Triggering Order Creation Based on Steelbrick Quote Status
The trigger setting is independent from the source object. Hence, you can configure a scenario where the Order data is pulled from a Steelbrick Quote when its parent Opportunity reaches a stage of Closed/Won.
To trigger Order creation based on Steelbrick Quote status
1. Go to Setup > Build > Installed Packages > NetSuite CRM Connector > Configure.
2. The Record Administration page is displayed.
3. In Integration Setup & Lists, click Connector Settings.
4. The Connector Settings page is displayed.
5. From the Order Generator & Pricing list, select the desired status as the Steelbrick Quote Status Trigger for Auto-Order Creation.
6. Click Save.
7. Create a new trigger named SteelbrickQuoteOrder on the Steelbrick SBQQ__Quote__c object, selecting only the after update action. The DOUBLE-UNDERSCORE between SBQQ and Quote in the object. We have a template object for testing with only a single underscore (SBQQ_Quote__c)—do not use it.
8. Copy the trigger code within the SBQQ_QuoteOrder.trigger block and paste into the SteelbrickQuoteOrder.trigger block.
9. Go to Edit > Find/Replace on the code to replace SBQQ_ with SBQQ__. (The second underscore adds proper reference to the Steelbrick namespace.)
10. Edit OrderGenerator.cls and uncomment line 13.
11. Edit OrderGenerationStatus.cls and uncomment lines from 10 to 14. The Order creation is triggered based on the Steelbrick Quote status.
Note: When a Steelbrick Quote reaches a desired status, the above setting enables the auto-creation of an Order.
Last modified date: 12/14/2021