Working with Dun & Bradstreet Codes (WD&B)

Purpose: Use Dun & Bradstreet Codes to add or maintain Dun & Bradstreet ratings and the credit limit you want to assign to each Dun & Bradstreet rating.

Once Dun & Bradstreet ratings are created, you use the Work With Bill To Customer function (WCBT) to assign a Dun & Bradstreet rating to a bill-to customer.

In this topic:

Work with Dun & Bradstreet Codes Screen

Create Dun & Bradstreet Code Screen

Work with Dun & Bradstreet Codes Screen

How to display this screen: Enter WD&B in the Fast Path field at the top of any menu or select Work with Dun & Bradstreet Codes from a menu.

Field

Description

D&B (Dun & Bradstreet)

A code that represents the Dun & Bradstreet rating.

Alphanumeric, 3 positions; optional.

Credit Limit

The credit limit associated with the code.

Numeric, 13 positions with a 2-place decimal; optional.

Screen Option

Procedure

Create Dun & Bradstreet codes

Select Create to advance to the Create Dun & Bradstreet Code Screen.

Change Dun & Bradstreet code information

Select Change for a Dun & Bradstreet code to advance to the Change Dun & Bradstreet Code screen. At this screen you can change any information except the Dun & Bradstreet code. See Create Dun & Bradstreet Code Screen for field descriptions.

Delete Dun & Bradstreet code information

Select Delete for a Dun & Bradstreet code to delete it

Display Dun & Bradstreet code information

Select Display for a Dun & Bradstreet code to advance to the Display Dun & Bradstreet Code screen. You cannot update any information on this screen. See Create Dun & Bradstreet Code Screen for field descriptions.

Create Dun & Bradstreet Code Screen

Purpose: Use this screen to create a Dun & Bradstreet code.

How to display this screen: At the Work with Dun & Bradstreet Codes Screen, select Create.

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Field

Description

D&B rating

A code that represents the Dun & Bradstreet rating.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

D&B credit limit

The credit limit associated with this rating.

Numeric, 13 positions with a 2-place decimal; required.

Note: If a customer has both a D&B rating and a credit limit specified in the Bill To Customer table, the credit limit takes priority over the D&B rating. See Creating and Updating Bill-to Customers (WCBT).

WD&B Serenade 5.0 March 2015