CONFIGURE CUSTOMER OPTIONS
Use this screen to define export parameters for customer, customer address, and customer contact information. The integration process uses these parameters to download this information from Costpoint into GovWin Capture Management. Customer information is established in the Manage Customers screen.
In order to run this application, you must be licensed for the Deltek Costpoint to GovWin Capture Management Integration.
Use this screen after you have properly configured your customer information in the Manage Customers screen and before running the integration using either of the following methods:
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the fields in this group box to specify the ranges of customers, customer types, customer address codes, and/or customer address contacts you want to use in this process.
Customers
Option
From the drop-down list, select the desired range of customer IDs you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
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All — Select this option to include all available records. The Start and End fields are disabled for this option.
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One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
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From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
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To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start
Enter, or click 
to select, the starting customer ID.
End
Enter, or click to select, the ending customer ID.
Customer Types
Option
From the drop-down list, select the desired range of customer types you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
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All — Select this option to include all available records. The Start and End fields are disabled for this option.
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One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
-
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
-
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start
Enter, or click to select, the starting customer type.
End
Enter, or click to select, the ending customer type.
Non-Contiguous Ranges
Select this check box to enable the Customer Type Non-Contiguous Range subtask, where you can create a list of multiple customer type ranges which you want to include in the process.
Customer Address Codes
You must select the Addresses check box in the Customer Information group box to enable this drop-down list box.
Option
From the drop-down list, select the desired range of customer address codes you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
-
All — Select this option to include all available records. The Start and End fields are disabled for this option.
-
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
-
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
-
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start
Enter, or click to select, the starting customer address code.
End
Enter, or click to select, the ending customer address code.
Customer Address Contacts
You must select the Address Contacts check box in the Customer Information group box to enable this drop-down list box.
From the drop-down list, select the desired range of customer address contact IDs you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
-
All — Select this option to include all available records. The Start and End fields are disabled for this option.
-
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
-
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
-
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start
Enter, or click to select, the starting customer address contact.
End
Enter, or click to select, the ending customer address contact.
Options
Use this group box to specify additional options for this process.
Version
From the drop-down list, select the GovWin Capture Management version for this parameter record. Valid options are:
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CRM/GovWin 4.1
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CRM/GovWin 5.x
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CP7X_VSWS
Select CP7X_VSWS if you are running the integration using Vision Web Services. If you are using this method, run the integration using the Transfer GovWin Capture Management Data screen.
Use Last Processed Time Stamp
Select this check box to download customer information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable customer information in Deltek Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.
Customer Information
Use the check boxes in this group box to download customer basic information, addresses, and/or contacts in accordance with the other selections in this screen.
Basic Information
Select this check box to download basic customer information from the applicable records on the Manage Customers screen.
Addresses
Select this check box to download customer address information from the applicable records in the table window on the Manage Customers screen. Selecting this check box enables the Customer Address Codes drop-down list box.
Address Contacts
Select this check box to download customer contact information from the applicable records in the SO Address/Contacts tabs of the Manage Customers screen. Selecting this check box enables the Customer Address Contacts drop-down list box.
Address Option
If you select only the Basic Information check box in the Customer Information group box, all items in this group box are disabled. However, if you clear all the check boxes in the Customer Information group box, or if you select the Addresses and/or Address Contacts check boxes, all items in this group box are enabled.
Use this group box to specify additional options for exporting addresses.
Billing Option
From the drop-down list, select which billing address information is downloaded for the customer range specified in this parameter record. Billing address information is specified as D (Default billing address), Y (valid billing address), or N (invalid billing address) in the Bill Code field for each address line in the table window on the Manage Customers screen. Valid options are:
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All — Select this option to download billing address information from customers whose bill code is D or Y for each line in table window on the Manage Customers screen.
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Default Only — Select this option to download billing address information from customers whose bill code is D for each line in the table window on the Manage Customers screen.
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None — Select this option to prevent any billing address information from being included in the download.
Shipping Option
From the drop-down list, select which shipping address information is downloaded for the customer range specified in this parameter record. Shipping address information is specified as D (Default shipping address), Y (valid shipping address), or N (invalid shipping address) in the Ship To field for each address line in the table window on the Manage Customers screen. Valid options are:
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All — Select this option to download billing address information from customers whose bill code is D or Y for each line in table window on the Manage Customers screen.
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Default Only — Select this option to download billing address information from customers whose bill code is D for each line in the table window on the Manage Customers screen.
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None — Select this option to prevent any billing address information from being included in the download.
Other Option
From the drop-down list, specify whether to download non-billing and non-shipping address information. Valid options are:
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All — Select this option to download all non-billing and non-shipping address information (that is, where the Bill Code and Ship To fields for each address line in the table window on the Manage Customers screen are N) for the customer range specified in this parameter record.
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None — Select this option to prevent any non-billing and non-shipping address information from being included in the download.
Primary Address Code
Use this field to enter an address code that indicates that an address is a primary address. The primary address code established in this field flags the record as a primary address in GovWin Capture Management.
Subtask
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Subtask
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Description
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Customer Type Non-Contiguous Range
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Click this link to open the Customer Type Non-Contiguous Range subtask and specify multiple customer type ranges you want to include in the process.
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