CONFIGURE CUSTOMER OPTIONS

Use this application to define export parameters for customer, customer address, and customer contact information. The integration process will use these parameters to download this information from Costpoint into Deltek CRM/GovWin. Customer information is established in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

In order to run this application, you must be licensed for the Deltek CRM/GovWin Integration add-on module.

Use this screen after you have properly configured your customer information in the Maintain Customers screen and before setting up interface instances in the Interface Configuration & Scheduler screen (Others  » Product Interfaces » Interface Controls).

Version

Use this drop-down list to select the CRM/GovWin version for the current parameter record. Valid options are:

Use Last Processed Time Stamp

Select this check box to download customer information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable customer information in Deltek Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

Select Customer Information

When you enter this screen, all three check boxes are selected as the default. Leave the appropriate check boxes in this group box selected to download customers' basic information, addresses, and/or contacts in accordance with the other selections in this screen.

Basic Information

Select this check box to download basic customer information from the applicable records in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

Addresses

Select this check box to download customers' address information from the applicable records in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info). Selecting this check box enables the Select Customer Address Codes group box.

Address Contacts

Select this check box to download customers' contact information from the applicable records in the Contacts subtask of the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info). Selecting this check box enables the Select Customer Address Contacts group box.

Select Address Option

If you select the Basic Information check box (and clear the Addresses and Address Contacts check boxes) in the Select Customer Information group box, all items in the Select Address Option group box will be disabled. However, if you clear all check boxes in the Select Customer Information group box, or if you select the Addresses and/or Address Contacts check boxes, all items in the Select Address Option group box will be enabled.

Select Billing Option

Select a option in this group box to specify which billing address information should be downloaded for the customer range specified in this parameter record. Billing address information is specified as D (Default billing address), Y (valid billing address), or N (invalid billing address) in the Bill Code field for each address line in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

All

Select this option to download billing address information from customers whose Bill Code is D or Y for each line in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

Default Only

Select this option to download billing address information from customers whose Bill Code is D for each line in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

None

Select this option to prevent any billing address information from being included in the download.

Select Shipping Option

Select an option in this group box to specify which shipping address information should be downloaded for the customer range specified in this parameter record. Shipping address information is specified as D (Default shipping address), Y (valid shipping address), or N (invalid shipping address) in the Ship To field for each address line in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

All

Select this option to download shipping address information from customers whose Ship To field is D or Y for each line in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

Default Only

Select this option to download shipping address information from customers whose Ship To field is D for each line in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info).

None

Select this option to prevent any shipping address information from being included in the download.

Select Other Option

All

Select this option to download all non-billing and non-shipping address information (that is, where the Bill Code and Ship To fields for each address line in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info) are N) for the customer range specified in this parameter record.

None

Select this option to prevent any non-billing and non-shipping address information from being included in the download.

Primary Address Code

Enter an address code that will indicate that an address is a primary address. The primary address code established in this field will flag the record as a primary address in Deltek CRM/GovWin. 

Select Customers

Use this group box to specify the customer ID range that will be used by the interface process to select customer information from Costpoint. The customer information that you specify in this range (in addition to the other selection criteria in this screen) will be selected for processing. If you select the All Range Option, all customer information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down box to select the range of customer IDs for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) customer IDs for the current parameter record.

Select Customer Types

Use this group box to specify the customer type range that will be used by the interface process to select customer information from Costpoint. Customers from the customer type code(s) range (that meet the other selection criteria in this screen) will be selected for processing. Customer Type codes are maintained in the Customer Types screen (Accounting » Accounts Receivable » Customer Controls), and are assigned to customers in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info). If you select the All Range Option, all applicable customer information that meets the parameter's other selection criteria will be processed.

Range Option

Use this drop-down box to select the customer type code range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) customer type codes for the current parameter record.

Select Customer Address Codes

Use this group box to specify the customer address code range that will be used by the interface process to select customer address information from Costpoint. Customer addresses from the customer address code(s) range (that meet the other selection criteria in this screen) will be selected for processing. Enable the fields in this group box by selecting the Addresses check box in the Select Customer Information group box. Customer Address Codes are assigned to customers in the Addresses table window in the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info). If you select the All Range Option, all applicable customer address information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down box to select the customer address code range for the current parameter record. Valid options are:

From, To

Enter, or use to select, a valid starting (in the From field) and ending (in the To field) customer address codes for the current parameter record.

When you use in either field, you can choose from a list of existing customer address codes (for all customers in Costpoint).

Select Customer Address Contacts

Use this group box to specify the customer contact ID range that will be used by the interface process to select customer contact information from Costpoint. Customer contacts from the customer contact ID range (that meet the other selection criteria in this screen) will be selected for processing. Enable the fields in this group box by selecting the Address Contacts check box in the Select Customer Information group box. Customer contact IDs are assigned to customers in the Contacts subtask of the Maintain Customer screen (Accounting » Accounts Receivable » Customer Info or Materials » Sales Order Entry » Customer Info). If you select the All Range Option, all applicable customer contact information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down box to select the customer contact ID range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) customer address contact IDs for the current parameter record.

When you use in either field, you can choose from a list of existing customer address contact IDs (for all customers in Costpoint).

Table Information

Customer information is stored in the CUST table. Customer Address, Customer Type, and Customer Address Contact information is stored in the CUST_ADDR, CUST_TYPE, and CUST_ADDR_CNTACT tables, respectively. Parameter data for the record is stored in the X_OBJ_SUPP table.

Error Messages and Conditions

Message

Condition

Remedy

You are not licensed to run this function.

Error. You are not licensed for Deltek CRM/GovWin Integration.

Contact your Costpoint System Administrator.

This parameter definition is assigned to an interface. Please remove this assignment before attempting to delete this definition.

Error. You cannot delete an object parameter if it is used within an object instance definition.

Disassociate the parameter ID from the object instance.

This is an invalid customer ID.

Error. The Select Customers Range Option is One, and the From customer is not a valid customer ID (CUST_ID).

Use to select a valid customer ID.

This is an invalid customer type.

Error. The Select Customer Types Range Option is One and the From customer type is not a valid customer type (CUST_TYPE_DC).

Use to select a valid customer type.

This is an invalid customer address code.

Error. The Primary Address Code is not null and the address code (ADDR_DC) does not exist in the CUST_ADDR table.

Use to select a valid value.

This is an invalid customer address code.

Error. The Select Customer Address Codes Range Option is One and the From customer address is not a valid customer address code (ADDR_DC).

Use to select a valid customer address code.

This is an invalid customer address contact ID.

Error. The Select Customer Address Contacts Range Option is One and the From customer address contact (CNTACT_ID) is not valid.

Use to select a valid customer address contact.

You must check at least one customer information check box.

Error. None of the Basic Information, Addresses, or Address Contacts check boxes have been selected.

Select one or more check boxes in the Select Customer Information group box.

You must select at least one address type.

Error. No Billing Addresses, no Shipping Addresses and no Non-billing/Non-shipping Addresses have been selected, and the Addresses check box has been selected.

Select one or more address codes in the Select Customer Address Codes group box.