Including Additional Items Related to the Configurable Item

With NetSuite CPQ Configurator, you can add items related to your main configurable item to transactions. Additional items (called breakout items) complete the main item and are usually used or sold together. For example, if your configurable item is a desk, you may have a lamp or a desk mat as additional items.

When users select item features or options on the interface, NetSuite CPQ Configurator includes the related additional items in the configuration. When users submit the configuration, additional items are assigned dedicated lines on transactions after the main configurable item line. Depending on your business needs, you can create a product that adds to transactions only additional items without a main configured item.

NetSuite CPQ Configurator includes an additional item to configurations and later in transactions only if questions or answers in its rule match questions or answers selected by users on the interface. For more information, see Activating Building Blocks with Rules.

You can specify an additional item by selecting an existing item in NetSuite, obtaining the item number or number from the user interface with a resolve expression, or by selecting an item creation record that provides the information for automatically creating the item.

If you use a resolve expression to specify an additional item, you can have one additional item record to retrieve multiple items without having to manually create an additional item record for every possible combination of options and features. For more information, see Obtaining Answer Data with Resolve Expressions. If you use the item creation record, NetSuite CPQ Configurator automatically creates the additional item when users submit the configuration. For more information, see Creating Items Required by the Configuration.

The additional item price is displayed on the transaction line. However, the price is not displayed on the user interface or included in the calculations for the price of the main configurable item.

You can set line fields for the additional item when added to transactions by selecting mapping records in the Apply Column Mappings field. In the Common Column Mappings field, you can view the mapping records automatically applied to the additional item. The mapping records displayed in the Common Column Mappings fields have checked the Apply to all items box. For more information about mapping records, see Setting Transaction Body or Line Fields Based on Configuration Data.

Note:

Before mapping records, you could set transaction line fields through the Order Column Mapping field. If you want to switch from this field to mapping records, move the information to mapping records and clear the field. After clearing the field, NetSuite CPQ Configurator will hide it.

To create an additional item:

In NetSuite, go to CPQ > Configurator > Product Maintenance.
Click Edit next to the product you want to modify.
On the Items subtab, click New CPQC Breakout Item.
Enter a descriptive name for the additional item.

This name is displayed under the Items option in the Audit menu of the user interface. The name added to transactions belongs to the item record.
(Optional) In the Description field, enter a brief explanation of the additional item.

The description is displayed in the Audit menu under the Item option and on the transaction line.
Provide a sequence number to determine the order in which the additional item is displayed on the transaction lines after submitting the configuration.

Additional items with a lower sequence number are displayed higher on the transaction lines.
(Optional) To define a specific date range in which this additional item is active and NetSuite CPQ Configurator can include it in configurations and later in transactions:
- In the Effective Date field, select a start date.
  
  Before this date, the additional item is inactive.
- (Optional) In the Cancel Date field, select an end date.
  
  After this date, the additional item is inactive.
Note:
If you define a date range, the additional item must meet the date range and the conditions expressed in the rule to be active.
To define the additional item, three options are available:
- In the Item field, select an item from NetSuite.
  
  When you select this option, the Item Display Image and the Average Cost fields are automatically filled in with information from the item record if available.
- In the Item from Q/A field, enter a resolve expression to obtain the item name or number of the additional item from questions or answers on the user interface.
  
  To write the resolve expression, use question and answer codes separated by the forward slash character and enclosed in curly braces. For example, {A/1}. NetSuite CPQ Configurator replaces question and answer codes with the corresponding answer value.
- In the Item Creation field, select the item creation record that stores the information to create the additional item if the conditions expressed in the item creation record and the additional item rules are met.
In the QTY field, enter a number or a resolve expression to define how many units of this additional item are required by the configuration.
In the Price field, enter a number without the currency symbol or a resolve expression. This value replaces the price on the item or the item creation records.

Note:
Use a dot to add decimals to the price value.
In the Price Multiplier field, you can enter a number or a resolve expression to obtain a more flexible price structure. For example, you can use a resolve expression to multiply the price by the quantity users select in an answer.
(Optional) In the Apply Column Mappings field, select the mapping records you want to use to set line fields for the additional when added to transactions. For more information about mapping records, see Setting Transaction Body or Line Fields Based on Configuration Data.
In the Show Rule field, provide the question and answer combination that determines whether NetSuite CPQ Configurator can include the additional item in the transaction.

Enter question and answer codes separated by the forward slash character. For example, A/1. Use operators to combine multiple question and answer sets. For example, A/1&B/2.
(Optional) To add an additional rule to the item rule, select a category. NetSuite CPQ Configurator includes the additional item in the configuration and later in the transaction only if its rule and the category rule match questions or answers selected by users. For more information, see Working with Categories in NetSuite CPQ Configurator.
Click Save.

To copy or delete additional items, see Working with Product Building Blocks.

To create an additional item:

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