Credit-Check App powered by Creditsafe#
Overview#
With the Credit-Check App powered by Creditsafe you can check the solvency of your (future) customers, partners or service providers, reduce your credit risk and thus build long-term successful business relationships. KUMAVISION Credit-Check App powered by Creditsafe gives you easy access to the world's most widely used credit report "Creditsafe", directly from Microsoft Dynamics 365 Business Central1.
The Credit-Check App powered by Creditsafe offers you the following advantages:
- Daily updated creditworthiness reports incl. inquiry logging
- Queries from Business Central incl. direct contact creation
- Company monitoring
- Automatic data update cycle
- Address validation for matching and updating of company & address data in Business Central
- Pre-built workflows for setting credit limits or blocking a contact based on the credit rating
- Cost control and budget security through fixed price model
You reduce your processing times and identify risks at an early stage to avoid bad debt losses. Outdated data and double entries are a thing of the past - always work with validated debtor/creditor and contact data with correct company name and address.
Introduction Credit-Check App powered by Creditsafe#
Credit-Check App powered by Creditsafe | KUMAVISION App (EN) from KUMAVISION on Vimeo.
Link to Microsoft App Source "KUMAVISION Credit-Check App powered by Creditsafe"
Setup#
In order to use the Credit-Check App powered by Creditsafe, some settings have to be made in advance. On the one hand, this concerns the setup and assignment of users and authorization sets and the basic setup of the "Creditsafe Global Gateway Services" for credit reporting. The individual setup steps for the connection are listed and explained in more detail below.
Registration#
After successful installation, the app must be registered for use free of charge. Please return to the Business Central Role Center and confirm the pop-up prompt for registration.
User authorization#
In order to use the Credit-Check App powered by Creditsafe, some settings have to be made in advance. On the one hand, this concerns the setup and assignment of users and authorization sets and the basic setup of the "Creditsafe Global Gateway Services" for credit reporting. The individual setup steps for the connection are listed and explained in more detail below.
| Authorization record | Description |
|---|---|
| CRS Setup | This authorization set grants the respective user full access rights to the connection. I.e.: • set up the connection • create new queries • View credit reports |
| CRS Edit | This permission set grants the user the following access rights: • create new queries • View credit reports |
| CRS View | This permission set grants the user the following access rights: • View credit reports |
Wizard Creditsafe Credit Check#
In order to make the setup of the connection as comfortable as possible for the users, a wizard has been developed to guide you through the individual steps. This wizard can be accessed via the start page "Assisted Setup" / "Facilities to the Creditsafe Global Gateway Service / Creditsafe Connect API". Alternatively, users can also set up the facilities via the individual application areas. The information that can be stored in each case is identical.
The wizard is started. The individual steps are explained in more detail below:
| Wizard step | Description |
|---|---|
| Welcome screen | A welcome message appears at the beginning. Click on "Next" to continue. |
| Query Creditsafe Account | If you already have a Creditsafe account, click "Next" to continue. You do not have an account yet? Please click on the following link to activate your free trial account with Creditsafe: Link to Creditsafe Belgien Link to Creditsafe Germany Link to Creditsafe France Link to Creditsafe Italy Link to Creditsafe Netherlands Link to Creditsafe Great Britain Link to Creditsafe United States of America |
| Connection information | Enter the connection information in this window. Click on "Next" to proceed to the next installation step. |
| Service URL | At this point the URL to the Creditsafe web service is stored. By default, this field is filled with the URL, which is common in Germany: https://connect.creditsafe.com/v1 |
| Setup user | You can create a new user via the "Setup user" button. The corresponding fields are explained below: Creditsafe User Name: Enter here your personal username for the connection, provided by Creditsafe. This field is mandatory. Creditsafe Password: Enter here your personal password for the connection, provided by Creditsafe. The password is stored encrypted in the database. Close the "User Setup" window and click "Next" in the wizard to proceed to the next installation step. |
