Jurisdiction Zones
Where a jurisdiction applies, by address. The United States problem in one table: special districts do not follow postal boundaries, so a postcode is a hint and not an answer — the same postcode can carry two district rates on opposite sides of a street.
Where to find it
- Module: CRM
- Group: More
- Section: Reachable by link
- Screen: Jurisdiction Zones
Address in the console: /crm/tax-jurisdiction-zones
List · 10 columns · 13 fields on its form · 2 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Country | Status | country |
| Region | Code | region_code |
| County | Text | county |
| City | Text | city |
| From | Code | postal_from |
| To | Code | postal_to |
| Jurisdiction | Text | jurisdiction_name |
| Level | Status | level |
| Part of the postcode | Yes or no | is_partial |
| Source | Text | source |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Jurisdiction required | Choice | Looked up from existing records | |
| Country required | Text | ||
| Region or state code | Text | ||
| County | Text | ||
| City | Text | ||
| Postcode from | Text | ||
| Postcode to | Text | ||
| Plus-four from | Text | ||
| Plus-four to | Text | ||
| Covers only part of the postcode | Yes or no | A partial zone cannot be resolved from a postcode alone, and the determination says so rather than guessing. | |
| From | Date | ||
| To | Date | ||
| Where the rate file came from | Text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.