Basic Configuration

1. PURCHASE ORDER EXTERNAL ID FIELD
   Purchase Order reference field in NetSuite. Recommended field: PO #
2. ITEM EXTERNAL ID FIELD
   Item ID field. Recommended field: Item Name/Number
3. EMAIL SENDER FOR ERROR
   An active NetSuite employee who will be designated as the sender for error log notifications
4. EMAIL RECEIVER'S EMAIL FOR ERROR
   Email address(es) that will receive error reports
5. SHOW EXTEND RECEIVE BUTTON ON PO AND SO
   This preference controls the visibility of the "EXTEND RECEIVE" button on purchase orders and sales orders
6. RECEIVE SPECIAL ORDER PO
   
   This preference controls whether the "EXTEND RECEIVE" button appears on special order purchase orders
   
   To include Purchase Orders of the Special Order type, add them in the saved search specified in the "ITEM SHIPMENT SAVED SEARCH ID" field for automatic item fulfilment/item receipt creation.
   

Item Constitution Settings

1. ITEM TYPE
   NetSuite item type in which items will be constituted from PromoStandards. The available options are:
1. Inventory Item
   
2. Lot Numbered Inventory Item
   
3. Serialized Inventory Item
   
4. Non-inventory Item for Purchase
   
5. Non-inventory Item for Resale
   
6. Non-inventory Item for Sale
   
2. ITEM CONSTITUTION TYPE
   Determines in which format your items will be constituted. Below is the list of item constitution type that can be selected:
1. Matrix – Item will be constituted as matrix item and grouped under style code as the parent item.
   
2. Non-Matrix with Parent – Item will be constituted as the non-matrix item and grouped under style code as the parent item.
   
3. Non-Matrix – Item will be constituted as the non-matrix item and no parent will be created.
   
3. CATEGORY LIST ID
   Internal ID of a list field in NetSuite that represents the PromoStandards category for the item. Bundle field provided: customlist_extend_promo_category
4. CATEGORY ITEM LIST FIELD ID
   PromoStandards category field in NetSuite. Bundle field provided: eXtendPS-DE Item Category
5. IS CATEGORY REQUIRED ON ITEM SEARCH
   This preference controls whether the category selection is mandatory for item constitution
6. CATEGORY LABEL
   Category label which will be displayed on the item search screen
7. SHOW CATEGORY 2 ON ITEM SCREEN
   
   This preferences controls whether to show the second category field on the item search screen
   
8. CATEGORY 2 LIST ID
   Internal ID of list field in NetSuite that represents the secondary category of the item. Bundle field provided: customlist_extend_promo_category_sec
9. CATEGORY 2 ITEM LIST FIELD ID
   Secondary category’s list’s field ID in NetSuite. Bundle field provided: eXtendPS-DE Item Secondary Category
10. IS CATEGORY 2 REQUIRED ON ITEM SEARCH
    This preference controls category 2 is required not for item constitution
11. CATEGORY 2 LABEL
    Category 2 label which will be displayed on the item search screen
12. MATRIX COLOR LIST ID
    Internal ID of the custom list that represents the selected matrix color option list field. Bundle field provided: eXtendPS-DE Matrix Item Color
13. MATRIX COLOR OPTION LIST FIELD
    Matrix color attribute field in NetSuite. Make sure this field is a matrix option to avoid error(s). Bundle field provided: customlist_extend_promo_color_list
14. MATRIX SIZE LIST ID
    Internal ID of the custom list that represents the selected matrix size option list field. Bundle field provided: eXtendPS-DE Matrix Item Size
15. MATRIX SIZE OPTION LIST FIELD
    Matrix size attribute field in NetSuite. Make sure this field is a matrix option to avoid error(s). Bundle field provided: customlist_extend_promo_size_list
16. MATRIX ADDITIONAL OPTION LIST FIELD
    Internal ID of the custom list that represents the selected matrix additional option list field. Bundle field provided: eXtendPS-DE Additional Matrix Item Option
    