| Modify Countries | In Microsoft Dynamics 365 Business Central1, as in Creditsafe, country codes are used. Since the codes used in both systems do not necessarily have to match, the Business Central country codes have to be mapped to the Creditsafe country codes. When the action "Modify countries" is called, the country codes are queried from Creditsafe and stored in Microsoft Dynamics 365 Business Central1. To query the data a connection to an external service of Creditsafe is necessary. Allow the app to access the external service once or always, if you have not already granted this permission. After retrieving the countries from the Creditsafe service, the current list of countries is displayed in a Business Central window. In this list you will see all the Creditsafe countries for which you are activated. If there is a matching Business Central counterpart for a Creditsafe country code, the assignment in the "Country code" column is already suggested automatically. Please check the automatic assignments at this point and change them if necessary by selecting a Business Central-internal country code. Furthermore, you can select the desired language for a credit report from the respective country via the Preferred language field using the assist button. Only the languages that are possible in the Creditsafe API for queries for the respective country are listed here. This field is only visible when using the Creditsafe Connect API, but not when using the Creditsafe Global Gateway Service. Then confirm the "Creditsafe Countries" window with "OK" to return to the setup wizard. Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Basic settings | In the "Basic settings" window you can make various settings as well as defaults. Default E-Mail address for Offline Report: If a report cannot be requested online, you have the option within the app to request an offline report from Creditsafe. To ensure that this report can be sent to you easily by e-mail and for any queries on the part of Creditsafe, please use the "Default e-mail address for offline report" field to specify which e-mail address should be used for this purpose. Default Language: Use the "Default language" field to specify the language in which you would like to receive the creditworthiness reports. If the report is available in the selected language, it will be retrieved accordingly. Default Language (secondary): Use the "Default language (alternative)" field to specify the alternative language in which you would like to receive the creditworthiness reports. If the report is not available in the default language, the alternative default language will be used for retrieval. If there is no report in the alternative language either, the available language of the report will be used. Note: Please note that the languages stored here only have an effect if you use the Creditsafe Global Gateway Service for the query. When using the Creditsafe Connect API, it is possible to make language settings for the reports to be called up in the respective country settings of the Creditsafe countries. Default Country: Select as default country the Creditsafe country code through which a company search should be performed by default. In the company search, you can search for companies that are not yet created in your database as contacts, customers or vendors. In this case, as well as in cases where the "Country code" field of the contacts, debtors or creditors is empty, the country specified here will be suggested for the search, but can be overwritten in the search window. Default Matchtype: When you search for a company on Creditsafe, specifying the company name, the search is performed for the entire term or partial words. Specify here the search mode you want to use to search for companies by default. You can override this field again in the company search. The value specified here is only a suggestion and to simplify the search. Possible values are: MatchBeginning: Searches at the beginning of the company name for the exact term specified Example: "Testfirma GmbH & Co. KG" will be found by "Test", "Testfirma", "Testfirma Gmb" etc. MatchBlock: Searches for a partial text within the company name Example: "Testfirma GmbH & Co. KG" is found by "estfirm", "GmbH", "irma" etc. MatchAnyPars: Searches for text blocks in the company name - One block per search term Example: "Alpha Bravo charlie Co. KG" is found by "alph ravo", "lpha harl" etc. MatchWords: Searches for whole words regardless of the order Example: "Testfirma GmbH & Co. KG" is found by "gmbH Testfirma", "KG GmbH" etc MatchBlockOrWords: ombination of MatchBlock and MatchWords Searches partial texts as well as whole words regardless of the order. ExactValue Searches for the entire exact partial text Example: "Testfirma GmbH & Co. KG" is found by "testfirma gmbH & co. kg". ClosestKeywords Searches for any keyword using a "fuzzy" logic (similar to fuzzy search) Example: "Alpha Bravo charlie Co. KG" is found by "brava", "brawo" etc. The possible search modes vary depending on the country used. If you have any questions about this, please contact your Creditsafe representative. The default setting for Germany is "MatchWords". |
| Default DE Reason Code | In Germany, it is mandatory that a cause code for the query is transmitted in the course of a creditworthiness query. In this field, specify the default DE cause code to be used by default. You can override the DE cause code within the company search. The code specified here is used only as a default value. Possible values are: • Credit decision • Credit assessment - future business relationship (with default risk) • Credit assessment - Existing business relationship (with default risk) • Realization check for debt collection • Purchase agreement - intention to sign a purchase agreement (with risk of default) • Capital goods credit insurance (with default risk) • Contract - intention to sign a lease or rental agreement (with default risk). • Insurance contract - intention to sign an insurance contract (with risk of default). The default setting is "Credit check - Existing business relationship (with default risk)". Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Advanced settings | In the advanced settings you can define which automation steps should be executed by the connection and how the application should react to changed data. Modify Name & Address Use this field to specify how the application should handle changed company or address data in the course of retrieving creditworthiness reports. The possible options are: Prompt User Unless the query is run in the background, if name or address information is changed, a window will open prompting the user to accept individual or all of the changed data. Always Changed company name or address information is always automatically transferred to the address master by the application. There is no separate query to the user! Never Changes to the company name or address data will not be accepted. The default value of the application is: User query. Regular Update Interval The application provides a batch run that is used to update the existing creditworthiness reports at a regular interval. This run is executed every day and, depending on the date formula stored here, checks whether the last successfully retrieved creditworthiness report is out of date. If this is the case, a current report is automatically retrieved. The default value of the application is: 6M. This will automatically update credit reports every 6 months. Request Report with Job Queue Provided that this field is activated, creditworthiness reports for known Creditsafe addresses are queried in the background. The advantage of this method is that the user does not have to wait for the query and the processing of the result, but can continue working in parallel. The prerequisite for background processing is that the contact/debtor/creditor to be queried already contains an assigned Creditsafe ID. If this is not the case, the company search is started and the query cannot be performed automatically in the background due to the required selection of the correct company. Job Queue Category Code Provided that the task queue is to be used for querying creditworthiness reports in the background, you can specify a category for grouping the queue items here. Notify On Success Check this box to be informed about the notifications after a background check has been performed and a new credit report is available. The system automatically generates a notification, the link to which allows you to branch directly to the master record of the contact/customer/vendor. Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Portfolios | Via portfolios, it is possible in Creditsafe to group selected companies and, for example, to enable monitoring of a group. Select the "Modify Portfolios" function to retrieve the portfolios already stored in Creditsafe and save them in a Microsoft Dynamics 365 Business Central1 table. Once retrieved, the portfolios will be displayed in a Microsoft Dynamics 365 Business Central1 screen. For more information on managing portfolios, please refer to the chapter "Managing Portfolios“. Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Job queue entries | Job queue entries allow you to manage automations that perform time-based or change-based updates to credit reports in conjunction with the Creditsafe connection. Select the Open Task Queue Item action to open the Task Queue Item page. In this window, two tasks have been integrated by "Credit-Check App powered by Creditsafe", but not activated. Thus, you can decide for yourself whether automatic updates should occur or not. Codeunit 70259982 - KVSCRSJobUpdatePortfolio This task is called by default once a day on each weekday and updates the companies named in a portfolio if they have undergone a change by Creditsafe. The batch automatically queries the portfolios and if changed companies are named by the query, the updated creditworthiness reports for these companies are obtained in the background. Codeunit 70259981 - KVSCRSJobIntervalUpdateReport This task is called by default once a day on each weekday and updates the companies whose last successfully retrieved creditworthiness report is older than the date specified due to the date formula in chapter "Update cycle" in combination with the current date. The batch checks the date of the last report for all assigned Creditsafe companies in the master data and performs the creditworthiness queries for the corresponding companies in the background. Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Workflows | Workflows can be used to perform actions in Microsoft Dynamics 365 Business Central1 depending on events or record changes. This logic has been extended by "Credit-Check App powered by Creditsafe" to include the event of a new successful credit report retrieval. Select the "Open workflows" action to get to the list of workflows where you can create new workflows based on workflow templates. Two workflow templates have been created automatically: • Block a debtor/creditor on the basis of a credit report • Set credit limit based on credit report Both workflow templates are assigned to the new category "Creditsafe" and can be used to set the credit limit or block a debtor/creditor based on the values of a new credit report. Click on "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Assign contacts | The action "Assign contacts" can be used for the first assignment of Creditsafe IDs to already created contacts. Before the creditworthiness reports of a contact/debtor/creditor can be retrieved, an assignment to a Creditsafe ID is mandatory. While this step is done automatically for the selected master record in the course of the individual retrieval of a report from the contact/debtor/creditor card, an assignment can be made at this point for all already created contacts via the action "Assign contacts". If a contact is linked to a customer or vendor, the Creditsafe ID