Tutorial: Monitor Business Partner Updates

Overview

Use case

Customer and vendor data quality decreases, even if the data is not touched, e.g. due to address changes, M&A, or insolvencies. Keeping the data up-to-date manually is a complex and high effort on a global scale. Commercial registers and other reference data sources have to be monitored continuously. And for countries without reliable reference data, data has to be researched business partner by business partner. The CDQ Business Partner Update Monitoring takes over the effort of manual update screening. Business Partner Updates are automatically collected and made available in an easy to analyze and integratable way.

MBPU Overview
Use Case: Situation, Approach and Results
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A complete use case description is available on the Wiki.

Scenario and Learning Goals

MBPU Process
Common Process

In this tutorial you will learn how:

  1. Activate update monitoring on Demo Data Mirror.
  2. Generate the subscription report
  3. Browse subscriptions
  4. Read updates with the app approach or the integration approach check this
attention

The following tutorial describes a happy path based on a common use case. Depending on your particular business requirements, the steps may be different and/or need to be customized.

Prerequisites

Login

Log into the CDQ Cloud Apps

Authorization

If you have no access to the CDQ Cloud App ask your internal point of contact to create a CDQ dedicated account. Account detail will be sent by email.

Data Mirror

For tutorial purposes, the CDQ Demo Workspace with the dedicated data mirror will be used. Use your organization workspace to recreate the happy path.
MBPU Pre1
List of available workspaces
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In case of no access to the CDQ_DEMO Data Mirror, use your own. Get more information about Data Mirror Setup and Synchronization here.

Step 1: Activate update monitoring

Update monitoring helps organizations to stay aligned with the most updated Business Partners details. Monitoring can be activated or one or multiple reference Data Sources.

Application to be used

Update Monitoring Configurator - allows activating update monitoring for a data mirror.

To activate update monitoring:

  1. Pick Update Monitoring Configurator app from Utility Apps section
  2. Click the Data Source for a monitoring update
MBPU S1 P1
List with available Data Sources
  1. Select required reference Data Sources (for e.g. VIES) to monitor and Save
MBPU S1 P2
All available reference Data Sources for monitoring
  1. Acceptance message will be displayed
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Step 2: Browse the subscription

Subscription mechanism allows selecting Business Partners to be monitored for updates.

To browse the subscription:

  1. Stay in the Update Monitoring Configurator app
  2. Select the Subscription Management tab and set filter options:
  • Data Source: CDQ_DEMO
  • Country: CH - Switzerland
  • Set 15 rows at the bottom of the table to see all results
Align parameters
Remember that presented parameters are dedicated for CDQ_DEMO data source. Set parameters align to available data set.
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Table with all Subscription
  1. Select Business Partners to be subscribed to the monitoring with No value in the Subscribed column. Click the Subscribe selected button.
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Unsubscribed Business Partners ready to be subscribed
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To select all Business Partners at once change Selection mode to Group and then select Subscribe all button.
  1. The subscription status has been changed.
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Subscribed Business Partners
  1. To unsubscribe any Business Partner select one and click Unsubscribe selected
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Unsubscribing Business Partner

Step 3: Generate the subscription report

Subscription report allows checking which Business Partners are subscribed for update monitoring in the xlsx report.

Application to be used

Business Partner Update Browser - allows retrieving updates from the collaboration process, opening public data sources or paid data sources (D&B), updating on the own data mirror and downloading a subscription report.

To generate the subscription report:

  1. Pick Data Mirror in Data Mirror Hub section on the landing page and then Business Partner Update Browser app
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Data Mirror hubBusiness Partner Update Browser app
  1. Select the Reports tab
  2. Scroll down to the Subscription Report section and select Generate Report
MBPU S2 P2 MBPU S2 P3
Report tabGenerate Report button
  1. Set the report parameters:
    • Data Source: CDQ_DEMO
    • Country: CH - Switzerland
    • Select register: VIES
Align parameters
Remember that presented parameters are dedicated for CDQ_DEMO data source. Set parameters align to available data set.
  1. Click Generate Reports
MBPU S2 P4
Report parameters
  1. When the job is successfully finished click Show results
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Job status
  1. From Job results download the 2.Subscription+Report+Collection file
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Job result tab
  1. Check the downloaded report
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List with Business Partners with possible changes
Congratulations

You have successfully activated the Business Partner Monitor Update

Step 4: Read updates

To read updates:

  1. Stay in the Business Partner Update Browser app
  2. In the Updates tab set filter parameters:
    • Data Source: CDQ_DEMO
    • Country: CH - Switzerland
    • Set the date: 6th Jan. 2022
Align parameters
Remember that presented parameters are dedicated for CDQ_DEMO data source. Set parameters align to available data set.
  1. Select Weber AG and click Browse Updates
MBPU S4 P1
Business Partner list with changes to be browsed
  1. All changes are displayed in the opened window
MBPU S4 P2
Change table for chosen Business Partner
Congratulation!

Now you know how to create the report and check changes in Business Partners data

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