Maintaining DB Information for Customers Concept Maintaining DB

Maintaining D&B Information for Customers Concept

Maintaining D&B Information for Customers

Maintaining D&B Information for Customers Step 1 Begin by navigating to the Operations page. Click the Scroll Down arrow.

Maintaining D&B Information for Customers Step 2 Click the Accounts Receivable menu.

Maintaining D&B Information for Customers Step 3 Click the Customer Accounts pointer.

Maintaining D&B Information for Customers Step 4 Click the Customer Information menu.

Maintaining D&B Information for Customers Step 5 Click the Dun and Bradstreet menu.

Maintaining D&B Information for Customers Step 6 Click the Add a New Value tab.

Maintaining D&B Information for Customers Step 7 Click in the DUNS Number field.

Maintaining D&B Information for Customers Step 8 Enter the desired information into the DUNS Number field. Enter "000005593".

Maintaining D&B Information for Customers Step 9 Click the Add button.

Maintaining D&B Information for Customers Step 10 Use the Operations page to enter or review operational information such as demographics, business associations, or relationships.

Maintaining D&B Information for Customers Step 11 Use the Effective Date field to indicate when the system should start to use the data on the page. It defaults to the current system date. In this case, retain the system date.

Maintaining D&B Information for Customers Step 12 Use the Product list to select the Dun and Bradstreet report type. Click the Product list.

Maintaining D&B Information for Customers Step 13 Click the Business Verification list item.

Maintaining D&B Information for Customers Step 14 Click in the Name field.

Maintaining D&B Information for Customers Step 15 Enter the desired information into the Name field. Enter "Dilman's Incorporated".

Maintaining D&B Information for Customers Step 16 Click in the Address field.

Maintaining D&B Information for Customers Step 17 Enter the desired information into the Address field. Enter "4000 Elizabeth Way".

Maintaining D&B Information for Customers Step 18 Click in the City field.

Maintaining D&B Information for Customers Step 19 Enter the desired information into the City field. Enter "Toronto".

Maintaining D&B Information for Customers Step 20 Click in the State/Province field.

Maintaining D&B Information for Customers Step 21 Enter the desired information into the State/Province field. Enter "Ontario".

Maintaining D&B Information for Customers Step 22 Click in the Country field.

Maintaining D&B Information for Customers Step 23 Enter the desired information into the Country field. Enter "CAD".

Maintaining D&B Information for Customers Step 24 Click in the Telephone field.

Maintaining D&B Information for Customers Step 25 Enter the desired information into the Telephone field. Enter "9907795432".

Maintaining D&B Information for Customers Step 26 Click the Headquarter/Branch list.

Maintaining D&B Information for Customers Step 27 Click the Headquarter list item.

Maintaining D&B Information for Customers Step 28 Use the Started Year field to enter the year in which the entity commenced present operations. Click in the Started Year field.

Maintaining D&B Information for Customers Step 29 Enter the desired information into the Started Year field. Enter "1990".

Maintaining D&B Information for Customers Step 30 Use the Incorporation Year field to enter the year in which the business is incorporated. Click in the Incorporation Year field.

Maintaining D&B Information for Customers Step 31 Enter the desired information into the Incorporation Year field. Enter "1995".

Maintaining D&B Information for Customers Step 32 Click in the Total Employee field.

Maintaining D&B Information for Customers Step 33 Enter the desired information into the Total Employee field. Enter "500".

Maintaining D&B Information for Customers Step 34 Click in the CEO field.

Maintaining D&B Information for Customers Step 35 Enter the desired information into the CEO field. Enter "John Smith".

Maintaining D&B Information for Customers Step 36 Use the Enquiry DUNS field to enter the number assigned by Dun and Bradstreet to identify a business. Click in the Enquiry DUNS field.

Maintaining D&B Information for Customers Step 37 Enter the desired information into the Enquiry DUNS field. Enter "000005593".

Maintaining D&B Information for Customers Step 38 Click the Credit And Risk tab.

Maintaining D&B Information for Customers Step 39 Use the Credit And Risk page to enter or review credit and risk information.

Maintaining D&B Information for Customers Step 40 Use the Credit Risk Score field to enter the credit risk numeric score that is a translation of the risk of delinquent payment over the next 12 months. Click in the Credit Risk Score field.

Maintaining D&B Information for Customers Step 41 Enter the desired information into the Credit Risk Score field. Enter "90".

Maintaining D&B Information for Customers Step 42 Use the Credit Score Percent field to enter the percentile rank that indicates where the organization falls among organizations in the Dun and Bradstreet U. S. database. The percent is based on a 1 to 100 scale. Click in the Credit Score Percent field.

Maintaining D&B Information for Customers Step 43 Enter the desired information into the Credit Score Percent field. Enter "78".

