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Vendor Tab

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

Vendor information transferred from Capture Management will load on the Manage Contract Management Vendor Info (CTMVEND) screen. The migrated information takes information from the following Capture Management tables:
  • Vendor (VE)
  • Vendor Address (VEAddress)
  • Vendor Contacts (Contracts)

Contents

Field Description
Migrate CM Vendor Data Select this check box to transfer vendor information from Capture Management.
Default Vendor Record Enter, or click to select, a vendor record from the Manage Contract Management Vendor Info screen which contains default values. When transferring Capture Management records to Costpoint, the application will use the values from this default vendor record on fields that have no values (NULL) but are required in Costpoint.
Use auto-assign for Vendor Prospect IDs Select this check box to allow the application to automatically assign vendor prospect IDs to the records from Capture Management. The application will use the value in the Last Vendor Prospect ID field on the Corporate Settings subtask of the Configure Contract Management Settings field as the basis for assigning new IDs to the vendor records from Capture Management.
Track CM 'Vendor' using UDEF Enter, or click to select, the user-defined field label where the application will store the prospective vendor ID.

This option is useful if the Use auto-assign for Vendor 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 vendor ID. If you have this setup, you will be able to see the original vendor ID from Capture Management in the User Defined Info subtask of the Manage Contract Management Vendor Info (CTMVEND) screen.

Log Vendor 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 Vendor Filter Select this check box to limit the records from Capture Management to specific vendors. 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 vendor 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.