Address Lookup and Sort Code Validation

This service pack provides an enhancement of Global 3000 to introduce the use of Postcode Anywhere to provide address lookup based on postcode and validation of bank sort codes and account numbers. (Postcode Anywhere provides access to UK and international addresses, bank data, maps, lifestyle and geographic information. See http://www.postcodeanywhere.co.uk.)

Wherever addresses are entered, you may click a button and enter a postcode to display a list of the addresses in that postcode. Select an address and the details are returned to the address fields in the original window.

You may also click a button when entering bank details to enter the sort code and the account number for validation. The sort code, account number, bank name and branch are returned to the original window.

Note: In order to access this feature the following conditions must apply:-

The GLOBAL.EXE version must be V4.1d, or later.

  • The user must have an account with Postcode Anywhere. Note that for address lookups users with a pay-as-you-go account are not charged for the initial lookup that provides the list of free format addresses presented for selection. If the user selects an address from that list, a credit is charged for returning that address in a form that can be used by Global 3000. Bank sort code and account validation is always done on a pay-as-you-go basis so one credit is consumed for each lookup. This implementation in Global 3000 aims to minimise the number of credits consumed by ensuring that lookups are only provided at the request of authorised users and a warning is displayed if a credit is to be charged
  • The following registry settings must be set up in the Global client "Customisations" key:-
      • "PostcodeAnywhereAccountNumber"
      • "PostcodeAnywhereLicenceKey"
      • "PostcodeAnywhereAddressWarningMessage"
      • "PostcodeAnywhereSortCodeWarningMessage"

    The first two settings are mandatory. The last two settings are optional and allow you to specify whether you require a warning (and possibly password control) at the points where a credit could be consumed. The setting of these will depend to some extent on the type of account you have with Postcode Anywhere (i.e. unlimited or pay-as-you-go).

    • If $AUTH32 authorisation is configured, the authorisation point "PCANY" must be established.

     

     

     

     

    Address Lookup

    Fig 1: Address lookup

     

    Appears when you click "Postcode" in a window that accepts an address and enter a specific postcode.

    Purpose

    To list the addresses in the postcode you supply so that you can select one for recording in Global 3000.

     

    When you select an address, four lines of the address and the postcode are returned to the address input window.

    Note

    If your account with Postcode Anywhere charges you based on the number of times the service is used, your system may be set up to require authorisation to use this function.

    The Postcode button has been added to Address windows in Customer and Supplier Maintenance, Sales Order Entry, Quick Customer Creation in Sales Order Purchasing System Maintenance, Purchase Order Entry, Location Maintenance and Company Maintenance.

    Postcode

    Click to enter a postcode and display all the addresses within it. The Address Lookup window is displayed for you to select an address. The details of that address are inserted in the fields in this window.

    Note

    If your account with Postcode Anywhere charges you based on the number of times the service is used, your system may be set up to require authorisation to use this function.

     

    The Validate Bank button has been added to Bank Details windows in Customer and Supplier Maintenance and Cash Book Control Accounts in Company Parameters.

     

    Validate Bank

    Click to enter a sort code and account number. If these are valid, they are returned to the window together with the bank and branch names.

    Note

    If your account with Postcode Anywhere charges you based on the number of times the service is used, your system may be set up to require authorisation to use this function.