will also be assigned to the linked record. After calling the action, a Creditsafe company search will be executed with the default parameters for the search mode (see chapter "Default search mode") and the DE cause code (see chapter "Default DE cause code"). You can still narrow down the contacts to be searched within the call by setting appropriate filters on the contacts. For example, in the following screen shot, only the contacts with a country/region code "DE" for Germany are retrieved. Likewise, other arbitrary filters are possible for restriction. Since this process makes a query to the Creditsafe system for each record, this process takes a corresponding amount of time. After the search has been completed, a mask is displayed with all contacts that have not yet assigned a Creditsafe ID. In the column "Number of found Creditsafe companies" you can see how many companies were found for the search entry. By clicking on the number, you can view the different companies. Using the action "New" -> "Assign unique IDs", you can automatically include all IDs that could be uniquely assigned ("Number of found Creditsafe companies" = 1) in the assignment. For all contacts for which more than one entry was found, you have to make an assignment manually by clicking on the number in the column "Number of found Creditsafe companies" and a subsequent selection of the corresponding company entry. If no company can be assigned to a contact ("Number of found Creditsafe companies" = 0), you can open the company search by clicking on the number and adjust the transferred search parameters for a new individual search. After adjusting the search parameters (e.g. by removing the address and/or the postal code) and calling up the search again (shortcut: Ctrl+F), the company can be found and is assigned by clicking on "OK". Click "Next" in the current step of the setup wizard to proceed to the next installation step. |
| Vendor Rating Connection | This setup step is only available if the app "Vendor Rating Management“ of KUMAVISION AG is installed parallel to this app! Vendor Rating Authentication Type This field is only visible in on-premise environments! The field can be used to control whether the authentication of the API connection should be done via OAuth2 authentication or Basic Authentication. Vendor Rating User ID This field is only visible in on-premise environments! In this field, the user ID must be entered, via which data is passed on to the Vendor Rating Management module. Password This field is only visible in on-premise environments! The user's password must be entered in this field to ensure connection via the API interface. Vendor Rating AAD-Application This field is only visible in SaaS environments or when selecting the Vendor Rating Authentication Type OAuth2! In this field, select the "Azure Active Directory Application" to be used for authentication against the API. Vendor Rating Connection Client Secret This field is only visible in SaaS environments or when selecting Supplier Rating Authentication Type OAuth2! The "secret key" (Client Secret) of the Azure AD App registration must be stored in this field. Use Vendor Rating Connection This field controls whether to establish an API connection to the Vendor Rating Management (VRM) module. This field contains the following options: Undecided: No decision has been made yet whether to establish a connection between this app and the VRM module. This value is the initial value of the setup. Yes: A connection between this app and VRM module is to be established. In this case, the other fields in the interface setup must be filled in. No: The interface between this app and VRM module should not be used. Vendor Rating Type Code This field is used to set the rating type from the vendor rating module for credit checks. The "Assist" button for this field can be used to reference an existing rating type with the code CREDITSAFE. If no corresponding rating type exists yet, it will be created automatically. Note: If there is not yet an rating type with the code CREDITSAFE, it must be created via the Assist button. A corresponding rating type is necessary to pass the information between the module Credit-Check powered by Creditsafe and the VRM module. |
| Finish setup wizard | This completes the setup of the "Credit-Check App powered by Creditsafe". Click the Finish action to exit the Setup Wizard and close the window. |
If you subsequently want to change setup parameters, you can restart the setup wizard at any time or alternatively open the "Setup Creditsafe Service" window via the Role Explorer (under "Setup and Extensions" / "Manual Setup") or the search (magnifying glass). In the setup area, the following individual setup steps can
also be performed:
- Setup Creditsafe service
- User setup
- Creditsafe countries (update and assign)
- Creditsafe Portfolios
- Task queue post
- Workflows
- Vendor Rating Connection (provided that the app "Vendor Rating Management" of KUMAVISION AG is also installed in parallel.)
Vendor Rating Connection#
If the module for vendor rating (KUMAVISION "Vendor Rating Management“ is installed in parallel to the Credit-Check powered by Creditsafe app, these two applications can be set up in such a way that credit checks are automatically included in the vendor rating. Communication between the two modules takes place via an API connection, with API calls generally being authenticated via service-to-service authentication. Only in an on-premise environment, a basic authentication by means of user ID and web service access key can be used as an alternative.
