Validate Addresses in Project Documents
Form ID: (PM507000)
On this form, you can simultaneously validate addresses in multiple projects and project-related documents (project quotes and pro forma invoices). These capabilities ensure the validity of your address data while reducing the time and effort users would spend manually validating addresses.
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 |
Validates the records that you have selected in the table. |
| Validate All |
Validates all the records listed in the table. |
Selection Area
By using the elements of this area, you can narrow the address records to be listed in the table (and possibly selected for validation) by the country and the creation form of the records whose addresses will be listed. You can also indicate whether the system should automatically replace incorrect address data with correct data in the records it processes.
| Element | Description |
|---|---|
| Country |
The identifier of the country for which address records should be listed in the table. |
| Creation Form |
The type of the records to be validated. In this box, you select the name of the form on which the listed records have been created. You can select one of the following options:
|
| 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 of the selected type that require validation (that is, the Validated check box is cleared in the respective section on the record’s creation form). The table contains a separate row for each address record, which could be one of the following:
- The project address of a project
- The bill-to address of a project for which the Override Address check box is selected
- The project address of a project quote for which the Override Project Address check box is selected
- The bill-to address of a project quote for which the Override Bill-To Address check box is selected
- The bill-to address of a pro forma invoice for which the Override Address check box is selected
- The ship-to address of a pro forma invoice for which the Override Address check box is selected
You can validate all address records listed in the table by clicking Validate All. Alternatively, you can select the Included check box for the records you want to validate and then click Validate.
| Column | Description |
|---|---|
| Included |
An unlabeled check box that you select to include this address in processing if you click Validate. |
| Document Nbr. |
The reference number of the document or identifier of the project, which is also a link that you can click to open the document on its creation form. |
| Document Type |
The type of the document that contains the address record to be validated. The column can contain one of the following options:
|
| Status |
The status of the document or project. |
| Address Line 1 |
The first line of the address record. |
| Address Line 2 |
The second line of the address record. |
| City |
The city specified in the address record. |
| State |
The state specified in the address record. |
| Postal Code |
The postal code specified in the address record. |
| Country |
The country specified in the address record. |