Service Region and Tax Region setup screens now include a mapping feature for purposes of creating default settings for new accounts and sites. The following logic applies to support this change:
- When creating a new account or site without using a 'New Account Template' or 'New Site Template,' the system automatically assigns the 'Service Region' and 'Tax Region' based on defined map areas if the address falls within a specified perimeter. If a template is used, default 'Service Region' and 'Tax Region' values are applied independently of map settings.
Further documentation can be reviewed here: Service Region Setup and Tax Setup
Pathways: Setup > Accounting > Tax Region | Setup > Services > Service Region