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Procore

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

Objective

To accept or reject a Commitment Change Order (CCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CCO to the ERP Integrations tool for accounting acceptance (see Send a CCO to ERP Integrations for Accounting Acceptance) an accounting approver (see What is the Accounting Approver Role?) has the option to 'Accept' or 'Reject' the budget as follows:

  • Accept. Accepts the CCO and exports it to Viewpoint® Vista™ Integration by Ryvit. 
    OR
  • Reject. Rejects the CCO and returns it to the Commitments tool in an editable state where the change order can be corrected and then re-sent to the ERP Integrations tool for accounting acceptance. See Resend a Rejected Company to ERP Integrations for Accounting Acceptance.

Note: If there is at least one (1) CCO in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the designated accountant once per day with the subject line 'ERP Integrations Daily Summary.' This notification lists all of the items awaiting that person's acceptance.

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:

Steps

Review a Commitment Change Order

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Viewpoint® Vista™ Integration by Ryvit page. 
  2. Click the Change Orders tab. 

    vv-change-orders-tab.png
     
  3. Under Filter Change Orders By, click Ready to Export

    vv-filter-change-orders-by.png

    The page that appears lists only the CCOs that have been sent to the ERP Integrations tool for accounting acceptance. See Send a CCO to ERP Integrations for Accounting Acceptance
  4. Continue with one of the following:

Accept a Commitment Change Order

  1. In the Ready to Export page, locate the desired change order in the Change Orders - Ready to Be Exported table: 

    vv-accept-change-order-no-desc-field.png
  2. 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. Enter Description. It is recommended that you enter the commitment number in this box. 
      Important! This box only appears if your company has enabled the 'Enable Custom CCO Title/Description When Exporting to Viewpoint® Vista™ Integration by Ryvit feature for the ERP Integrations tool. To enable this optional feature, a user who has been granted 'Admin' level permission to the ERP Integrations tool must submit an email request to your Procore point of contact.

    3. 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. 

What happens next:

Reject a Commitment Change Order

  1. In the Ready to Export page, locate the desired change order in the Change Orders - Ready to Be Exported table: 

    vv-reject-change-order.png
     
  2. 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:

  • The system removes the change order from the ERP Integrations tool and returns it to an editable state in the project's Change Orders tool and in the Commitments tool's Change Order subtab. See Edit a Change Order.
  • The system also sends an automated email notification to the user who created the CCO to alert this person of the 'Reject' response.

See Also

The Viewpoint® Vista™ 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.