CONFIGURE VENDOR OPTIONS

Use this application to define export parameters for vendor, vendor address, and vendor contact information. The integration process will use these parameters to download this information from Costpoint into Deltek CRM/GovWin. Vendor information is established in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor 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 vendor information in the Maintain Vendors 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:

Select Vendor Information

Use this group box to download vendors' basic information, addresses, and/or contacts' addresses in accordance with the other selections in this screen.

Basic Information

Select this check box to download basic vendor information from the applicable records in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

Addresses

Select this check box to download vendors' address information from the applicable records in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info). Selecting this check box enables the Select Vendor Address Codes group box.

Address Contacts

Select this check box to download vendors' contact information from the applicable records in the Contacts subtask of the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info). Selecting this check box enables the Select Vendor Address Contacts by Title group box.

Use the following check boxes to further specify the types of vendor information that will be processed.

Select Address Option

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

Select Order Option

Select a option in this group box to specify which order address information will be downloaded for the vendor range specified in this parameter record. Order address information is specified as D (Default order address), Y (valid order address), or N (invalid order address) in the Ord Addr field for each address line in the Maintain Vendors screen.

All

Select this option to download order address information from vendors whose Ord Addr field is D or Y for each line in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

Default Only

Select this option to download order address information from vendors whose Ord Addr field is D for each line in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

None

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

Select Payment Option

Select a option in this group box to specify which payment address information should be downloaded for the vendor range specified in this parameter record. Payment address information is specified as D (Default payment address), Y (valid payment address), or N (invalid payment address) in the Pmt Addr field for each address line in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

All

Select this option to download payment address information from vendors whose Pmt Addr field is D or Y for each line in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

Default Only

Select this option to download payment address information from vendors whose Pmt Addr field is D for each line in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

None

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

Select Other Option

Select the All option in this group box to download all non-order and non-payment address information (that is, where the Ord Addr and Pmt Addr fields for each address line in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info) are N) for the vendor range specified in this parameter record.

Select the None 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.

Employee Vendors

Select this check box to download vendors that are associated with an employee ID.

Non-Employee Vendors

Select this check box to download vendors that are not associated with an employee ID.

1099 Vendors

Select this check box to download vendors that have 1099 information in the 1099s subtask of the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

Non-1099 Vendors

Select this check box to download vendors that do not have 1099 information in the 1099s subtask of the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info).

Use Last Processed Time Stamp

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

Select Vendors

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

Range Option

Use this drop-down list to select the range of vendor 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) vendor IDs for the current parameter record.

Select Vendor Address Codes

Use this group box to specify the vendor address code range that will be used by the interface process to select vendor address information from Costpoint. Existing vendors addresses from the vendor 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 Vendor Information group box. Vendor address codes are assigned to vendors in the Addresses table window in the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info). If you select the All Range Option, all applicable vendor address information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down list to select the vendor address 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) vendor address codes for the current parameter record.

When you use in either field, you can choose from a list of existing vendor address codes for all vendors in Costpoint.

Select Vendor Address Contacts by Title

Use the fields in this group box to specify the vendor address contact ID range that will be used by the interface process to select vendor contact information from Costpoint. Existing vendor contacts from the vendor address 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 Vendor Information group box. Vendor address contact IDs are assigned to vendors in the Contacts subtask of the Maintain Vendors screen (Accounting » Accounts Payable » Vendor Info or Materials » Purchasing » Vendor Info or Materials » Procurement Planning » Vendor Info). If you select the All Range Option, all applicable vendor contact information that meets the parameter's selection criteria will be processed.

Range Option

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

From, To

Enter the starting (in the From field) and ending (in the To field) vendor address contact IDs for the current parameter record.

When you use in either field, you can choose from a list of existing vendor address contact IDs for all vendors in Costpoint. If you selected the List Mode check box, enter the appropriate vendor address contact IDs in the From and/or To fields and click the Apply button to add your selection to the list box.

List Mode

Select this check box to create a customized, non-contiguous list of vendor address contact IDs for the current parameter record. Begin by selecting the Range Option, and then populate the From and/or To fields. Once you complete your selection, apply it to the list box by clicking the Apply button. Repeat this process as many times as necessary so that you can specify the address contacts from which vendor data will be selected and processed. To remove one of the contact range selections, highlight it in the list box and click the Remove button. The order of the selections in the list box does not affect the interface process. If you clear the List Mode check box while the list box is populated, the system will display the following warning message: "Changing Range Option will clear the Selection List Box field. Continue?" Click Yes to clear the list box of its current contents. Click No to return to the main screen.

Apply

Select this pushbutton to add the selected vendor address contact IDs in the From and/or To fields to the list box. The interface will use only the address contacts in the list box (and the other settings in this screen) to download vendor data from Costpoint into Deltek CRM/GovWin. This pushbutton is enabled only if you select the List Mode check box.

Remove

To remove one of the address contact selections, highlight it in the list box and click the Remove button.

Table Information

Vendor information is stored in the VEND table. Vendor Address and Vendor Address Contact information is stored in the VEND_ADDR and VEND_ADDR_CNTCT 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 Vendor ID.

The Select Vendors Range Option is One and the From vendor is not a valid vendor ID (VEND_ID).

Use to select a valid vendor ID.

This vendor is not an employee/vendor and you have requested employee/vendors.

Error. The Select Vendors Range Option is One, the Employee Vendors check box has been selected, and the employee/vendor (VEND.EMPL_ID) is null; therefore, the From vendor is not a valid vendor ID (VEND_ID).

Clear the Employee Vendors check box or enter a valid employee vendor ID.

This vendor is not flagged for 1099's and you have requested 1099 vendors.

Error. The Select Vendors Range Option is One, the 1099 Vendors check box has been selected, and the Print 1099 check box is not selected for the vendor (VEND.PRNT_1099_FL is N); therefore, the From vendor is not a valid vendor ID (VEND_ID).

If you select the Non-1099 Vendors check box, enter a non-1099 Vendor ID. If you select the 1099 Vendors check box, enter a 1099 Vendor ID.

This is an invalid vendor address code.

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

Use to select a valid vendor address code.

You must check at least one Vendor information check box.

Error. No check box has been selected in the Select Vendor Information group box.

Select at least one check box in the Select Vendor Information group box.

You must select at least one address type.

Error. No selections have been made in the Select Address Options group box and the Addresses check box has been selected.

Select All or Default Only in the Select Address Options group box.

Employee Vendors and Non-Employee Vendor cannot both be unchecked.

Neither the Employee Vendors nor the Non-Employee Vendors check box is selected.

Select one or both options.

1099 Vendors and Non-1099 Vendors cannot both be unchecked.

Neither the 1099 Vendors nor the Non-1099 Vendors check box is selected.

Select one or both options.

This vendor is an employee/vendor and you have requested non-employee vendors.

The Select Vendors Range Option is One, the Non-Employee Vendors check box has been selected, and employee/vendor (VEND.EMPL_ID) is not null; therefore, the From vendor is not a valid vendor ID (VEND_ID).

Clear the Non-Employee Vendors check box or enter a valid non-employee vendor ID.

This vendor is flagged for 1099's and you have requested Non-1099 vendors.

The Select Vendors Range Option is One, the Non-1099 Vendors check box has been selected, and the Print 1099 check box is selected for the vendor record (VEND.PRNT_1099_FL is Y); therefore, the From vendor is not a valid vendor ID (VEND_ID).

If you select the Non-1099 Vendors check box, enter a non-1099 vendor ID. If you select the 1099 Vendors check box, enter a 1099 vendor ID.