This integration is an advanced integration and must be purchased to use within your system. If you would like to add this functionality to your current Atamis system, please reach out to your CSM.
Integration Overview
Dun & Bradsteet provides business intelligence products to clients through its database and analytics software. As a risk management solution, Dun & Bradstreet retrieves credit scores which are derived from the main Credit Reporting Agencies (Equifax, Experian and Transunion).
The company's unique data universal numbering system (DUNS numbers) assigns a DUNS number for each client which facilitates easier management of data across its global client base.
The Dun & Bradstreet integration retrieves credit scores information and populates the commonly used fields such as the D&B Credit Rating and Delinquency Score on a Supplier record within the Atamis system.
Users can also subscribe to exception reports which provide email alerts for suppliers with falling credit ratings and can run reports showing historic trends in credit ratings for key suppliers over a length of time.
In addition to the credit score data being saved on the supplier record, users can run a full credit report in PDF format if desired. Once the report has been generated, the system will automatically save it on the supplier record for future reference.
Using the Integration
The Dun & Bradstreet is utilised on Supplier records in the Contract & Supplier App. To use the integration make sure that you have entered the Suppliers DUNS number properly on the Supplier record.
Once this is populated, click the DUNS Research button in the top right corner to process the integration. You will receive a green success message notifying you that the research process was completed successfully and the fields on the supplier record were updated accordingly. Click back to be taken back to your Supplier record.
If you have requested DnB research to be run on an automatic frequency in your system configuration, the automatic process will only run for those with the flag for DnB research tick mark checked.
The related information will have populated the relevant fields on your details page as well as the Supplier Monitoring tab. This tab may be called something different in your Atamis system, such as Due Diligence, depending on your specific customisations. Each time you click the research button, the integration will create a record which holds all associated information the integration pulled across:
- A supplier credit rating record will be generated.
- If you have a Direct+ subscription and related integration, you will also have a Supplier Financials record created.
- Click the blue hyperlinked reference name of a record to view the details within
Users can also generate a PDF export of the Dun and Bradstreet credit report for a supplier by clicking the DUNS Credit Report button in the top right corner of a supplier record. Once generated, this will save as a file on the supplier record for future reference.
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