Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™

Objective

To export a Commitment Change Order (CCO) to Vista using the Integration by Procore.

This process consists of the tasks, which are typically performed by two different users:

A project manager completes these tasks:
- Create a Commitment Change Order (CCO)
- Send the CCO to an accounting approver for export to Vista with the Integration by Procore.
An accounting approver (see What is the accounting approver role?) reviews the CCO that was sent to the ERP Integrations tool for acceptance. Then, the accounting approver either accepts or rejects it. The system then does the following:
- Accepted CCOs are exported to Vista.
- Rejected CCOs are NOT exported to Vista. Instead, they are returned to an editable state in the project's Commitments tool so they can be corrected and re-sent to the ERP Integrations tool acceptance by the accounting approver.

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:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Integration by Procore. See Integration by Procore: Setup Guide.
Limitations:
- To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
- Vista has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Vista as a single (aggregated) value.