Note
For the general setup of a Service-to-Service (S2S) authentication for API access, please refer to the standard guidance from Microsoft. https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/automation-apis-using-s2s-authentication However, when assigning user permissions in the Business Central page (Azure Active Directory application map), additively add the user permission record KVSVRMSETUP!
To activate the interface to the supplier rating, the following setups must be made:
| Field | Description |
|---|---|
| Vendor Rating Authentication Type | This field is only visible for On-Premise environments! Using this field you can decide, whether to use OAuth2-Authentication or Basic Authentication for API connection. |
| Vendor Rating User ID | This field is only visible for On-Premise environments! This field must be used to enter the user through which the API interface passes data to the vendor rating module. |
| Password | This field is only visible for On-Premise environments! The password of the selected user must be entered in this field to secure the connection via the API interface. |
| Vendor Rating AAD-Application | This field is only visible in SaaS environments or when selecting the Vendor Rating Authentication Type OAuth2! In this field, select the "Azure Active Directory Application" to be used for authentication against the API. |
| Vendor Rating Connection Client Secret | This field is only visible in SaaS environments or when selecting Supplier Rating Authentication Type OAuth2! The "secret key" (Client Secret) of the Azure AD App registration must be stored in this field. |
| Use Vendor Rating Connection | This field controls whether to establish an API connection to the Vendor Rating Management (VRM) module. This field contains the following options: Undecided: No decision has been made yet whether to establish a connection between this app and the VRM module. This value is the initial value of the setup. Yes: A connection between this app and VRM module is to be established. In this case, the other fields in the interface setup must be filled in. No: The interface between this app and VRM module should not be used. |
| Vendor Rating Type Code | This field is used to set the rating type from the vendor rating module for credit checks. The "Assist" button for this field can be used to reference an existing rating type with the code CREDITSAFE. If no corresponding rating type exists yet, it will be created automatically. Note: If there is not yet an rating type with the code CREDITSAFE, it must be created via the Assist button. A corresponding rating type is necessary to pass the information between the module Credit-Check powered by Creditsafe and the VRM module. |
Action "Test vendor rating API connection"#
This action can be used to test the API connection to the Vendor Rating Management (VRM) module. The system issues a corresponding message here whether the connection could be established or not.
Functionality#
Through the API interface between the Credit-Check powered by Creditsafe (CRS) and Vendor Rating (VRM) modules, vendor rating items are formed based on the credit reports, which can be processed by the vendor rating functionality.
The rating classification (A - E) from the credit report is used as the basis for the vendor rating item. If a rating score is stored for the classification, this is transferred to the vendor rating item.
Note
Within the interface between the modules Credit-Check powered by Creditsafe and Vendor Rating, one vendor rating entry is generated for each credit check.
Use credit check#
Query credit report#
Two different ways are offered for retrieving the creditworthiness information. The use of the respective step depends, for example, on whether a business relationship already exists with the company to be queried and thus the data record has already been created as a customer, vendor or contact, or whether it is a matter of initiating a new business relationship and thus no master data record exists yet.
While it is possible to retrieve current creditworthiness information from the respective master record for existing data records, the company search is used for new companies.
Credit rating retrieval via the Creditsafe Company Selections#
To find a company via the Creditsafe Company Selections and retrieve a credit report, open the "Creditsafe Company Selections" card via the User Search.
In the Creditsafe Company Selections, search information can be entered and a search based on the Creditsafe company database can be started.
Use the "Name", "Address", "Post Code", "City", "Country", "Creditsafe ID", "Creditsafe SafeNumber" and "VAT ID" fields to narrow down the results accordingly.
Use the "German Reason Code" selection field to specify the reason for the query. In Germany, a legitimate interest in a credit report is legally required. Therefore, please use the selection field to specify the reason for the query.
