Migrating to NetSuite CPQ SuiteApps
Before attempting to migrate the NetSuite CPQ bundles to SuiteApps, contact NetSuite Customer Support.
In February 2023, NetSuite CPQ became available as a collection of SuiteApps and its bundles will receive only critical fixes. You should install the NetSuite CPQ SuiteApps to benefit from new features and enhancements, such as automatically creating items required by the configuration. For more information about bundles and SuiteApps in NetSuite, see NetSuite SuiteApps.
The NetSuite CPQ SuiteApps split features and options of the bundles as follows:
|
Bundles |
Latest Bundle ID |
SuiteApps |
|
Configurator |
108493 |
NetSuite CPQ Configurator |
|
NetSuite CPQ Manufacturing |
||
|
NetSuite CPQ Ecommerce Integration |
||
|
NetSuite CPQ Proposal Generator |
||
|
Guided Selling |
134221 |
NetSuite CPQ Guided Selling |
|
SCA Extension |
337385 351171 352603 137418 |
NetSuite CPQ SuiteCommerce Integration |
You can find all the SuiteApps related to NetSuite CPQ Configurator bundle under the CPQ menu. Some basic settings have been moved from the NetSuite CPQ Configurator options record to the corresponding options record in each SuiteApp.
Migrating from NetSuite CPQ Configurator bundle to the corresponding SuiteApps, you should take into account the following:
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NetSuite CPQ Manufacturing lets you leverage the materials and routings of NetSuite CPQ Configurator to create work orders and includes the Work Order Creator debugging tool. To access the settings of this SuiteApp, go to CPQ > Manufacturing > Settings. You can find the following options related to the Convert WO button:
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Top/Bottom checkbox
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Line Item checkbox
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NetSuite CPQ Ecommerce Integration corresponds to the Background Configurator and includes its debugging tool. In the SuiteApp, you can access the debugging tool at CPQ > Ecomm Integration > BC Launcher.
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NetSuite CPQ Proposal Generator contains the features to create documents related to transactions. You can access the settings of this SuiteApp by going to CPQ > Proposal Generator > Settings. The following options are available:
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Custom roles centers checkbox
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Export and Import capabilities
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Proposal Generator button checkbox
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PDF proposal filtering checkbox
The proposal record has been renamed to template. To create a template, go to CPQ > Proposal Generator > Templates.
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Migration Process
Depending on the amount of data involved, the migration process may take a while. NetSuite CPQ bundles and SuiteApps are not available during this time. You should plan the migration process outside your business hours when possible.
Migrating the NetSuite CPQ Configurator and Guided Selling bundles to SuiteApps requires a specific process. You must repeat the same migration process for each bundle separately.
Moving the SuiteCommerce extension from bundle to SuiteApp requires a different process. For more information, see Moving the SuiteCommerce Extension from Bundle to SuiteApp.
After importing data into NetSuite CPQ Configurator SuiteApp, NetSuite CPQ may require you to complete or amend product information. For more information, see Fixing Possible Import Issues on NetSuite CPQ Configurator Records.
After installing NetSuite CPQ Configurator SuiteApp, you can continue to work as usual with transactions containing items configured with NetSuite CPQ Configurator bundle. For more information, see Working with Existing Configured Items on Transactions.
To migrate NetSuite CPQ Configurator and Guided Selling bundles to SuiteApps, follow these steps:
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Update the bundle to the latest version. For more information, see Updating to the Latest Bundle Version.
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Export data from the bundle. For more information, see Exporting Bundle Data.
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Uninstall the bundle. For more information, see Uninstalling the Bundle.
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Install the SuiteApp and import bundle data. For more information, see Installing the SuiteApp and Importing Bundle Data.
Updating to the Latest Bundle Version
If you uninstall an old version of a NetSuite CPQ Configurator or Guided Selling bundle, related information, such as custom records, forms, and scripts, is deleted permanently from your account without creating backup data.
In the first step of the migration process, you must update NetSuite CPQ Configurator and Guided Selling bundles to the latest version. The update ensures that NetSuite CPQ creates backup data in the export step of the migration.
Only the latest version of the bundle launches the export process automatically if you accidentally try to uninstall NetSuite CPQ Configurator or Guided Selling bundle without backup data available. You can still verify the export progress under each bundle menu at System > Global Settings by clicking the Global Export button. You will receive emails when the export starts and finishes.
To update the bundle to the latest version:
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Go to Customization > SuiteBundler > Search & Install Bundles > Lists.
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Search for the NetSuite CPQ bundle you want to update.
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Verify whether there is an asterisk in the Version column. The asterisk indicates that a new version is available.
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If a new version is available, click Update in the Action dropdown menu.
Exporting Bundle Data
During the export process, NetSuite CPQ bundles and their records are locked, and you cannot use the bundles or apply changes.
