CMS Contractor Conversion

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<h2 class="form">Description</h2>
<blockquote>
This screen is part of the Contractor Prequalification subsystem and is used to convert an existing contractor record from the Construction Management System (CMS) to ECMS. The CMS Contractor Conversion screen provides part of the data conversion functionality and is accessed from a link on the Contractor Information home page.
<p>Before a contractor record can be converted, the contractor must complete the ECMS Business Partner Registration process and must be assigned a Business Partner ID in ECMS.<br /></p>
</blockquote>
<h2 class="form">Fields</h2>
<blockquote>
<table border="1">
<tbody>
<tr valign="top">
<td width="109"><strong style="font-family: Arial; font-size: 80%">Field Name</strong></td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; font-weight: bold; text-align: center">State</div>
</td>
<td width="372"><strong style="font-family: Arial; font-size: 80%">Description</strong></td>
</tr>
<tr valign="top">
<td width="109" style="font-family: Arial; font-size: 80%">ECMS Business Partner ID</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Required</div>
</td>
<td width="372" style="font-family: Arial; font-size: 80%">This field allows the user to select the ECMS business partner ID for the contractor whose CMS data they wish to convert. When the user clicks the selection arrow to the right of the field, the ECMS Select Business Partner ID screen opens in a separate browser window. The selection window allows the user to choose the BPID from a filtered list of Contractor business partners. The user selects the business partner by clicking on the &quot;X&quot; in front of the entry, then clicking the OK button.</td>
</tr>
<tr valign="top">
<td width="109" style="font-family: Arial; font-size: 80%">ECMS Parent Business Partner ID</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Optional</div>
</td>
<td width="372" style="font-family: Arial; font-size: 80%">This field allows the user to select the ECMS business partner ID belonging to the parent company of the contractor whose CMS data they wish to convert. (That is, the CMS Contractor is a subsidiary of the &quot;ECMS Parent&quot;.) When the user clicks the selection arrow to the right of the field, the ECMS Select Business Partner ID screen opens in a separate browser window. The selection window allows the user to choose the Parent BPID from a filtered list of Contractor business partners. The user selects the business partner by clicking on the &quot;X&quot; in front of the entry, then clicking the OK button.</td>
</tr>
<tr valign="top">
<td width="109" style="font-family: Arial; font-size: 80%">CMS Project Federal ID Number</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Required</div>
</td>
<td width="372" style="font-family: Arial; font-size: 80%">The federal identification Number (FID) as it exists in CMS. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.</td>
</tr>
<tr valign="top">
<td width="109" style="font-family: Arial; font-size: 80%">Prequalification Number</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Required</div>
</td>
<td width="372" style="font-family: Arial; font-size: 80%">The CMS prequalification number. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.</td>
</tr>
<tr valign="top">
<td width="109" style="font-family: Arial; font-size: 80%">CMS Contractor Name</td>
<td width="150">
<div style="font-family: Arial; font-size: 80%; text-align: center">Optional</div>
</td>
<td width="372" style="font-family: Arial; font-size: 80%">The name of the contractor. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.</td>
</tr>
</tbody>
</table>
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<br />
<h2 class="form">Actions</h2>
<blockquote>
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<tr valign="top">
<td width="138"><strong style="font-family: Arial; font-size: 80%">Action</strong></td>
<td width="492"><strong style="font-family: Arial; font-size: 80%">Description</strong></td>
</tr>
<tr valign="top">
<td width="138" style="font-family: Arial; font-size: 80%">? (icon)</td>
<td width="492" style="font-family: Arial; font-size: 80%">When the user clicks this icon, they are taken to the screen's &quot;Tell Me About&quot; Help document, which provides a brief screen description, a definition of each field, and a definition of each 'action' (link, button, icon).</td>
</tr>
<tr valign="top">
<td width="138" style="font-family: Arial; font-size: 80%">Up/Down Arrows (icon)</td>
<td width="492">
<span style="font-family: Arial; font-size: 80%">When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.</span>
<p><strong><em style="font-family: Arial; font-size: 80%">TIP</em></strong><em style="font-family: Arial; font-size: 80%">: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.</em></p>
</td>
</tr>
<tr valign="top">
<td width="138" style="font-family: Arial; font-size: 80%">Back (button)</td>
<td width="492" style="font-family: Arial; font-size: 80%">When the user clicks this button, they are returned to the previous screen in the browser history.</td>
</tr>
<tr valign="top">
<td width="138" style="font-family: Arial; font-size: 80%">Search (button)</td>
<td width="492" style="font-family: Arial; font-size: 80%">When the user enters the CMS contractor name and clicks the SEARCH button, the system looks up the CMS Federal ID and Prequalification Number and presents a selection window to allow the user to select the CMS contractor they wish to convert.</td>
</tr>
<tr valign="top">
<td width="138" style="font-family: Arial; font-size: 80%">Convert (button)</td>
<td width="492"><span style="font-family: Arial; font-size: 80%">When the user clicks this button, the contractor record is converted to ECMS. Note that additional manual data entry in ECMS (for example, entering lines of credit) is required.</span></td>
</tr>
</tbody>
</table>
<br /><br /> </blockquote>
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Description

This screen is part of the Contractor Prequalification subsystem and is used to convert an existing contractor record from the Construction Management System (CMS) to ECMS. The CMS Contractor Conversion screen provides part of the data conversion functionality and is accessed from a link on the Contractor Information home page.

Before a contractor record can be converted, the contractor must complete the ECMS Business Partner Registration process and must be assigned a Business Partner ID in ECMS.

Fields

Field Name
State
 Description
ECMS Business Partner ID
Required
 This field allows the user to select the ECMS business partner ID for the contractor whose CMS data they wish to convert. When the user clicks the selection arrow to the right of the field, the ECMS Select Business Partner ID screen opens in a separate browser window. The selection window allows the user to choose the BPID from a filtered list of Contractor business partners. The user selects the business partner by clicking on the "X" in front of the entry, then clicking the OK button.
ECMS Parent Business Partner ID
Optional
 This field allows the user to select the ECMS business partner ID belonging to the parent company of the contractor whose CMS data they wish to convert. (That is, the CMS Contractor is a subsidiary of the "ECMS Parent".) When the user clicks the selection arrow to the right of the field, the ECMS Select Business Partner ID screen opens in a separate browser window. The selection window allows the user to choose the Parent BPID from a filtered list of Contractor business partners. The user selects the business partner by clicking on the "X" in front of the entry, then clicking the OK button.
CMS Project Federal ID Number
Required
 The federal identification Number (FID) as it exists in CMS. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.
Prequalification Number
Required
 The CMS prequalification number. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.
CMS Contractor Name
Optional
 The name of the contractor. This field may be used, in conjunction with the SEARCH button, as a search criterion to find the CMS contractor you wish to convert.

Actions

Action Description
? (icon) When the user clicks this icon, they are taken to the screen's "Tell Me About" Help document, which provides a brief screen description, a definition of each field, and a definition of each 'action' (link, button, icon).
Up/Down Arrows (icon) When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.

TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Back (button) When the user clicks this button, they are returned to the previous screen in the browser history.
Search (button) When the user enters the CMS contractor name and clicks the SEARCH button, the system looks up the CMS Federal ID and Prequalification Number and presents a selection window to allow the user to select the CMS contractor they wish to convert.
Convert (button) When the user clicks this button, the contractor record is converted to ECMS. Note that additional manual data entry in ECMS (for example, entering lines of credit) is required.



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Created byLast Modified by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:49:25 AM		Wanda Taylor/PennDOT
on 03/18/2005 at 02:37:30 PM