The "Search type" field is used to define the basis on which entries are searched. The search types are available here:
| Search type | Description |
|---|---|
| MatchBeginning | The beginning of the text must match. Example: "Alpha Bravo Charlie" is found by specifying "alph", "alpha", "alpha bra" etc. |
| MatchBlock | A block of text must match. Example: "Alpha Bravo Charlie" is found by specifying "ravo" "ha bra", "ha bravo char" etc. |
| MatchAnyParts | Text blocks must match - one block per "token". Example: "Alpha Bravo Charlie" is found by "alph ravo arl", "lph harl" etc. |
| MatchWords | Match whole words regardless of order. Example: "Alpha Bravo Charlie" is found by "alpha", "alpha bravo", "bravo alpha" etc. |
| MatchBlockOrWords | Match a textblocked or whole words regardless of the order. In some countries an independence from the order is not possible! Example: "Alpha Bravo Charlie" will be found by any text from MatchBlock or MatchWords. |
| ExactValue | All text must match. Example: "Alpha Bravo Charlie" will only be found by "alpha bravo charlie". |
| ClosestKeywords | Each word in the query is checked against a list of keywords that describe a company. Example: "Alpha Bravo Charlie" is found by any text from MatchWords plus "brava", "brawo" etc. |
Note
Please note that due to restrictions on the part of Creditsafe services, not all search types are available in every country! For detailed information, please contact your local Creditsafe contact person.
After entering the search criteria, you can start the company search via the "Find" action.
The companies found are displayed in the hit list. If a company has already been created in your database as a master data record (customer, vendor or contact), then the corresponding hit is displayed in color.
In addition to the basic company information, you can also see from the list whether the online report, monitoring, basic report or complete report options are available.
This information is based on the country-specific settings and your individual contract information with Creditsafe.
If a master data record already exists for a hit and the entry is highlighted in color, you can open the respective master data card via "Open".
If the respective entry does not yet exist as a master record, you can create the corresponding master record via "Create as".
By clicking on "Get report" you can call up a creditworthiness report for the respective match the respective hit without having to create the data record as a master data record.
In this case, however, the creditworthiness report cannot yet be "anchored" to a master data record and is therefore offered for download.
Creditworthiness retrieval from the master data#
Info boxes have been integrated within the contact card, customer card and vendor card, which directly display the most important creditworthiness information for the respective master record.
If you have opened a master data record for which no credit report has been created yet and to which no Creditsafe-Id has been assigned, this info box is without content.
To retrieve a credit report for this contact, click on the heading "Last Credit Check" in the info box and select the action "Do Credit Check".
If no Creditsafe ID has been assigned yet, the "Creditsafe Company Search" will open first. Select the corresponding hit in order to assign the unique ID.
The creditworthiness report is then retrieved. In addition to the creditworthiness data, the complete address data is also included in the Creditsafe report, so that if there are any differences between the data already stored and the results of the creditworthiness report, the "Creditsafe address comparison" is displayed. Here you have the possibility to transfer single or all changed field information into the current master record.
Subsequently, the data record is automatically updated and the infobox "Last credit report" is displayed with the valid data of the credit report.
View credit information#
Infobox data#
Info boxes have been integrated within the contact card, debtor card and creditor card, which directly display the most important creditworthiness information for the respective master record.
The values displayed are:
- Rating
- Rating Description
- Creditworthiness index
- Creditworthiness index Description
- Proposed credit limit
- Date / time of the last report call-off
- Creditsafe ID
- Creditsafe safe number
- Number of portfolios in which the master record is listed with link to the portfolios
- Reference to changed address data due to the last creditworthiness report with link to the changed address data (see Update address data).
View credit report#
Select the action "Last credit report" / "Show credit report" to display the PDF report of the last credit query.
Show XML data file#
In addition to the transferred creditworthiness data and the PDF report, by calling the action "Last Credit report" / "Show XML data file" to call up the underlying data file. Here contains all the information about the company that is also displayed in the PDF report. This file ensures that, for example, at a later point in time, further information on the companies can be imported and interpreted in Business Central tables.
In addition to the allocation to industries, current employee figures and balance sheet information, this also concerns Notes on management / shareholder structure and positive/negative changes.
For an exact representation and description of the data included, please contact your Creditsafe contact.
Reset creditsafe assignment#
If an incorrect Creditsafe ID has been assigned to a company by mistake, the company must be informed accordingly. To remove the link again. To do this, the incorrectly assigned contact / customer / vendor is called up.
If you call up the "Delete creditworthiness information" action within the "Last creditworthiness report" info box, the assignment is cancelled.
