Configuring Address Formats

Adding an Address Format

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Address Formats.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the address format.

   2. Description. Enter a detailed description of the address format.

   3. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

   4. Sales Address Format. (Available when the OSEM license is active) Select to use this format as the default address format for catering contracts and Sales & Catering mailings.

      Note:

      The OSEM default address format (named SALES ADDR DEFAULT and provided in the SID data) is used for all OSEM catering contracts and documents unless a specific address format has been configured for a given country.

   5. Available Elements. Click to choose the elements to include in the address format; hold the CTRL key to select multiple elements. Click the (>) button to move selected elements to the selected elements panel.

   6. Selected Elements. Modify the positions of the elements in the text editing area or delete elements as needed. You can use cut (ctrl + x), copy (ctrl + c), and paste (ctrl + v) keyboard shortcuts to relocate elements in the edit area.

      Note:

      Ensure you select the country_description element to output the full country name rather than the country code.

      Note:

      When the Multi Language function is active under the General group in OPERA Controls, you can use the Alternate Name elements (XLAST, XFIRST, XMIDDLE NAME, and XLASTNAME.) to set up address formats to output the national character set values (for example, Chinese or Japanese characters). If the alternate name fields are empty on a profile, OPERA Cloud reverts to outputting the (Western) first, last, and title values instead. It is not necessary to use both LAST and XLAST within the same address format configuration. If an alternate name is available, the "X-fields" are used. If an alternate name has not been saved on the profile, the Western name is used.

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Address Format

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Update the configuration and click Save.

Deleting an Address Format

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Delete.