CCH® SureAddress™ for Microsoft Dynamics Great Plains User Guide

Updated: July 24, 2024

Installation and Configuration

Welcome to CCH SureAddress for Microsoft Dynamics GP

SureAddress for Microsoft Dynamics GP is a plug-in for Dynamics GP that helps you accurately validate addresses for purchases in the United States.

• This component works with validating addresses on Dynamics GP.
• Supported version: Microsoft Dynamics GP 18.3.
• Supported industries: General Sales, Communications, and Energy.

Scope of this User Guide

This guide provides guidance for staff members who work with Microsoft Dynamics GP. It assumes that the reader knows how to find and open common forms in these Dynamics GP modules. Information about using Dynamics GP forms is limited to specific instructions for using the CCH SureAddress features on those forms.

Some information about installing and configuring your installation is included in this guide. However, the guide does not contain detailed technical specifications and is not a substitute for the expertise of your CCH Training and Consulting representative or a Microsoft Dynamics GP specialist.

Conventions Used in this Guide

To help you locate and interpret information, consistent visual cues and a standard vocabulary are used throughout this guide. These conventions are described below.

• Bold facing is used in procedures to indicate a specific item in the program that you must select, enter, or otherwise act upon. For example: Click Finish to exit the wizard.
• The greater-than symbol (>) is used to indicate the sequence of menus or folders to navigate through to reach a particular location. For example: Select Additional Information > CCH SureAddress Validation.
• To distinguish between the subparts that make up the SureAddress plug-in and Microsoft Dynamics GP, different labels are applied to these items. The word "component" is used to identify subparts of the SureAddress plug-in, while the word "module" is used to describe subparts of Microsoft Dynamics GP.

Overview

CCH SureAddress for Microsoft Dynamics GP is a plug-in that integrates the CCH SureAddress solution with Microsoft Dynamics GP. With CCH SureAddress for Microsoft Dynamics GP installed, you can accurately validate addresses for the United States within Dynamics GP.

You can validate addresses in the following ways:

• Explicit Address Validation. You can explicitly request address validation for a given address record by clicking the Validate Address button.
• Automatic Address Validation. When automatic address validation is enabled, addresses will be automatically validated whenever an address record is saved.
• Batch Address Validation. The batch address validation form allows you to validate multiple addresses at the same time. The addresses are show on the form in the multiple of 30, which makes it easier to see and navigate.

How It Works

When address validation is requested in Dynamics GP, CCH SureAddress for Microsoft Dynamics GP sends address data from Dynamics GP to CCH SureAddress Web Service. The CCH SureAddress Web Service validates the address using third party address validation software. The validated address is sent back to the plug-in through the SureAddress API Web Service, and the plug-in presents the updated address in the Dynamics GP user interface.

• Web Service Requests from GP are made with web service wrappers (COM DLL files included in the installation)
  • SureAddressServiceWrapper.dll
    • Connects to CCH SureAddress calculation web service.
    • Current version is v1.1.0.0

CCH SureAddress Prerequisites and Configuration

For the plug-in to function correctly, you must have the following:

• You must have a valid client number and validation key for CCH SureAddress.
  • Endpoint URLs for CCH SureAddress.
  • URL for CCH SureAddress will typically look like the following:
    • https:///sureddress.asmx
    • Please contact your CCH SureAddress representative for the above information and any questions.
• Note: An active CCH SureAddress account is required to use this plug-in.

Constraints

The following are limitations of the CCH SureAddress for Microsoft Dynamics GP plug-ins: Please view CCH SureAddress documentation on supported countries.

Installing CCH SureAddress for Dynamics GP

The plug-in components have their own installers.

Note: .NET framework version 4.5.1 or later is required to install CCH SureAddress for Dynamics GP.

