NetSuite CPQ Configurator Setup
After installing NetSuite CPQ Configurator, define basic settings on the options record at CPQ > Configurator > Settings. You can also configure additional settings to customize your experience with this SuiteApp.
To define basic settings, complete the tasks in the following help topics:
To customize your experience with NetSuite CPQ Configurator, you can complete the additional tasks in the following help topics:
When you're finished, save the options record.
Selecting Eligible Transactions
Users can configure complex items by clicking the Configure button on eligible transactions. After installing NetSuite CPQ Configurator, choose the transactions that can include the Configure button. Go to the options record at CPQ > Configurator > Settings. Then, select the required transactions in the Transaction Types field.
The following transactions are available:
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sales orders
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invoices
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estimates/quotes
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opportunities
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credit memos
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purchase orders
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return authorizations
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purchase requisitions
Sending Data to the Transaction Page
When submitting the configuration, you can send data either to the transaction page in the browser or the transaction record in the database. Sending data to the transaction page provides more flexibility in applying changes because the transaction isn't automatically saved after submitting the configuration.
To send data to the transaction page, go to the options record at CPQ > Configurator > Settings. Then, check the Submit to transaction page box.
If you send data to the transaction page, you should also set an additional option. This option determines how configured items on the transactions are edited:
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Items can be updated.
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Items can be removed and added as new ones.
However, the default option of removing items is no longer used. On the Submit subtab of the options record at CPQ > Configurator > Settings, select Update Items in the Item Submit Type field. This option also maintains the original order of the items on the transaction.
Interacting with Configuration Line Items on Transactions
During the setup at CPQ > Configurator > Settings, you can decide how users interact with line items that belong to a configuration. If the configured item includes additional items (formerly called breakout items), you should only allow users to remove the entire configuration. Allowing users to edit line item values may affect the configuration requirements. If the configuration has strict requirements, you should prevent editing line item values.
When setting up NetSuite CPQ Configurator, choose your preferred option in the Edit & Remove Options for CPQ Line Items field:
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Remove all and prevent editing – Users can't remove specific configuration line items or edit line item values. They can only remove the entire configuration (main and additional items).
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Remove all and allow editing – Users can edit configuration line item values, but they can't delete specific configuration line items.
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Remove single item and allow editing – Users can edit line item values and remove specific line items without removing the entire configuration. The removed item can be a main or additional item. This is the default option.
Maintaining Enabled Specific Custom Transaction Body and Line Fields
NetSuite CPQ Configurator automatically creates and enables custom transaction body and line fields to work with eligible transactions. Make sure you keep these fields enabled to let users configure items from transactions. The following table lists the custom transaction body fields.
|
Body Field Name |
Body Field ID |
|---|---|
|
NetSuite CPQC iFrame |
custbody_cpqc_iframe |
|
Sole Description |
custbody_cpqc_so_lineitem_description |
|
Configurations |
custbody_cpqc_configs |
|
CPQC Message |
custbody_cpqc_message |
|
SO Changed Fields Data |
custbody_cpqc_so_changed_fields_data |
|
Sole SO-WO Converted |
custbody_cpqc_trns_sowo_converted |
The following table includes custom transaction line fields.
|
Line Field Name |
Line Field ID |
|---|---|
|
Configurator Data |
custcol_cpqc_item_col_config_data |
|
Inv Detail Data |
custcol_cpqc_invdet |
|
Configurator |
custcol_cpqc_item_col_config |
|
Configuration |
custcol_cpqc_configuration |
|
Config Status |
custcol_cpqc_item_cfg_status |
|
CPQC Message |
custcol_cpqc_message |
|
CPQC Line Number |
custcol_cpqc_line_num |
For more information about custom fields in NetSuite, see Custom Fields.
Defining Product Sorting
Users view the available products on the Configurable Items page. They access this page by clicking the Configure button on eligible transactions. Users with an administrator role can also access a preview version of this page at CPQ > Configurator > Standalone.
You can sort the products on the Configurable Items page by name or sequence number. The default option is sorting products by name. To define the product sorting, go to the options record at CPQ > Configurator > Settings. Then, select your preferred option in the Sort Products By field. This sorting option doesn't affect the internal product list at CPQ > Configurator > Product Maintenance.
Defining How to Display the Product User Interface
The Configurable Items page and the product user interface are displayed to users in a new browser tab. Using a new browser tab, users can focus on configuring the complex item and switch back to the transaction page if needed.
Alternatively, you can display the configuration pages in a popup window or embedded in the transaction. To define how to display the configuration pages, go to the options record at CPQ > Configurator > Settings. On the Appearance subtab, select your preferred option in the Configurator Start Type field.
If you want to use a popup window, it can cover the entire transaction page or only 90% of it. Select an option in the Popup Window Size field.
If you embed the configuration pages in the transaction, the transaction page becomes dimmed and users cannot switch between the transaction and configuration page. Use this option if users need to configure items and view transaction details at the same time.
Deleting Unused Configuration Records
After submitting a configuration, you may delete the configured line item or the entire transaction. If you do this, the configuration record remains stored in the database without being associated with any transaction. Unused configuration records occupy storage space.
To free up space, you can automatically remove unused configuration records depending on their creation date. To delete unused configurations, go to the options record at CPQ > Configurator > Settings. Then, select an option in the Delete Unused Configurations Older Than field. You can delete configurations older than 3, 6, or 12 months.
After the installation, this option is inactive by default.
Deleting Temporary Files
When actions run, they create temporary files. If you're using actions, you should delete those temporary files after a certain amount of days to free up storage space.
To delete temporary files, go to the options record at CPQ > Configurator > Settings. On the Delete Temporary Files subtab, click Add Directory. Then, select the directory that contains the temporary files you want to delete. Lastly, enter the number of days in the Number of Days column. Add as many directories as required.