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Validate to DPL (Denied Persons List) in Acumatica

  • 15 January 2023
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This is an appeal to Acumatica Partners in England (and maybe Europe in general).

Client has a need to check a government maintained Denied Person’s List every time a customer or vendor is created.  They then have to continually check the DPL when sales orders or purchase orders are created.  They use an outside service to do this, but the process needs to be automated in Acumatica to send out a flat file to the service and get back a yes/no response from the third-party software and record that data in Acumatica.

 

Has anyone done a customization for this type of requirement?

 

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Best answer by mlupro 31 January 2023, 17:57

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Hi

Please share more about what information needs to be passed to the outside service and what the response looks like for new customers, vendors, and purchase orders. Also, what are the ways you can connect to this external software?


Take a look at the approvals under sales order preferences (SO101000); maybe this can be used. For new customer and vendor accounts, there are some ideas for putting the account in classes and approvals to hold orders and transactions from being placed. Please share more on the whole topic.

 

You can look at this discussion to learn how to export data from a flat file to an FTP server. 

 

 

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I do not yet have sufficient information to discuss what has to pass to the outside service.  But I certainly appreciate the comments and the Link to the larger discussion.  When we figure it out, I’ll try and remember to post our processes back here so other can share in what we found.  The link you shared to the other discussion was wonderful.  Thank you, Mike

 

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We are going to try and accomplish this task by using QAD’s Precision product.

John Darroch BSc (Hons)  

Senior Dir. Alliances & Partnerships

QAD Inc  | Dublin Ireland

+353 86 814 6666 | www.precisionsoftware.com

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