Skip to main content
Avalara Help Center

How to validate addresses in Sage 300?

Overview

You are looking for step by step instructions on how to validate addresses in Sage 300

Environment

Sage 300

Resolution

  • AvaTax address validation is a feature that corrects, verifies, and formats addresses according to the USPS database

    • When you validate addresses using AvaTax, you ensure that the address is formatted correctly so AvaTax calculates tax accurately

    • A valid address has 1-3 address lines, including a city, state, and zip code.

    • At this time, AvaTax only validates addresses in the United States and Canada. Validating addresses may incur additional usage fees.

  • Here are some of the most common addresses AvaTax validates:

    • Your company's address - When you validate your company's address, you ensure that the origin address used
      on most invoices is accurate for tax calculation

    •  Your customers' addresses - When you validate your customers' addresses, you ensure that the ship-to address
      used on invoices is accurate for tax calculation

    • Your vendors' addresses - When you validate your vendors' addresses, you ensure that the:

      • Addresses used in consumer use transactions are accurate for tax calculation, and that

      • AvaTax verifies VAT calculation is correct for the address you provide (where applicable)

  • Depending on your accounting software, there are other types of addresses that AvaTax validates. We recommend
    validating all addresses for accurate tax calculation
    Validate addresses in several different ways:

    • Validate many addresses at once - Most accounting software that integrates with AvaTax includes a utility that
      allows you to validate many or all of your addresses at once. We recommended this method for validating
      addresses

    • Validate a single address - If you only have a few addresses to validate, or if you're adding a new address and
      have already validated the others in your system, use your accounting software to validate the address or validate
      the address in AvaTax

    •  Validate addresses during tax calculation - Validate addresses on every transaction sent to AvaTax. This is
      generally a setting in your accounting software. Avalara doesn't recommend validating during tax
      calculation because this could increase your usage fees significantly

    • Before you validate addresses, ensure that the Disable Address Validation option in the AvaTax Setup > AvaTax
      Options > Address Validation tab isn't selected

  • To validate your customer's address, follow these steps:

    • In Sage 300, go to Accounts Receivable > A/R Customers, click Customers

    • In the A/R Customers window, do either of the following:

      • At the top left, in the Customer Number field, select a customer by name or number, and change any details
        for that customer

      • In the form fields below, type details for a new customer

    • Click Add for new customer address or click Save to update an existing customer address

      • If the address is valid, the validated address is automatically updated in the address fields

      • If the address is not valid, the following error message is shown. Update the address and click Add or Save
        again

  • Validate ship-to address

    • In Sage 300, go to Accounts Receivable > A/R Customers, click Ship-To Locations

    • In the A/R Ship-To Locations window, select a customer by name or number.

      • To add a new ship-to location, click New.

      • To change the details for an existing ship-to address, select an existing row and click Open

    •  Click Add for new ship-to address or click Save to update an existing ship-to address

    •  If the address is valid, the validated address is automatically updated in the address fields

    • If the address is not valid, the following error message is shown. Update the address and click Add or Save
      again

      • Error: Description: Country is not mapped in AvaTax Address Validation, cannot proceed Address Validation

  • Validate multiple addresses

    • The AvaTax Address Batch utility lets you validate many customer addresses and locations at the same time. To use
      this utility, follow these steps:

      • In the Sage Sales Tax Powered by Avalara folder, click AvaTax Address Validation

      • Next to Content Type, click either of the following:

        • Customer to validate customer addresses

        • Location to validate warehouse addresses. To use this option, ensure that the Inventory Control module is
          active in Sage 300

        • Next to From Customer Number and To Customer Number, select a range of customers whose addresses you
          want to validate. If you leave this blank, AvaTax validates all of your customers' addresses

        • Next to Country, select a country in which to validate customer or location addresses

        • Next to From State and To State, select a range of states in which to validate customer or location addresses

        • At the bottom, click Validate, and then click Close