Integration by Ryvit: Export a Commitment to the Viewpoint® Vista™

Objective

To export a commitment (i.e., a purchase order or subcontract) created in Procore to Viewpoint® Vista™ using the Integration by Ryvit.

This process consists of actions that are typically performed by two different users.

Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
- Accepted commitments are exported to Viewpoint® Vista™ with the Integration by Ryvit
- Rejected commitments are NOT exported to Viewpoint® Vista™ with the Integration by Ryvit.
Project Manager. Procore returns rejected commitments to an editable state in the project's Commitments tool.
- Corrects any rejected commitments. See Edit a Commitment.
- Resends any corrected commitments to the ERP Integrations tool. See Integration by Ryvit: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance.

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:
- Configure the ERP Integrations tool for Integration by Ryvit. See Integration by Ryvit: Setup Guide.
- The Commitments tool must be an active tool on the project. See Add and Remove Project Tools.
Limitations:
- To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and cost type.

To export a commitment to Integration by Ryvit, complete these tasks: