Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Objective
To resend a project's commitment to the ERP Integrations tool for accounting acceptance after the reason it was rejected for export to Viewpoint® Spectrum® is resolved.
Background
If a commitment has previously been sent to the ERP Integrations tool for accounting acceptance, the accountant has the option to submit a 'Reject' response. When rejected, the accountant typically includes a reason summarizing the issue(s) that must be corrected to achieve acceptance. Procore also sends an email to alert the person who created the commitment (see Create a Commitment) and to the person who sent the commitment to the ERP Integrations tool for accounting acceptance. See Integration by Procore: Send a Commitment to ERP for Viewpoint® Spectrum®.
The next step is to address the reasons for the rejection in an updated commitment. See Integration by Procore: Edit a Commitment Synced with Viewpoint® Spectrum®. Once the issues are addressed, you can use the steps below to resend the commitment to the ERP Integrations tool for acceptance by the accounting approver.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Commitments tool.
- Preqrequisites:
- The ERP Integrations tool for Viewpoint® Spectrum® must be configured. See Viewpoint® Spectrum®: Setup Guide.
- Add the Commitments tool to the Project Tools menu. See Add and Remove Project Tools
- Resolve the reason(s) for the accounting approver's rejection. See Integration by Procore: Edit a Commitment Synced with Viewpoint® Spectrum®.
- Additional Information:
- After the commitment is re-sent, the designated accountant is alerted by an automated email notification from Procore with the subject line 'ERP Integrations Daily Summary.' This is in addition to the automated email notification
Steps
- Navigate to the project's Commitments tool.
This reveals the Commitments page. - If it is not active, click the Commitments List subtab.
This shows the 'Committed Contract' totals and the 'Commitmed - Summary' list. - In the 'Commtted-Summary' list, locate the rejected commitment.
- Click Edit and fix any issues noted in the accountant's 'Reject' response. See Integration by Procore: Edit a Commitment Synced with Viewpoint® Spectrum®.
- Click Re-send to ERP.
This sends the commitment back to the ERP Integrations tool to be accepted or rejected for export by an accounting approver.