Migrating to NetSuite CPQ SuiteApps
Before attempting to migrate the NetSuite CPQ bundles to SuiteApps, contact NetSuite Customer Support.
Since February 2023, NetSuite CPQ has become available as a collection of SuiteApps and its bundles will only receive critical fixes. You should install the NetSuite CPQ SuiteApps to benefit from new features and enhancements, like automatically creating items required by the configuration. For more information about bundles and SuiteApps in NetSuite, see 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 the 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 of each SuiteApp.
Migrating from the NetSuite CPQ Configurator bundle to the corresponding SuiteApps, you should take into account the following:
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NetSuite CPQ Configurator includes updated labels for user interface elements to provide a consistent user experience across the platform. For more information, see Updated Labels for User Interface Elements.
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NetSuite CPQ Manufacturing lets you use the materials and routings from NetSuite CPQ Configurator to create work orders, and it includes the work order 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 for your 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, the migration process may take a while. NetSuite CPQ bundles and SuiteApps aren't 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.
To migrate the NetSuite CPQ Configurator and Guided Selling bundles to SuiteApps, follow these steps:
Complete the steps in your sandbox account first. If the migration process is successful, migrate the bundles to SuiteApps in your production account.
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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 Latest Bundle Version.
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Install the SuiteApp and import bundle data. For more information, see Installing the SuiteApp and Importing Bundle Data.
If you run into issues when exporting or importing data, file a support case and include the issue reports or the log files. For more information, see Solving Possible Export Issues and Accessing the Import Log Files.
After importing data into the NetSuite CPQ Configurator SuiteApp, you may need to complete or update product information. For more information, see Fixing Possible Import Issues on NetSuite CPQ Configurator Records.
After installing the NetSuite CPQ Configurator SuiteApp, you can continue to work as usual with transactions that includes items configured with the NetSuite CPQ Configurator bundle. For more information, see Working with Existing Configured Items on Transactions.
Updating to the Latest Bundle Version
If you uninstall an old version of a NetSuite CPQ Configurator or Guided Selling bundle, any related information—such as custom records, forms, and scripts—is deleted permanently from your account. No backup data is created.
The first step in the migration process is to update the NetSuite CPQ Configurator and Guided Selling bundles to the latest version. After the update, the bundles can create backup data in the export step of the migration.
Only the latest version automatically start the export process if you try to uninstall the NetSuite CPQ Configurator or Guided Selling bundles without backup data. You can still verify the export progress under each bundle menu at System > Global Settings by clicking the Global Export button. You'll 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 if there's an asterisk in the Version column. The asterisk means a new version is available.
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If a new version is available, click Update in the Action dropdown menu.
If you have a managed bundle version installed in your account, ask for the latest bundle version to be pushed to your production account.
Exporting Bundle Data
During the export process, NetSuite CPQ bundles and their records are locked, and you can't 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 make changes after the export completes, click Unlock in the Migration popup window to unlock the bundle. However, you must run the export process again to update the backup data.
If you run into issues during the export process, you can repeat some or all of the export steps. For more information, see Solving Possible Export Issues.
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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In the Migration popup window, click Start.
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Verify that the export progress is marked as completed.
Solving Possible Export Issues
Issues may arise when exporting bundle data. If some export steps don't finish or fail, repeat these steps by clicking the Restart button on the export window.
If no bundle data is found or some export steps still have issues, click the Restart All button to run the export process again.
If issues continue after repeating the entire export process:
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Download the issue reports from the export window.
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Open a NetSuite support case.
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Include the issue reports in the support case.
Accessing the Complete Export Log Files
If you run into issues when downloading the issue reports, you can get the complete export log files in the File Cabinet.
The following table lists the main export log files for each bundle or set of features.
|
Bundle/Set of Features |
File Name |
|---|---|
|
NetSuite CPQ Configurator |
_BACKUP:exportRes_configurator.json |
|
NetSuite CPQ Proposal Generator |
_BACKUP:exportRes_propgen.json |
|
NetSuite CPQ Guided Selling |
_BACKUP:exportRes_gs.json |
To access the log files:
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Go to Documents > Files > File Cabinet.
