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Customer Tab

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

The migration process takes information from the following Capture Management tables:
  • Client (CL)
  • Client Address (CLAddress)
  • Client Contacts (Contacts)
Warning: Before using this tab to transfer Customers from Capture Management, you must:
  1. Go to the Lookups tab of the Migrate Capture Management Data screen, and then migrate the Client Type (Transfer Client Type Source Values for Mapping ) lookup values from Capture Management into Costpoint.
  2. Go to the Manage Element Value Mappings screen, and define the target (Costpoint) values for the migrated client lookup values.

Contents

Field Description
Migrate CM Customer Data Select this check box to transfer customer information from Capture Management.
Default Customer Type

Enter, or click to select, a customer record from the Manage Contract Management Customer info screen which contains default customer type value. When transferring Capture Management records to Costpoint, the application will use the type from this default customer record on Type fields that have no values (NULL). Customer Type is required in Costpoint.

This record is maintained in the Manage Contract Management Customer Info screen.

Use auto-assign for Customer Prospect IDs Select this check box to allow the application to automatically assign customer prospect IDs to the records from Capture Management. The application will use the value in the Last Customer Prospect ID field on the Corporate Settings subtask of the Configure Contract Management Settings field as the basis for assigning new IDs to the customer records from Capture Management.
Track CM 'ClientID' using UDEF Enter, or click to select, the user-defined field label where the application will store the Client ID (ClientID) field value.

This option is useful if the Use Auto-assign for Customer Prospect IDs check box is selected. When you select the auto-assign ID function, you can specify a user-defined label where the application will store the original customer ID. If you have this setup, you will be able to view the original customer ID from Capture Management in the User Defined Info subtask of the Manage Contract Management Customer Info (CTMCUST) screen.

Track CM 'Client' using UDEF

Enter, or click to select, the user-defined field label where the application will store the Client field value.

This option is useful if the Use Auto-assign for Customer Prospect IDs check box is selected. When you select the auto-assign ID function, you can specify a user-defined label where the application will store the original Client field value. If you have this setup, you will be able to view the original Client field value from Capture Management in the User Defined Info subtask of the Manage Contract Management Customer Info (CTMCUST) screen.

The Client field from CL table in Capture Management must have a value.

Log Customer 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 Customer Filter

Select this check box to limit the records from Capture Management to specific customers. 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 customer 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.