows:
1. Accept. Choose this option button to indicate that you are accepting the item for export.
2. Export. Click this button to export the selected item.
  This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful.
3. OK. In the confirmation message that appears, click OK to acknowledge that once the accepted budget is exported, you will not be able to import a budget from your integrated ERP system into Procore.

What happens next:

Procore exports your project's budget to Viewpoint® Vista™.
After the export is successful, it is recommended that you review your JC Original Estimate Form in Integration by Ryvit to verify that the estimate transactions have posted.
The Ryvit Service will now sync the updated changes on its hourly schedule. See How often can I sync data using the Integration by Ryvit?
Note: After a successful sync, the ability to unlock the budget in Procore becomes available. See Unlock a Budget.

In the Ready to Export page, locate the desired change order in the Change Orders - Ready to Be Exported table:
Reject the change order as follows:
1. Reject. Choose this option button to indicate that you are rejecting the item for export.
2. Enter a Comment. Type a reason for your rejection in this box.
3. Reject. Click this button to reject the item.

What happens next:

Procore removes the rejected budget from the ERP Integrations tool and returns it to an editable state in the project's Budget tool.
Procore sends an automated email notification to the person who created the budget to alert that person of the rejection. See Set Up a Budget
Procore also sends an email to the person who sent the budget to the ERP Integrations tool for acceptance. Typically, this is the project manager. See Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance.