Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Setting Up Customer Information Options

Before you can transfer Customer (Client) information from Costpoint to GovWin Capture Management, you must use the Configure Customer Options screen to the define selection criteria for the customer (client) data information that you want to include in the integration process.

Note: This procedure is intended to be used as a general guideline. For more information, refer to the online help of the Configure Customer Options screen.

To configure your customer data transfer options:

  1. Go to the Configure Customer Options screen in Costpoint Administration.
  2. Enter a value in the Parameter ID field. This ID must be a unique code representing your settings on the screen.
    You can use the parameter ID to retrieve the settings that you just made by using the Query function.
  3. Use the fields in the Selection Ranges group box to filter the customers, customer types, customer address codes, and customer address contacts that you want to include in the integration process.
  4. From the Version drop-down list, select the appropriate version of your GovWin Capture Management installation.
    If you use Capture Management Web Services for integration, select CP7X_VSWS in the Version field.
  5. If necessary, select the Use Last Processed Time Stamp check box to select rows that are new or modified from the last time the integration process ran.
    Leave this check box blank if you want to include all rows that meet your other criteria regardless of the time stamp.
  6. Select the check boxes in the Customer Information group box to indicate whether to download the basic information, addresses, and/or contacts for the range of customers that you specify.
  7. In the Address Option group box, select the specific address information you need.
    You can select billing, shipping, non-billing, and/or non-shipping information for the range of customers that you specify. The Address Option group box is only available if you select the Addresses and Address Contacts check boxes in the Customer Information group box. You can also access this group box if you clear all the check boxes in the Select Customer Information group box.
  8. Click save.gif to apply all your changes and settings.
  9. After setting up the export parameters for customer, customer address, and customer contact information, run the integration using either of the following methods:
    • If you use Capture Management Web Services for integration, go to the Transfer GovWin Capture Management Data screen to run the integration.
    • If you use Deltek Connector, go to the Manage Interface Configuration and Scheduler screen to schedule an integration process.