Menu path

• System/General/Settings/D&B settings
• System/HR & Security/User rights
• System/HR & Security/Security roles
• Finance/Accounts receivable/Maintain
• Finance/Accounts payable/Maintain
• Finance/Reports/Risk profile inquiry

What has been changed

The following prerequisite must be taken into consideration:

• The D&B functionality will only be available if you have license SE1016 with option 109 E-Risk Management.

The following changes have been implemented:

• A new D&B settings has been added to settings maintenance. Type the necessary information at User ID and Password, and then click Check Web services to connect to D&B. For more information, see D&B Settings.
  
  Note: You must have a subscription agreement with D&B in order to use their services.
  
  
  
  
• Function rights To include D&B Account validation and To inquire D&B Risk profile have been added under CRM. The function right To include D&B Account validation allows you to perform account validation at D&B and the function right To inquire D&B Risk profile allows you to request for D&B risk profile reports. The function right D&B settings has been added under System to allow you to connect to D&B. By default, the administrator will have these function rights. For more information, see Creating and Maintaining Roles  and Overview of User Rights.
  
  
  
  
• The newly added functions rights is also available at the User rights screen. For more information, see Overview of User Rights.
  
  
  
  
• Under the Properties section at the Marketing tab of accounts receivable maintenance and accounts payable maintenance, DUNS number is added. For the Dutch legislation, D&B number is renamed DUNS number. For more information, see Batch 340: DUNS Number Added to Accounts. This number is used to search for the risk profile of an account. For more information, see Creating and Maintaining Accounts Receivable – Marketing Tab and Creating and Maintaining Accounts Payable – Marketing Tab.  
  
   
  
  
• Under the Properties section at the Marketing tab of accounts receivable maintenance and accounts payable maintenance,  Account validation and Risk profile report has been added. Click this to connect to D&B and get an account validation and/or risk profile inquiry. This button is enabled if you have function rights To include D&B Account validation and/or To inquire D&B Risk profile. However, depending on the function rights you have, you can either perform an account validation or a risk profile inquiry based on the data integration products list as displayed below. The number of products listed under the Data Integration Products section depends on the account selected. For more information, see How-to: Getting Dun & Bradstreet Account Validation and Risk Profile.
  
  
  
  
  Note: All types of accounts (supplier, associate, suspect, lead, customer, reseller, and prospect) can connect to D&B except employee accounts. 
  
  
• Under the Properties section at the Marketing tab of accounts receivable maintenance and accounts payable maintenance, Account D&B risk profile report has been added. Click this to display all XML files returned by D&B from the data packages belonging to this account in Microsoft Excel. This button is enabled if you have function rights To inquire D&B Risk profile and/or To include D&B Account validation.
  
  
• Under the Properties section at the Marketing tab of accounts receivable maintenance and accounts payable maintenance, a D&B rating has been added next to Account D&B risk profile report. Different colours depict different ratings as displayed in the table below.
  
  
  
  
• At the Log tab of accounts receivable maintenance and accounts payable maintenance, a log record will be stored. This keeps track of the number of calls to D&B services. Information such as the resource ID, date and time of call, account name and others will be displayed. For more information, see Creating and Maintaining Accounts Receivable - Log Tab  and Creating and Maintaining Accounts Payable - Log Tab. 
  
  
• A new menu path, Finance/Reports/Risk profile inquiry, has been added where you can do an account validation, get a risk profile report, and/or a log report as in account maintenance. This menu path is available when you have function rights To include D&B Account validation and/or To inquire D&B Risk profile. For more information, see Generating Risk Profile Inquiry Report from Dun & Bradstreet.  
  
  
  
  Note: Besides using the DUNS number to display the risk profile of an account, you can also display by Company name or Phone. Country, Company name, DUNS number (when displaying by DUNS number) and Phone (when displaying by phone) are mandatory fields.
  

Related document

• Batch 340: DUNS Number Added to Accounts
• Creating and Maintaining Accounts Payable – Log Tab
• Creating and Maintaining Accounts Payable – Marketing Tab
• Creating and Maintaining Accounts Receivable – Log Tab
• Creating and Maintaining Accounts Receivable – Marketing Tab
• Creating and Maintaining Roles 
• D & B Settings
• Generating Risk Profile Inquiry Report from Dun & Bradstreet
• How-to: Getting Dun & Bradstreet Account Validation and Risk Profile
• Overview of User Rights