Creating Items Required by the Configuration

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

Item creation records store the data of 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 a 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 resolve expressions, you can create a different item from the same item creation record every time users submit a configuration.

Additionally, item creation records reduce manual work by letting you copy information from existing items and 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.

If the item creation rule matches the answers that users have selected on the product interface, the new item is created after users submit the configuration. If the new items will be used as materials or additional items, the linked material or additional item rule must also match answers selected by users. After submitting the configuration, users can monitor the items while they are being created by following a progress bar on the product user interface.

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 product. In the configuration, these new items will become materials, additional items, or the base item, respectively. For more information, see Assigning Item Creation Records to Materials, Additional Items, or Products.

Note:

If you have more than 300 items in your account, new items are automatically added to the transaction fields. If you have less than 300 items in your account, you must enable an option to add new items to transaction fields. During the setup, go to CPQ > Configurator > Settings. Under the Submit subtab, check the Update transaction entity box. This option may be incompatible with custom scripts deployed on transactions.

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 NetSuite CPQ Manufacturing to create assembly items automatically. For more information, see Installing NetSuite CPQ SuiteApps.

Related Topics