Last verified with: 10.8.6.0
Overview #
The Jurisdiction Code screen is used to review and manage records where jurisdiction-code data requires attention. A jurisdiction code is typically used to identify the tax or geographic jurisdiction that should apply to a record so the system can evaluate the correct location-based rules and downstream processing behavior.
When jurisdiction-code information is missing, administrators may need to investigate because it can affect tax handling, rating, billing accuracy, or other location-dependent processing. This screen helps users monitor those records, review what still needs attention, and manage refresh activity used to re-evaluate the data over time.
The screen combines a monitoring grid with a refresh and schedule-management area so users can both review current issues and configure repeated follow-up.
Jurisdiction Codes Tab #
The Jurisdiction Codes tab shows the current list of records requiring review. The tab contains a grid view for reviewing the records. Selecting or clicking a row can navigate the user to the related account/service context for follow-up. The empty-grid message appears when there are no current records to display.
Refresh Schedules Tab #
The Refresh Schedules tab contains the configured schedules used to refresh or re-evaluate missing-jurisdiction-code data.
From this tab, users can add, edit, and remove schedule entries that control when the system should refresh this data set.
If no schedules are currently configured, the tab displays an empty-state message.
Available Options #
- Add Schedule: opens the schedule workflow so a user can create a recurring refresh entry for missing-jurisdiction-code review. This is useful when the data should be re-evaluated automatically on an ongoing basis instead of relying only on manual refresh and review.
Adding And Editing Schedules #
When a user adds or edits a refresh schedule, the schedule dialog includes the fields used to define when the refresh should run and what records it should apply to.
Fields #
- Name: identifies the refresh schedule.
- First Schedule Start: defines the initial date and time when the schedule should begin.
- Frequency: defines how often the refresh should run.
- Unit: defines the frequency unit used by the schedule.
- Bill Groups: allows the schedule to be limited to one or more selected bill groups.
- Suspend Schedule: allows the schedule to remain configured while temporarily preventing it from running.