Address validation

Address validation is available with these tax interface integrations: AvaTax, Vertex Cloud or Canada Post. These integrations can be used to ensure correct addresses are used on sales orders and communication to customers by validating addresses in Distribution SX.e functions wherever addresses are entered.

You must purchase and install Canada Post. This integration can be enabled only when the AvaTax or Vertex taxing integrations are not used.

To enable the integration between Distribution SX.e and Canada Post, select the Enable Canada Post Address Validation option in SA Administrator Options-Integrations-Canada Post Options.

When this feature is enabled, if the address validation fails or a simple correction is found, a pop-up window is automatically displayed from tax-related address sections in specific functions. The window shows the current address side-by-side with the suggested address from the tax interface. A message alert is also displayed in the window. The message points out errors in the current address or differences between the addresses. For example, the message may say: The Current Address is not in standard form. These fields in the Suggested Address are different: Zip Code. You can compare the addresses, then from the window, you can take one of these actions: keep the current address, correct and re-validate the current address, or accept the suggested address.

You can also select the Address Override option to accommodate a General Delivery address, which overrides the default behavior of the AvaTax, Canada Post or Vertex Cloud's calculation. Instead, the tax is calculated by the system from the General Delivery address and avoids an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.

The Address Override setting is stored with the address. When the setting is in a setup function, the override is carried through to the related transactions. For example, if a Customer Setup record has the Address Override option selected, orders created for the customer automatically have the Address Override option selected as well. The Address Override setting is displayed in the relevant inquiry functions, such as Customer Inquiry. After the address is in the USPS database, the address should be updated so that Address Override option can be cleared.

Address validation is supported for the United States and Canada. This feature is not designed for mass updating. Run the SA Address Validation Report to verify that addresses in the setup functions are valid in AvaTax or Vertex Cloud. Canada Post address validation is not limited to Canadian addresses. Addresses in 245 countries, including the United States, Mexico, and United Kingdom, can be verified.