Opportunities - Customers Table Formats (OpportunityClientAssoc)

Follow GovWin Capture Management specifications for preparing a file containing opportunity-customer associations

Field Name Data Type Length Notes
OpportunityID varchar 32 Opportunity's number; primary key; must exist in Opportunity (OpportunityID/Opportunity)
ClientID varchar 32 Customer's customer number; primary key; must exist in CL (ClientID/Client)
PrimaryInd varchar 1 Variable indicating whether or not the ClientID is the opportunity's primary customer, as specified on the General tab of the Opportunity Info Center; default is N (No)
Role varchar 10 Customer's role; null or must exist in CFGClientRole (Code/Description)
Address varchar 20 Unique identifier for the address record; linking to the CLAddress Table; null or must exist in CLAddress
RoleDescription text 16 User-entered text describing the role