Knowledge Base

Use Cases

• Use the same Order Imprint Configuration (OIC) records for items receiving the same pre-config definition.
  
• Apply pre-configured OICs to parent items and use the same pre-configured OICs for all child items.
  

Summary

Prerequisites

• Item forms
  
• Field name: EXTEND - OIC PRE-CONFIG GROUP
  
• Field ID: {custitem_extend_oic_pre_config_group}
  
• OIC forms
  
• Field Name: OIC - PRE-CONFIG GROUP
  
• Field ID: {custrecord_extend_oic_pre_config_group}
  

Pre-Config Group Configuration

1. Creating Pre-Config Group records
   
1. Go to Customization → List, Records & Fields → Record Types.
   
2. Find eXtend OIC Pre-Config Group and click New Record.
   
3. Specify the name for the pre-config group as per your requirement.
   

   
   
   
4. Save the record.
   
   
2. Creating OIC records
   
1. Create pre-config OICs using the eXtendOrders Configurator UI on the item record or directly by navigating to Customization → List, Records & Fields → Record Types → eXtend OIC Order Imprint Configuration → New.
   
   
2. Once the pre-config OICs are created, apply the appropriate pre-config group in the "OIC - PRE-CONFIG GROUP" field.
   
   
3. To make the OICs dynamic and usable by any item record, you will need to clear certain fields. When these fields are cleared, the current item's details will be dynamically set under these fields during OIC generation on transaction records. Please note that on some OICs, you may not want to swap the item with the current item, in which case you can skip this step. 
   
1. Clear following fields present on the OIC records:
   
1. Field Name: OIC - MAIN ITEM
   
2. Field ID: {custrecord_extend_oic_mainitem}
   
3. Field Name: OIC - MAIN ITEM DESCRIPTION
   
4. Field ID: {custrecord_extend_oic_mainitemdesc}
   
5. Field Name: OIC - MULTIPLE MAIN ITEMS
   
6. Field ID: {custrecord_extend_oic_multiple_mainitems}
   
7. Field Name: OIC - MASTER PRE-CONFIG ITEM
   
8. Field ID: {custrecordextend_oic_masterpreconfigitem}
   
   
3. Applying OIC groups on item records
   After configuring your pre-config group(s), you can view the applied OICs under the Custom subtab on the pre-config group record, as shown in the screenshot below.
   
   
   

   
   

   We recommend reviewing the associated OICs and update them if you find any issues.
   

   
   

   Once everything is configured, navigate to your item records and start applying the pre-config groups on them in the "EXTEND - OIC PRE-CONFIG GROUP" field and enable the "EXTENDORDERS - PRECONFIGURED ITEM" checkbox on those item records.
   
   
   
4. Workflow configuration
   The workflow and workflow action script used for generating OIC lines on transaction records is the same as that used for pre-config items. Therefore, if pre-config item workflows are already configured, you do not need any additional workflow configuration. For details on workflow configuration, see Create Pre-Configured Items with the eXtendOrders Configurator UI on the Item Record.