After updating the bundle to the latest version, you can export bundle data from NetSuite CPQ Configurator and Guided Selling bundles. You must export data separately for each bundle.
If you want to apply changes after the export has been completed, click Postpone on the Migration popup window to unlock the bundle. However, you must run the export process again to update the backup data.
To export data from the bundle:
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Access the options record of the bundle:
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To export data from NetSuite CPQ Configurator, go to Configurator > System > Global Settings.
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To export data from NetSuite CPQ Guided Selling, go to Guided Selling > System > Global Settings.
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Click the Global Export button.
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On the Migration popup window, click Start.
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Verify that the export progress is marked as completed.
The export process stores your backup data in a File Cabinet folder. To access the backup data, go to Documents > Files > File Cabinet, and click the SuiteScripts and CPQ folders. You can view your backup files in the ProjectsBackup folder.
Uninstalling the Bundle
Before uninstalling the bundle, update the bundle to the latest version and export bundle data. If you uninstall an old bundle version, related information is deleted permanently from your account without creating backup data.
After the bundle backup is ready, you can uninstall NetSuite CPQ Configurator or Guided Selling bundle.
To uninstall the bundle:
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Go to Customization > SuiteBundler > Search & Install Bundles > List.
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Search for the NetSuite CPQ bundle you want to uninstall.
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In the Action dropdown menu, click Uninstall.
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In the confirmation popup window, click OK.
For more information about uninstalling bundles, see Uninstalling a Bundle.
Installing the SuiteApp and Importing Bundle Data
You cannot use the NetSuite CPQ SuiteApps and their records during the import process.
After creating the backup data and uninstalling the bundles, you can install the required NetSuite CPQ SuiteApps from the SuiteApp Marketplace.
Because the features and options of NetSuite CPQ Configurator bundle are split into several SuiteApps, you must install the NetSuite CPQ Manufacturing, Proposal Generator, and Ecommerce Integration (Background Configurator) SuiteApps to import the corresponding data.
For more information about installing the SuiteApps, see Installing the NetSuite CPQ SuiteApps.
Installing the Ecommerce Integration SuiteApp (Background Configurator) requires NetSuite assistance. Before installing this SuiteApp, contact NetSuite Customer Support.
After the installation, the migration process automatically imports the backup data into the corresponding SuiteApp.
You can verify the import progress for NetSuite CPQ Configurator and Guided Selling SuiteApps by clicking the Global Import button at:
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CPQ > Configurator > Settings
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Guided Selling > System > Global Settings
Fixing Possible Import Issues on NetSuite CPQ Configurator Records
When importing records, the NetSuite CPQ Configurator SuiteApp verifies that all product records are properly filled in. During this process, NetSuite CPQ Configurator may encounter missing or incorrect information, such as a CSV table without information about the column separator. If there is incomplete or missing information, NetSuite CPQ Configurator deactivates the related products. Inactive products are not displayed to users.
You can view the inactive products on the internal product list by going to CPQ > Configurator > Product Maintenance. Deactivated products are marked with Yes under the Disabled column.
You can edit a deactivated product to view the complete list of issues and instructions on how to solve them.
If you enable a product without fixing the issues, the records affected by the issues may not work properly, or you may not be able to work with the product.
To fix import issues:
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On the product list, edit the deactivated product.
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In the popup window, click the first record link.
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Solve the issue by following the instructions provided in the popup window.
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Save the record.
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In the General section, click the product link to go back to the product.
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Repeat steps 1 – 5 until you resolve every issue in the popup window.
To enable the product after fixing the issues, clear the Disable box on the product record and save it.
Working with Existing Configured Items on Transactions
After importing bundle data into the NetSuite CPQ Configurator SuiteApp, configuration data on existing transactions becomes locked. If you want to edit configured items added to the transaction by the bundle, you must unlock the configuration data.
To unlock configuration data, edit the transaction and click the Restore button in the Migration popup window. After unlocking configuration data, you can edit existing configured items with the NetSuite CPQ Configurator SuiteApp.
Moving the SuiteCommerce Extension from Bundle to SuiteApp
When moving the SuiteCommerce extension from bundle to SuiteApp, follow these steps:
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Deactivate the extension named SuiteCommerce CPQ. This step ensures that you can uninstall the bundle successfully from your account and prevents issues that would require manually deleting the extension records. For more information, see Activating Extensions.
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Uninstall the bundle. For more information, see Uninstalling the Bundle.
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Install the SuiteApp. For more information, see NetSuite CPQ SuiteCommerce Integration and Installing the NetSuite CPQ SuiteApps.
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Activate the extension named SuiteCommerce CPQ. For more information, see Activating Extensions. When you activate the extension, the SuiteCommerce Integration SuiteApp automatically retrieves the options previously selected in the bundle.