Skip to main content
Procore

Accept or Reject a Commitment for Export to Viewpoint Vista

Objective

To accept or reject a commitment that has been sent to the ERP Integrations tool for review by an accounting approver

Background

After a user sends a commitment to the ERP Integrations tool for acceptance, an accounting approver can review the information and then submit a response to the commitment as follows:

  • Accept. Accepts the commitment data for export to Viewpoint Vista. 
    OR
  • Reject. Rejects the commitment data and returns it to the Commitments tool in an editable state. The data can then be corrected and re-sent to the ERP Integrations tool for accounting acceptance. See Send a Commitment to ERP Integrations for Accounting Acceptance.

Note: If there is at least one commitment in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the people at your company who are designated as an accounting approver. Accounting Approvers will receive the email once per day with the subject line 'ERP Integrations Daily Summary' until their response is submitted. This notification lists all of the budget line 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. 

Note: Users who are granted only 'Standard' level permission to the ERP Integrations tool can view information, but do not have sufficient permission to accept/reject commitments for export. 

Demo

demo-vista-accept-reject.gif

Steps

Review a Commitment

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Viewpoint Vista page. 
  2. Click the Commitments tab. 
  3. Under Filter Commitments By, click Ready to Export
    This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP for Accounting Acceptance
  4. Continue with one of the following:

Accept a Commitment

  1. Under Commitments - Ready to be Exported to Viewpoint Vista, locate the line item that you want to accept.
  2. Choose the Accept option button. 
    Notes:
    • If this button is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable it. 
    • By default, the purchase order or subcontract number (#) from Procore's Commitments tool appears in the blank box next to the Export to Viewpoint Vista button. This number is assigned when you create a commitment. See Create a Commitment.
  3. Select a date using the Batch Date calendar control. 
    This represents the date the commitment goes into effect on the accounting record. 
  4. Click Export to Viewpoint Vista
    This exports the commitment to your Viewpoint Vista database. The process typically takes a few minutes. When complete, the 'Successfully Exported' message appears in GREEN. 
    Notes:
  5. (Optional) To verify that the sync was successful, log into Viewpoint Vista and verify that your data appears as expected.

Reject a Commitment 

  1. Under Commitments - Ready to be Exported to Viewpoint Vista, locate the commitment.
  2. Choose the Reject option.
    Note: If this option is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable this privilege in Procore. 
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject.
    The following events occur:
    • The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
    • The system sends an automated email notification to the user who created the commitment to alert the user of the 'Reject' response.

See Also