Lookups Tab
Use this tab to select that lookup information that you want to transfer from Capture Management into Costpoint.
Warning: Before you can migrate customer, opportunity, and/or contract information from GovWin Capture Management into Costpoint Contract Management, you must:
- Use this tab to transfer the related lookup information of customer, opportunity, and/or contract elements to Costpoint.
- Go to the Manage Element Value Mappings screen, and define the target (Costpoint) values for the migrated customer/opportunity/contract lookup values. You must ensure that the mapping of each element used by the data migration is accurate.
Contents
| Field | Description |
|---|---|
| Transfer Client Type Source Values For Mapping | Select this check box to transfer Client Type lookup values from Capture Management to Costpoint. This loads the Source Values of the CLTYPE (Client Type) element ID on the Manage Element Value Mappings screen. |
| Transfer Employee ID Source Values For Mapping | Select this check box to transfer Employee ID lookup values from Capture Management to Costpoint. This loads the Source Values of the EMEMPLOYEE (Employee Identifier) element ID on the Manage Element Value Mappings screen. |
| Transfer Employee Role Source Values For Mapping | Select this check box to transfer employee role lookup values from Capture Management to Costpoint. This loads the Source Values of the ROLE (Role) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Source Source Values for Mapping | Select this check box to transfer opportunity source lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPSOURCE (Opportunity Source) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Type Source Values For Mapping | Select this check box to transfer opportunity type lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPTYPE (Opportunity Type) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity State Source Values For Mapping | Select this check box to transfer opportunity stage lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPSTAGE (Opportunity Stage) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Our Role Source Values For Mapping | Select this check box to transfer opportunity Our Role lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPOURROLE (Opportunity Our Role) element ID on the Manage Element Value Mappings screen. |
| Transfer NAICS Source Values For Mapping | Select this check box to transfer North American Industry Classification (NAICS) lookup values from Capture Management to Costpoint. This loads the Source Values of the NAICS (NAICS) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Win Probability Source Values For Mapping | Select this check box to transfer Opportunity Win Probability lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPWINPROBABILITY (Opportunity Win Probability) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Closed Reason Source Values for Mapping | Select this check box to transfer Opportunity Closed Reason lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPCLOSEDREASON (Opportunity Closed Reason) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Loss Reason Source Values For Mapping | Select this check box to transfer Opportunity Loss Reason lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPLOSSREASON (Opportunity Loss Reason) element ID on the Manage Element Value Mappings screen. |
| Transfer Opportunity Business Unit Source Values For Mapping | Select this check box to transfer Opportunity Business Unit lookup values from Capture Management to Costpoint. This loads the Source Values of the OPPBUSINESSUNIT (Opportunity Business Unit) element ID on the Manage Element Value Mappings screen. |
| Transfer Contract Type Source Values For Mapping | Select this check box to transfer Contract Type lookup values from Capture Management to Costpoint. This loads the Source Values of the CONTRACTTYPE (Contract Type) element ID on the Manage Element Value Mappings screen. |
| Transfer Contract Vehicle Source Values For Mapping | Select this check box to transfer Contract Vehicle lookup values from Capture Management to Costpoint. This loads the Source Values of the CONTRACTVEHICLE (Contract Vehicle) element ID on the Manage Element Value Mappings screen. |
| Transfer Activity Method Source Values For Mapping | Select this check box to transfer Activity Method lookup values from Capture Management to Costpoint. This loads the Source Values of the ACTIVITYMETHOD (Activity Method) element ID on the Manage Element Value Mappings screen. |
| Transfer Activity Subject Source Values For Mapping | Select this check box to transfer Activity Subject lookup values from Capture Management to Costpoint. This loads the Source Values of the ACTIVITYSUBJECT (Activity Subject) element ID on the Manage Element Value Mappings screen |
| Transfer Contract Status Source Values For Mapping | Select this check box to transfer Contract Status lookup values from Capture Management to Costpoint. This loads the Source Values of the CONTRACTSTATUS (Contract Status) element ID on the Manage Element Value Mappings screen. |
| Transfer Security Clearance Source Values For Mapping | Select this check box to transfer Security Clearance lookup values from Capture Management to Costpoint. This loads the Source Values of the SECURITYCLEARANCE (Security Clearance) element ID on the Manage Element Value Mappings screen. |
| Transfer Other Clearance Source Values For Mapping | Select this check box to transfer Other Clearance lookup values from Capture Management to Costpoint. This loads the Source Values of the OTHERCLEARANCE (Other Clearance) element ID on the Manage Element Value Mappings screen. |
| Transfer Contract Date Type Source Values For Mapping | Select this check box to transfer Contract Date Type lookup values from Capture Management to Costpoint. This loads the Source Values of the CONTRACTDATETYPE (Contract Date Type) element ID on the Manage Element Value Mappings screen. |
| Transfer GSA Schedule Source Values For Mapping | Select this check box to transfer GSA Schedule lookup values from Capture Management to Costpoint. This loads the Source Values of the GSASCHEDULE (GSA Schedule) element ID on the Manage Element Value Mappings screen. |
| Transfer SIN Number Source Values For Mapping | Select this check box to transfer SIN Number lookup values from Capture Management to Costpoint. This loads the Source Values of the SINNUMBER (SIN Number) element ID on the Manage Element Value Mappings screen. |
| Transfer Contact Type Source Values For Mapping | Select this check box to transfer Contact Type lookup values from Capture Management to Costpoint. This loads the Source Values of the CONTACTTYPE (Contact Type) element ID on the Manage Element Value Mappings screen. |
| Opportunity Map ID | Enter, or click
 to select, the field mapping ID for opportunities. You must enter a value if you are migrating opportunity lookup information. 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.
Note: You must use the same mapping ID to transfer lookup information and the opportunity records.
|
| Contract Map ID | Enter, or click
to select, the field mapping ID for contracts. You must enter a value if you are migrating contract lookup information. 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.
Note: You must use the same mapping ID to transfer lookup information and the contract records.
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