The IDI platform automatically validates the Customer address, the Primary Customer Contact address, the Service Contact address (not Service Address), Shipping Contact address, and the POS (store) Location address to determine the appropriate tax jurisdiction.
A validation attempt can result in one of three outcomes:
The address validates successfully. The address validation corrects slight misspellings, and fills out the zip+4 code. It also determines the tax jurisdiction(s) associated with that address.
The address does not validate successfully. An error message similar to the following is displayed:
Click Cancel to return to the Edit Customer screen. You may then modify the address and attempt to validate it again. If you do not modify the address, this same error message is displayed when you click OK to save the information.
Click Bypass to accept the address without making any further changes. This returns you to the Edit Customer screen, and you may then click OK to accept the address as is.
The address matches multiple address possibilities. Examples of this include a range of house numbers along a street and a PO Box in a city spanning two counties. In this case, a window similar to the following is displayed:
You may choose a specific address from this window by double-clicking on a row, or by selecting the row and then dismissing the window.
Note
In some cases, the zip codes displayed will be all zeros (as in this sample screen shot). After you select one of the addresses, the correct zip code added on the Edit Customer screen.
Alternatively, you may dismiss this screen without making a selection. An error message similar to the follow is displayed.
You can choose to Bypass validation, accepting the address as is, or Cancel to make changes to the address before validating again.