Version: eXtendPresentation 1.3.8 and above
Audience: Administrator

Configuration

  1. Go to eXtendTech → eXtendPresentation → Setup.

  2. Complete the setup page's fields:
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General Configuration

  1. eXtendTech Subdomain
    Specify your subdomain here.

    Note: this may already be populated if you are using other eXtendTech applications.

  2. OAuth Token ID
    Specify your OAUTH Token ID. See     Generating a new Access Token for access token generation details.

  3. OAuth Token Secret
    Specify your OAUTH Token Secret. See     Generating a new Access Token for access token generation details.

Mail Configuration

  1. Email Sender
    Select an email author to use when sending Quote PDFs via in email from NetSuite and for receiving customer comment response notifications. See eXtendPresentation Email Configurations for more information on email configuration.

  2. Quote Email Attachment's PrefixThe specified value will be added as a prefix to the transaction id (tranid) of the quote record. The resulting name will be used for the attachment file. For example, if the specified value is "Estimate" and the tranid is "EST00001234", then the name of the attachment file will be "Estimate #EST00001234".

  3. Company LogoSelect a company logo to use in eXtendPresentation. By default, eXtendPresentation templates are set to use png file types only. For other image types, the image will need to be updated within the template file itself.

  4. Opportunity/Estimate Template
    Select an Opportunity / Estimate template.     Use our default template to get started. You can download the default Opportunity template here: eXtend Opportunity Template.

  5. Quote Email Attachment Template
    Select a Quote email attachment template.

    Note    : The quote email attachment template should be created using NetSuite's Advanced PDF/HTML template feature. Once created, add the source code in a text file and then upload the text file using the Quote Email Attachment Template upload option on the setup screen.

    Include ?html for all URL fields to avoid errors in XML validation

    For example: <img src="${companyInformation.logoUrl?html}"> 

    When saving the template, ignore the error message alert shown below and save as it is.
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Setup SubtabImage Placeholder

  1. Modal Default Fields
    1. Select Item Type*
      Select the item type that will be selected by default in the eXtendPresentation item modal.

    2. Modal Item Image Field ID*
      Specify item image field ID which will be used by default in the eXtendPresentation item modal. You can specify multiple image field IDs. The first image field ID which has a value will be used.

    3. Item Description Field*
      Specify the item description field ID which will be used by in the eXtendPresentation item modal.

      Note: If the specified fields have values that are too long, NetSuite will truncate the field value and add "(More...)" to indicate the truncation. In these cases, eXtendPresentation will not use the truncated value and will instead switch to the value of the next field, if multiple fields are specified.

    4. Item Name Field*
      Specify item name field ID which will be used for pulling the item name.

    5. Item Date Field*
      Specify the item date field ID which will be used for pulling the item date.

    6. Do Not Save User Item Sourcing Pref
      Enable this preference if you do not want to save user preferences for the presentation modal item field sourcing.

      Note: You will need to update the item field cache for this feature to work properly. To do so, go to eXtendTech -> eXtendPresentation -> Update item fields cache.
  2. General Settings
    1. Item Saved Search ID
      Specify an item saved search id that is to be used for pulling item-related information into templates.

    2. Item Price Saved Search ID
      Specify an item pricing saved search id that is to be used for pulling item pricing information into templates.

    3. Item Image Field ID (Must be referring to file cabinet)
      Select an item image field (must refer to NetSuite's file cabinet).

    4. Retain eXtendPresentation Comments History
      Enable this preference to enable the retention of user comments from the external presentation form. All comments will be aggregated with the user name, comments, and the time stamp upon form submission.

    5. Hide Cost Field in Modal
      Enable this preference to hide the item cost column present in the presentation modal.

    6. ASI Item Page Size
      Specify the number of pages to load when making an item search call using external sourcing on the presentation modal. By default, if no value is specified, this will be set to 5.

      Note: This field will not be visible unless eXtendASI is installed in your account.

    7. Hide Cost & GP Fields in Modal
      Enable this preference to hide the cost and gross profit fields on the quantity-pricing table in the presentation modal.

Template Settings SubtabImage Placeholder

  1. Transaction Saved Search ID For Presentation Template*
    Specify the saved search id which will be used to get record fields for the Opportunity/Estimate template.

  2. Transaction Saved Search ID with Line Item ID
    Specify the saved search id which will be used to get line item fields for the Opportunity/Estimate template.

  3. Quote Email Attachment Template Internal ID
    Specify an email template's internal id which will be sent with the quote PDF attachment to your customer.

    Note:     First, create an email template in your NetSuite account. Then, specify the internal ID of the created email template here.

  4. Template List Field ID
    Specify the eXtendPresentation Templates custom record list field present on the transaction record.

eXtendFiles Settings Subtab

Line Item Mappings SubtabImage Placeholder

Enable the preference “Disable Creation of Line Items from Modal Items” to disable the line item creation from presentation modal items feature. 

You can specify both direct and functional mappings for column fields values against the item lines created from presentation modal data.Image Placeholder

To create functional mappings, define the function in the suite_presentation_transformers.js file and specify that function in the functional mapping list.

Note: To ensure proper functionality and to prevent duplicate line item creation, please make sure that the "EXTENDPRESENTATION REGENERATE LINE ITEMS" checkbox field is present on your transaction record form.