Country and State Code Setup – Web Client Help Center

The Country and State Code Setup page allows you to maintain country and state codes. Most of this data is prepopulated during installation, but you can add new data using this screen. You can also modify the name of a country from this screen, should the need arise.

You must have access to the Settings.ApplicationSettings security application to access this page.

The country codes used in ThreeSixty reflect ISO standards. Personify recommends that you follow these standards and use ISO-recommended codes when adding new countries.

The most current version of ISO country codes are available at http://www.iso.org/iso/country_codes/iso_3166_code_lists/country_names_and_code_elements.htm.

A default country is assigned at the organization level, so it is necessary that the country code exist in the Country Code setup before you try assigning the default country. Countries are also used in the Address Structure setup and in Shipping Charge Definition.

Country codes are maintained in the App_Country table. Country codes are pre-populated in the App_Country table for USA, Canada, and Mexico when ThreeSixty is delivered.

State codes are maintained in the App_State table. Before state codes can be created, the country code must first exist in the App_Country table. State codes are pre-populated in the App_State table for USA, Canada, and Mexico when ThreeSixty is delivered.

Adding extensive data to the App_Country and App_State tables can cause possible performance overhead. Personify recommends only populating the tables with necessary data.

To set up a country and state code:

From the Settings section of the left navigation menu, select Application Settings. From the Application Settings page, select Country and State Code Setup from the Localization section.
The Countries and States page displays.
To edit an existing Country code, search for the existing record and select the edit pencil in the grid. To create a new Country code, select the +New Country hyperlink above the grid.
The Add Country page displays, as shown below.
Enter the Country.
The appropriate country for the record. This field is disabled when you are editing an existing record. The system uses the three-character international standard code for each country. The default country code is defined for all ThreeSixty organization units within an organization at the organization level. The default country code defined at the ThreeSixty organization-level is the country code that defaults into all addresses and elsewhere in the application where a country code is used.
Enter the Description.
The description or long name of the country.
Enter the ISO2 Country Code.
The 2-letter country code as established by the International Organization for Standardization (ISO). Please see http://www.iso.org/iso/country_codes/iso_3166_code_lists/country_names_and_code_elements.htm for more information on the current country codes.
Select the Audit Continent.
This drop-down allows you to select the region or continent that the country is located (i.e., Africa, Central America, North America, etc).
Enter the Display Order.
Countries with the lowest display order will be listed first and then alphabetically by country name. Please note that the display order is only used in Operations and on the Web when adding/editing customer addresses.
0 is the lowest value possible for Display Order.
The Active toggle indicates whether the country code is active. It is selected by default. Only active countries can be selected for addresses and elsewhere where country codes are validated.
From the Phone section, enter the following.
1. Code: The phone area code for dialing the country.
From the VAT Info section, enter the following.
1. VAT Prefix: Prefix for the value-added tax. This tax is used in Europe. The prefix for the exempt code must start with the phone number code.
2. EU Country: Identifies countries that are members of the European Union.
From the Address Validation section, enter the following.
1. Interface: The interface with which to perform the validation. For example, Group1 Universal Coder. If you do not want to validate addresses (or if issues occur with Group1), you can select “None” here to turn it off.
2. Validate States: When selected, indicates that validation will be performed when information is entered in a state field. It is deselected by default. This validation is needed for the ZIP100 process to function properly.
  State codes can only be entered for countries where the Validate States checkbox is checked. The Validate States and Validate Postal Codes toggles should only be set to Yes for United States. If there are no states, or the states are inactive, the State field will be free-form when adding an address for that country because there are no states to choose from.
3. Validate Postal Codes: When selected, indicates that validation will be performed when information is entered in a zip (postal) code field. This validation is needed for the ZIP100 process to function properly.
  The Validate States and Validate Postal Codes toggles should only be set to Yes for United States. If there are no states, or the states are inactive, the State field will be free-form when adding an address for that country because there are no states to choose from.
From the World Bank Regional Pricing section, enter the following.
1. Region: Identifies the world bank region associated with this country.
Click Save.

To add a new state or province associated with the country:

From the contextual menu within the grid, select States/Provinces.

The States or Provinces page displays for the country, as shown below.

State codes can only be entered for countries where the Validate States checkbox is checked.
If states/provinces are defined for a country, the state/province will inherently be required. Therefore, it its recommended that you set the Required toggle to Yes on the Address and Phone Structures page in which states/provinces are defined for the country.
Select the +New State/Province hyperlink above the grid.
The Add State page displays,
On this page, enter the following information:
1. State: The code of the state or province within the country. For example, “VA” is the state code for Virginia in the United States
2. Description: The description or long name of the state or province.
3. Census Region: A geographic area consisting of several states defined by the U.S. Department of Commerce, Bureau of the Census. The states are grouped into four regions and nine divisions. The regions include Northeast, Midwest, South, and West. Please see http://www.census.gov/geo/maps-data/maps/pdfs/reference/us_regdiv.pdf for more information on selecting the correct census region. Values in the drop-down are populated based on the non-fixed codes defined for the ADR "CENSUS_REGION" system type.
4. Census Division: Drop-down. A geographic area consisting of several states defined by the U.S. Department of Commerce, Bureau of the Census. The states are grouped into four regions and nine divisions. The divisions include New England, Middle Atlantic, East North Central, West North Central, South Atlantic, East South Central, West South Central, Mountain, and Pacific. Please see http://www.census.gov/geo/maps-data/maps/pdfs/reference/us_regdiv.pdf for more information on selecting the correct census division. Values in the drop-down are populated based on the non-fixed codes defined for the ADR "CENSUS_DIVISION" system type.
5. Active: Toggle. Indicates whether the state code is active. It is selected by default.
Click Save.