Convert Multiple Transaction Line Items into Configured Items

Convert Multiple Transaction Line Items into Configured Items

Converting multiple line items into configured items within a single session can greatly enhance productivity and streamline the configuration process. Starting in NetSuite 2026.1, the NetSuite CPQ Ecommerce Integration (version 1.2.1) introduces significant improvements that allow users to manage this process more efficiently.

What Changed in the CPQ Ecommerce Integration?

Previously, when handling multiple configuration submissions for the same product, users needed to group the product logic into a single action and utilize the recalcRulesets() function to refresh building blocks. This update simplifies those requirements significantly.

Now, with the restart parameter for the submitConfig() function, users can submit configurations to the transaction and restart the processing flow. This restart allows you to refresh building blocks and run further actions, improving the flexibility and readability of the code. Additionally, you can now use the product parameter to dynamically switch between different products across various transaction lines within the same session. This adjustment is particularly beneficial for large transactions, as it minimizes the number of script launches and saves necessary, thereby enhancing overall performance.

Example of Using submitConfig()

Here's an example showing how to use the submitConfig() function with both the restart and product parameters:

submitConfig({
    afterSubmitAction: 'new',
    restart: true,
    product: 13
});

Note: Keep in mind that when invoking submitConfig() with restart set to true, all subsequent actions will not execute. Therefore, it is essential to apply this in the final action of your list to ensure all necessary actions complete.

Introducing restartConfig() Function

Additionally, to facilitate even better transaction line management, the restartConfig() function has been implemented. This function enables users to restart the conversion process into configured items without submitting any configurations, which is ideal for preparing transaction data before processing.

When using restartConfig(), specifying a different product ID allows users to switch products based on the varying transaction lines. Using this function can be particularly useful in scenarios where a dedicated product prepares conversion tasks for multiple lines.

Example of Using restartConfig()

Here’s how you can utilize the restartConfig() function:

restartConfig({
    product: 13,
    copy: false
});

Note: If you call restartConfig() without any parameters, it will restart the processing flow with the same product ID and with a blank configuration.

Who This Affects

• Administrators: Benefit from simplified code management and enhanced performance.
• Developers: Gain flexibility in processing multiple transaction items within a single session.
• Sales Teams: Improve efficiency in handling complex configuration tasks.

Key Takeaways

• The restart parameter in submitConfig() enhances flexibility during multiple configurations.
• The product parameter allows dynamic product switching within a session.
• restartConfig() prepares transaction data without submitting any configurations, streamlining workflows.
• This functionality aids in reducing script loads and transaction saves, significantly improving performance.

NetSuite CPQ AI Assistant

Important: For this initial release, the NetSuite CPQ AI Assistant is available only in non-production accounts, including sandbox and release preview accounts. Available for accounts in supported locations and for users whose language preference is set to a supported language. See Generative AI Feature Availability in NetSuite for more information.

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.

Change Separator in Resolve Expressions

When users select multiple answers, resolve expressions return the corresponding information separated by a comma and a space. You can now specify a custom separator directly in the resolve expression. With NetSuite CPQ Configurator (version 1.9.5), add your preferred separator within parentheses when writing the resolve expression. For example, suppose a configurable desk includes a question with the code LAMP and answers with codes GREEN, BLUE, and YELLOW. To retrieve the lamp color codes, you can use the resolve expression {LAMP(-)}. If users select all answers, the resolve expressions will return GREEN-BLUE-YELLOW instead of GREEN, BLUE, YELLOW. For more information, see Obtaining Answer Data with Resolve Expressions.

Add Attachments to Transactions

Users can add files to the configuration through the attachment question on the product interface. When configuring items, users can now attach files to the transaction from which they opened the configurable item. For this purpose, the Attach to transaction checkbox has been added to the attachment question record in NetSuite CPQ Configurator (version 2.0.1). When you enable this option during the question setup, the files will be attached to the transaction under the Communication > Files subtab after users submit the configuration.