Setting Transaction Body and Line Fields Based on Configuration Data

With NetSuite CPQ Configurator, you can automatically set transaction fields based on users' choices and save time when working with eligible transactions. For more information about eligible transactions, see Selecting Eligible Transactions.

If you have previously created custom fields to store the data, you can copy additional configuration data to transactions. Other NetSuite capabilities can use the additional configuration data, for example, to create reports, launch workflows, or create documents. Let's say your business includes 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. For more information about creating custom transaction fields, see Creating Custom Transaction Body Fields and Creating Custom Transaction Line Fields.

You can set transaction body and line fields on eligible transactions through mapping records. Mapping records store information about the fields to be set, such as the transactions to which the fields belong, the field values, and the rule determining whether the fields will be set. A mapping record becomes active if its rule matches answers users have selected on the interface.

The sequence number determines the order in which mapping records set fields on transactions after users submit the configuration or create the work order. Mapping records with a lower sequence number are applied before those with a higher sequence number, regardless of whether they set body or line fields. Consequently, a mapping record may overwrite values a previous mapping record has set.

You have available a mapping record for each transaction field type:

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 line fields for materials and fields for routing steps when added as components and operation tasks to work orders. After creating the mapping records, you must assign them to these resources to set their fields. For more information, see Setting Line Fields for Main Items and Additional Items and Setting Fields for Materials and Routing Steps.

Note:

Install NetSuite CPQ Manufacturing to apply mapping records to work orders, materials, and routing steps. For more information, see Installing NetSuite CPQ SuiteApps.

You can set fields for multiple transaction types in the same mapping record. If a field is shared across multiple transaction types, the same value is applied to all the selected transaction types. If you want to set different values for fields shared across various transaction types, create a mapping record for each transaction.

Do not use mapping records to edit:

Transaction fields automatically set by NetSuite CPQ Configurator, such as the item name, quantity, and rate.
Custom fields used by NetSuite CPQ Configurator to work properly. For more information, see Maintaining Enabled Specific Custom Transaction Body and Line Fields.

Note:

A former way to set transaction line fields was through the following fields:

Order Column Mapping (additional item record).
WO Column Mapping (material record).

If you want to switch from these fields to mapping records, move the field information to mapping records and leave these fields blank. After clearing the fields, they will become hidden.

To create a transaction body or line field mapping record:

On a saved product, go to the Data Mapping subtab.
Depending on the type of mapping record you want to create, click the related button:
- To create a body field mapping record, click New CPQC Body Field Mapping.
- To create a line field mapping record, click New CPQC Component Field Mapping.
Creating mapping records to set body and line fields involves similar steps. A few additional options are required when creating mapping records that set line fields.
Provide a descriptive name for the body or line mapping record.
Provide a sequence number to determine the order in which the mapping record is applied.

You can enter a negative or positive number—for example, -2 or 5.
Select the transaction types to which you want to apply the mapping record.

Available fields depend on the transaction type you selected.
If you want to apply a line field mapping record to all additional items, check the Apply to all items box.
If you want to set fields for work orders on a line field mapping record:
- In the Work Order Target field, select whether you want to set line fields for the component (material) or fields for operation task (routing step).
- To apply a line field mapping record to all materials, check the Apply to all materials box.
- To apply a line field mapping record to all routing steps, check the Apply to all routings box.
In the Show Rule field, provide the question and answer combination that determines whether NetSuite CPQ Configurator applies the data mapping record.

Enter question and answer codes separated by the forward slash character—for example, A/1. Use operators to combine multiple question and answer sets—for example, A/1&B/2. For more information, see Activating Building Blocks with Rules.
On the Fields subtab, click Add to set values for transaction body or line fields.
In the Field Name column, select a field to be set from the dropdown list.
To provide a value for the field, two options are available:
- In the Select Value column, perform the task the field requires, such as selecting an option, entering a value, or checking a box. This column shows the fields in the same way as they are displayed on the corresponding transaction. For example, you can see a dropdown list, click the button, and select an option.
- In the Value column, enter a resolve expression, such as {A/1}. For more information, see Obtaining Answer Data with Resolve Expressions.
  
  When using resolve expressions, NetSuite CPQ Configurator cannot predict the value assigned to the field and requires you to set any available value in the Emulated Value column. The value you select in this field does not matter. NetSuite CPQ Configurator uses this value to dynamically determine all related required fields, the fields to be dimmed, and the fields to be filled in with default values based on the fields you set.
Repeat steps 11 – 13 to set values for as many fields as required.
Click Save.

Setting Line Fields for Main Items and Additional Items

To set line fields for the main configured item on transactions, go to the product record and select the mapping records in the Apply Column Mappings field. The main configured item is represented by the base item. For more information about base items, see Assigning Base Items to Products.

When setting line fields for additional items, you can apply mapping records to all additional items for a product or only to specific ones. You can view the shared mapping records in the Common Column Mappings field on the additional item record.

To apply mapping records to a specific additional item, select the mapping records in the Apply Column Mappings field on the additional item record. For more information about linking an additional item to mapping records, see Including Additional Items Related to the Configurable Item.

After users submit the configuration, mapping records set field values for the main configured item and additional item lines included in the transaction.

Setting Fields for Materials and Routing Steps

You can apply mapping records to all materials or routing steps in a product or only to specific ones. When users create a work order, mapping records set:

Line fields for the materials added as components to the work order
Fields for the routing steps added as operation tasks to the work order.

For more information, see Creating Work Orders for Configured Items.

You can view the shared mapping records in the Common Column Mappings field on the material or the routing step records.

To apply mapping records to specific materials or routing steps, assign the mapping records to the materials or the routing steps through the Apply Column Mappings field on the respective records. For more information about materials and routing steps, see Defining Materials for the Configurable Item and Defining Routing Steps to Build the Configurable Item.

General Notices