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Go to Accounts in the menu bar.
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To create a new record, click Create. Else, to edit an existing
record, click the desired record, then click Edit in the top
right.
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Fill in or edit the details, billing address, and shipping address for the record.
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If the billing address is the same as the shipping address, check the Copy
billing address to shipping address check box.
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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.
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To validate the shipping address, click Validate Shipping
Address.
A pop up window opens listing all the matching address found.
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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.
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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.