Hi,
I am trying to get the links for applicable Tax Rule and Pricing Rule for a customer or supplier on their masters only but I am unable to do the same.
The primary reason for such a thing is that generally on creation of a new customer the pricing rule and tax rules should be created but the system since having 2 different tables is not intuitive enough so we have to open the pricing rule and the tax rule for creating these rules.
I think it would be more intuitive if these two rules can be shown on the customer master itself via the HTML field like in the case of Address and contact but I am unable to todo the same due to lack of coding skills.
Any help in this regards would be highly appreciated.
2 Likes
I agree with @adityaduggal I recently updated to the latest release, and bumped into this issue.
The extra steps to set a default tax scheme for a Sales or Purchase is now too onerous, going from one action of setting a picklist, to many clicks, and a journey through many different ERP screens, and requiring the user to learn, and remember where to go.
I appreciate that the new scheme with a separate tax rule table offers more control and flexibility, but it betrays the user experience. ERPNext is the best OSS ERP because it’s UX is generally simple and obvious.
The change of moving default taxes from the Customer/Supplier screens is a bad precedent in my humble opinion. 
@rmehta @anand It would be great if 2 HTML fields like that of Customer Address can be added to the customer master in the v7, this would be a great incentive for people like @ebjorsell to be on the latest version 