Accounts: Validating an Address

  1. Go to Accounts in the menu bar.
  2. To create a new record, click Create. Else, to edit an existing record, click the desired record, then click Edit in the top right.
  3. Fill in or edit the details, billing address, and shipping address for the record.
  4. If the billing address is the same as the shipping address, check the Copy billing address to shipping address check box.
  5. To validate the billing address, click Validate Billing Address.
    A pop up window opens listing all the matching address found.
    If the Copy billing address to shipping address check box is checked, then clicking this button validates both the billing and shipping address.
  6. To validate the shipping address, click Validate Shipping Address.
    A pop up window opens listing all the matching address found.
  7. In the pop up window, either select the appropriate address, or close the window without selecting any.
    If you select any one of the matching addresses, the details of the selected record populates the record fields in the parent window and the Billing Validation Status or Shipping Validation Status fields are marked as Cleansed.

    If user close the pop up window the Billing Validation Status or Shipping Validation Status fields are marked as Uncleansed.

    Note: If the Copy billing address to shipping address check box is checked, and you have clicked Validate Billing Address, then on selecting a matching address in the pop up window, the selected address' details are populated in both the shipping address fields and the billing address fields. Also, both the Billing Validation Status and the Shipping Validation Status fields are marked as Cleansed.
  8. Click Save.

The validated address is added to the entity record. For U.S. addresses, the RDI and DPV fields indicate whether the address is a residential address, and whether the address is able to receive mail. For more information, see RDI and DPV Codes.

Attention: To validate an address, a record must be in the editable mode. Either validate the addresses before saving a record, or in case of an existing record click Edit.
Note: If the geocoding feature is configured in the Spectrum Technology Platform dataflow, then the record is also geocoded. For more information, see Geocoding an Address.