PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Requirement: Client wants to update the billing address of the parent accounts and all their sub-customers accounts. The following are the changes to be made : The Billing street Address 1 to: new value The Billing street Address 2 to: make the field empty The Billing Postal Code/Zip to: new postal code. The billing information… Continue reading PROPOSAL FOR UPDATING THE BILLING ADDRESS OF THE PARENT ACCOUNT AND THE SUB-CUSTOMER ACCOUNTS

Compare Address Fields on Entity and Transaction

Use case: This Solution can be used when we cannot get an exact match between Address text (Ship To address as referred here) in both transaction and customer, but can essentially compare between the address fields in the subrecord. Sample Scenario: When creating a Customer record, we often enter a default address. This default address is… Continue reading Compare Address Fields on Entity and Transaction