Before you can transfer vendor information from Costpoint to GovWin Capture Management, you must use the Configure Vendor Options screen to define the selection criteria for the data that you want to include in the integration process.
Note: This procedure is intended to be used a general guideline. For more information, refer to the online help of the Configure Vendor Options screen.
To configure your vendor data transfer settings:
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Go to the Configure Vendor Options screen in Costpoint Administration.
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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 make by using the Query function.
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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.
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Select the check boxes in the
Select Vendor Information
group box to download the basic information, addresses, and/or address contacts associated with the range of vendors that you specify.
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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. Le
ave this check box blank if you want to include all rows that meet your other criteria regardless of the time stamp.
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Select the
Employee Vendors,
Non-Employee Vendors,
1099 Vendors, and
Non-1099 Vendors check boxes to include vendors with specific criteria. For example, If you select the Employee Vendors check box, you include vendors that are associated with an Employee ID.
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Define range parameters in the
Select Vendors group box to include vendor information by vendor ID.
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If you select the
Addresses check box in the
Select Vendor Information group box, define parameters in the
Select Vendor Address Codes group box to select vendor information by vendor address codes.
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If you select the
Address Contacts check box in the
Select Vendor Information group box, define range parameters in the
Select Vendor Address Contacts by Title group box to select vendor information by vendor address contact IDs.
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Click
to apply all your changes and settings.
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After setting up the export parameters for vendor 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.