Chapter 7: Working with Accounting Periods (WACP) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 9: Working with Terms (WAPT) |
Chapter 8: 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 chapter:
• Work with Dun & Bradstreet Codes Screen
• Create Dun & Bradstreet Code Screen
• Change Dun & Bradstreet Code Screen
• Display 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.
CSR0019 DISPLAY Work with Dun & Bradstreet Codes 1/13/94 16:44:11 Mail Order Company
Opt D&B Credit Limit ___ _____________
Type options, press Enter. 2=Change 4=Delete 5=Display
__ BA 5,000.00 __ BB 4,000.00 __ CB 3,000.00 __ CC 2,500.00 __ DC 2,000.00 __ DD 1,500.00 __ EE 1,250.00 __ FF 1,000.00 __ GG 750.00 +
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
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 |
Press F6 to advance to the Create Dun & Bradstreet Code Screen. |
Change Dun & Bradstreet code information |
Enter 2 next to a Dun & Bradstreet code to advance to the Change Dun & Bradstreet Code Screen. |
Delete Dun & Bradstreet code information |
Enter 4 next to a Dun & Bradstreet code to delete it |
Display Dun & Bradstreet code information |
Enter 5 next to a Dun & Bradstreet code to advance to the Display Dun & Bradstreet Code Screen. |
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, press F6.
CSR0035 ENTER Create Dun & Bradstreet Code 1/10/94 15:18:02 Mail Order Company
D&B Rating . . . . . . . . . . . . . ___
D&B Credit limit . . . . . . . . . . _____________
F3=Exit F12=Cancel |
.
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 file, the credit limit takes priority over the D&B rating. See Customer Service Chapter 30: Creating and Updating Bill-to Customers (WCBT).
Change Dun & Bradstreet Code Screen
To change: Enter 2 next to a Dun & Bradstreet code at the Work with Dun & Bradstreet Codes Screen 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.
Display Dun & Bradstreet Code Screen
To display: Enter 5 next to a Dun & Bradstreet code at the Work with Dun & Bradstreet Codes Screen 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.
Chapter 7: Working with Accounting Periods (WACP) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 9: Working with Terms (WAPT) |
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