Associating address with an account

[snehapatel]

Hi,

I want to associate multiple addresses with an account like billing address, shipping address, site address etc. The OOTB table provided for the same is account_address_relationship table. However, whenever I try to create an entry into that table from the table form, the location reference field is always showing empty results.  On further investigation, I found that the reference qualifier for location field is set to javascript:new global.AddressMgmtUtils().getAccountLocationsRefQual(current.account) which in turn does the following

1) Lookup the locations in account_address_relationship table across account hierarchy

2) Lookup the locations in account_address_relationship table for the given address

3) Display the locations that are in list derived in point 1) but not present in list derived in point 2)

This logic will not allow to associate a location which is not associated with account hierarchy with given account. Could you please help in understanding is there any other OOTB way to achieve the same.

Thanks,

Sneha

[pavani_paluri]

Hi @snehapatel ,

Out of the box, ServiceNow only lets you tie addresses to accounts if the location is already part of that account’s hierarchy. If you want to link “any location” (like a random site address not in the hierarchy), you’ll need to customize the reference qualifier.

Otherwise, the OOTB way is: add the location to the account hierarchy first, then create the address relationship.

Mark it helpful if this helps you to understand. Accept solution if this give you the answer you're looking for

Kind Regards,

Pavani P

[snehapatel]

Thanks @pavani_paluri . 

Could you please tell how you can add location to the account ?

Thanks,

Sneha

[abirakundu23]

Hi @snehapatel ,

In Account  Form "Related list " - "Account Address"  present , from there you can add Location. Attached screenshot as your reference.


As OOB configuration, reference qualifier present for location field on "account_address_relationship" table. You can change "Advanced to Simple , active  = true " & try it. You will able to select the Location from "cmn_location" table for "Account".

Associate Location with the account ( parent account in hierarchy). This keeps your solution aligned with OOTB design.

Please mark helpful and correct answer if it's worthy for you.