CPQ Configurator Metrics and Data Mapping in NetSuite 2024.1

TL;DR Opening

Starting in NetSuite 2024.1, enhancements to the CPQ Configurator introduce metrics for transaction body and line field mapping through new mapping records. This feature saves time on transaction fills and integrates configuration data into reporting.

What's New

The latest release of NetSuite offers significant updates to the CPQ Configurator (version 1.2.5) by enabling users to set transaction body and line fields based on configuration data. This capability is realized through the introduction of mapping records, enhancing the efficiency of transaction management and reporting.

Mapping Records Overview

The new mapping functionality allows you to utilize two types of mapping records, tailored to different aspects of transaction management:

• Body Field Mapping Record: This mapping type focuses on transaction body fields, allowing users to integrate configuration data seamlessly where it matters most at the overarching transaction level.
• Component Field Mapping Record: This option specifically aims at transaction line fields. It facilitates the addition of configuration data to the main configured item and supplementary items. Furthermore, it covers materials and routing steps that can be incorporated into work orders.

Practical Applications

For instance, suppose you have a configurable desk as part of your inventory. Using the new mapping records, you can add specific details about the desk’s wood type into the transaction. This configuration not only improves the quality of data captured but also opens avenues for insightful reporting, enabling businesses to understand customer preferences and refine stock levels accordingly.

How to Create Mapping Records

To set body or line fields via mapping records:

1. Navigate to the Data Mapping subtab on a saved product.
2. Select the appropriate action:
   • For body fields, click the New CPQC Body Field Mapping button.
   • For line fields, choose the corresponding option, allowing for tailored integration based on your specific needs.

Enhanced Transaction Handling

With the configuration data now available within transactions, users can leverage other features in NetSuite, such as enhanced reporting functions. This allows for more informed decision-making based on actual configuration data and user transactions.

Who This Affects

This update is beneficial for:

• Administrators: Who are responsible for setting up product configurations and managing user access to configuration data.
• Developers: Who may implement customizations based on the new mapping features.
• Sales and Inventory Managers: Who will directly see the improvements in transaction processing and reporting capabilities.

Key Takeaways

• Enhanced CPQ Configurator metrics in NetSuite 2024.1 streamline transaction data entry.
• Utilize body and component field mapping records to manage configuration data effectively.
• Improved reporting opportunities arise from the incorporation of configuration data in transactions.
• The updates are relevant for administrators, developers, and inventory management teams.