NetSuite Changelog
NetSuite CPQRelease NotesNew FeatureInventorySupply Chain

Transaction File Attachments in NetSuite CPQ 2026.2

NetSuite 2026.2 enhances CPQ with transaction file attachments, enabling users to manage files efficiently during configuration.

·1 min read·1 views·NetSuite 2026.2·From NetSuite Release Notes PDF

TL;DR: Starting with NetSuite 2026.2, the CPQ Configurator allows users to attach files to transactions during configuration setup. This facilitates better organization and management of relevant documents.

What’s New in NetSuite 2026.2

The update introduces a feature for attaching files to transactions under the Communication > Files subtab. This option becomes available during the question setup process, enhancing the way users handle documents associated with configurations. After users submit their configuration and save the transaction, the attached files will appear in the designated subtab.

Important Considerations

  • Each file can only be attached to a transaction once.
  • If a user deletes any attachments while editing the configuration, those files will also be removed from the transaction.

For more detailed guidance on this feature, refer to the help topic on Attachment Questions to better understand its implications and setup.

Who This Affects

This enhancement impacts:

  • Sales Teams: Streamlines document management when setting up configurations.
  • Administrators: Simplifies transactional oversight with better document tracking.
  • Support Staff: Assists in maintaining records associated with customer configurations.

Key Takeaways

  • Enhanced document management for transaction configurations.
  • Integrates attachments seamlessly into the CPQ workflow.
  • Single attachment rule per transaction ensures clear documentation handling.

Frequently Asked Questions (4)

Where can I find the option to attach files to a transaction in NetSuite CPQ 2026.2?
In NetSuite CPQ 2026.2, the option to attach files to a transaction is available under the Communication > Files subtab during the question setup process.
Can a file be attached to more than one transaction in NetSuite CPQ 2026.2?
No, each file can only be attached to a single transaction. This ensures clear and organized document management within the CPQ workflow.
What happens if I delete an attachment while editing a configuration in NetSuite CPQ 2026.2?
If you delete an attachment while editing a configuration, the file will also be removed from the transaction, ensuring that only relevant and desired documentation remains.
Who benefits from the new file attachment feature in NetSuite CPQ 2026.2?
The new file attachment feature primarily benefits sales teams by streamlining document management, administrators by simplifying transactional oversight, and support staff by assisting in maintaining records associated with customer configurations.
Source: record in NetSuite CPQ Configurator (version 2.0.1). — NetSuite Release Notes PDF. This article was generated from official Oracle documentation and enriched with additional context and best practices.

Was this article helpful?

More in NetSuite CPQ

View all NetSuite CPQ articles →

Also from NetSuite 2026.2

View all NetSuite 2026.2 changes →