Validate Addresses in Profiles

Form ID: (CR509020)

Attention:

The form is available only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can simultaneously validate addresses in multiple profiles of the following types: customers, vendors, business accounts, and branches. If a profile has more than one address specified, the table contains a separate row for each address record in the document. These capabilities ensure the validity of your address data while reducing the time and effort that users would spend validating addresses in each profile.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Validate	Starts the validation process for the records that you have selected in the table.
Validate All	Starts the validation process for all records listed in the table.

Selection Area

By using the elements of this area, you can narrow the list of address records to be listed in the table (and possibly selected for validation) by the country, the profiles whose address records will be listed, and the status of the business accounts whose records will be listed. You can also indicate whether the system should automatically replace incorrect address data with correct data in the profiles that it processes. The following table summarizes the elements of this area.


Element	Description
Country	The identifier of the country for which address records should be listed in the table.
Customer/Vendor Type	The type of the profile whose address records should be listed in the table. In this box, you can select one of the following options: Vendor: A business account of a vendor Customer: A business account of a customer Customer & Vendor: An account that is both a vendor and a customer Business Account: A prospective customer account that has not been extended as customer or vendor yet Branch: The table will list the address records of only the branches of all companies that have been configured on the Companies (CS101500) form with the With Branches Not Requiring Balancing or With Branches Requiring Balancing type. The address settings of the branch are specified on the Branches (CS102000) form.
Customer/Vendor Status	The status of the profiles whose records should be listed in the table. In this box, you can select one of the following options: Prospect: The table lists the address records of prospective customers that have not made a purchase from your company yet. Active: The table lists the address records of business accounts that are active. On Hold: The table lists the address records of business accounts that have been placed on hold temporarily. Credit Hold: The table lists the address records of business accounts and customers. (which may also be vendors) that have been put on credit hold. One-Time: The table lists the address records of business accounts that purchase from the company only once. Inactive: The table lists the address records of business accounts that are inactive.
Override Addresses Automatically	A check box that indicates (if selected) that when an address is validated, the system automatically replaces the incorrect address data in the record with the correct address data returned by the validation plug-in. It also selects the Validated check box in the address settings of the record's data entry form. If the check box is cleared, the system shows a warning with the correct data on the data entry form but does not replace the incorrect address data automatically.

Table

This table displays the address records that meet the selection criteria you have specified. If a profile has more than one address specified, the table contains a separate row for each address record in the document.

You can validate all the address records listed in the table or only those for which you select the Included check box before clicking Validate.

The table has the following columns.
Column	Description
Included	An unlabeled check box that you select to include this address in processing if you click Validate.
Customer/Vendor	The identifier of the profile, which is also a link that you can click to view the profile's settings.
Name	The name of the profile.
Type	The type of the profile. This column contains one of the following options: Vendor: This is an address record of a business account of a vendor. Customer: This is an address record of a business account of a customer. Customer & Vendor: This is an address record of an account that is both a vendor and a customer. Business Account: This is an address record of a prospective customer account that has not been extended as customer or vendor yet. Branch: This is an address record of a branch of a company that has been configured in this instance on the Companies (CS101500) form with With Branches Not Requiring Balancing or With Branches Requiring Balancing type.
Status	The status of the business account. This column contains one of the following options: Prospect: This address record is a prospective customer that may be interested in signing a contract but has not made a purchase from your company yet. Active: This address record is a business account (that is active and appears in all Business Account (and Customer or Vendor, if the business account is also a customer or vendor) lookup tables. On Hold: This address record is a business account that has been placed on hold temporarily and does not appear in all Business Account (and Customer or Vendor, if the business account is also a customer or vendor) lookup tables. Credit Hold: This address record is a business account and customer (which may also be a vendor) that has been put on credit hold, which prevents users from creating any new sales orders for it. One-Time: This address record is a business account that is purchasing from the company only once. This business account becomes inactive after all the payments for this sale have been received. Inactive: This address record is a business account that is inactive and does not appear in Business Account (and Customer or Vendor, if the business account is also a customer or vendor) lookup tables.
Address Line 1	The first line of the address.
Address Line 2	The second line of the address.
City	The city of the business account.
State	The state or province of the business account.
Postal Code	The postal code of the business account.
Country	The country of the business account.