Creating Items Required by the Configuration

NetSuite CPQ Configurator can automatically create items required by the configuration based on the information included in item creation records.

Item creation records store the data related to the potential new item to be created, such as the item name or number, the item type, and the rule that determines whether it will be created. Using resolve expressions, you can include information from the user interface to set field values for the new item. For more information, see Obtaining Answer Data with Resolve Expressions.

With item creation records, you no longer need to manually create every item potentially required by the configuration as material, additional item (called a breakout item), or base item (called a base generic product). NetSuite CPQ Configurator will create them for you depending on users' choices during the configuration process. With one item creation record and resolve expressions, NetSuite CPQ Configurator can create multiple items with different item names or numbers and different values for the same fields.

Additionally, NetSuite CPQ Configurator reduces manual work by copying information from existing items and letting you set only the fields you want to change for the new items to be created. You can also update existing items with new information from item creation records.

To work with item creation records, see Working with Item Creation Records.

After saving an item creation record, you can assign it to a material, additional item, or the base item. In the configuration, these new items will be materials, additional items, or base items, respectively. For more information, see Assigning Item Creation Records to Materials, Additional Items, or Base Items.

When users select questions or answers on the interface that match questions or answers in the rule of an item creation record, NetSuite CPQ Configurator creates the item after the users submit the configuration.

NetSuite CPQ Configurator cannot create the following items:

Download items
Sales tax groups
Sales tax items
Shipping cost items
Matrix items

To work with assemblies on item creation records, see Working with Assemblies on Item Creation Records.

Note:

Install the NetSuite CPQ Manufacturing SuiteApp to create assembly items automatically.

After submitting the configuration, users can monitor the items while they are being created by following a progress bar on the screen. The progress on the bar is displayed in item batches defined by NetSuite CPQ Configurator. You can provide more detailed information to users and display the progress on the bar for each item being created. To display the progress by item, go CPQ > Configurator > Settings and check the Several Item Creation box under the Submit subtab. You should enable this option only if the configuration requires creating a limited number of items to maintain optimal performance.

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