Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™

Objective

To accept or reject a company record for export to the Viewpoint® Vista™ Integration by Ryvit.

Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
  AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites:
- Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors to Procore Companies

Navigate to the company's ERP Integrations tool.
This reveals the Integration by Ryvit Integration page.
Click the Vendors tab.
In the Filters menu, click Ready to Export.
This opens the Companies Only in Procore page.
Note: For a company record to appear as a line item in this table, you must first complete the steps in Integration by Ryvit: Send a Procore Company to ERP Integrations for Accounting Acceptance.
Review the vendors/companies in the list. Then do the following:
- Accept the Company
- Reject the Company

In the Ready to Export page, locate the desired vendor/company in the Companies Only in Procore table:
Accept the vendor for export as follows:

Note: For a vendor record to appear in this table, a user must first complete the steps in Integration by Ryvit: Send a Procore Company to ERP Integrations for Accounting Acceptance.
1. Accept. Choose this option button to indicate that you are accepting the item for export.
2. Integration by Ryvit Vendor ID. Enter the Viewpoint® Vista™ ID for the vendor in this box.
3. Export. Click this button to export the selected item.
  This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful.

In the Ready to Export page, locate the desired vendor/company in the Companies Only in Procore table:
Reject the vendor as follows:
1. Reject. Choose this option button to indicate that you are rejecting the item for export.
2. Enter a Comment. Type a reason for your rejection in this box.
3. Reject. Click this button to reject the item.
  
  This rejects the vendor/company record. It is not imported into the integrated ERP system.
  Note: The system returns the record to an editable state in both the Company and Project Directory tools so it can be edited. Edit a Company in the Company Directory, Edit a Company in the Project Directory, Edit a User Account in the Company Directory, and Edit a User Account in the Project Directory.