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Contents of the Import GovWin IQ Vendor Data Screen

Use the fields and options to configure the Import GovWin IQ Vendor Data screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Integration Process Log

Field Description
File Location Enter, or click to select, the location where you want to store the import process log file.

If you leave this field blank, the file is saved in the Costpoint database, and you can view it on the View Interface Execution Status History screen.

Import/Update

GovWin IQ Login Account Selection

Select an option to specify into which companies or accounts you want to import vendor data.

Note: If the Allow any GovWinIQ Login Account to run Import GovWin IQ Vendor Data for all login Accounts/Companies check box is not selected on the Configure Vendor Settings screen, you can only select Current Account. If you select All Accounts and run the import process, an error message displays.
Field Description
Current Account Select this option to import vendor data for all companies assigned to your currently logged on account.
All Accounts Select this option to import vendor data for all companies and user accounts in Costpoint.

Import Prospective Vendor Settings

This group box displays if you are licensed for CRM & Contracts.

Field Description
Default Payment Terms Enter, or click to select, the default payment term to be used in calculating discounts and due dates for new prospective vendors that will be created by the import process.
Default Address Code Enter a code that will be used to identify the GovWin IQ company profile address for new prospective vendors that will be created by the import process.