Version: eXtendOrders 2.1.3 and above
Audience: User

Use Case 

  • Generate an order imprint configuration (OIC) based on a pre-config group applied to an item.

Summary

Pre-Config Groups function similarly to pre-config OIC records that are directly applied to items. However, one notable difference is that pre-config groups can be used to apply a common set of associated OICs to multiple items that have the same type of decoration configuration. This prevents the need to create OICs for each individual item.

How does a Pre-Config Group work?

There is a priority order followed by pre-config groups while generating OIC records on transaction records. The priority order is as follows:
  1. Pre-Configured Items
    If an item has OICs directly applied to it, then the OICs present on the item will have higher priority. This means that if the item is a pre-configured item and there are OIC records 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 any pre-config group applied to it.

  2. Pre-Config Group Applied on Item Directly
    When a pre-config group is directly applied to an item (child items), and another pre-config group is applied to its parent item, the pre-config group applied to the item directly will be considered for generating OIC lines on the transaction record over the pre-config group specified on the parent item.

  3. Pre-Config Group Applied on Parent Item
    When an item does not fall under any of the two conditions mentioned above and a pre-config group is applied to its parent item, the pre-config item applied to the parent item will be considered for generating OIC lines on the transaction records.

Creating Orders With Items Having Pre-Config Group

The process of generating OIC records from a pre-config group is the same as with pre-configured items.


To add items with a pre-config group on a transaction record, follow these steps:

  1. Create a new Quote, Sales Order, or Purchase Order record as per your requirement.

  2. Add the item defined with a pre-config group on it (either directly on it or on its parent item) to the line items.

  3. Specify all other necessary details on the order and save the record.

  4. When the record is saved, OIC records will be generated based on the pre-config group applied to the item.

    Note: if the OIC records are not generated, contact your NetSuite Administrator to determine if the workflow configurations are in place OIC generation from pre-configured items.Image Placeholder

  5. You can then edit the order and generate lines from the Order Configurator UI, or click the "Create Lines Server-Side" button if available.


    Note: If you cannot see this button, its label may be configured with a different name or not available for use. Please contact your NetSuite Administrator for more details regarding the configurations in your account.

    For more details regarding this feature please refer to the following articles:
For details about pre-config group configuration, please refer to the following article: Configuring Pre-Config Groups.