Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen

By | October 1, 2018

In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below.

Order Entry Screen

New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search.

One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage CRM and what if the one needs to change the format. We get rid of this question by saying that it is as per Sage CRM standards due to the fact that Address format is a regular format for Billing or Shipping Address across most of the countries.

But in the background we were knowing it must be configured somewhere into settings or configurations. Initially we thought format must be implemented within Sage CRM via

  1. Some client side scripting
  2. By field level configurations OR
  3. Global configuration or settings must be kept in Sys Params table/

However all of the above is incorrect.

After digging out little bit, we understood how it is formatted and how it could be controlled. The data for both of these fields are very much similar to the Address which is coming on Company Summary screen. Refer below screenshot.

Address

Due to above observations, we understood that it is always coming in below format.

[addr_street]
[addr_city][addr_state]
[addr_postcode][addr_country]

Bingo J We quickly checked the name of the screen which is available into Company Summary screen and found that it is coming from AddressBoxShort screen metadata. To verify this, we have removed below fields from this screen.

  1. Addr_Street
  2. Addr_City
  3. Addr_PinCode

Note:

  1. It is recommended to perform this step on TEST server.
  2. Needless to say, backup Sage CRM database before implementing any changes.
  3. If one wanted to verify this then fields should be removed via below SQL query.

Update custom_screens set SeaP_Deleted=1 where SeaP_ColName in (‘addr_street’,’addr_city’, ‘addr_postcode’) and seap_searchboxname=’AddressBoxShort’and seap_deviceid is null

  1. After this, do metadata refresh and run IISRESET command.

After removing above field, you can view format of Billing and Shipping Address has been changed as below.

Changing Billing and Shipping Address format

Changing Billing and Shipping Address format will also impact on below screens.

  1. Company Summary Screen
  2. Person Summary screen

Again, please treat above information as KB as native Sage CRM itself keeps Address format as required across most of the countries.

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