Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the Vista using the Integration by Procore.

Background

After the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by one of your company's accounting approvers and then synced with Vista using the Integration by Procore. However, if you recently sent your budget to the ERP Integrations and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

• Retrieve the Budget from the ERP Integrations Tool. If the accounting approver has not yet accepted the budget for export to Vista, you may use the Steps below. 
  OR
• Reject the Budget in the ERP Integrations Tool. If the accounting approver rejects the budget, see Integration by Procore: Accept or Reject a Budget for Export to the Vista.

Things to Consider

• Required User Permission:
  • 'Admin' permission on the project's Budget tool.
    OR
  • 'Read Only' or 'Standard' permission on the project's Budget tool with the 'Send and Retrieve Budgets from ERP' granular permission enabled on your permissions template.
• Prerequisites:
  The Retrieve from ERP button is only visible and available when:
  • The budget was previously sent to the company's ERP Integrations tool. See Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance.
  • The budget has NOT yet been approved or rejected by an accounting approver. See Integration by Procore: Accept or Reject a Budget for Export to Vista. 
• Additional Information:
  • If you were successful in retrieving a job from the ERP Integrations tool, you will be able to edit the project name and address fields.

Steps

1. Navigate to the project's Budget tool.
   This reveals the Budget page.
2. Click Retrieve from ERP.
   Notes: This button is NOT visible or available if the budget:
   • Has NOT previously been sent to the ERP Integrations tool. See Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance.
   • Has NOT been approved/rejected for export to Integration by Procore by an accounting approver. See Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™. 
     
     
     
     The system removes the budget updates from the ERP Integrations tool. 
3. Click Unlock Budget.
   Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.
   
        
    
4. Make any changes to the budget as needed. See Edit a Budget.

Next Step

• Edit a Budget

See Also

• Lock a Budget
• Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance
• Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™
• Create a Budget Modification