CONFIGURE VENDOR OPTIONS

Use this screen to define export parameters for vendor, vendor address, and vendor contact information. The integration process uses these parameters to download this information from Costpoint into GovWin Capture Management.

In order to run this application, you must be licensed for the Deltek Costpoint to GovWin Capture Management Integration.

Before you use this screen, you must set up all your vendor information on the Manage Vendors screen.

After defining export parameters on this screen, run 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.

 

Version

From the drop-down list, select the GovWin Capture Management version for this parameter record. Valid options are:

Select CP7X_VSWS if you are running the integration using Capture Management Web Services. If you are using this method, run the integration using the Transfer GovWin Capture Management Data screen.

Employee Vendors

Select this check box to download vendors that are associated with an employee ID.

Non-Employee Vendors

Select this check box to download vendors that are not associated with an employee ID.

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 vendor information in Deltek Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

1099 Vendors

Select this check box to download vendors that have 1099 information in the 1099's group box on the Manage Vendors screen.

Non-1099 Vendors

Select this check box to download vendors that do not have 1099 information in the 1099's group box on the Manage Vendors screen.

Select Vendor Information

Use this group box to download basic vendor information, vendor addresses, and contact addresses.

Basic Information

Select this check box to download basic vendor information from the applicable records on the Manage Vendors screen.

Addresses

Select this check box to download vendor addresses from the applicable records on the Addresses subtask of the Manage Vendors screen. Selecting this check box enables the Select Vendor Address Codes group box.

Address Contacts

Select this check box to download vendor contact information from the applicable records on the Addresses subtask of the Manage Vendors screen. Selecting this check box enables the Select Vendor Address Contacts by Title group box.

Select Address Option

Use this group box to select order, payment, and other options you want to use for this process.

If you select only the Basic Information check box in the Select Vendor Information group box, all options in this group box are disabled. However, if you clear all check boxes in the Select Vendor Information group box, or if you select the Addresses and/or Address Contacts check boxes, all items in the this group box are enabled.

Select Order Option

Select a option in this group box to specify which order address information is downloaded for the vendor range specified in this parameter record. Order address information is specified as Default (Default order address), Yes (valid order address), or No (invalid order address) in the Order Address drop-down list box on the Addresses subtask of the Manage Vendors screen.

All

Select this option to download order address information from vendors whose order addresses are set to Default or Yes.

Default Only

Select this option to download order address information from vendors whose order addresses are set to Default.

None

Select this option to prevent any order address information from being included in this download.

Select Payment Option

Select a option in this group box to specify which payment address information is downloaded for the vendor range specified in this parameter record. Payment address information is specified as Default (Default payment address), Yes (valid payment address), or No (invalid payment address) in the Payment Address drop-down list on the Addresses subtask of the Manage Vendors screen.

All

Select this option to download payment address information from vendors whose payment addresses are set to Default or Yes.

Default Only

Select this option to download payment address information from vendors whose payment addresses are set to Default.

None

Select this option to prevent any payment address information from being included in this download.

Select Other Option

Select an option in this group box to specify other information you want to include in this download.

All

Select this option to download all non-order and non-payment address (that is, where the Order Address and Payment Address drop-down list boxes are set to No on the Addresses subtask of the Manage Vendors screen) information for the vendor range specified in this parameter record.

None

Select this option to prevent any non-billing and non-shipping address information from being included in this download.

Primary Address Code

Use this field to enter an address code. This address code is used as a primary address. The primary address code established in this field flags the record as a primary address in GovWin Capture Management.

Select Vendors

Use the fields in this group box to specify the ranges of vendor IDs you want to use for this process.

Range Option

From the drop-down list, select the desired range of organization IDs you want to include in this process. You can then specify the range details in the From and/or To field, as applicable. The following options are available:

From

Enter, or click binoculars.gif to select, the starting vendor ID, as applicable.

To

Enter, or click binoculars.gif to select, the ending vendor ID, as applicable.

Select Vendor Address Codes

Use the fields in this group box to specify the ranges of vendor address codes you want to use for this process. You can assign vendor address codes using the Addresses subtask of the Manage Vendors screen.

You must select the Addresses check box in the Select Vendor Information group box to enable this group box.

Range Option

From the drop-down list, select the desired range of vendor address codes you want to include in this process. You can then specify the range details in the From and/or To field, as applicable. The following options are available:

From

Enter, or click binoculars.gif to select, the starting vendor address code, as applicable.

To

Enter, or click binoculars.gif to select, the ending vendor address code, as applicable.

Select Vendor Address Contacts by Title

Use the fields in this group box to specify the ranges of vendor addresses contacts you want to use for this process. You can assign vendor address contact IDs using the Addresses subtask of the Manage Vendors screen.

You must select the Address Contacts check box in the Select Vendor Information group box to enable this group box.

Range Option

From the drop-down list, select the desired range of vendor address contact IDs you want to include in this process. You can then specify the range details in the From and/or To field, as applicable. The following options are available:

From

Enter, or click binoculars.gif to select, the starting vendor address contact ID, as applicable.

To

Enter, or click binoculars.gif to select, the ending vendor address contact ID, as applicable.

Non-Contiguous Range

Select this check box to enable the Vendor Address Contacts Range subtask. Use this subtask to select a customized list of vendor address contacts.

Subtask

Subtask

Description

Vendor Address Contacts Range

Click this link to open the Vendor Address Contacts Range subtask and specify multiple vendor address contact ID ranges you want to include in this process.