Configuring Items from the Customer Center

If you use the Customer Center, ensure that users will be able to configure items from transactions when logged in to the Customer Center. To achieve this, assign all the required roles to the relevant NetSuite CPQ Configurator script deployments.

The following table sums up the required roles for each script deployment with their purpose.

Note:

If you use custom Customer Center roles, make sure you select the correct one. You can verify the role on the customer record by going to System Information > Access and review the Role field.

Script Name	Script Deployment ID	Script Type	Role	Description
CPQC-ST-Client	customdeploy_cpqc_st_client	Client	Customer Center	Configure items from transactions when users are logged in to the Customer Center.
CPQC-CL-SalesOrder	customdeploy_cpqc_cl_creditmemo customdeploy_cpqc_cl_rtnauth customdeploy_cpqc_cl_quote customdeploy_cpqc_cl_invoice customdeploy_cpqc_cl_sales_order	Client	Customer Center	Note: Add the role to the transaction deployments used in the Customer Center. Configure items from transactions when users are logged in to the Customer Center.
CPQC-UE-SalesOrder	customdeploy_cpqc_ue_creditmemo customdeploy_cpqc_ue_rtnauth customdeploy_cpqc_ue_quote customdeploy_cpqc_ue_invoice customdeploy_cpqc_ue_sales_order	User Event	Customer Center	Note: Add the role to the transaction deployments used in the Customer Center. Configure items from transactions when users are logged in to the Customer Center. Add newly created items to transactions when there are fewer than 300 items in the Customer Center.

Script Name

Script Deployment ID

Script Type

Role

Description

CPQC-ST-Client

customdeploy_cpqc_st_client

Client

Customer Center

Configure items from transactions when users are logged in to the Customer Center.

CPQC-CL-SalesOrder

customdeploy_cpqc_cl_creditmemo
customdeploy_cpqc_cl_rtnauth
customdeploy_cpqc_cl_quote
customdeploy_cpqc_cl_invoice
customdeploy_cpqc_cl_sales_order

Client

Customer Center

Note:

Add the role to the transaction deployments used in the Customer Center.

Configure items from transactions when users are logged in to the Customer Center.

CPQC-UE-SalesOrder

customdeploy_cpqc_ue_creditmemo
customdeploy_cpqc_ue_rtnauth
customdeploy_cpqc_ue_quote
customdeploy_cpqc_ue_invoice
customdeploy_cpqc_ue_sales_order

User Event

Customer Center

Note:

Add the role to the transaction deployments used in the Customer Center.

Configure items from transactions when users are logged in to the Customer Center.
Add newly created items to transactions when there are fewer than 300 items in the Customer Center.

To add the required roles to each script deployment:

Go to Customizations > Scripting > Script Deployments.
In the Type field in the Filters section, select the script deployment type.
Find and edit the required script deployment.
Go to the Audience subtab.
In the External Roles field, select the required roles.
Click Save.

To add the required roles to each script deployment:

Related Topics