Creditworthiness reports that have already been retrieved are marked as "Invalid" and are no longer used for the display. Consequently, the new company search can be started and the correct company assigned via the "Last credit report" / "Query creditworthiness" call.
Note
No retrieved reports or log entries are deleted!
Update address data#
In addition to the pure creditworthiness data, the connection to the Creditsafe WebService is also able to return the current, validated address data to Microsoft Dynamics 365 Business Central1. This ensures that no outdated address data exists in the address master.
Depending on the setup, you can specify whether changed address data should be applied automatically, by user query or not at all.
If this setting has the value "User query", the user is informed of the changed values with a change mask depending on the processing type of the query. If background processing ("Query report via task queue") is disabled or if the query is from the company search, a change of address window is displayed immediately after the report has been retrieved.
If background processing is activated, the "Changed address data" field in the "Last credit report" info box for the contact/debtor/creditor is displayed with the value "Yes". In this case, the identical window opens only after clicking on the value "Yes".
Within the window the existing address from the data master is displayed.
You can transfer any individual value from the master record or the Creditsafe record to the resulting record in the above display by clicking on the value.
If you want to apply all values of a record, you can click the "Apply All" button either in the "Database" or "Creditsafe" column.
Furthermore, the values in the "Resulting record" area can also be edited manually. After data maintenance has been completed, you can transfer the values from the resulting data record to the master record using the "Update customer" or "Update vendor" or "Update contact" action.
Afterwards the selected data will be taken over into the master data record. The window "Creditsafe address matching" closes and the value "Changed address data" within the infobox is reset to the value "No".
If you do not want to perform any update, you can simply close the "Creditsafe Address Matching" window. In this case, no changes will be made to the master record and the value "Changed address data" within the info box will remain with the value "Yes".
Manage portfolios#
In portfolios at Creditsafe, companies can be grouped in order to be able to monitor them and to start actions depending on events.
The portfolios are exchanged bi-directionally between the (protected) Creditsafe website and your Business Central system, so that a group created in Business Central is also visible from the website access and the contained companies can be seen and edited from both systems.
To create a portfolio in Microsoft Dynamics 365 Business Central1 or check the existing portfolios, open the "Creditsafe Portfolios" window from the "Creditsafe Service Setup".
Update portfolios#
Since, in principle, portfolios can be created not only via "Credit-Check App powered by Creditsafe", but additionally via the Creditsafe web interface, they must be compared against each other.
While portfolios created in Microsoft Dynamics 365 Business Central1 are automatically transferred to Creditsafe in the background, the Creditsafe website cannot automatically write to the Business Central database.
In order to nevertheless transfer the portfolios created there to Business Central, the action "Update portfolios" has been developed. After calling this function, a connection to the Creditsafe service is established and the portfolios stored there are retrieved and compared with the portfolios already created in Business Central.
Create portfolio#
To generate a new portfolio from Microsoft Dynamics 365 Business Central1, create a new record in the "Creditsafe Portfolios" window via the "New" action. After you have given the new portfolio a name and the record has been inserted, it is automatically transferred to the Creditsafe service in the background and created there as a new portfolio as well.
Delete portfolio#
To delete an existing portfolio from Microsoft Dynamics 365 Business Central1, switch to the corresponding record in the "Creditsafe Portfolios" window and start the "Delete" action. The portfolio will be deleted in the Business Central database and the delete command will be passed to the Creditsafe service in the background.
Include companies in portfolio#
In order for a company to be monitored within a portfolio, it must be assigned to the portfolio. There are two different ways to do this, which can be used from the respective starting point of the call.
Note
Please note that only companies can be assigned to a portfolio if the property "Monitoring possible" is activated for the corresponding data set. This property depends on the respective data set as well as on your Creditsafe contract. If you have any questions, please contact your Creditsafe advisor.
Portfolio list - add company#
Provided that you have called the portfolio list from the "Setup Creditsafe service", you can call the list of companies assigned to this portfolio by selecting a record and calling the action "Companies".
Within the opened list "Creditsafe Portfolio Companies" you can create a new assignment via the action "New" and add the related company to the portfolio by specifying the corresponding Creditsafe ID.
