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.