Opportunities: Address Management Through a Third-Party Provider

In MYOB Acumatica, you can validate and enrich the addresses specified for opportunities through integration with a third-party software or service if an address provider is configured on the Address Providers (CS103000) form.

For details on configuring the integration, see Integrating MYOB Acumatica with Address Validation Providers.

You can also use the address provider to specify and validate addresses on all entry forms that have address settings, such as leads, contacts, business accounts, account locations, customers, and sales quotes.

Address Validation

With the address validation functionality, you can verify the addresses in a record through integration with a third-party provider. This functionality is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form (in the Third Party Integrations group of features) and an address provider is configured on the Address Providers (CS103000) form.

For example, you can validate the addresses specified for an opportunity by clicking Validate Addresses on the More menu of the Opportunities (CR304000) form. If the specified addresses have been validated, the system selects the Validated check boxes on the Contact tab (Address section) and the Shipping tab (Ship-To Address section).

You can run validation for multiple business accounts at once by using the Validate Addresses in Profiles (CR509020) form.

Address Enrichment

Through integration with a third-party provider, you can use the address enrichment functionality. With this functionality, you can add a new address, update an existing address, and fill in the missing address information in a record. This functionality is available if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form (in the Customer Management group of features) and an address provider is configured on the Address Providers (CS103000) form.

You can add address settings based on the contact address of an opportunity (or another type of record). On the Opportunities (CR304000) form (in the Address section of the Contact tab), the Address Lookup button has been added. The button is displayed instead of the View on Map button, which is shown if the Address Lookup Integration feature is disabled on the Enable/Disable Features form. When you click the Address Lookup button, the Address Lookup dialog box opens, in which you can find the details of the company location. For details, see Integrating MYOB Acumatica with Web Map Services.