Defining an Address

Prerequisites

To define an address, you should have:

  • Countries and their states defined in the application

  • House types defined in the HOUSE_​TYPE lookup field

Procedure

To define an address:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Customer Management and then click Address.
    A sub-menu appears.
  3. Click the Add option from the Address sub-menu.

    The Address screen appears. It contains the following sections:

    • Main - Used to specify basic details about the address.

    • Characteristics - Used to define the characteristics for the address.

    • Address Entities - Used to associate the address with one or more entities, such as person, account, or adjustment.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Country Used to indicate the country.
    Note:

    The list includes only those countries which are already defined in the system.

    On selecting a country, only those address fields which are set as Optional while defining the country appear in the Main section. Also, the labels of the address fields will change depending on the business label which is defined for the respective address field in the Country screen.

    		 Yes
    State Used to indicate the state where the city or county is located.
    Note: The states listed in this field change depending on the country that you have selected.
    		 No
    Address 1 Used to specify the first line of the address. It may contain details, such as house number and apartment name. No
    Address 2 Used to specify the second line of the address. It may contain details, such as street name. No
    Address 3 Used to specify the third line of the address. It may contain the landmark details. No
    Address 4 Used to specify the fourth line of the address. No
    City Used to specify the city name. No
    Number 1 Used to specify the numeric information, if any, related to the address. No
    Number 2 Used to specify the numeric information, if any, related to the address. No
    County Used to specify the county name. No
    Postal Used to specify the postal or zip code of the address. No
    House Type Used to indicate the type of the house.
    Note: The list includes only those values which are defined in the HOUSE_​TYPE lookup field.
    		 No
    In City Limit Used to indicate whether the address is within the city limit. The valid values are:

    • Yes

    • No

    		 No
    Geographic Code Used to specify the geographic code of the address. No
    Tip: Alternatively, you can access this screen by clicking the Add button in the Page Title area of the Address screen.
  4. Enter the required details in the Main section.
  5. Define characteristics for the address, if required.
  6. Associate address with one or more entities, if required.
  7. Click Save.
    The address is defined and the address ID is generated.
    Note: If the approval workflow is configured for the C1-Address business object, the approval transaction is created on clicking the Save button. Once the approver approves the approval transaction, the address is defined and the address ID is generated.

Related Topics

For more information on... See...
How to define a characteristic for an address Defining a Characteristic for an Address
How to associate an address to an entity Associating an Address to an Entity