After the initial setup, the search function in BC takes you to the collana shield Settings, where you can make further configurations.
The Active slider can be used to activate collana shield if it was not already activated during the initial setup, and can also be deactivated if no further checks are to be performed.
The Validity period of the check can be specified in the Validity period field. If left blank, it will be set to expire at the end of the day.
Subscription Info
The subscription information shows the current subscription status and the remaining transactions in the demo version in the Remaining transactions field.
In the paid subscription, the transactions used this month are displayed in the Transactions this month field.
Block options
The Block companies option can be used to configure whether companies associated with sanctioned contacts are blocked during the check.
The Block on possible matches option determines whether entities are also blocked on a possible match.
By activating the Skip customer/vendor verify option, customers/vendors are not checked during the verification of sales orders/purchase orders, while the addresses on the sales order/purchase order are checked.
Verify options
The automatic check when releasing sales orders/purchase orders can be activated or deactivated via the Verify options.
Log retain date
The log entry retain date specifies how long the check data is kept.
All log data older than the period specified here can be deleted via a job.
Sanctions Lists
All available sanctions lists are listed in the Sanctions Lists area and can be set to No in the Active column if individual sanctions lists are not to be checked.
collana shield provides daily updates of the available sanctions lists, therefore it is recommended to retrieve the sanctions lists daily in Business Central via the job queue.
Job queue entries
When collana shield is installed, five job queue entries are created.
These can be used to automate periodic checks of all existing contacts, debtors and/or creditors.
The jobs for checking all customers/vendors/contacts can be filtered.
Further information can be found here.
A job can be used to delete all log data that is older than the value specified in the log retain date area.