NetSuite CPQ Proposal Generator Setup
Before creating documents, define settings on the options record at CPQ > Proposal Generator > Settings.
Users must be able to view the Proposal button on transactions to create documents. To enable the Proposal button, check the Proposal Generator Button box. For more information about eligible transactions, see Selecting Eligible Transactions.
If you use custom partner roles not assigned to the Partner Center, check the Custom Role Centers box. This option lets users with these roles create documents from transactions. You can verify the center assigned to a role at Setup > Users/Roles > Manage Roles. On the role record, view the information in the Center Type field. For more information about roles, see NetSuite Roles Overview.
When you are finished with the setup, save the options record.
After the installation, NetSuite CPQ Proposal Generator automatically creates and enables two custom transaction body fields to work with eligible transactions. When customizing these transactions, always maintain these fields enabled to let users create documents.
The following table lists the custom transaction body fields.
|
Body Field Name |
Body Field ID |
|---|---|
|
NS CPQ Auto-generated Proposals |
custbody_cpqp_auto_gen_proposals |
|
NS CPQ Proposals JSON |
custbody_cpqp_proposals_json |
For more information about custom fields in NetSuite, see Custom Fields.
Users with an administrator or a CPQ PropGen Builder role can create and maintain templates. For more information about NetSuite CPQ custom roles, see Assigning NetSuite CPQ Custom Roles.