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CPQ Updates in NetSuite 2024.1

2024.1 CPQ |

Viewing Usage Metrics

With NetSuite CPQ Configurator (version 1.2.5), you can now view statistics that show the number of transactions and configurations on which a product attribute (question, material, or additional item) was found. Use statistics, for example, to see the frequency of answers to a question or the material items selected for a product. This information can reveal how a configuration is performing and help you to make subsequent business decisions, such as promoting slow-selling items or optimizing inventory strategies.

Statistics are defined according to a customizable query based on a configurable product, as well as

additional criteria including a date range, one or more transaction types, and a specific question, material, or additional item. You can view statistics in table format or as a pie chart. To start using statistics, go to CPQ > Configurator > Metrics. The following image shows the statistics related to a question as a pie chart: Setting Transaction Body and Line Fields Based on

Configuration Data

With NetSuite CPQ Configurator (version 1.2.5), you can now set transaction body and line fields based on configuration data through mapping records. These records help you save time when filling in transactions and make available configuration data for transactions if you have previously created the custom fields to host the data. When configuration data is available for transactions, you can use it with other NetSuite capabilities, such as reporting. For example, if you have a desk as a configurable item, you can add information about the wood type to the transaction, create a report to find the type customers prefer, and increase its stock. You can choose between two mapping record types depending on the fields you want to set:

  • Body field mapping record – Sets transaction body fields.
  • Component field mapping record – Sets transaction line fields. You can set transaction line fields for the main configured item and additional items. Additionally, you can set fields for materials and routing steps when added as components and operation tasks to work orders. You can apply mapping records to set transaction line fields to all additional items, materials, or routing steps, and you can view them in the Common Column Mappings field on the respective record. You can also apply mapping records to specific additional items, materials, or routing steps through the Apply Column Mappings field on the respective record. Go to the Data Mapping subtab on a saved product to create mapping records. Depending on whether you want to set body or line fields:
  • Click the New CPQC Body Field Mapping button.
  • Click the New CPQC Component Field Mapping button. For more information, see the help topic Setting Transaction Body or Line Fields Based on Configuration Data.

Extended Support for Get Functions on Action Record

NetSuite CPQ Configurator (version 1.2.5) can assist you in writing more get functions to improve your

productivity, reduce errors, and simplify function learning. In the Add Action field on the action record, you can choose among a wide range of get functions and follow the onscreen instructions to fill in the code. NetSuite CPQ Configurator will automatically add the completed function to the code editor. For example, you can now follow the onscreen instructions and fill in the code to obtain product table values or body and sublist field values of the transaction from which users launch the product. Using Non-Inventory Items as Base Items With NetSuite CPQ Configurator (version 1.2.5), you can now use non-inventory items as base items. The other item types already available as base items are inventory items, assemblies, and kit/packages. The following fields have been added to the Custom subtab of non-inventory items so that they can be used as base items:

Field Name Field ID Description

CPQ Product custitem_cpqc_item_configurator Lets you select a product from NetSuite CPQ

Configurator Configurator to edit configured items on transactions. CPQ Product Code custitem_cpqc_item_product_code Displays the code of the product selected in the CPQ Product Configurator field. Is configurable custitem_cpqc_item_isconf If you check this box, users can edit the item with the default product for NetSuite CPQ Configurator.

Supporting SuiteCommerce Themes

When launched from SuiteCommerce, the product user interface of NetSuite CPQ Configurator (version 1.2.5) can now automatically inherit the general look and feel of commerce themes to provide a seamless user experience.

Based on the theme, NetSuite CPQ Configurator styles the following elements:

  • font colors
  • font styles
  • background colors
  • border colors The top bar and the product name line replicate the font and background colors of the theme’s top and bottom headers. Button and link styles follow the same level of importance as the theme. For example, buttons used to perform main tasks, such as the Submit & Close button, are styled like the Add to Cart button for SuiteCommerce. NetSuite CPQ Configurator will apply four shades of the theme’s main color to the rest of the user interface. The following image shows the user interface with the look and feel of the Manor theme:

Update to Enable External Launch Option

With NetSuite CPQ Configurator (version 1.2.5), you can now decide what products are available for

SuiteCommerce at the product level by checking the Enable External Launch box. Previously, this option

was on the options record, which contains general settings, and all products were potentially available for SuiteCommerce when enabled.

Clearing Hidden Questions or Answers

NetSuite CPQ Configurator (version 1.2.5) can now clear questions or answers when they become hidden

if you check the Reset when hidden box on the respective record when setting up the question or answer. This option ensures that no unavailable feature or option for the configurable item remains selected if users change their minds and make a different choice. NetSuite CPQ Configurator also clears the questions or answers when the parent tab or group becomes hidden. For more information, see the help topic Hiding Questions or Answers.

New Predefined Rules

Predefined rules are fixed questions and answer combinations used as variables in rules and actions to

perform tasks based on information from NetSuite or the configuration. For example, you can include a predefined question and answer set in a rule to perform an action if a certain user launches the product. NetSuite CPQ Configurator (version 1.2.5) includes new predefined rules to define from where users create a configuration and launch the SuiteApp:

  • SOLE/LAUNCH[=“NEW”] – Identifies a new configuration that can be submitted, for example, a configuration created by clicking the Configure button on a transaction.
  • SOLE/LAUNCH[=“EDIT”] – Identifies an existing configuration edited by clicking the Edit Config button on a transaction line item.
  • SOLE/LAUNCH[=“STANDALONE”] – Identifies a configuration created for testing purposes by clicking the Run Standalone button on the product record or by accessing the Select Product page at CPQ > Configurator > Standalone. This configuration cannot be submitted.
  • SOLE/STARTFROM[=“BC”] – Identifies a configuration created from the NetSuite CPQ Ecommerce Integration (the former Background Configurator).

New sresolve() Function

With NetSuite CPQ Configurator (version 1.2.5), you can now convert the answer value from a resolve expression into a number (when possible) by using the new sresolve() function. The syntax is the following: sresolve(“{Q/A}”); {Q/A} is the resolve expression, where Q represents the question code, and A is the answer code.