NetSuite CPQ

NetSuite CPQ AI Assistant

NetSuite CPQ Configurator (version 1.8.0) introduces the CPQ AI Assistant, a generative AI–driven tool that simplifies and enhances the product and service configuration process. Using a large language model (LLM), the assistant guides sales reps and buyers through complex product configurations by responding to natural language prompts. When a user selects a configurable item in a transaction, a Configure with CPQ Assistant button appears in the bottom-right corner. Selecting this button launches the AI Assistant, opening a guided chat to collect configuration details and provide real-time recommendations. Through this interaction, the assistant clarifies options and helps users of all experience levels complete even complex configurations efficiently.

Users with the Administrator role or CPQ Product Builder role prepare product, question, and answer records for the AI Assistant on the CPQ AI Assistant subtab, found on each related record. This subtab allows administrators to review readiness, create or improve AI descriptions, ensure records meet quality standards, and control where and when end users see the AI Assistant.

For more information, see NetSuite CPQ AI Assistant.

Manufacturing Improvements to the Item Creation Record

You can automatically create or update assemblies with advanced BOMs using item creation records. When creating or updating an assembly, you can now define a master default BOM or add a new BOM with a unique name. Two options have been introduced for these purposes:

• Master Default – Sets the BOM as the master default for the assembly.

• Add as a new BOM – Updates the assembly by adding a new BOM.

  Note:

  The new BOM name must be unique. If the name isn't unique, an existing BOM will be overwritten.

To use these options in NetSuite CPQ Configurator (version 1.8.3), go to the BOM subtab on the item creation record. For more information, see Working with Assemblies on Item Creation Records.

Improvements to Business Documents in DOCX format

You can now automatically generate your business documents in DOCX format without margins. To do this, go to the template record in NetSuite CPQ Proposal Generator (version 1.2.3). Then, check the Remove margins in DOCX files box. For more information about templates, see Creating Document Templates.

Changes to the Description Field on the Material Record

You can now edit the Description field on the material record with NetSuite CPQ Configurator (version 1.8.1). When selecting the item you want to use as a material, the Description field continues to source its content from the Sales Description field on the item record. However, you can change the description to suit your business needs.

If you change the item selected as a material in the Item field:

1. The description will be updated with the content from the Sales Description field on the new item record.

2. Any manually added content will be overwritten.

For more information, see Defining Materials for the Configurable Item.

Source Price Information from Materials

Pricing records can now source price amounts from materials in NetSuite CPQ Configurator (version 1.7.0). To use the material price, go to the pricing record. In the Source Price from Material field, select a material. The pricing record also inherits the rule of the selected material and you can view it in the Material Rule field. Materials derive their price from the associated item record. For more information, see Sourcing Price Information from Materials and Calculating the Final Pricing for the Configurable Item.

If you use the Multiple Prices and the Multiple Currencies features, item records include price levels organized by currency where you can specify price amounts for each level. If the item record include multiple price levels and currencies, the price level and currency for the material depends on those assigned to the customer specified on the transaction. For more information, see Setting Up Item Pricing and Using Multiple Pricing.

If you use the Multiple Quantity feature, also the quantity ranges specified on the item record are taken into account for the material price. For more information, see Using Quantity Pricing.

Display Additional Item Prices in the Summary

Additional item prices can now be displayed in a dedicated section within the Summary on the product interface. By displaying additional item prices in the Summary, users can make more informed choices about which additional items to include based on their price and review all pricing details before adding the configured item to the transaction. Previously, users could only view additional item prices on the transaction.

To let users view additional item prices, check the Show additional item prices in Summary box on the product record in NetSuite CPQ Configurator (version 1.7.0). The additional item prices are still excluded from the Subtotal and Total fields in the top bar of the product interface. For more information, see Working with the Price of Additional Items and Including Additional Items Related to the Configurable Item.

Support for Multiple Languages

NetSuite CPQ Configurator (version 1.7.0) is now available in all languages that NetSuite supports. For a list of supported languages, see Configuring Multiple Languages. To set your preferred language, go to Home > Set Preferences. For more information, see, Choosing a Language for Your NetSuite User Interface.

Improvements to the recalcRulesets() Function

The recalcRulesets() function for NetSuite CPQ Configurator (version 1.6.4) has been improved to use up-to-date information about questions and answers in before-event actions. Previously, this function could only update data related to building blocks (formerly called rulesets), such as additional items, materials, and routing steps. Before updating building blocks data, the function now updates the current state of questions and answers by verifying which are visible and which are hidden. Hidden questions and answers have rules that match options selected by users on the interface. Then, if the Reset when hidden option is enabled, the function clears answers when they or their corresponding question become hidden.

Improved Labels and Field-Level Help for User Interface Elements

The language and terminology of NetSuite CPQ Configurator (version 1.6.0) have been aligned with NetSuite standards to provide a consistent user experience across the platform. The SuiteApp now includes improvements and changes to the labels of the following user interface elements:

• records

• fields

• field options

• sections

• subtabs

• columns

In addition, the field-level help for all fields has been revised and enhanced to provide immediate and comprehensive support when you are viewing or editing fields. Consequently, field labels are clearer and more intuitive, and the meaning and usage of fields and records are easier to understand. For more information about the changes, see Updated Labels for User Interface Elements.