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Denied Party Screening (DPS)

DPS Company Maintenance: Managing Partner Data

Users with the appropriate permission levels can maintain company partner data in the
Company Partner Maintenance
 screen.

Accessing the Company Maintenance Screen

Company Maintenance
 can also be used to add, delete, and edit company data. This screen provides you with a searchable, editable table view based on all company-related information that has been imported or manually entered into the DPS system.
Unlike other screens, the
Company Maintenance
 screen is accessed through the drop-down menu at the top right of the screen.
You can change the number of records to be viewed per page by using the “page size” drop-down menu in the lower right part of the screen. You can select to view 15, 25, 50, 100, 125, or 500 records at a time. All columns on this screen are configurable.

Company Maintenance: Searching for a Company

To find a company in
Company Maintenance
:
  1. Use the
    Search
     drop-down menu to select a column to search.
  2. Enter the search term in the
    For
     text box.
  3. Click
    Search
    .
The grid then refreshes to only show company records matching the specified criteria.

Company Maintenance: Adding a New Company

To add a new company:
  1. Click
    New
     to open the
    Add Company
     pop-up.
  2. In the
    Add Company
     pop-up, enter all company data. Fields with an asterisk ( * ) are mandatory and must be completed. In addition, prompts in red text at the top of the window remind you which mandatory fields still need to be completed.
  3. To add a new company, click
    Finish
     to add the new company.
  4. To drop all changes, click
    Cancel
    .
Either action closes the
Add Company
 window. After the initial company data is saved, you can add additional company data as required in the
Company Info
,
Addresses
 and
Contacts
 tabs as illustrated below.

Company Maintenance: Delete/Edit an Existing Company

To delete a record:
  1. Click a record in the grid to delete.
  2. Click
    Delete
    . This button is configurable on the
    Company Maintenance
     screen and may vary in location.
To edit a record:
  1. Select a record in the grid to edit.
  2. Click
    Edit
    . Companies can be set up to have one or more user groups with edit abilities, including permissions on whether or not the user can delete a company.
If
Edit
 is selected, the
Company Maintenance
 screen will refresh with all columns as text boxes. From here, any field(s) can be added, deleted, or edited as needed. This information is divided into three tabs:
Company Info
,
Addresses
, and
Contacts
. These tabs are explained in further detail in the sections below.
Company Info
The
Company Info
 tab is a configurable screen, allowing the company to add additional fields and designate fields as drop-down menu options. For further information, contact your system administrator.
Make any necessary changes in this tab, and then click
Save
.
Addresses
The
Addresses
 tab provides information regarding different addresses for the company.
To add an address:
  1. Click
    Add New Record
    .
  2. After the
    Add Company
     pop-up opens, enter the new address data.
  • To save changes and continue, click
    Finish
    .
  • To cancel and drop all changes, click
    X
    .
To change the primary address:
  1. Click an address from the list to be the primary address.
  2. Click
    Edit
    .
In the
Add Company
 pop-up, change the address type to
Primary
, and then click
Finish
.
The former primary address will now be set with a blank address type. The new primary address will now display as
Primary
 within the
Addresses
 tab.
Contacts
The
Contacts
 tab provides information regarding different contacts within the company.
To add a new contact:
  1. Click
    Add New Record
    .
  2. After the
    Add Company
     pop-up opens, enter the new contact data.
    • To save changes and continue, click
      Finish
    • To cancel and drop all changes, click
      X

Screen Now Button

In the
Company Maintenance
 page, you can automatically screen a company you are viewing by clicking the
Screen Now
 button. That means the company information is automatically taken from the
Company Maintenance
 window and it is opened and screened in a new window of
DPS Search
.
  1. Navigate to your username drop-down at the top right corner and click
    Maintenance
     and then
    Company Maintenance
    .
  2. Find the company you want to screen and click
    Edit
    .
  3. The company information is displayed. Scroll down the page until you can see the
    Screen Now
     button.
  4. Click the
    Screen Now
     button.
  5. A new window is opened, and a message is displayed with the result information.
The page displays basic information about the denied party entity in cards. You can click a card title to view all system data for that denied party in a single-page layout.

This article applies to:

  • PRODUCT: ONESOURCE Global Trade
  • Sub-Product: Denied Party Screening

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