Global Address Format and Validation

This chapter describes how you can enable for agents to enter customer addresses in the formats appropriate for the country where the customer is located.

This chapter covers the following topics:

Specifying Global Address Formatting and Validation

Agents can enter customer addresses in the formats appropriate for the country where the customer is located. For example, if a customer has a branch in Germany, agents enter the address in a format recommended by the Bundespost. For addresses in the United Kingdom, they enter the address in the format recommended by the Royal Mail.

There are six preset address formats that are available for your use:

The different address formats are implemented in the application by using descriptive flexfields. Agents enter the country using a list of values and then enter the rest of the address in a flexfield window.

Prerequisites:

Understanding of descriptive flexfields.

To set up global address formatting and address validation

  1. Set up flexible addresses and address validation as described in the Flexible Address and the Address Validation sections of the Customers chapter of the Oracle Receivables User Guide.

  2. Set up the two following profile options:

    • Customer Care: Default Country for Contact Center

      This profile option defaults the country in the Country field of an address on the Contact Center. The setting of this profile option is mandatory as there is no seeded default value.

    • Customer Care: Default Address Style for Contact Center

      If there is no address style associated with the country, then the application uses the address style specified in this profile. By default this system profile is set to AS_DEFAULT (the Oracle Sales Default Address Style).

  3. To create additional address styles, follow the instructions outlined in Setting Up Additional Address Styles.

  4. Map the countries to address styles as described in Mapping Countries to Address Styles.

  5. Set up the Customer Care: Default Address Style for Contact Center system profile option to the address style you wish to use in case a user fails to enter a country for an address.

Setting Up Additional Address Styles

Use this procedure to create additional address styles or to modify existing ones.

Prerequisites:

Familiarity with descriptive flexfields.

To set up additional address styles

  1. Under the Application Developer Responsibility, navigate to Flexfield, Descriptive, Segments.

    The Descriptive Flexfield Segments window appears.

  2. Search for Address in the Title field using the Query Enter / Query Run search method available from the View menu.

    The Descriptive Flexfield Segments window lists the available address styles.

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  3. With the Freeze Flexfield Definition check box unselected, create a new record in the Context Field Values region.

  4. Enter the name of the style in the Code and Name fields.

  5. Enter an optional description.

  6. Click Segments.

    The Segments Summary window appears.

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  7. Enter each element of your address style:

    1. Enter a number that determines the order of the address element. The address elements appear in ascending order.

    2. Enter the element Name and Window Prompt.

    3. Select one of the available address components using the Column LOV.

    4. Select the Displayed and Enabled check boxes.

  8. Click Save.

  9. Navigate to Application, Lookups, Application Object Library.

    The Application Object Library Lookups window appears.

  10. Search for ADDRESS_STYLE in the Type field using the Query Enter / Query Run search method available from the View menu.

    The Application Object Library Lookups window lists the available address styles.

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  11. Enter the code for your address style. The value you enter in the Code field must match the code you have entered in the Context Field Values.

  12. Enter the wording the agents will see in the Meaning field.

  13. Enter an optional description.

  14. Make sure the Enabled check box is selected.

  15. Click Save.

Mapping Countries to Address Styles

You must make sure that each country you are doing business with is mapped to the appropriate address style. Use the following procedure to map address styles.

To map address styles

  1. Under the Receivables Manager Responsibility, navigate to Setup, System, Countries.

    The Countries and Territories window appears.

  2. Search for the countries that you want to set up using the Query/Enter Query/Run method.

  3. Use the Address Style List of Values (LOV) to select the address style for each country.

  4. Click Save on the toolbar.