Geography Validation for Mexico

Geography validation determines the geography mapping and validation for a country's address styles, as well as the overall geography validation control for a country. The No Styles Format address style format is the default address style format.

By defining the mapping and validation for this format, you ensure that validations can be performed for any address. After you define the No Styles Format, you can set up additional mapping for specific address styles.

For each address style format, you can define these aspects:

  • Map to attribute

  • Enable list of values

  • Tax validation

  • Geography validation

  • Geography validation control

Map to Attribute

For every address style format, you can map each geography type to an address attribute. For example, you can map the State geography type to the State address attribute. The geography types that appear are based on how the country structure is defined. The list of address attributes that appear are based on address formats delivered with the application.

Note: You only need to map geography types that you want to use for geography or tax validation purposes.

Enable List of Values

Once a geography type is mapped to an attribute, then you can specify whether the geography type will appear in a list of values during address entry in user interfaces. It is very important to review carefully if you want to enable a list of values. You should only enable a list of values if you have sufficient geography data imported or created for that geography. If the setup for master geography data is incomplete, then the geography data is either not imported or created. As a result, the list of values for the address attribute doesn't list any geography data.

Once you have enabled a list of values for an address attribute, you can only select the geography data available for the geography type. This means that if a specific geography value isn't available in the geography hierarchy, you can't create an address with a different geography value.

Tax Validation

Don't change the default Tax Validation settings. Oracle Cloud HCM applications don't use this functionality.

Geography Validation

You must set up geography validation for those geography elements that you plan to use in your territories. Setting up validation also helps users fill in missing address information, and validate addresses during entry. For example, you can have users select states or other address elements from lists to ensure accuracy during entry, and you can have the application fill in missing values. Let's say, when you enter a postal code, the application can retrieve the city and state.

If an address element is mapped to a geography type, but not selected for geography validation usage, then during address entry suggested values are provided for the address element, but the address element isn't validated.

You need to verify that the default mapping between Geography Type and Map to Attribute is valid in the Geography Mapping and Validation region and update it if required when you define geography validation. Oracle recommends that you use these valid mappings, which is supported by Loqate:

Country Name

Country Code

Geography Type

Map to Attribute (Address Element)

Mexico

MX

  • Country

  • State

  • Municipality

  • Locality

  • Postal code

  • Country

  • State

  • County

  • Additional Address attribute 2

  • Postal code

Geography Validation Control

You can select the geography validation-level for a country. Validation will check if the entered address maps to the geography hierarchy data available for the country, and the geography validation control determines whether you can save an address that didn't pass validation during address entry. For example, if the validation level is Error, then an address can't be saved if the values don't match the geography hierarchy data.

These are the geography validation levels you can choose:

  • Error - only completely valid addresses can be saved, with all mandatory address elements entered.

  • No Validation - all addresses can be saved including incomplete and invalid addresses.

Regardless of the result of validation, the validation process will try to map any address attribute to a geography of the country, and store any mapping it could establish based on the available data. This is called Geography Name Referencing and it's executed as part of validation. The result of this referencing is used in several business processes in the application to map an address to a specific geography or zone.

The Geography Dimension value in territories is derived from sell-to addresses of sales accounts. To use geography dimensions in territories, you must validate the geography elements in the addresses, such as state, city, and postal code. You can validate the address by enabling geography validation for each country using the Geographies task. Perform these actions in the Geographies task:

  • Enable at least one level in the geography hierarchy for geography validation.

  • Enable geography validation for all geography levels that you intend to use for territory definition for each country.

  • If needed, enable a list of values containing specific geography elements. This will help users search and select appropriate geography values during addresses entry and eliminate all possibilities of wrong address entry.

You can set geography validation control to Error in the Geography Validation page. This ensures that you can only use valid geography elements in addresses.

Note: If you have already created addresses before setting up geography validation for a country, in this case Mexico, you must enable geography validation and then execute the Run Maintain Geography Name Referencing task for that country. This validates all your geography elements.