    Note: This matrix option is used to set the item part ID as a matrix option. This will only be used when the item part doesn't contains both size and color attributes in the PromoStandards response. This is used with How to Constitute Items without Colors and Sizes in eXtendPS-DE
17. MATRIX ADDITIONAL LIST ID
    Matrix additional attribute field in NetSuite. Make sure this field is a matrix option to avoid error(s). Bundle field provided: customlist_extend_promo_addnl_list
18. NON-MATRIX COLOR FIELD
    Non-Matrix color attribute field in NetSuite. Bundle field provided: eXtendPS-DE Item Color Text
19. NON-MATRIX SIZE FIELD
    Non-Matrix size attribute field in NetSuite. Bundle field provided: eXtendPS-DE Item Size Text
20. MATRIX ITEM NAME TEMPLATE
    Format in which a matrix item will be displayed in the Matrix Item Name/Number field. We recommend  setting the value as: {itemid}-{custitem_extend_promo_color}-{custitem_extend_promo_size}.
    
    Note: Ensure the value is chosen as such that each matrix child can gets a unique name.
21. MATRIX ADDITIONAL ITEM NAME TEMPLATE
    Format in which matrix item will be displayed in the Matrix Item Name/Number field. We recommend the value as: {itemid}-{custitem_extend_promo_addnl_option}
    
    Note: This matrix template will be used only for those items where no color or size attributes are present
22. BASE CURRENCY
    NetSuite currency type that will be used to set price and cost fields during item constitution
23. SET VENDOR AS PREFERRED VENDOR ON ITEMS
    This preference controls whether to set the item vendor as the preferred vendor
24. IGNORE MANDATORY FIELDS WHILE CONSTITUTING ITEMS
    This checkbox controls whether to ignore the mandatory fields during item constitution
25. PRICE TYPE
    Select the price type which will be used for setting pricing on the item records
    
    
    Note: When price type is selected as "Decorated", and decorated pricing is not received in the PromoStandards response, blank pricing will set on the item records
    
26. DO NOT RENAME ITEM AS PER MATRIX TEMPLATE
    If enabled, the item name will not be set   per the matrix item name template and the item name will be set as per the mapping records. Creating eXtendTech Field Mapping Records for Item Constitution
27. ABBREVIATE MATRIX LIST IN NAME
    If enabled, the matrix list value's abbreviation will be used in the item name in place of its actual value
28. ITEM CONSTITUTION DEPLOYMENTIDS
    This field may be necessary when additional item constitution deployments are required. Contact eXtendTech Support for instructions on creating additional item constitution deployments

Order Status Configuration

1. ORDER STATUS SAVED SEARCH
   This Order Status Saved Search will be used for updating your NetSuite orders’ statuses as per the PromoStandards API response received while executing the Order Status Batch Jobs using the PromoStandards job runner. The included saved search is customsearch_extend_promo_update_os. Copy this saved search and add/edit the criteria per your requirements
2. PAGE SIZE
   ­Order Status search result page size. Recommended value: 20
3. EXPECTED SHIP DATE
   Purchase order transaction body field ID where the expected ship date will be stored from PromoStandards. Bundle field provided: eXtendPS-DE Expected Ship Date
4. EXPECTED RECEIPT DATE FIELD
   Purchase order  transaction body field ID where the expected receipt date will be stored from PromoStandards. Bundle field provided: eXtendPS-DE Expected Receipt Date

Order Shipment Notification Configuration

1. ITEM SHIPMENT SAVED SEARCH ID
   This Item Shipment Saved Search will be used for creating Item Fulfilments records for your NetSuite Order’s items as per the PromoStandards API response received while executing Order Shipment Batch Jobs using PromoStandards job runner
   The included saved search is customsearch_extend_promo_dropship_fulfi.  Copy the default saved search and add/append criteria to only target records meeting your requirements
2. ITEM SHIPMENT DISTRIBUTOR ITEM ID
   Distributor product id field in NetSuite for order shipment notification
3. SHOW COMBINED OS & OSN HTML
   This checkbox determines whether to show Order Status information combined with Order Shipment Notification information in the Order Shipment Notification inline HTML field on the Purchase Order record.
   See Methods for Performing Order Status and Order Shipment Notification Searches for more information

