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-configured 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.

Workflow Configurations

To use pre-configured items, you need to deploy two workflows and their associated scripts on the relevant record types (Sales Orders, Purchase Orders, or Quotes). These workflows automatically copy item details and generate line items based on your configurations.

Deploy Workflow Action Script


  1. Navigate to Customizations > Scripting > Scripts.
  2. Search for the scripts named eXtendOrders Copy PreConfig Items to OIC and eXtendOrders Create line Items From OIC.
  3. Deploy these scripts on the Sales Order, Purchase Order, or Quote record types where you plan to use pre-configured items.

Deploy Workflow


  1. Following workflows are provided with bundle
    1. eXtendOrders Preconfig Copy OIC to SO[B] - This workflow copies the OIC details from the Pre-Configured item to the order.
    2. eXtendO2 PreConfig Create LineItems[B] - This workflow adds a button to the record that, when clicked, generates line items from the OIC records.
  2. Clone these workflows if the cloned workflow is not present in your account.
  3. Add any additional criteria if required.


Using Pre-Configured Items

When you add pre-configured items to a Quote, Sales Order, or Purchase Order, the system uses a workflow to automatically pull OIC (Order Information Center) records from those items and add them to your order.

How It Works

Once you save your order, eXtendOrders Preconfig Copy OIC to SO workflow sources the OIC details from the pre-configured item and sets them on the order.

If the OICs aren't being sourced, check the criteria on the workflow. By default, this workflow is configured to run only when the Deco Order checkbox on the order is selected.


Generating Line Items

After the order is saved and the OICs are sourced, you can generate line items by clicking workflow button Create Lines Server-Side present on the record. This process creates line items based on the OIC records that were added to your order.


Handling Different Item Types


  • Mixed Orders: If your order contains both pre-configured items and standard items, the system treats them as separate "clusters" during OIC sourcing and line generation. This ensures that the two types of items are handled correctly and independently.

  • Simple Pre-Configurations: If a pre-configured item's OIC contains a single cluster with just one blank item, the system adjusts the quantities and pricing in a specific way:

    • The quantity of the blank item is multiplied by the quantity you specified for the pre-configured item.

    • The sales and purchase prices you entered for the pre-configured item are applied to the blank item.

  • Complex Pre-Configurations: If a pre-configured item's OIC has multiple clusters or multiple blank items within a single cluster, only the quantities of the blank items will be multiplied. The pricing for these items will be sourced directly from the pre-configured item's OIC record, not from the overall pre-configured item's pricing added on the order.

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.