Quotes - Defaulting the tax rate in tax rate select

Tax Rate is its own module, not a dropdown.

You can set your available tax rates from the Admin module.

Admin->TaxRates

It's a BWC module. Use the Create button to create your one tax rate. You can enable/disable tax rates.

I assume that if you have only one it will automatically default into your Quote.

HTH

FrancescaS

Gary,

The capability to default the first Tax Rate in the Tax Rate list was omitted in 7.9 - I have logged a case with SugarCRM (as have others) and we hope it will be fixed very soon. SugarCRM have indicated it is a priority as it is functionality that existed that is missing.

Regards

Greg Barrass

Gary,

The capability to default the first Tax Rate in the Tax Rate list was omitted in 7.9 - I have logged a case with SugarCRM (as have others) and we hope it will be fixed very soon. SugarCRM have indicated it is a priority as it is functionality that existed that is missing.

Regards

Greg Barrass

Thanks Greg.

I wish I was aware of that before I coded the defaulting in JS!

Regards,

Gary.

SOLUTION(S)

Here's my solution anyhow to re-default the tax rate in javascript. Thanks @andopes for the suggestion of altering the SugarLogic field. Had I have known it was a bug this would have been a simpler temp workaround. Without that knowledge, I didn't want to hardcode the rate into a formula.

This solution tested on 7.10.0.0

Added file custom/modules/Quotes/clients/base/views/create/create.js

({
    extendsFrom: 'CreateView',

    initialize: function (options) {
        this._super('initialize', [options]);

        console.log("Custom Quotes Create View JS create.js loaded.");

       //
       // Default tax rate to first found tax rate in TaxRates module.
       //
       var trId = this.model.get("taxrate_id"); // current tax rate id. Will be empty for a new Quote.
       var self = this;

       if (_.isEmpty(trId)) {

           // Get All Tax Rates
           var taxrateBeanCollection = app.data.createBeanCollection("TaxRates");

           taxrateBeanCollection.fetch({
               success: function() {

               if (taxrateBeanCollection.models.length > 0) {
                   var taxRateBeanModel = taxrateBeanCollection.models[0];

                   var trId = taxRateBeanModel.get("id"); // field name as it is in TaxRates
                   var trName = taxRateBeanModel.get("name"); // field name as it is in TaxRates
                   var trValue = taxRateBeanModel.get("value"); // field name as it is in TaxRates

                   console.log("First discovered TaxRate", trId, trName, trValue);

                   self.model.set("taxrate_id", trId); // field name as it is in Quotes
                   self.model.set("taxrate_name", trName); // field name as it is in Quotes
                   self.model.set("taxrate_value", trValue); // field name as it is in Quotes
               }

           }}, this);

       }
   }
})

Can we please bring this back as a default and/or add the ability to set tax based on a client status? I know, I know, I can pay a developer to make it happen but somethings should be base functionality. This is one of them. 

Hello,

Update on the 29.04.2020 : in v10 the default tax rate is still missing on Quotes. The good news is that the workaround from Gary Smart is still working.