Version: eXtendPS-DE 1.3.31 and above
Audience: Administrator

Overview

Before using eXtendPS-DE, you need to configure the setup page. To begin, log in with an Administrator role and navigate to eXtendTech → eXtendPS-DE → Setup.

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Basic Configuration
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  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 whose email address will be used to receive error logs.
  4. EMAIL RECEIVER'S EMAIL FOR ERROR*
    Email address(es) to which error reports will be sent.
  5. SHOW EXTEND RECEIVE BUTTON ON PO
    This preference determines whether to display the "EXTEND RECEIVE" button on purchase orders or not.
  6. RECEIVE SPECIAL ORDER PO
    This preference determines whether to display the "EXTEND RECEIVE" button 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

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  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 eXtendPromoStandards category. 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 determines whether the category selection is mandatory for item constitution or not.
  6. CATEGORY LABEL
    Category-1 label which will be displayed on the item search screen.
  7. SHOW CATEGORY 2 ON ITEM SCREEN
    This preference determines whether to show the category-2 field on item search results or not.
  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 determines whether category-2 is required to be specified on the item constitution or not.
  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. NON-MATRIX COLOR FIELD
    Non-Matrix color attribute field in NetSuite. Bundle field provided: eXtendPS-DE Item Color Text
  17. NON-MATRIX SIZE FIELD
    Non-Matrix size attribute field in NetSuite. Bundle field provided: eXtendPS-DE Item Size Text
  18. MATRIX 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_color}-{custitem_extend_promo_size}.

    Note: Ensure the value is chosen as such that each matrix child can gets a unique name.
  19. BASE CURRENCY*
    NetSuite currency type that will be used to set cost-field while eXtendPromoStandards Item Pricing constitution.
  20. SET VENDOR AS PREFERRED VENDOR ON ITEMS
    This preference determines whether to set the item vendor as a preferred vendor on item constitution or not.
  21. IGNORE MANDATORY FIELDS WHILE CONSTITUTING ITEMS
    This checkbox determines whether to ignore the mandatory fields of item form on item constitution or not.
  22. 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 decoration pricing is not received in response then blank pricing will set on the item records.
  23. DO NOT RENAME ITEM AS PER MATRIX TEMPLATE
    If this checkbox is checked then the item name will not rename as per the matrix name template and the item name will be set as per the mapping record created against the item name in mapping records.
  24. ABBREVIATE MATRIX LIST IN NAME
    If this checkbox is checked, the matrix list value's abbreviation will be used in the item name in place of its actual value.
  25. 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
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  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 default saved search which will be installed with the bundle is customsearch_extend_promo_update_os. You can copy this saved search and add/edit the criteria per your requirements.
  2. PAGE SIZE*
    ­Order Status Search Result’s page size. Recommended value: 20
  3. EXPECTED SHIP DATE
    NetSuite transaction body field ID applied to purchase order record on which expected ship date will be stored as received in order status response from PromoStandards. Bundle field provided: eXtendPS-DE Expected Ship Date
  4. EXPECTED RECEIPT DATE FIELD
    NetSuite transaction body field ID applied to purchase order record on which expected receipt date will be stored as received in order status response from PromoStandards. Bundle field provided: eXtendPS-DE Expected Receipt Date

Order Shipment Notification Configuration
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  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 default saved search which will be installed with the bundle is customsearch_extend_promo_dropship_fulfi.  You can 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.

    Note:     See Methods for Performing Order Status and Order Shipment Notification Searches for more information.

Pricing and Configuration

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  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 this check-box is checked, the item’s decoration details will also get constituted in NetSuite upon 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.      Image Placeholder
      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.      Image Placeholder
    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.Image Placeholder
      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.      Image Placeholder

Item Images Configuration

  1. 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.Image Placeholder
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.

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    Single Currency:
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Purchase Order Configuration

  1. PLACE PO SEARCH ID
    This saved search result will determine which Purchase Orders will be considered for placing PO to their corresponding vendors using PromoStandards PO service. Default value is customsearch_extend_ps_de_place_po_ss.
  2. IS SHOW PLACE PO BUTTON
    This checkbox will determine whether to show the "eXtendPS-DE Place PO" button on Purchase Order record or not.

    Note: This checkbox will only control the button added by script, if you are using workflow for showing this button then you will have to suspend that workflow to hide the button. Workflow provided along with bundle to add place PO button on Purchase Order record is eXtendPS-DE Place PO[B].
  3. PLACE PO BUTTON LABEL
    Label of the button which will appear on purchase order which will initiate place PO functionality. Default value is Place eXtendPS-DE PO.

