Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance
Objective
To send a commitment to the ERP Integrations tool to be accepted for export to Viewpoint® Spectrum®.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the project's Commitments tool.
- Prerequisites:
Before you can send a commitment (e.g., purchase order or subcontract) to the ERP Integrations tool, it must satisfy these prerequisites:- ID Number: Must be 10 characters or less.
- Title: Must include a descriptive title. See What is the maximum character length for a commitment's 'Title'?
- Contract Company. Must be linked to a Viewpoint® Spectrum® vendor. See Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
- Status. Must be set to the 'Approved' status.
- 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:
- Description: This field maps to the 'Vendor Message' field in Viewpoint® Spectrum®. An entry in this field is NOT required for export to Viewpoint® Spectrum®.
Steps
- Navigate to the project's Commitments tool.
This reveals the Commitments page. - Locate the desired commitment and click Edit.
- Modify the commitment as needed.
Note: Make sure your specified values do not exceed the character limits for each field.
Important! Before you can export a commitment from Procore, it must satisfy the following requirements:- ID Number: Must be 10 characters or less.
- Title: Must have a descriptive title. See What is the maximum character length for a commitment's 'Title'?
- Contract Company. Must be linked to a vendor. See Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company.
- Status. Must be set to the 'Approved' status.
- Schedule of Values (SOV). Must include at least one (1) line item with a cost code. See Add a Line Item to a Schedule of Values.
- Click Send to ERP.
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it:
- Contract Company. You cannot edit the company.
- Title. You cannot edit the commitment's title.
- Status. You cannot edit the status of the commitment.
- Default Retainage. You cannot edit the percentage value in the commitment.
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it: