State Sales Rule Not Respected When Leads are Created

 

1. Under Set Up > Company > General Preferences: When Allow Free Form States in Addresses = T, the system follows the two State Code (eg. CA) to trigger the State Sales Rule/Territory.

To illustrate: Customer Record > Address Tab > State should be populated with the State Code (CA) instead of the State Name (California)

2. When Allow Free Form States in Addresses = F, then this setting forces the user to select the State from the dropdown and set the State = California, in which the State Sales Rule/Territory will be triggered to assign the lead record to the correct Territory.

Note:  As per Field Level Help -

When this preference is enabled, the State/Province field is a free-form text field. You can type any text into the field, and it is not converted to standard state or province identifiers. The text you enter is stored on the record or transaction.

-- This means the text is not converted to the state identifiers. This is the reason why this not being recognized when used in Sales Rules.

When this preference is disabled, the State/Province field is a dropdown where you can choose from standard US States and Canadian Provinces. Any text you enter is converted to standard state or province identifiers.

-- This explains why the Full State Name is accepted because the value is converted to the state identifiers that NS uses to trigger the Sales Rule. The Full State Name (regardless whether its for United States or International) will only work when Allow Free Form States in Addresses = F.