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Contract Tab

Use this tab on the Migrate Capture Management Data screen to include contract/project information from GovWin Capture Management in the data transfer to Costpoint.

Contract information transferred from Capture Management will load on the Manage Opportunities (CTMOPP) screen. The migration process takes information from the following Capture Management tables:

  • Activity
  • CLAddress
  • Contacts
  • EMMain
  • EMProjectAssoc
  • Opportunity
  • PR
  • PRClientAssoc
  • PRContactAssoc
  • Project_Options
  • ProjectCustomTabFields
  • Projects_Deliverables
  • Projects_Modifications
  • VEProjectAssoc
Warning:

Before using this tab to transfer contracts from Capture Management, you must:

  1. Make sure to migrate vendor, customer, and opportunity information first before migrating contracts. Please take note that prospective customer and vendors should have gone through the approval process in Costpoint before bringing them to contracts.
  2. Go to the Integration Field Mapping screen, and then create and define the field mapping that will be used by the migration process when transferring contract information.
  3. Go to the Lookups tab of the Migrate Capture Management Data screen, and then migrate the lookup values for contracts from Capture Management into Costpoint.
  4. Go to the Manage Element Value Mappings screen, and define the target (Costpoint) values for the migrated contract lookup values.

Contents

Field Description
Migrate CM Contract Data Select this check box to transfer contract information from Capture Management.
Map ID

Enter the field mapping ID for contracts. This mapping defines the source fields from Capture Management and the target fields in Costpoint. This mapping is maintained on the Integration Field Mapping screen.

You must use the same mapping ID to transfer lookup information and the contract records.

Default Contract Record Enter, or click to select, an opportunity record from the Manage Opportunities screen which contains default values. When transferring Capture Management records to Costpoint, the application will use the values from this default opportunity record on fields that have no values (NULL) but are required in Costpoint.
Use auto-assign for Contract IDs Select this check box to allow the application to automatically assign contract IDs to the records from Capture Management.
Track CM 'WBS1' using UDEF Enter, or click to select, the user-defined field label where the application will store the WBS1 column value from Capture Management. You will be able to view the value from Capture Management in the User-Defined Info subtask of the Manage Contracts screen.
Track CM 'WBS2' using UDEF Enter, or click to select, the user-defined field label where the application will store the WBS2 column value from Capture Management. You will be able to view the value from Capture Management in the User-Defined Info subtask of the Manage Contracts screen.
Track CM 'WBS3' using UDEF Enter, or click to select, the user-defined field label where the application will store the WBS3 column value from Capture Management. You will be able to view the value from Capture Management in the User-Defined Info subtask of the Manage Contracts screen.
Log Contract migration transactions Select this check box to create a detailed log file which contains the logs the transactions and values of every source and target column. Using this functionality may slow down the data transfer process.
Use Contract Filter

Select this check box to limit the records from Capture Management to specific contracts. To filter records, use the adjacent text box to enter statements that define specific criteria for the records that come from Capture Management. The text box is limited to 255 characters.

For example, using the following statement/syntax limits the data transfer to contract records with an A (Active) value in the Status column:

Status = 'A'

If you enter an invalid field name or value as a criteria, the migration will not transfer any records. The log file will indicate that zero records were transferred. If this issue occurs, you need to double-check the validity of the statement/syntax that you used as a filter.