Version: eXtendOrders 2.1.66 and above
Audience: Administrator

Overview

Pre-configured items in eXtendOrders allow you to set up decoration details for blank items in advance. When these items are added to an order, their decoration details automatically populate to create a decoration order. The configuration is tied with item in a 1 to 1 basis, but we also support 1 to n functionality using Pre-Configured Groups.

Creating Pre-Config Items

See Create Pre-Configured Items with the eXtendOrders Configurator UI on the Item Record for detailed setup instructions on creating pre-config items.

Validating Pre-Configured Items

To verify the accuracy of Order Imprint Configuration (OIC) records for pre-configured items, refer to Validate Pre-Configured OIC Records with eXtendOrders 2.0.

Using Pre-Configured Items

When adding pre-configured items to Quotes, Sales Orders or Purchase Orders, OIC records attach automatically. This requires:

  • A deployed workflow in NetSuite
  • Custom workflow action eXtendOrders Copy PreConfig Items to OIC
  • Optional: Workflow action script eXtendOrders Create line Items From OIC for automated line item generation

Additional Configurations

To maintain pre-configured item references, follow these steps:

  1. Create an OIC record field to store the pre-config item reference. The field type should be an item record reference. Note the internal id for this field
  2. Create a transaction line field to store the pre-config item reference. The field type should be an item record reference. Note the internal id for this field
  3. Go to the eXtendOrders Processing Preferences at eXtendTech → eXtendOrders → Setup.
  4. On the Pre-Config Item Settings subtab, enter your field references
    1. Enter the new OIC field into OIC Source Pre-Config Item Field Id
    2. Enter the new transaction line field into Transaction Line Pre-Config Item Field Id
  5. Submit your changes.