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Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance

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Objective

To send a Commitment Change Order (CCO) to the ERP Integrations tool for accounting acceptance in order to export the data to Viewpoint® Spectrum® with the Integration by Procore.

Background

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
      AND
    • 'Admin' on the project's Change Orders tool.
      (Note: Typically, the project manager is responsible for sending an approved Commitment Change Order (CCO) to the ERP Integrations tool for acceptance by an accounting approver. See What is the accounting approver role?).
  • Minimum CCO Requirements:
    Before you can send a CCO in the Change Orders tool to the ERP Integrations tool, the CCO must satisfy these requirements:
    • ID Number: Must be 12 characters or less. 
    • Date Created: The date the CCO was created in Procore will be exported to Viewpoint® Spectrum® by default. This field cannot be edited. 
    • Title: Must be 30 characters or less. 
    • Contract Company. Must be linked to a Spectrum vendor. See Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
    • Status. Must be 'Approved.' 
    • Schedule of Values (SOV). Must include at least one (1) line item with a Viewpoint® Spectrum® Cost Code. (Note: You can only add a line item to the commitment's SOV if its linked to an existing cost code and category.)
  • Additional Information:
    • Date Created.  This value in this field is exported from Procore as the 'Commitment Date' in Viewpoint® Spectrum®.
    • Description: This value in this field is exported from Procore into the 'Memo' field in Viewpoint® Spectrum®. 

Steps

Send a CCO to the ERP Integrations Tool

 

See Also