Version: eXtendOrders 2.1.3 and above
Audience: User

Overview

Pre-Config Groups in eXtendOrders allow users to apply a common set of associated Order Imprint Configurations (OICs) to multiple items with the same decoration configuration. This feature streamlines the process of generating OICs for items, eliminating the need to create individual OICs for each item.

Usage

Pre-Config Groups follow a priority order when generating OIC records on transaction records:

Priority Order

  1. Pre-Configured Items: OICs directly applied to an item have the highest priority. Where the item is specified under the "OIC - MASTER PRE-CONFIG ITEM" field, the item will act like a normal pre-config item and will not consider other conditions.
  2. Pre-Config Group Applied on Item Directly: Takes precedence over pre-config groups applied to parent items.
  3. Pre-Config Group Applied on Parent Item: Considered when no other conditions are met.

Creating Orders With Items Having Pre-Config Group

Follow these steps to add items with a pre-config group on a transaction record:

  1. Create a new Quote, Sales Order, or Purchase Order record.
  2. Add the item with a pre-config group (directly or on its parent item) to the line items.
  3. Specify all necessary details and save the record.
  4. OIC records will be generated based on the applied pre-config group.

  5. Edit the order and generate lines from the Order Configurator UI, or use the "Create Lines Server-Side" button if available.

Frequently Asked Questions (FAQs)

Q: Can pre-configured items and pre-config groups be used simultaneously on the same order?
A: Mixing pre-configured items and pre-config groups on the same order is not currently supported. Each order should use only one pre-config method.

Q: What if OIC records are not generated after saving the record?
A: Contact your NetSuite Administrator to verify if the workflow configurations for OIC generation from pre-configured items are in place.

Q: What if I can't see the "Create Lines Server-Side" button?
A: The button may have a different label or might not be available. Contact your NetSuite Administrator for details about configurations in your account.

For more information on server-side line generation and pre-config group configuration, refer to the following articles: