DUNS Number & DUNS Registered delivery

This process is essential to ensure a smooth delivery. Here are the detailed steps:

Access the BETA version of SMETrackerPowerApp.

Search for the desired company by Name, Tax ID, Email, DUNS, or Subscriber.

Ensure that the "OnboardingCompleted" field is set to "ON."

Download the BIR form from the attachments.

Click on "claimRequestId" to obtain legal documentation in ACL. Important: approve the claim at this point so that the client can view the delivered products.

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Update the DUNS and Duns registered with the information provided by the clients.

Modify the "Request Status" from "Requested" to "Open" to view the products included in the client's plan.

Paste the generated DUNS into the "D-U-N-S" field and update the status to "Delivered."

New Condition: If the DUNS field is not visible, it indicates the DUNS is new. In this case:

Navigate to the field "ACL Company ID" and click on the ID.

The ACL company account page will be opened in a new tab. Ensure it is the same company on the ticket and on the profile tab.

Paste the New DUNS number in the field with the same name and click save.

Go back to SMETrackerPowerApp; now the DUNS field should be visible.

Paste the DUNS there as well.

Update the DUNS Registered deliverables for "img_link" and "profile_link."

Click save.

If Bundle includes a Report, paste the BIR Form and additional notes into Uflow ticket.

Important notes:

This and the next week, we might encounter cases where "Onboarding" is set to "Off." This may happen because the company sent information directly to the sales executive. However, this should stop happening in the next few days.

In some cases in Mexico, the "Claim request" in ACL is already approved because the client linked their CIEC in the onboarding process, eliminating the need for manual document review.

If you have any questions, feel free to reach out.

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