SA AvaTax Address Validation Report overview

System Administrator > SA Reports > SARGV

Function acronym: SARGV

Run this report to help you ensure the addresses in the setup functions are valid in AvaTax or Vertex Cloud.

This report is available for these third-party tax interfaces: AvaTax or Vertex Cloud.

You can run this report as needed or as a stored report. The system obtains the address data based on your settings in Ranges and Options. The system then calls the tax interface's address validation logic, receives a response, and shows results in the report.

Use the ranges and options to filter your results. You can set the report to be specific or comprehensive. Use the range to specify one or more customer and customer shipto records, or vendor and vendor shipfrom records. Specify one or more product warehouse description records, and sales representative records. You can limit each of these record types to a specific range. Then, use the options to set the report to validate or not validate the address from the Distribution SX.e setup function, such as SA Company Setup.

The report output shows the type of record that was validated. It also shows the record identifier [Customer#, Vendor#, Warehouse], the address data currently on the record, and the address data returned from the tax interface. The top address in the current address in Distribution SX.e; the bottom address is the address from the tax interface. Sometimes, the only difference is the return of the ZIP+4 Code.

If any warning or error is returned from the tax interface, the text of that message is also displayed. Use the report output to help you determine whether you must to manually update the address on the record. Be aware that changes that are made to addresses in the setup functions, such as Customer Setup, do not take effect until you save the record. The update does not change any existing orders.

Note: AvaTax and Vertex Cloud use the United States Postal Service Postal Addressing Standards when validating address information. Therefore, a possibility exists that the address information returned from the tax interface has a different line sequence from that sent from Distribution SX.e. For example, the sequence may be swapped to list the Attention To line before the Business name, and the Business Name before the Street Address. Contact your AvaTax or Vertex Cloud representative with questions.