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 the experience with this SuiteApp. When you are finished, save the options record.
To define basic settings, complete the tasks explained in the following help topics:
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Removing and Editing Configuration Line Items on Transactions
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Maintaining Enabled Specific Custom Transaction Body and Line Fields
To customize your experience with NetSuite CPQ Configurator, you can complete the tasks explained in the following help topics:
Selecting Eligible Transactions
Users can launch NetSuite CPQ Configurator from an eligible transaction by clicking the Configure button. After installing this SuiteApp, you must choose the transactions that include the Configure button. In the Transactions field, select the required transactions.
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, NetSuite CPQ Configurator can send data 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 NetSuite does not automatically save the transaction after submitting the configuration.
To send data to the transaction page, check the Submit to order page box.
If NetSuite CPQ Configurator sends data to the transaction page, you should also set an additional option. This option determines how NetSuite CPQ Configurator behaves when editing configured items from the transaction.
Items can be updated or 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, you should select Update Items in the Item Submit Type field. This option also maintains the original order of the items on the transaction.
Removing and Editing Configuration Line Items on Transactions
With NetSuite CPQ Configurator, you can decide whether users can remove specific configuration line items or edit line item values on transactions. If the configured item requires the main and additional items (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 cannot 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 cannot 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 item removed can be a main or additional item (called breakout 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. Always maintain 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 contains information about the 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
NetSuite CPQ Configurator lets users view all configurable products on the Select Product page. You can sort the products on this page by name or sequence number. When you install NetSuite CPQ Configurator, products are sorted by name by default. In the Sort Products By field, select your preferred option. This sorting option does not affect the order of the internal product list at CPQ > Configurator > Product Maintenance.
Users can access the Select Product page by clicking the Configure button on an eligible transaction. Users with an administrator role can access a preview version of this page by going to CPQ > Configurator > Standalone.
Copying Configuration Records for Converted Transactions
When you convert a transaction with a configured item into another transaction, the original and the converted transactions share the same configuration record. If you apply changes to the configured item on the original transaction, these changes are reflected in the converted transaction and the other way around.
The NetSuite CPQ Configurator SuiteApp can copy the original configuration record to obtain a separate record for the converted transaction. If the transaction contains multiple configured items, NetSuite CPQ creates a configuration record copy for each configured item.
To copy configuration records, check the Copy configs on transaction conversion box.
Defining How to Display the Product User Interface
When users click the Configure button on eligible transactions, the Select Product page and the product user interface are displayed in a new browser tab by default. When the configuration pages are displayed in a new browser tab, users can focus on configuring the complex item and switch back to the transaction page if needed.
Alternatively, you can launch the Select Product page and the product user interface in a popup window or display the configuration pages embedded in the transaction. Go to the Appearance subtab and select your preferred option to access the configuration pages in the Configurator Start Type field.
If you want to launch the configuration pages in a popup window, also select whether the popup window should cover almost the entire transaction page or only 90% of the page in the Window Size field.
When the configuration pages are embedded in the transaction, the transaction page becomes dimmed, and you cannot switch between the transaction and configuration pages.
Deleting Unused Configuration Records
After submitting the configuration, you may delete the configured line item or cancel the transaction. If you do this, the configuration record remains stored in the database without being associated with any transaction and occupies space.
To increase the available space in the database, NetSuite CPQ Configurator can automatically remove unused configuration records depending on their creation date. You can remove configurations older than 3, 6, and 12 months. To delete unused configurations, select an option in the Clean Unused Configurations Older Than field. When you install NetSuite CPQ Configurator, this option is inactive by default.
Deleting Temporary Files
NetSuite CPQ Configurator creates temporary files when processing data related to actions. If you are using actions, you should delete the temporary files after a certain amount of days to increase the database space.
On the File Deletion System subtab, click Add. Select the directory that contains the temporary files you want to delete, and enter the number of days in the Period column. Add as many directories as required.