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Click the following folders:
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SuiteScripts
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CPQ
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ProjectsBackup
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Select one of the following folders:
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Configurator
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GS
You can find the log file for Proposal Generator in the Configurator folder.
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Select the Migration Data folder.
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Click Download next to the required log file.
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Download all the additional log files from the ErrorsData folder.
Uninstalling the Latest Bundle Version
Before uninstalling a NetSuite CPQ bundle, update the bundle to the latest version and export the bundle data. If you uninstall an old bundle version, all associated information is permanently deleted from your account. No backup data is created.
When the bundle backup is ready, you can uninstall the latest bundle version of NetSuite CPQ Configurator or Guided Selling from your account. You won't be able to uninstall the bundles until a complete data backup is available.
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.
Uninstalling the Bundle without Backup Data
If you uninstall a NetSuite CPQ bundle without creating backup data, all associated information will be permanently deleted from your account. Only uninstall bundles without backup data if you no longer need the data.
Some bundle implementations on sandbox accounts may include testing data you no longer need. In such cases, you can uninstall the NetSuite CPQ bundle without creating backup data. Then, you can install the NetSuite CPQ SuiteApps.
If you want to keep bundle data, see Exporting Bundle Data.
To uninstall the bundle without backup data:
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Access the options record of the bundle:
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In NetSuite CPQ Configurator, go to Configurator > System > Global Settings.
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In NetSuite CPQ Guided Selling, go to Guided Selling > System > Global Settings.
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Go to the Info subtab.
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Check the Allow uninstalling bundle without records migration box.
Warning:If you enable this option, the NetSuite CPQ bundle data will be permanently deleted without any backup data.
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Click Save.
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Follow the standard steps to uninstall a bundle. For more information, see Uninstalling a Bundle.
Installing the SuiteApp and Importing Bundle Data
You can't 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 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
Accessing the Import Log Files
If the import process fails or completes with issues, you can find more information in the log files. When filing the support case, include the log files.
The following table lists the import log files for each SuiteApp.
|
SuiteApp |
File Name |
|---|---|
|
NetSuite CPQ Configurator |
_BACKUP:importRes_configurator.json |
|
NetSuite CPQ Proposal Generator |
_BACKUP:importRes_propgen.json |
|
NetSuite CPQ Guided Selling |
_BACKUP:importRes_gs.json |
To access the log files:
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Go to Documents > Files > File Cabinet.
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Click the following folders:
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SuiteScripts
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CPQ
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ProjectsBackup
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-
Select one of the following folders:
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Configurator
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Proposal Generator
-
GS
-
-
Select the Migration Data folder.
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Click Download next to the log file you need.
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 find missing or incorrect information, such as a CSV table without information about the column separator. If any information is incomplete or missing, the product becomes inactive and it isn't displayed to users.
You can view inactive products in the internal product list at CPQ > Configurator > Product Maintenance. Inactive products are marked with Yes in the Inactive column.
Edit an inactive product to view the complete list of issues and instructions about how to solve them.
If you enable a product without fixing the issues, the affected records may not work properly, or you may be unable to work use the product. Until you fix the issues, users won't be able to edit associated configured items on existing transactions.
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 Primary Information 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 Inactive 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, the configuration data on existing transactions becomes locked. If users want to edit imported configured items, they'll need to unlock the configuration data.
To unlock the configuration data, users can edit the transaction and click the Restore button in the Imported Data on Transaction popup window. After unlocking configuration data, users can edit existing configured items with the NetSuite CPQ Configurator SuiteApp.
If there are pending import issues, users won't be able to edit imported configured items on existing transactions.
Moving the SuiteCommerce Extension from Bundle to SuiteApp
When moving the SuiteCommerce extension from bundle to SuiteApp, follow these steps:
Complete the steps in your sandbox account first. If the SuiteCommerce extension is successfully moved from bundle to SuiteApp in your sandbox account, repeat the steps in your production account.
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Deactivate the extension called 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 Latest Bundle Version.
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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 called SuiteCommerce CPQ. For more information, see Activating Extensions. After activating the extension, the SuiteCommerce Integration SuiteApp automatically retrieves the options previously selected in the bundle.