CONFIGURE ORGANIZATION OPTIONS

Use this application to define export parameters for organization information. The integration process will use these parameters to download this information from Costpoint into Deltek CRM/GovWin. Organization information is maintained in the applications in the Organizations menu in Costpoint General Ledger.

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

Before you can define organization structures and elements, make sure company ID and address information exists correctly in the Set Up Company Info screen (Accounting » General Ledger » Organizations). The top level of an organization (and the lower-level segment lengths) is established in the Define Org Structures screen (Accounting » General Ledger » Organizations), and subsequent organization levels are assigned in the Maintain Org Elements screen (Accounting » General Ledger » Organizations). If applicable, also verify your organization data labels in the Maintain Organization User-Defined Info screen (Accounting » General Ledger » Organizations).

Version

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

CRM/GovWin 4.1
CRM/GovWin 5.x

Use Last Processed Time Stamp

Select this check box to download organization 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 organization information in Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

Use Reorganization

Select this check box to use the reorganization structure.

Select Processing Information

Basic Information

Select this check box to download basic information from the ORG table. This check box is selected by default when you open this application.

Reorganization Options

Use the following fields to specify how organization IDs will be translated between Costpoint and CRM/GovWin. You can use the reorganization feature of Costpoint to set up an ORG structure exactly as you need it configured in CRM/GovWin regardless of your actual Costpoint organization structure. You can also use your Costpoint organization IDs. If you use your existing Costpoint orgs, you can choose the number of levels that will be represented.

Exclude Top Level

Select this check box to exclude the top level of the reorganization ID during the download. This may be necessary if you are already using Reorg in Costpoint and the length of the top-level reorg element is not correct for CRM/GovWin. This check box is not available unless the Use Reorganization check box is selected.

Reorg

Enter the top-level reorganization ID whose mapping definition will be used during this download. This check box is not available unless the Use Reorganization check box is selected.

Select Organizations/Reorganizations

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

Range Option

Use this drop-down list to select the organization range for the current parameter record. Valid options are:

All
One
Range
From Beginning
To End

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) organizations for the current parameter record. When you use Lookup in either field, you can choose from a list of existing organizations in Costpoint.

Active Organizations

Select this check box to include active organizations in the download. If the Use Reorganization checkbox is selected, this checkbox is not available. If this checkbox is selected and you then select the Use Reorganization check box, the Active Organizations check box is cleared and grayed out.

Inactive Organizations

Select this check box to include inactive organizations in the download. If the Use Reorganization checkbox is selected, this checkbox is not available. If this checkbox is selected and you then select the Use Reorganization check box, the Active Organizations check box is cleared and grayed out.

If these check boxes are available, you must select at least one (Active Organizations and/or Inactive Organizations) before executing the download. You can make organizations active/inactive in Costpoint by selecting/clearing the Active check box in the Define Org Structures screen (Accounting » General Ledger » Organizations).

Organization Level

Enter a numeric value that will determine the starting organization level at which organizations will exist in Deltek CRM/GovWin in accordance with the settings in this screen. Only organization IDs that are defined at the selected level or higher in Costpoint will be transferred to CRM/GovWin.

Table Information

Organization information is stored in the ORG table. If you use the reorg option (select the Use Reorganization check box), the process will use the REORG_ORG_LINK table to transform the organization ID. 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 organization ID.	The Use Reorganization check box is not selected (REORG_FL is N), the Select Organization/Reorganizations Range Option is One, and the From organization is not a valid organization ID (ORG_ID).	Use to select a valid value.
The number of levels defined within this reorganization exceeds the maximum of 5.	Error: The reorganization ID selected has more than five levels defined (or more than six levels if you selected the Exclude Top Level check box) and cannot be used.	Use to select a valid value. Deltek CRM/GovWin only allows a five-level org structure, so you must select a Reorg ID that will not exceed that maximum.
This is an invalid reorganization ID.	Error. The Use Reorganization check box is selected (REORG_FL is Y), the Select Organization/ Reorganizations Range Option is One, and the From reorganization is not a valid Reorg ID (REORG_ ORG_LINK.REORG_ID).	Use to select a valid value.
This is an invalid reorganization ID.	Error. The Reorg ID you entered does not exist in the Reorg Structure table (REORG_STRUC).	Use to select a valid value.
This is an invalid top-level reorganization ID.	Error. The Reorg ID does not exist in the Reorg Structure table (REORG_STRUC) at the top-level (must be LVL_NO = 1).	Use to select a valid value.
A top-level reorganization ID must be entered.	Error. The Use Reorganization check box is selected, but the Reorg is null.	Enter a valid value in the Reorg field, or clear the Use Reorganization check box.
The reorganization mapping definition for this top level reorganization ID does not contain the organization ID entered above.	Error. The Use Reorganization check box is selected, the Select Organization/Reorganizations Range Option is One, and the From organization is not a valid REORG_ID in the Reorg/Org Link table (REORG_ ORG_LINK.ORG_ID) where the Reorg ID (REORG_ORG_LINK.REORG_ID) is mapped with the assigned top-level org (REORG_ID_TOP).	Specify an organization ID that is included in the reorganization structure requested, or add the desired org to the reorganization structure, or select a different reorganization ID.
Either active and or inactive organizations must be selected.	Error. Neither the Active Organizations nor the Inactive Organizations check box is selected.	Select the Active Organizations and/or Inactive Organizations check boxes.
The organization level must be between 1 and 5 inclusively.	Error. Organization Level must be between 1 and 5, inclusive.	Enter a value between one and five in the Organization Level field.
The organization status of this organization is inactive and you have not requested inactive organizations.	Error. The Select Organization/ Reorganizations Range Option is One, only the Active Organizations check box is selected (ORG_ACT_FL is Y), and the organization is not active (ORG.ACTIVE_FL is N); therefore, this is not a valid organization ID (ORG_ID).	Select an organization ID with an active status or select Inactive Organizations.
The organization status of this organization is active and you have not requested active organizations.	Error. The Select Organization/ Reorganizations Range Option is One, only the Inactive Organizations check box is selected (ORG_INACT_FL is Y), and the organization is active (ORG.ACTIVE_FL is Y); therefore, this is not a valid organization ID (ORG_ID).	Select an organization ID with an inactive status or select Inactive Organizations.
The number of levels defined within this reorganization exceeds the maximum of 5.	Error: The reorganization ID selected has more than five levels defined (or more than six levels if you selected the Exclude Top Level check box) and cannot be used.	Use to select a valid value. Deltek CRM/GovWin only allows a five-level org structure, so you must select a Reorg ID that will not exceed that maximum.
The level for this organization is greater than the organization level requested.	Error. The Use Reorganization check box is not selected (REORG_FL is N), the Select Organization/ Reorganizations Range Option is One, and the Level (LVL_NO) for this Org is greater than the Org Level (ORG_LVL) requested; therefore, this is not a valid organization ID (ORG_ID).	Use to select a valid value.