    Note: This setting will only change the label of the button added by script, but if you are using workflow for adding a 'place PO button', you will have to update your workflow for changing the label. Workflow provided along with bundle to add place PO button on  Purchase Order record is eXtendPS-DE Place PO[B].
  4. ORDER TYPE
    NetSuite transaction body field ID applied to purchase order record which contains order type.
  5. ORDER NUMBER
    NetSuite transaction body field ID applied to purchase order record which contains the order number. Default value is tranid.
  6. ORDER DATE
    NetSuite transaction body field ID applied to purchase order record which contains the date of order. Default value is trandate.
  7. RUSH
    NetSuite transaction body field ID applied to purchase order record which determines whether the order is a rush order or a normal order.
  8. LAST MODIFIED
    NetSuite transaction body field ID applied to purchase order record which contains last modified date of order. Default value is lastmodifieddate.
  9. TOTAL AMOUNT
    NetSuite transaction body field ID applied to purchase order record which contains the total amount of the order. Default value is amount.
  10. PAYMENT TERMS
    NetSuite transaction body field ID applied to purchase order record which contains the payment terms of the order. Default value is terms.
  11. TERMS AND CONDITIONS
    NetSuite transaction body field ID applied to purchase order record which contains the terms & conditions related to the order.
  12. SALES CHANNEL
    NetSuite transaction body field ID applied to purchase order record which contains the sales channel value related to the order.
  13. PROMO CODE
    NetSuite transaction body field ID applied to purchase order record which contains promotion code related to the order.
  14. ADDITIONAL COLUMNS
    If functional mapping is used in place PO functionality then you will have to provide the field IDs of all the additional fields used by you in your functional mapping here.
    Note: Additional configurations will be required for the proper functioning of eXtendPS-DE PO service. Please contact eXtendTech support for configuration help.

Additional Settings

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

Item Refresh Settings

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  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

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  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 updation.
  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. PART ID BASED PRODUCT REQUEST
    When enabled, the Part ID will be included in the Product Data request during item constitution 

Invoice
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  1. INVOICE SERVICE VENDOR PAGE SIZE
    Specify page size for # of vendors which will be considered in a single Map-Reduce script while processing Invoice service response.
  2. VENDOR BILL STATUS
    The selected status will be set on the vendor bill created using PromoStandards Invoice service.
  3. MARKUP ITEM
    This item will be used at the place of line items for generating bill record when PO's line items doesn't matches against the line items present in the vendor's invoice data.
  4. VENDOR BILL TAX ITEM
    This item will be used for showing tax item on bill record if tax item is received in vendor's invoice data.
  5. VENDOR BILL SHIP ITEM
    This item will be used for showing ship item on bill record if shipping charge item is received in vendor's invoice data.
  6. AVOID TOLERANCE CHECK WHEN LINE MATCHED
    Check this checkbox if you don't want to check for tolerance when the items coming in invoice response matches with Purchase Order lines.
  7. WAITING TIME FOR MULTIPLE INVOICE(IN DAYS)
    Specify number of days you want to wait for another invoice in case partial invoice response is received from your vendor. Please refer to this article for more details regarding this feature.
  8. BODY LEVEL AMOUNT TOLERANCE
    The body level amount tolerance to create the bill record from the incoming Invoice service data.
    Note: This will support only two types of data, one is percentage and second is currency amount.
    1. For percentage please specify the value with % e.g., 2% & the value must be between 0% to 100% else you will get an invalid tolerance error on saving the setup.
    2. For currency amount please specify only numeric value 2 & the value must be a positive value else you will get an invalid tolerance error on saving the setup.
  9. LINE LEVEL AMOUNT TOLERANCE
    The line level amount tolerance to create the bill record from the incoming Invoice service data.
    Note: This will support only two types of data, one is percentage and second is currency amount.
    1. For percentage please specify the value with % e.g., 2% & the value must be between 0% to 100% else you will get an invalid tolerance error on saving the setup.
    2. For currency amount please specify only numeric value 2 & the value must be a positive value else you will get an invalid tolerance error on saving the setup.
  10. EXCLUDE TAX AND SHIP FROM TOLERANCE
    If this checkbox is checked then the tax & shipping amount coming in the invoice response will be excluded from tolerance calculation.
  11. SET REFERENCE NO. WITH INVOICE NUMBER
    If this checkbox is checked then the invoice number present in the incoming invoice response will be used as the reference number of the generated vendor bill record.