Maintaining D&B Information for Customers Step 44 Use the Rating field to enter the code that Dun and Bradstreet assigns to a company that consists of a composite capital and credit rating. Click in the Rating field.

Maintaining D&B Information for Customers Step 45 Enter the desired information into the Rating field. Enter "88".

Maintaining D&B Information for Customers Step 46 Use the Score Date field to enter the date on which the credit risk score was calculated. Click in the Score Date field.

Maintaining D&B Information for Customers Step 47 Enter the desired information into the Score Date field. Enter "10242005".

Maintaining D&B Information for Customers Step 48 Use the Total Payment Experience field to enter the total number of payment experiences in the Dun and Bradstreet database for the organization. Click in the Total Payment Experience field.

Maintaining D&B Information for Customers Step 49 Enter the desired information into the Total Payment Experience field. Enter "1000".

Maintaining D&B Information for Customers Step 50 Click in the Past Due Amount field.

Maintaining D&B Information for Customers Step 51 Enter the desired information into the Past Due Amount field. Enter "1766".

Maintaining D&B Information for Customers Step 52 Click in the Past Due Payments field.

Maintaining D&B Information for Customers Step 53 Enter the desired information into the Past Due Payments field. Enter "3".

Maintaining D&B Information for Customers Step 54 Click in the Slow Payments field.

Maintaining D&B Information for Customers Step 55 Enter the desired information into the Slow Payments field. Enter "10".

Maintaining D&B Information for Customers Step 56 Click the Small Business option.

Maintaining D&B Information for Customers Step 57 Click the Financials tab.

Maintaining D&B Information for Customers Step 58 Use the Financials page to enter or review financial statement information for the current and previous periods.

Maintaining D&B Information for Customers Step 59 Use the Effective Date field to indicate when the system should start to use the data on the page. It defaults to the date from the Operations page.

Maintaining D&B Information for Customers Step 60 Use the Cash and Liquid Assets field to enter the amount of cash on hand in banks. Click in the Cash and Liquid Assets field.

Maintaining D&B Information for Customers Step 61 Enter the desired information into the Cash and Liquid Assets field. Enter "44000000".

Maintaining D&B Information for Customers Step 62 Click in the Accounts Receivables field.

Maintaining D&B Information for Customers Step 63 Enter the desired information into the Accounts Receivables field. Enter "550000".

Maintaining D&B Information for Customers Step 64 Use the Total Current Liabilities field to enter the total amount of all current liabilities that are less than one year old. Click in the Total Current Liabilities field.

Maintaining D&B Information for Customers Step 65 Enter the desired information into the Total Current Liabilities field. Enter "675000".

Maintaining D&B Information for Customers Step 66 Use the Total Current Asset field to enter the total amount of all current assets that are less than one year old. Click in the Total Current Asset field.

Maintaining D&B Information for Customers Step 67 Enter the desired information into the Total Current Asset field. Enter "44500000".

Maintaining D&B Information for Customers Step 68 Use the Total Liabilities field to enter the total amount of current and longterm liabilities. Click in the Total Liabilities field.

Maintaining D&B Information for Customers Step 69 Enter the desired information into the Total Liabilities field. Enter "725000".

Maintaining D&B Information for Customers Step 70 Use the Total Asset field to enter the total amount of current and long-term assets. Click in the Total Asset field.

Maintaining D&B Information for Customers Step 71 Enter the desired information into the Total Asset field. Enter "4455000".

Maintaining D&B Information for Customers Step 72 Use the Net Worth Amount field to enter the total amount of equity, which can include stock. Click in the Net Worth Amount field.

Maintaining D&B Information for Customers Step 73 Enter the desired information into the Net Worth Amount field. Enter "33000000".

Maintaining D&B Information for Customers Step 74 Use the Gross Profit field to enter the amount that remains after deducting the cost of goods sold from net sales. Click in the Gross Profit field.

Maintaining D&B Information for Customers Step 75 Enter the desired information into the Gross Profit field. Enter "3000000".

Maintaining D&B Information for Customers Step 76 Use the Previous Net Worth field to enter the amount of net worth minus intangibles in the last financial statement. The amount may be negative to reflect a deficit net worth position. Click in the Previous Net Worth field.

Maintaining D&B Information for Customers Step 77 Enter the desired information into the Previous Net Worth field. Enter "25000000".

Maintaining D&B Information for Customers Step 78 Click the Full Text report tab.

Maintaining D&B Information for Customers Step 79 Use the Full Text report page to view entire Dun & Bradstreet reports in text format. In this case, the text is not visible, as you need to obtain the report using the Dun & Bradstreet interface.

Maintaining D&B Information for Customers Step 80 Click the Save button.

Maintaining D&B Information for Customers Step 81 You have successfully entered Dun & Bradstreet credit report information for a selected customer. End of Procedure.