Quotes - Defaulting the tax rate in tax rate select

Question

Hi,

How can I default the tax rate for a quote? We have only 1 tax rate and want it displayed by default.

I've looked in studio and dropdowns, but cannot see an obvious way to default it - I thought 'Tax Rate' would have been a field in Studio that I could default, but this is not the case. So I'm suspecting that I need to look elsewhere or make a code-level change.

Could someone please point me in the right direction?

We're on SugarCRM 7.9.2.0

Thanks in advance,

Gary.

Gary Smart · Accepted Answer

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 ) ; } } } )