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Opportunity Tab

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

Opportunity 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
  • Opportunities_INPUTKeyContacts
  • Opportunities_KeyDates
  • Opportunity
  • OpportunityClientAssoc
  • OpportunityCustomTabFields
  • OpportunityEMAssoc
  • OpportunityVEAssoc
Warning: Before using this tab to transfer opportunities from Capture Management, you must:
  1. 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 opportunity information.
  2. Go to the Lookups tab of the Migrate Capture Management Data screen, and then migrate the lookup values for opportunities from Capture Management into Costpoint.
  3. Go to the Manage Element Value Mappings screen, and define the target (Costpoint) values for the migrated opportunity lookup values.

Contents

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

Enter, or click to select, the field mapping ID for opportunities. 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 opportunity records.

Default Opportunity 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 Opportunity IDs Select this check box to allow the application to automatically assign opportunity IDs to the records from Capture Management.
Track CM 'Opportunity' using UDEF

Enter, or click to select, the user-defined field label where the application will store the Opportunity number from Capture Management.

This option is useful if the Use Auto-assign for Opportunity 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 Opportunity ID. If you have this setup, you will be able to view the original opportunity ID from Capture Management in the User-Defined Info subtask of the Manage Opportunities (CTMOPP) screen.

Log Opportunity 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 Opportunity Filter

Select this check box to limit the records from Capture Management to specific opportunities. 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 opportunity 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.