1. Implementation Reference
  2. Enable Address Usage Types for Accounts

Enable Address Usage Types for Accounts

You can assign usage types, such as bill to, sell to or ship to, to the account addresses. For that you must enable the Type field in the Creation layout of the Address page.

You can assign address usage types to the following account types:

  • Account

  • Contact

  • Household

The following address usage types can be assigned:

  • Bill to

  • Ship to

  • Sell to

Enable Address Usage Type on Creation Layout

Here are the steps to enable the address usage type on the Creation Layout:

  1. Ensure you're working in an active sandbox.

  2. Go to Application Composer > Objects > Standard Objects > Address > Pages.

  3. In the Application Pages tab, click the duplicate icon under the Creation Page Layouts section.

  4. In the Duplicate Layout window, give a name to the custom layout and click Save and Edit.

  5. On Creation Layout, click the edit icon beside Create and Edit Address.

  6. Under Configure Detail Form, select Type from Available Fields and move it to Selected Fields.

  7. Click Save and Close.

  8. Publish the sandbox. Salespeople can now see the Type field that shows the three address usage types in the Create Contact page. They can mark a contact address as Bill to, Ship to, or Sell to, based on the usage of the address.

Set a Default Address Usage Type

You can set one of the address usage types (Bill to, Sell to, and Ship to) as a default value for the Type field shown in the Create and Edit pages of Accounts, Contacts, and Households, using these profile options:

  • Default Address Type for Accounts (ZCA_ADDRESS_PURPOSE_DEFAULT)

  • Default Address Type for Contacts (ZCA_CONTACT_ADDRESS_PURPOSE_DEFAULT)

  • Default Address Type for Households (ZCA_HOUSEHOLD_ADDRESS_PURPOSE_DEFAULT)

Let's look at the steps to add a default address type for Accounts. The procedure is same for the other profile options.

  1. In the Setup and Maintenance work area, use the Manage Administrator Profile Values task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. On the Manage Administrator Profile Values page, search for the profile option code, ZCA_ADDRESS_PURPOSE_DEFAULT.

  3. Choose a suitable profile value for Site: Bill to, Sell to, and Ship to. Save the changes.

  4. Sign in again for the changes to take effect.