Running the Installers

To install CCH SureAddress for Dynamics GP, do the following:

1. Double-click a CCH SureAddress for Dynamics GP installer to launch the installation wizard.
   • Important: If the installer detects an older version of CCH SureAddress for Dynamics GP in the target machine, a warning message may display. Uninstall the previous version of CCH SureAddress for Dynamics GP using Add or Remove Programs in the Microsoft Windows control panel before continuing. After successfully uninstalling any previous versions of CCH SureAddress for Dynamics GP, restart the installation.
2. If needed, click Change to select a different destination folder, and then click OK. The destination folder is where you have Dynamics GP installed. (For example, C:\Program Files (x86)\Microsoft Dynamics\GP2018.)
3. If the installer successfully located the Dynamics.SET file (this is where your Dynamics GP is installed), continue to step 4. Otherwise, click Locate and browse to the folder where the Dynamics.SET file is located. Select the file and click OK.
4. Click Next.
5. Click Install.
6. Click Finish. The installer installs the following components, depending on which components you installed
   • DLL file. The DLL file is registered with Windows. This file makes Web service calls to CCH SureAddress from inside Dynamics GP.
     • SureAddressServiceWrapper.dll. Connects to CCH SureAddress calculation web service
   • CNK (Chunk) files. Chunk files are placed in the Dynamics GP folder. The chunk files install automatically when you log in to Dynamics GP for the first time. You must open Dynamics GP as Administrator to complete installing the Chunk file.
   • End User License Agreement (EULA), User & Tech Guides. The installer places the EULA and user guides in the installation folder.

Note: When you open Dynamics GP for the first time after installing the plug-in, the system will ask if you want to include the new code. Click Yes to install the code and continue.

Before You Set up CCH SureAddress for Microsoft Dynamics GP

We recommend that you review the information in this section before attempting to set up the CCH SureAddress for Microsoft Dynamics GP plug-in.

User Security Tasks & Security Roles

Security tasks and roles for the plug-in forms are created when Dynamics GP is launched for the first time after installing the plug-in. Security tasks and roles allow you to assign user permissions for various parts of the plug-in.

To view the security tasks, select Microsoft Dynamics GP > Tools > Setup > System > Security Roles > Role ID Lookup.

Assigning CCH SureAddress Roles to Dynamics GP Users

To assign CCH SureAddress roles to Dynamics GP users, do the following:

1. Browse to Microsoft Dynamics GP > Tools > Setup > System > User Security.
2. Select the user and the company.
3. Assign the desired CCH SureAddress roles to the user to access the plug-in forms. The roles available and the tasks that can be performed by each role are as follows:
   • CCH SureAddress Power Users (SAPowerUser) can perform all tasks.
   • CCH SureAddress Users (SAUser) cannot modify any settings.
4. Note: Dynamics GP administrators (for example "SA" user) have full access if the above roles are not set.

CCH SureAddress Setup

In addition to the company-level setup described in the following procedure, you must set up the plug-in that you have installed before you can validate addresses with CCH SureAddress.

1. Select Cards > CCH SureAddress > CCH SureAddress Setup to display the CCH SureAddress Setup card.
   • (Alternatively, you can reach this card by clicking the SA icon in the navigation pane.)
2. Enter the URL, Client Number, and Validation Key for the CCH SureAddress Web Service.
   • The URL is in the following format: https:///sureaddress.asmx
   • Note: If you do not know the information for the Web service, your CCH representative can assist you in identifying this location.
3. Configure the following Address Validation Settings:
   • Choose Best Address. Select this option if you want to automatically use the best address with a Score greater than 0 (typically 1) when you validate addresses on supported Dynamics GP forms.
   • Enable Automatic Address Validation. Select this option if you want to automatically validate addresses on supported Dynamics GP forms.
   • Country field to Validate. The plug-in uses this the Country Code or the Country field to determine if an address is for a supported country. The Country Code is expected to be 2 digit ISO country code for CCH SureAddress.
   • Validate Addresses with blank Country. When this option is selected, if the country field being validated for (Country Code or Country) is blank, the plug-in will perform address validation for the address. Defaults to United States (US).
4. Enter the Countries Supported.
   • Example: If only United States is supported, you can enter the following:
     • If country field to validate is Country Code, enter US.
     • If country field to validate is Country, enter USA, United States, or the name for the US that is commonly used by your company.
5. Enter any Address Keywords to Skip. The plug-in will ignore these keywords when validating addresses. For example, "ATTN" or "C/O."
6. Click OK.

