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Once an item has been sent to ERP, the Accounting Department will need to accept it, which would allow it to be moved over into Vista/Viewpoint.
You will receive a daily digest email which lists all information currently shown in the ERP tool that requires action.
To review or act on an item:
- Click on the ERP Integration
- Choose the appropriate heading (Commitment, Commitment Change Orders, etc.)
- If you wish to review the document before approval, you can do so by clicking on the document name.
- Confirm the information shown is correct. (Example: If the cost type and amount are correct) Note that an item that has been sent to ERP should already be approved by the associated Project Manager. They PM's are ultimately responsible for approving and sending to the ERP.
- Select Accept.
- Add the applicable Batch Date
- Finally, apply the appropriate compliance group from the dropdown.
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