Address

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The Address screen is used to update an address record for a corporate owner.

Address screen

Screen Access

To add an address:

Display the Corporate Owner screen > Click the Edit button.
Display the Edit Owner/Partner screen > Click the Edit button.

To edit an address:

Display the Corporate Owner screen > Click the Edit button.
Display the Edit Owner/Partner screen > Click the Edit button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The Corporate Parent Name value label is visible and displays the corporate parent name if the address belongs to a corporate parent.

The Corporate Owner Name value label is visible and displays the corporate owner name if the address belongs to a corporate owner.

The Owner/Partner Name value label is visible and displays the owner and/or partner name if the address belongs to an owner and/or partner.

The Vendor Name value label is visible and displays the corporate parent name if the address belongs to a corporate parent.

The Same as Physical check box is visible and enabled when adding or editing the mailing address for a vendor. It is unchecked by default.

The Same as Corporate Parent check box is visible and enabled when adding or editing the mailing address for a corporate owner whose corporate parent has a mailing address on file. It is unchecked by default.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Add mode:

The title bar text is set to "Add Address".

All data controls are enabled and blank.

In Edit mode:

The title bar text is set to "Edit Address".

All data controls are enabled and display the previously saved values.

Screen Elements

Unless otherwise stated below, all controls on the Address screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

If one or more special conditions exist that affect a control on the Address screen, the condition(s) are documented for that specific control below.

Corporate Parent Name text and value label

View the selected corporate parent's name in the Corporate Parent Name text and value label.

The control is visible and enabled when:

The address belongs to a corporate parent.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Corporate Owner Name text and value label

View the name of the corporate owner in the Corporate Owner Name text and value label.

The control is visible and enabled when:

The address belongs to a corporate owner.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Owner/Partner Name text and value label

View the name of the owner or partner in the Owner/Partner Name text and value label.

The control is visible and enabled when:

The address belongs to an owner or partner.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Vendor Name text and value label

View the trade name of the selected vendor in the Vendor Name text and value label.

It is used for identification and reference purposes only. The value comes from the TradeName column of the Vendor table.

The control is visible and enabled when:

The address belongs to a vendor.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Address Type text and value label

View the type of address being modified in the Address Type text and value label.

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Same as Physical check box

Select the Same as Physical check box to indicate the address fields are to be populated with the physical address data of the vendor.

The control is visible and enabled when:

The Address Type is Mailing and a physical address is on file for the selected vendor.

Same as Corporate Parent check box

Select the Same as Corporate Parent check box to indicate the address fields are to be populated with the associated data from the corporate parent's address.

The control is visible and enabled when:

The Address Type is Mailing and the corporate parent has a mailing address on file that can be used for the corporate owner.

Lookup button

Click the Lookup button to look up an existing address.

The Address Lookup screen displays when the button is clicked.

It has a mnemonic of "L".

Address text boxes

Enter the address information in the Address text boxes.

Enter or update the primary street address information in the first address text box, and any additional address information (such as a suite number, an apartment number, etc.) in the second address text box. The text boxes allow the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in each of the two address text boxes is fifty (50) characters.

City text box

Enter the name of the city in the City text box.

The text box allows the entry of alphabetic, numeric, and special characters. Special characters are limited to the following: period (.), comma (,), pound sign (#), hyphen (-), forward slash (/), ampersand (&), and apostrophe ('). The maximum number of characters that can be entered in the text box is thirty (30) characters.

State drop-down list box

Select the state abbreviation in the State drop-down list box.

All fifty (50) states plus DC (District of Columbia) display as options in the drop-down list box. The options display in alphabetical order according to the proper two-character abbreviation, are read-only, and cannot be edited. The drop-down list box is filled with all state abbreviation codes in the Reference Dictionary table where the category = "STATE".

ZIP masked edit box

Enter the five- or nine-character code for the postal zone in the ZIP masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "#####-####" to allow the entry of a five-character ZIP code and a four-character ZIP code extension (if known). If the four-character extension is not entered, the extension will be populated with zeros automatically when focus is removed from the control. A partial entry is not allowed. If any part of the five-character ZIP code is entered, a complete five-character ZIP code is required. If any part of the four-character ZIP code extension is entered, a complete nine-character ZIP code is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Address Shared With editable data grid

View or update the information in the Address Shared With editable data grid.

This editable data grid contains each vendor or corporate owner that matches the address. The title text of the editable data grid is set to "Address Shared With". It is populated when the address record entered is shared with other entities in the system. It is initially sorted by the Name and then Address Type columns.

The data grid consists of the following control(s):

Include column

This column contains a check box for each record displayed within the editable data grid. Check this check box to select the record.

The title of the column is set to "Include". The information displayed within the column is editable.

Check the check box in the column header to select all records currently displayed within the data grid or uncheck the check box to deselect all records currently displayed within the data grid.

Type column

This column displays the the alert type of "Household" or "Individual" for each record displayed within the data grid.

The title of the column is set to "Type". The information displayed within the column is read-only.

Name column

This column displays the name for each record displayed within the data grid.

The title of the column is set to "Name". The information displayed within the column is read-only. The column header and the data within the column are left aligned.

Address Type column

This column displays the type of address for each record displayed within the data grid.

The title of the column is set to "Address Type". The information displayed within the column is read-only.

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

Depending on which screen originally called the Address screen, one of the following screens displays when the button is clicked:

Corporate Owner screen
Edit Owner/Partner screen

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

Depending on which screen originally called the Address screen, one of the following screens displays when the button is clicked:

Corporate Owner screen
Edit Owner/Partner screen

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
Corporate Parent Name	value label	CorporateParent.Name	·
Corporate Owner Name	value label	Contact.FirstName + " " LastName	·
Owner/Partner Name	value label	Contact.FirstName + " " LastName	·
Vendor Name	value label	Vendor.TradeName	·
Address Type	value label	AdressCrossRef.AddressType	·
Same as Corporate Parent	check box	·	·
~+Address	text boxes	Address.Address1 Address.Address2	·
~+County	drop-down list box	Address.CountyCd	·
~+City	text box	Address.City	·
~+City	drop-down list box	Address.LegalMunicipalityID	·
~+State	drop-down list box	Address.StateCd	·
~+ZIP	masked edit box	Address.ZipCode	·
Address Shared With	data grid	·	·
Include	data grid column	·	·
+Type	data grid column	·	Vendor/Applicant/Corporate Parent/Contact
+Name	data grid column	CorporateParent.Name Contact.FirstName " " LastName Vendor.TradeName	·
+Address Type	data grid column	AddressCrossRef.AddressType	·

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

Software Version: 2.40.00