Create a Customer from a Vendor/Partner

After you convert the vendor/partner records, you must use GovWin Capture Management Security Configuration to disable the Vendor/Partner Info Center for all roles.

If GovWin Capture Management detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a customer from a vendor/partner record, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Utilities > Advanced Utilities > Create Customer from Vendor/Partner.
2. Complete the fields on the Main tab of the Create Customer from Vendor/Partner form.
3. Click the Field Mappings tab and complete the fields on the tab.
4. Click Duplicate Customer Check to check for duplicate customer records.
5. Review the records to be sure that the record you are adding does not already exist in your database.
6. Click Run to run the conversion process. GovWin Capture Management displays the Confirm Run dialog box to warn you that the conversion makes permanent changes to the database.
7. Click Yes to continue.