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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
The Fix Countries utility is designed to help you clean up Country information in your database so your Addresses will have valid Country names associated with them. The utility is an extension package available for free from the xTuple xChange. The utility is especially useful for anyone seeking to enforce the use of valid Country names. To learn more about the CRM configuration which enforces the use of valid country names, please see Section 10.1.1, “Configure CRM”.
To access the utility, select the "Fix Countries" option. The following screen will appear:
When fixing Country information in your database, you are presented with the following options:
Select to query the database and return any records which contain invalid Countries. The list of records found will be displayed below.
Select to fix instances where the case of letters in a Country name are non-conforming. For example, the utility will change all occurrences of "HOMELAND" or "HomeLand" to "Homeland".
Select to replace Country name abbreviations with a valid Country name. For example, all occurrences of "HL" would be changed to "Homeland".
Select to replace all occurrences of an invalid Country name with a valid Country name that you choose.
Highlight a record and then select this button to manually fix the record. If a changed Address remains on the list, you can delete duplicates from the master list of Addresses.
Select for the rare case when you need to add a new Country to the list of Countries. Adding new Countries should be discouraged. To learn more about the list of available Country names, please see Section 13.2.3, “Countries”.
Select to include historical data, such as closed Sales Orders and posted Credit Memos and Invoices. These records will continue to print properly if you don't fix them, but if you edit the records you will have to change the Country when strict Country enforcement is turned on.