CCH® SureAddress™ for Microsoft Dynamics Great Plains Technical Guide

Updated: July 24, 2024

Overview

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 Guide

This guide provides guidance for staff members who work with installing and configuring this plug-in with Microsoft Dynamics GP. Please view the User Guide for more details on use and functionality of the CCH SureAddress plug-ins.

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 Tax Display.
  • 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.

Summary

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.

Please view the User Guide for details not found in this Tech Guide.

Appendix

Fields Sent to CCH SureAddress

The following fields are sent to the CCH SureAddress Web Service (SoapRequest and SoapRequestBatch):

  1. <ClientNumber>: From CCH SureAddress Setup
  2. <ValidationKey>: From CCH SureAddress Setup
  3. <City>: From City field of the Dynamics GP form
  4. <State>: From State field of the Dynamics GP form
  5. <ZIPCode>: From ZIP Code field of the Dynamics GP form
  6. <ResponseType>: "D"
  7. <MatchCount>: 1
  8. <PrimaryAddressLine>: From Address 1 field of the Dynamics GP Form
  9. <Country> : Country Code of Dynamics GP address data. Please note the following logic assuming ‘supported country’ criteria match as defined by CCH SureAddress setup:
    • Uses 2 or 3 digit chars.
    • Ignores any string over 3 chars.
    • If ‘canada’, then ‘CA’ is sent
    • If above criteria don’t match, ‘US’ is used.

CCH SureAddress Tables and Procedures in SQL Server

CCH SureAddress for Dynamics GP tables are stored in the "Company" database and prefixed with ‘SA’.

Note: Knowledge of SQL is required for this section.

CCH SureAddress for Dynamics GP procedures are stored in the "Company" database and contain the text "SA" (typically prefixed with "zDP_SA_")

The above information can be used to look up data in the tables or even completely delete all CCH SureAddress if you need to perform a completely clean installation.

Sample SQL queries to list all CCH SureAddress tables and procedures (for example, "TWO" is the Dynamics GP company database):

  • select table_name from INFORMATION_SCHEMA.TABLES where TABLE_SCHEMA = 'dbo' and table_name like 'SA%';
  • select * from TWO.information_schema.routines where routine_type = 'PROCEDURE' and SPECIFIC_NAME like 'zDP_SA_%';

To perform a clean uninstall, you must drop all of the CCH SureAddress tables and procedures. Make sure to double check the table and procedures to ensure they are applicable to CCH SureAddress, in case other tables or procedures in your database have similar names.

CCH SureAddress Web Service Configuration Options

For web service performance tuning, CCH SureAddress web service request options can be set directly into the SA_Basic table. Web service client options include the following:

  • SA_Send_Timeout
  • SA_Close_Timeout
  • SA_Receive_Timeout
  • SA_Bypass_Proxy_On_Local
  • SA_Max_Buffer_Size
  • SA_Max_Buffer_Pool_Size
  • SA_Max_Received_Mess_Size