Pricing and Configuration

1. DO NOT SET SALES PRICE
   When enabled, sales pricing will not be set on items constituted or refreshed using eXtendPS-DE
2. CONSTITUTE DECORATION DETAILS
   When enabled, the item’s decoration details will be created in NetSuite during item constitution
3. MAIN ITEM ID REFERENCE
   Field of your imprint configuration custom record referring to the main item
4. IMC RECORD ID
   Internal ID of the imprint configuration custom record
5. P&C ERROR FIELD
   Specify an item field ID to store error messages for the Product Pricing and Configuration service
6. MAPPINGS
   
1. Pricing Level Mapping
   This maps the price levels of NetSuite with the PromoStandards price type.
   You can create this mapping by selecting an appropriate NetSuite price level against the PromoStandards price type
   Note: The pricing will be set as customer pricing when the item is constituted. If the vendor is selected under Net Pricing Vendors, the pricing will be set as Net pricing. To set pricing with other pricing types, a scheduled workflow needs to be configured. See Pricing Update Using Workflow
   
2. Quantity UOM Mapping
   This maps the NetSuite quantity unit value with PromoStandards unit value. You can create this mapping by selecting a NetSuite unit value against the PromoStandards unit value
3. Decoration Fields Mapping
   This maps the decoration configuration fields of your imprint configuration custom record with PromoStandards' decoration information fields. This mapping will only be required if you have enabled CONSTITUTE DECORATION DETAILS for item constitution with decoration details. Below is the list of fields that are required for decoration information mapping in your imprint configuration custom record
1. DECORATION LOCATION ID FIELD
   Field in IMC custom record that will contain decoration location ID
2. DECORATION LOCATION NAME FIELD
   Field in IMC custom record that will contain the decoration location name
3. DECORATION INCLUDED FIELD
   Field in IMC record that determines if the decoration is included or not
4. IS DEFAULT LOCATION FIELD
   Field in IMC record that determines the default location of imprinting
5. MAX DECORATION FIELD
   Field in IMC record that shows the maximum number of decorations that can be imprinted on the blank item
6. MIN DECORATION FIELD
   Field in IMC record that shows the minimum number of decorations that are required for imprinting on the blank item
7. LOCATION RANK FIELD
   Field in IMC record that contains the popularity rank of location based on supplier experience
8. DECORATION ID FIELD
   Field in IMC record that will contain decoration ID as received from PromoStandards response
9. DECORATION NAME FIELD
   Field in IMC record that will contain decoration name as received from PromoStandards response
10. DECORATION GEOMETRY FIELD
    Field in IMC record that shows the geometry of decoration
11. DECORATION UOM FIELD
    Field in IMC record that contains the UOM of decoration included for the location
12. ALLOW SUB FOR DEFAULT LOCATION FIELD
    Field in IMC record that determines that buyer can substitute a decoration location without changing the price or not
13. ALLOW SUB FOR DEFAULT METHOD FIELD
    Field in IMC record that determines that buyer can substitute a decoration method without changing the price or not
14. ITEM QUANTITY LESS THAN MINIMUM FIELD
    Field in IMC record that shows the absolute minimum part quantity that can be ordered with a Less Than Minimum (LTM) charge
15. DECORATION HEIGHT FIELD
    Field in IMC record that shows the maximum height of the decoration
16. DECORATION WIDTH FIELD
    Field in IMC record that shows the maximum height of the decoration
17. DECORATION DIAMETER FIELD
    Field in IMC record that shows the maximum diameter of the decoration
18. DECORATION UNITS INCLUDED FIELD
    Field in IMC record that shows the number of decoration units included
19. DECORATION UNITS UOM FIELD
    Field in IMC record that shows the unit of measure for the decoration area
20. LEAD TIME FIELD
    Field in IMC that shows the required lead time for the given decoration work
21. RUSH LEAD TIME FIELD
    Field in IMC that shows the required lead time for the given decoration work in case of rush service
22. DEFAULT DECORATION FIELD
    Field in IMC record that determines whether the given decoration is default decoration for a location
4. Decoration Charges Mapping
   This will map the decoration charges received in response from PromoStandards against the item with NetSuite decoration charge fields on item constitution.
   