Company card - Add to portfolio#
If you have opened the contact / accounts receivable or accounts payable card of a company that you have assigned to a Portfolio, you can add a portfolio to the info box by clicking on the item "Number of Portfolios" to open the "Creditsafe Portfolio Company" window.
Within the opened "Creditsafe Portfolio Companies" list, you can create a new assignment using the "New" action and add the company to the respective portfolio by specifying the corresponding portfolio.
Remove company from portfolio#
To remove a company from monitoring within a portfolio, there are two different ways that can be used starting from the respective starting point of the call.
Portfolio list - remove company#
Provided that you have called the portfolio list from the "Setup Creditsafe service", you can use Selecting a record and invoking the "Company" action will bring up the list of companies that are are allocated to this portfolio.
Within the opened "Creditsafe Portfolio Company" list, you can use the "Delete" action to delete remove an existing assignment. The change is sent directly after the action to the Creditsafe service forwarded, so that the assignment is also removed on the Creditsafe website.
Company card - Remove from portfolio#
If you have opened the contact / accounts receivable or accounts payable card of a company that you want to remove from a portfolio, within the info box you can use the link of the item "Number of Portfolios" to open the "Creditsafe Portfolio Company" window.
Within the opened "Creditsafe Portfolio Company" list, you can use the "Delete" action to delete remove an existing assignment. The change is sent directly after the action to the Creditsafe service forwarded, so that the assignment is also removed on the Creditsafe website.
Check protocol#
In the Creditsafe log, every query made against the Creditsafe web service is procollated. You can reach the log via the user search, the role center or the navigation menu as "Creditsafe request log".
In the subsequent list, all performed queries are listed chronologically. The query parameters are displayed as well as the date & time and the user ID of the querier. Furthermore, the response data as well as the response date and time are listed. The status and the status description are also included, so that in the event of an error, the status description can be used for troubleshooting.
Depending on the query type, the actions can be used to display the creditworthiness report or the response XML data structure.
Set up task queue items#
Two task queue items have been automatically created via the "Credit-Check App powered by Creditsafe" setup. The list of task type queue items can be opened via the user search or the role center via the term "Task queue items".
Update run due to update cycle#
The task queue item "KVSCRSJobIntervalUpdateReport" is based on the code unit 70259981 and can be used to trigger a regular update of the creditworthiness reports depending on the setup parameter "Update cycle" (see Update cycle). The task start time is set to "04:00" by default and can be customized.
Note
The update run only takes into account companies for which online report retrieval is possible. If only an offline report is available for a company due to company or country restrictions, it will not be automatically re-requested.
Update run due to portfolio update#
The item "KVSCRSJobUpdatePortfolio" is based on code unit 70259982 and is used to query the created portfolios at regular intervals and to automatically update the creditworthiness reports for the changed master data in the event of changed data. The start time of the task is set to the value "02:00" by default and can be customized.
Via the creation of the task queue items, both tasks are created as "Recurring tasks" with a "Number of minutes between executions" of 1440, which corresponds to a daily run. If a different rotation is desired, the parameters of the task queue items can be changed here.
Note
The update run only takes into account companies for which online report retrieval is possible. If only an offline report is available for a company due to company or country restrictions, it will not be automatically re-requested.
Set up workflows#
About the setup of "Credit-Check App powered by Creditsafe" two workflow templates have been created, which are can be used to create workflows that react in the background to changes in creditworthiness data. react.
Workflow template KVSCREDITSAFE-BLOCK - "Block a customer/vendor due to a credit report"#
The workflow template "KVSCREDITSAFE-BLOCK" / "Create a customer/vendor based on a credit report Block" is set up by default in such a way that when a new creditworthiness report is created for a debtor or creditor, if the valuation of the report shows the value "D" or "E", first the credit limit is set according to the proposed credit limit of the credit report and then the Master record is locked.
Workflow template KVSCREDITSAFE-LIMIT - "Set credit limit based on credit report"#
The workflow template "KVSCREDITSAFE-LIMIT" / "Set credit limit based on credit report" sets on the basis of a newly prepared creditworthiness report for a debtor, the credit limit is increased to the level set by Creditsafe proposed value unless the valuation of the debtor corresponds to the value "D" or "E".
What happens after the free trial#
What happens after the free trial? from KUMAVISION on Vimeo.