Note: If there is a problem with the URLs, Client Numbers, and/or Validation Key supplied for CCH SureAddress Web Services, an error will be displayed. You must resolve the issue before you can continue further since the last entered data is always saved.

Using CCH SureAddress

CCH SureAddress Batch Address Validation

In addition to the individual form address validation, you can perform batch address validation with this plug-in.

1. Select Cards > CCH SureAddress > CCH SureAddress Batch Address to display the CCH SureAddress Batch Address card. (Alternatively, you can reach this card by clicking on the SA icon in the navigation pane.)
2. Search by Address Type: All, Customer, Employee, Site, Vendor.
3. To validate addresses, select one or more addresses (you can also click Select All or Deselect All), and then click Validate.
   • Only addresses with scores greater than 0 will be validated by batch address validation.
   • Any address with score equal or below 0 will not be validated.
4. Addresses on this form, you can filtered by Status Level.
5. Alternatively, you can click ‘Validate All’ button, which will validate all addresses (this may take a while if there are many addresses, so take precaution).
6. Addresses on this page are shown in multiple of 30 and can be navigated using “Prev” and “Next” button.

CCH SureAddress Individual Address Validation

You can perform individual address validation with this plug-in on various forms in Dynamics GP (see the user guide for a full list).

• For supported forms, you can validate individual addresses by clicking Additional > CCH SureAddress Validation (or click Save if automatic validation is turned on in CCH SureAddress Setup).
  • The following forms in Dynamics GP are supported:
    • Customer Maintenance
    • Customer Address Maintenance
    • Employee Maintenance
    • Employee Address Maintenance
    • Site Maintenance
    • Vendor Maintenance
    • Vendor Address Maintenance
    • See the user guide for a full list of supported forms
• Only addresses for supported countries will be validated. Others will not use CCH SureAddress Web Service for address validation.

Uninstalling and Updating the CCH SureAddress Plug-In

Uninstalling the CCH SureAddress Plug-In

To uninstall the CCH SureAddress plug-in, you can run the original installer used to install the module or use the Add or Remove Programs (or Uninstall or Change a program) feature in the Microsoft Windows Control Panel.

When you uninstall the plug-in, the following items are removed:

• Shortcuts under Programs > CCH > CCH SureAddress for Microsoft Dynamics GP
• SXAV.cnk
• CCH SureAddress for Dynamics GP User Guide and Tech Guides
• SureAddressServiceWrapper.dll
• EULA.rtf
• Entries pertaining to the CCH SureAddress plug-in from the Dynamics.SET file
• The installer also unregisters the DLL file and removes SureAddressServiceWrapper.tlb.

Note: Uninstalling the plug-in will not remove existing CCH SureAddress plug-in tables in your SQL Server installation. A complete uninstallation requires separately deleting all CCH SureAddress tables and procedures from your SQL Server database.

Updating a CCH SureAddress Plug-In

To update to a newer version of the CCH SureAddress plug-in, do the following:

1. Uninstall any previous versions of the plug-in.
2. Run the installation wizard for the new version.
3. Open Dynamics GP as Administrator.
4. Open and update the CCH SureAddress Setup card.

Fields Sent to CCH SureAddress

Details for this and technical details are found in the CCH SureAddress Tech Guide in the Appendix section

Release Notes

01/25/2024 V1.0.20240125

• Support for Dynamics GP 18.6

11/03/2022 v1.0.20221103

• Support for Dynamics GP 18.5

12/25/2021 v1.0.20211225

• Support for Dynamics GP 18.4

v1.0

• Support for Dynamics GP 18.3
• Batch Address Validation
  • Performance improvements
  • Added paging to the Batch Address form
  • Added Validate All button