   In this mapping you will have to provide charge type, charge cost field (this will be in your imprint configuration custom record), charge name and charge ID.
   
   Note: If there is more than one charge items with same charge name, then the first charge which comes in the response will be constituted

Item Images Configuration

1. IMAGE TYPE FOR CUSTOM INTEGRATION
   Select the image types which will be considered for update when item images are updated using custom/scheduled updates. Note: Make sure that the image type selected have mappings to a related NetSuite item field to set the image URL
2. ITEM SAVED SEARCH FOR MEDIA INTEGRATION
   Specify Item Saved Search ID for custom/scheduled media updates
3. AVOID SETTING IMAGE REAL TIME
   Check this checkbox to avoid setting an item image in the eXtendPS-DE Item Image Url {custitem_extend_promo_item_img_url} field at the time of item constitution.
   Note: If you are regularly experiencing errors on item constitution due to NetSuite governance limits, this setting will help by not making media service calls with product data and product pricing and configuration service calls, and reduce the size of the response at the time of item constitution
   
4. VENDOR FOR CONSOLIDATE MEDIA SERVICE
   Select vendors for which you want to make consolidated media service call while setting images to items.
   
   
   Note: This setting helps to reduce number of media calls made to vendor. In some cases vendors doesn't provide all class type images in common call due to which our script always make separate media calls based on image class type
   
5. ITEM IMAGE TYPE → ITEM IMAGE FIELD (In NetSuite) Mapping
   Create an item image mapping between your NetSuite item field and PromoStandards’ Item Image Type using the available sublist on the Item Images subtab. PromoStandards provides images based on distinct types and you can map them with your item image fields in NetSuite.

Additional "Item Image Types" can be added to the list by adding entries to the "eXtendPS-DE Product Image & Class Type List" custom record. Note that it is important only to add and map class types defined in the Media Content Standards. Additionally, the availability of the information will vary per supplier based upon the data which they make available in the service.

Currency Mapping Configuration

1. Create currency mappings by specifying NetSuite Currency and PromoStandards Currency. If the Multiple Currencies feature isn't enabled in your NetSuite environment, only the "PromoStandards Currency" field will be shown.
   
   Multiple Currencies:

   
   Single Currency:
   
   

Purchase Order Configuration

Starting in eXtendPS-DE 1.4, a separate setup page is available for Purchase Order service configuration: Configuring the Purchase Order Service in eXtendPS-DE

Additional Settings

There are some additional settings that need to be provided for optimal eXtendPS-DE functionality

Item Refresh Settings

1. SHOW REFRESH FROM PROMOSTANDARDS BUTTON ON ITEM
   This checkbox determines whether to show “Refresh from PromoStandards” button on the item or not. On this button click on item record all the item information related to PromoStandards will get refreshed as per the latest item information response received from PromoStandards. If “Refresh Sales Price on Existing Item” and “Refresh Item Name of Existing Item” checkbox is not checked on setup then sales price and item name will not be updated on “Refresh from PromoStandards” button click on the item record
2. SHOW REFRESH PROMOSTANDARDS PRICING BUTTON ON ITEM
   This checkbox determines whether to show the “Refresh PromoStandards Pricing” button on the item record or not. On this button click, all the pricing information will get refreshed from the latest response received from PromoStandards. If “Refresh Sales Price on Existing Item” checkbox is not checked on setup then sales price will not get refreshed on “Refresh PromoStandards Pricing” button click
3. REFRESH SALES PRICE ON EXISTING ITEM
   This checkbox determines whether to refresh sales price of the item on “Refresh from PromoStandards” or “Refresh PromoStandards Pricing” button click. Note: "Do Not Set Sales Price" must not be enabled in your Pricing and Configuration" settings
4. REFRESH ITEM NAME OF EXISTING ITEM
   This checkbox determines whether to refresh item name on “Refresh from PromoStandards” button click
5. REFRESH PRICE WITH FIRST FOB IF FOB ON ITEM NOT PRESENT
   Checkbox determines whether to refresh pricing using first FOB returned in pricing response if FOB is not mentioned on the item record

