Confirm Shipping Address

Accounts Receivable Menu -> Customer Site -> Confirm Shipping Address

Counter Menu with Alavara address validation -> Contracts / Reservations / Sale Approval Quotation / Rental Quotation / Sale Approval Quotation -> Site or Shipping Address -> Confirm Shipping Address

Counter Menu -> Quotations Menu -> Sale Approval Quotation -> Confirm Shipping Address

Site address validation can be useful to ensure accurate shipping addresses and for clean Vertex & Alavara taxing calculation information.

Avalara Address Validation: When the Third Party Avalara tax processing is activated in the Company Taxing Parameters and "Enable Address Validation" is activated in the Avalara Tax Settings this Shipping Address confirmation window is triggered to validate the Street address, City, Prov/State, and Postal/Zip against the Alavara database.

The 'Site Address Validation' will only be applied to Sites and documents for Customers that have been assigned this exact Country code in the Customer Information so it is important that the Country Codes list be maintained with only one code per Country to ensure validation is respected.
 This 'Confirm Shipping Address' window is then only triggered on the Site if the ZIP code is not complete with the +4 extension.

The 'Site Address Validation' window is also triggered on rental document headers including Contract, Worksheets, Reservations, Rental Quotes and Sales Approval Quotes.

Note: Shipping or site address validation from the Avalara library requires that the Country code on the Customer must be blank, CA, CAN, US or USA.
 Other country codes are not supported.

USPS Address Validation: This 'Site Address Validation' uses a Third Party System (USPS - United States Postal Service) to verify the address and append the full zip code with the +4 extension.
 

The 'Site Address Validation' will only be applied to Sites and documents for Customers that have been assigned this exact Country code in the Customer Information so it is important that the Country Codes list be maintained with only one code per Country to ensure validation is respected.
 This 'Confirm Shipping Address' window is then only triggered on the Site if the ZIP code is not complete with the +4 extension.

When a Customer Site is setup or a Site is saved on a document including a Quote or the "All-In-One" document, this 'Confirm Shipping Address' window is triggered where the address is checked against the external API and if a match is found the zip+4 is appended.
 

If no address match is found, the Current address is displayed and the user is prompted to select which value should be used to match and validate the address before the zip+4 is appended.

This window enforces mandatory Ship to City, and mandatory ship to Postal Code/ZIP settings.
 The VALIDATE button will re-validate the address based on the "Current Address" field.
 The USE button will copy the "Validated Address" as returned by the validation action, to the "Current Address" field.
 Then UNDO" button will reset the "Current Address" to the original values from when the window opened.
 "Accept" closes the window and updates the Customer Site or document shipping Site address from the final "Current Address" fields.

Topic Keyword: ARST00 (8014)