The ERP Intregation tool is only accessible to a limited number of KBD Employees – all Project Coordinators and Procore Administrators. In this tool various aspects of the project financials can be imported from, or exported to, Vista (ERP) including Vendors, Jobs, Budgets, Prime Contract SOV, Commitments and Change Orders (both Commitment and Prime).
**NOTHING AUTOMATICALLY TRANSFERS TO VISTA**. Human interaction is required to process any data transfers between systems.
ICON | BADGE | DESCRIPTION |
---|---|---|
![]() | ![]() | Data that has been sent to the ERP Integrations tool for approval and has been retrieved from the tool OR data that was sent to the ERP Integrations tool and that has been rejected by an accounting approver. |
![]() | ![]() | Data that has been sent to the ERP Integrations tool and is waiting for an accounting approver to accept it for export. |
![]() | ![]() | Data that has been synced between Procore and the ERP system. |
This tool is where the Procore Administrator assigns default cost types to the company-wide cost codes.
Cost Code | Description | LABOR | MATERIAL | SUB | EQUIPMENT | OTHER | ADJUSTMENT |
---|---|---|---|---|---|---|---|
01 – GENERAL CONDITIONS | |||||||
1000.__. | General Conditions | ||||||
1111.__. | Regional Manager / BUL | ||||||
1221.__. | Job Signs |
As of this writing there are more than 4,000 vendors linked between Procore and the ERP. Without this link commitments and change orders cannot be processed and sent thru for processing of payments.
Look for the green flag located to the right of each vendor in the company or project directory to know if the vendor has been linked.
This tool is where the Procore Administrator imports new projects once they’ve been created in the ERP.
Budgets can be either imported or exported based on the desire of the project team. Regardless of which method is used, that method will be cemented for the life of the project. In other words, once a budget has been exported it can never be imported; conversely, once a budget has been imported it can never be exported.
VIEWPOINT VISTA INTEGRATION
- Std. Cost Codes & Cost Types
- Vendors
- Budgets
- Commitments
- Commitment Change Orders
FILTER ESTIMATES BY
Ready To Import (#)
Ready To Export (#)
Failed To Export (#)
Synced (#)
Archived (#)
SEARCH FOR A BUDGET
IMPORT A BUDGET
By default the page loads those budgets that are ready to be imported as indicated by Ready To Import(#) shown in bold in the right side menu.
Locate the budget that is ready to import and click Import.
Upon successful import a small green message is displayed to the right of the Import button indicating Added to Procore.
VIEWPOINT VISTA INTEGRATION
- Std. Cost Codes & Cost Types
- Vendors
- Budgets
- Commitments
- Commitment Change Orders
FILTER ESTIMATES BY
Ready To Import (#)
Ready To Export (#)
Failed To Export (#)
Synced (#)
Archived (#)
SEARCH FOR A BUDGET
EXPORT A BUDGET
Before a Budget is available to export the following must be true:
- The cost codes and cost types must be linked with the ERP
- The budget must be locked
When ready, navigate to the ERP Integrations tool then click the Budgets subtab.
Once loaded, click the Ready To Export(#) link located in the right side menu.
Locate the budget that is ready to export by selecting the radio button next to the word Accept.
When ready click Export.
Upon successful export a small green message is displayed to the right of the Export button indicating Successfully Exported.
Alternatively, a budget can be rejected by selecting the radio button next to the word Reject. Provide a reason then click Reject.
Before a Commitment or Commitment Change Order is available to export the following must be true:
- The vendor to which the commitment is being issued must be linked with Vista
- The status of the commitment must be Approved
- In the case of a change order, the commitment must be linked with Vista
When ready, navigate to the ERP Integrations tool then click the Commitments subtab.
VIEWPOINT VISTA INTEGRATION
- Std. Cost Codes & Cost Types
- Vendors
- Budgets
- Commitments
- Commitment Change Orders
FILTER ESTIMATES BY
Ready To Export (#)
Failed To Export (#)
Synced (#)
FILTER COMMITMENTS BY JOB
SEARCH FOR COMMITMENTS
By default the page loads those budgets that are ready to be exported as indicated by Ready To Export(#) shown in bold in the right side menu.
Locate the commitment that is ready to export by selecting the radio button next to the word Accept.
Next, enter the month and year for the batch date. This date must coincide with a current open month and year in Vista. When ready click Export To Viewpoint Vista.
Upon successful export a small green message is displayed to the right of the Export button indicating Successfully Exported. This will update the ERP badge for the commitment to appear green with links.
Alternatively, a commitment can be rejected by selecting the radio button next to the word Reject. Doing so will update the status of the commitment and allow further edits to be made as necessary. This will also update the ERP flag to appear orange with an arrow pointing left.
These colored badges are visible in the Commitment Summary view as well as within each Commitment.
# | Title | Contract Company | Status | Executed | Original Contract Value | Approved CCOs | Total Contract Amount | Invoices | Pending CCOs | Draft CCOs | Total Payments | Total Remaining | % Paid | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
EditView | SC-18999-001 | SAMPLE CONTRACT | SAMPLE SAM CONTRACTING | Approved | Yes | $500,000.00 | $125,000.00 | $625,000.00 | $250,000.00 | $0.00 | $0.00 | $0.00 | $625,000.00 | 0.00% |
EditView | SC-18999-002 | SAMPLE CONTRACT | SAMPLE SUE CONTRACTING | Approved | Yes | $600,000.00 | $125,000.00 | $725,000.00 | $350,000.00 | $0.00 | $0.00 | $0.00 | $725,000.00 | 0.00% |
The procedure to export a commitment change order is identical to exporting a commitment. Navigate to the ERP Integrations tool then click the Commitment Change Orders subtab and follow the steps above.
- Contract Items must exist in Vista
- The Project must be interfaced in Vista
VIEWPOINT VISTA INTEGRATION
- …
- Commitments
- Commitment Change Orders
- Prime Contracts
- Prime Contract Change Orders
SEARCH FOR PRIME CONTRACT
Before a Prime Contract Change Order (PCCO) is available to export the following must be true:
- The Prime Contract must be linked with Vista
- The status of the PCCO must be Approved
When ready, navigate to the ERP Integrations tool then click the Prime Contract Change Orders subtab.
VIEWPOINT VISTA INTEGRATION
- …
- Commitments
- Commitment Change Orders
- Prime Contracts
- Prime Contract Change Orders
Ready To Export (#)
Failed To Export (#)
Synced (#)
SEARCH FOR PRIME CONTRACT CHANGE ORDERS
FILTER BY JOB
Locate the PCCO that is ready to export by selecting the radio button next to the word Accept.
Enter the existing Contract Item or enter the number for a new Contract Item to which the PCCO will be allocated.
Next, enter the month and year for the batch date. This date must coincide with a current open month and year in Vista. When ready click Export To Viewpoint Vista.
Upon successful export a small green message is displayed to the right of the Export button indicating Successfully Exported. This will update the ERP badge for the PCCO to appear green with links.
Alternatively, a PCCO can be rejected by selecting the radio button next to the word Reject. Doing so will update the status of the PCCO and allow further edits to be made as necessary. This will also update the ERP flag to appear orange with an arrow pointing left.
This tool is where the Procore Administrator can view the underlying data fed from the ERP system to the Procore project budget.
Learn more by visiting Procore’s support site.
https://support.procore.com/integrations/vista-viewpoint