Miscellaneous Settings

1. MAX API RESPONSE SIZE
   It shows the maximum permissible limit of PromoStandards API response size in MB. It is advised to keep it below 10
2. SPECIFY CONTENT-TYPE
   The value specified here override the Content-Type header for PromoStandards Services request
3. MAXIMUM STATUS INFORMATION IN EMAIL
   Maximum number of statuses that you will receive in a single email. This is used to configure the email size to avoid too many order status or constituted items coming up in a single email
4. PROMOSTANDARDS SUPPLIERS URL
   URL of list of PromoStandards suppliers. Recommended URL:
   https://services.promostandards.org/WebServiceRepository/WebServiceRepository.svc/json/companies
5. SAVED SEARCH ID FOR QC NOTES
   Saved search specified here will be used for updating QC notes on PromoStandards vendors on executing “Validate Suppliers Endpoints” batch process using job runner
   
   The default saved search which will be installed with the bundle is customsearch_extend_promo_vendor_saved_s.  You can copy the default Saved Search and add/append criteria to only target records meeting your requirements
6. AVOID RUNNING M/R SCRIPTS IN SANDBOX ACCOUNTS
   Check this checkbox to avoid running M/R scripts in sandbox and release preview accounts.
   
   Note: Item constitution M/R scripts will work even if this setting is enabled
7. ALLOW PLACE PO IN SANDBOX & RP ACCOUNTS
   This checkbox enables users to place purchase orders from sandbox & RP accounts
   
   Note: This feature is applicable for Sandbox accounts only, Purchase order will always be placed via eXtendPS-DE service in Production accounts
8. DEFAULT ITEM SHIPMENT STATUS
   Status specified here will be set on the item fulfillment created on item fulfillment. If status specified is other than shipped, tracking may not set on the fulfillment record. Recommended value: Shipped
9. TAKE VENDOR CODE AS SUPPLIER PART ID IN QC CHECK SCRIPT
   Check this checkbox to take vendor code as supplier part ID while executing the QC check script
   
   Note: This checkbox will only appear if the multi-vendor the feature is enabled on your account
10. ITEM PART LIST PAGE SIZE
    Specify the number of item parts to be displayed per page on item details pages’ item part inventory details page
11. SAVED SEARCH ID TO UPDATE VENDOR ENDPOINTS
    Saved search Id of the saved search which will filter vendor records for endpoint updates
12. LOG REQUEST/RESPONSE XML
    Checkbox determines whether to log request/response in script logs or not. See How to Enable and Use Log Mode for Tracking XML Requests and Responses in eXtendPS-DE for more information
13. ALLOW DUMMY PROMOSTANDARDS SERVICE RESPONSE
    Don’t check this checkbox either actual responses will be overridden by dummy responses. This is used for debugging and testing purpose
14. NET PRICING VENDORS
    Item pricing on constituting/refreshing items of vendors selected in this list, net pricing of the item will be used for saving pricing on item records at the place of customer pricing
15. BLANK PRICE TYPE VENDORS
    Select vendors for which you want to request only Blank item pricing when constituting or refreshing items
16. PART ID BASED PRODUCT REQUEST
    When enabled, the Part ID will be included in the Product Data request during item constitution 

Invoice