Schedule Mailing Address Table Update

Navigate: ClosedRecords > Batch Processes > Schedule Mailing Address Table Update

Description

IMPORTANT: You may want to schedule batch processes during off-peak house since these processes require system resources.

Use the Schedule Mailing Address Table Update task to schedule a batch process to rebuild the mailing MailAddr address table. Schedule this batch process:

  • After you define or change the address search criteria using the Mailing Address Search Set Up task.

  • Before a large mailing.

Various Records tasks result in frequent updates to the MailAddr table, including activate a revenue object (address is added to the table) as well as change a:

  • Revenue object address

  • Legal party address

  • Correspondence type

  • Legal party association

NOTE: Deactivating a revenue object does not remove its address from the MailAddr table because it may have a balance due that requires a tax bill.

IMPORTANT: Always run the Mailing Address Table Update process before a large mailing. It is also recommended that you run the process periodically, because so many tasks update the MailAddr table. The batch job rebuilds the table with the most current address data to ensure it is up to date.

If your Aumentum application:

  • Is not integrated with Spectrum Address Validation Module (formerly known as Group 1 Software) for address verification and standardization, simply run the Mailing Address Table Update.

  • Is integrated with Spectrum Address Validation Module, run the following batch processes, in sequence, before you run the Mailing Address Table Update.

  1. Schedule Mailing Address Validation

  2. View and Correct Mailing Address Validations

SETUP: See Records and Batch Processes for any applicable prerequisites, dependencies and setup information for this task.

Schedule Mailing Address Table Update

Steps

  1. On the Schedule Mailing Address Table Update screen, enter or select the Schedule date to specify a date and time to run the process.

  2. Enter or select the Effective date to choose the effective date of the update. The data populated in the Mail Address table (MailAddr table) corresponds to the Effective date defined.

  3. Click Finish.

    • Click Info Center > Batch Processes to monitor the batch process or check its status.