This window provides a convenient interface to QAS Batch v4, enabling you to batch verify all addresses in iMIS. The various options can be used in combination to provide great flexibility. For example, you can process a very large iMIS database in three smaller batch runs, and then make a fourth batch run to manually verify the remaining addresses that could not be automatically verified in the first three batch runs.
Note: iMIS always runs QAS Batch with a high required match success level (Q or R) and a high required match confidence level (9).
Used for
From Customers, select Manage QAS > QuickAddress Batch
Note: The Work Address, Home Address, and P.O. Box checkboxes might have different labels if your iMIS administrator has changed the corresponding address tab names in the Customer Management module.
Default Country
(read-only) Specifies the current default country database (which is set in the Customer Setup - QAS Options window window). Addresses in the batch that do not have a specified country are checked against the default country database. Addresses that have a specified country are instead checked against the corresponding QAS country address database, if installed, or they are ignored if there is no corresponding QAS country database.
Work Address
Includes all work addresses (mailing addresses) in the batch run. When cleared, work addresses are ignored.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you select this checkbox, only home and work addresses are processed in this batch run.
Home Address
Includes all home addresses (residential addresses) in the batch run. When cleared, home addresses are ignored.
This filter is additive with all other filters. For example, if you select the Work Address checkbox and you select this checkbox, only home and work addresses are processed in this batch run.
P.O. Box
Includes all P.O. box addresses (delivery addresses) in the batch run. When cleared, P.O. box addresses are ignored.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you select this checkbox, only home and P.O. Box addresses are processed in this batch run.
Preferred mailing address
Includes all preferred mailing addresses in the batch run. When cleared, preferred mailing addresses are ignored.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you select this checkbox, only home and preferred mailing addresses are processed in this batch run.
Preferred billing address
Includes all preferred billing addresses in the batch run. When cleared, preferred billing addresses are ignored.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you select this checkbox, only home and preferred billing addresses are processed in this batch run.
All addresses
Includes all addresses in the iMIS database in the batch run, and clears all of the preceding checkboxes. When cleared, the preceding checkboxes can be selected.
Active Customers only (Status='A')
Limits processing of the selected address types to only customers who have a Status of A (active). When cleared, all of the selected address types are processed, regardless of the customer's status.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you select this checkbox, only the home address of customers with a Status of A are processed in this batch run.
Last Batch Run
(read-only) Specifies the date of the last batch run.
Exclude last Batch run
Excludes all records that were processed in the immediately previous batch run. When cleared, the records processed in the previous batch run are included in this batch run.
Note: If the Exclude previous Batch runs option is selected, this checkbox is ignored.
Exclude previous Batch runs
Excludes all records that were processed in the two immediately previous batch runs. When cleared, the records processed in the two previous batch runs are included in this batch run.
You can use this checkbox and the Exclude last Batch run checkbox in combination with the Batch limit field to process a large iMIS database in three separate runs, using the following method:
Customer types
Limits processing to the specified comma-delimited list of customer Member Types. Only addresses for customers with this member type are processed in the batch run.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and you enter M,CM in this field, only the home address of customers with a Member Type of M or CM are processed in this batch run.
Batch limit
Specifies the maximum number of address records to include in the batch run. You can use this field in combination with the Exclude last Batch run checkbox to verify a large iMIS database in two separate batch runs, or you can use this field in combination with both the Exclude last Batch run and Exclude previous Batch runs to verify a large iMIS database in three separate batch runs.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and the Active Customers only checkbox, and you specify 1000 in this field, only the first 1000 home addresses of customers with a Status of A are processed in this batch run.
Unverified address
Limits processing to the addresses that have never been fully verified, either by manual verification with QAS Pro or by batch verification with QAS Batch. A fully verified address is one for which QAS has found a match, returned a full address for the match, and the match has been accepted. A skipped or cancelled verification attempt does not flag an address as being fully verified.
This filter is additive with all other filters. For example, if you select the Home Address checkbox and this checkbox, only home addresses that have not been fully verified are processed in this batch run.
Note:
Interact with user
(available only if licensed for QAS Pro) Displays the QAS Batch Interaction window for each address in the batch that does not meet the Required match success level and Required confidence level, enabling you to manually verify the address. See QAS Batch Interaction window for more information.
Batch run statistics area
Displays the following statistics about the results of the batch run:
Run
Runs the batch job.
Cancel
Cancels the batch job. This can be done safely at any time because it takes effect only after the current address has fully completed processing.
10.6 Production Release. Updated 3/6/2006 10:08:08 AM
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