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Various netsuite administration and customization techniques, including search creation, report customization, dashboard publishing, and suiteflow modification. It also discusses suitescript solutions, cross-subsidiary record viewing, and multi-language feature setup.
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A search is needed to list all customer AR balances as of the end of the previous quarter. Which search type and criteria should be used when creating this search? A. Customer Search joined to Paid Transactions for selecting transactions prior to Quarter End date, summarized by customer B. Transaction Search selecting transactions dated prior to Quarter End and posted to the AR Account, summarized by customer C. Transaction Search selecting transactions dated prior to Quarter End and of type In - ANS B Which two result display options in a Search will allow an Administrator to find the largest Sale Order ($) for each Sales Rep? A. Field: Amount, Function: Sum B. Field: Amount, Summary Type: Maximum C. Field: Sale Rep, Summary Type: Group D. Field: Customer, Summary Type: Group - ANS B & C Which search is needed to identify customers that are located in California in the area code of 415 or customers located in New York City, New York. A. State/Province = California, New York, AND, Phone = starts with 415 B. (State/Province= California, AND, Phone = starts with 415) OR (State/Province = New York, AND, City = starts with New York) C. (State/Province= California, AND, Phone = starts with 415) AND (State/Province = New York, AND, City = starts with New York) D. (State/Province= Calif - ANS B What information does Analytics Audit Trail Search Type generate? Choose 2.
A. When a search or report was last viewed and who viewed it. B. The IP address and login of the last person who ran a search or report. C. When was a report or search last run and how many times it has been executed. D. Changes or deletions made on Saved Search, Saved Report, and Report Schedule. - ANS C & D Where does a Pricing Search source its information? A. Item Pricing on the Item record B. Group Pricing tab from Item Records C. Price Levels set on Customer Records D. Item Pricing tab from Customer records - ANS A Each Sales Rep needs a list of their own New Sales Orders for the month-to-date. The Sales Rep Manager will also want to receive the report with the same data the Sales Rep receives. What is the best way to create and automate this list? A. Create a custom Report from the Sales Rep Detail report. Grant access to the report to all the Sales Reps and Managers. B. Create a search for Last Weeks Orders by Sales Rep with criteria Sales Rep is "- mine-". Send the search link to each member of the team - ANS C How can an Administrator notify the Order Processing Group when a new Sales Order is entered? A. A Report of new Sales Orders scheduled and sent to the Individual members of the Order Processing Team every hour. B. A Search of new Sales Orders scheduled and sent to the Individual members of the Order Processing Team every hour. C. A search of Sales Orders with email notification on new records which triggers an Alert to send the search data to the Order Processing Group. D. A Report of Sales Or - ANS C How can an Administrator customize a standard report displaying only the Service Department expenses, grouped by Month?
B. ___ An Account Manager requires a visual comparison of Open Invoices with date range options. C. ___ A Sales Manager requires a visual representation to view the existing Actuals Vs Forecast. D. ___ A Support Manager needs a comparison of the New Cases and Escalated across multiple date ranges
D. Records using Forms with the Store Form With Record option will override Preferred Form. - ANS C & D A record is saved using a form with the Store Form with Record option enabled. Which two statements are true? A. All users will use the form. B. Users with a different preferred form will not use the form. C. Users restricted to a different specific form will not use the form. D. The form will only be used if the user has access to the form (Enabled in role). - ANS C & D Which two record types can be created using an online Customer form? A. Partner B. Contact C. Customer D. Sales Order - ANS B & C Which two formats are available when printing a transaction? A. XLS B. CSV C. PDF D. DOC E. HTML - ANS C & E Where is the PDF/HTML Print Layout defined that will be used when printing a transaction? A. Transaction Form > Header section B. Transaction Form > Printing Fields tab C. Transaction Form PDF/HTML Layout > Header section D. Transaction Form PDF/HTML Layout > Transaction Forms tab - ANS A How can a pop-up warning be resolved if it requires a field to be populated that is not displayed on the form?
How does an Administrator set up the automatic assignment of sequential numbers to Custom Records? A. By enabling the Show ID field B. By enabling the Include Name field C. By using the Use Mass Update to Auto-Generate primary keys D. By enabling the record on the Company>Auto-Generated Numbers page - ANS A How can a child custom record be attached to the parent record? A. Include a custom Subtab, and ensure that a custom List/Record field is enabled on the Subtab. B. Include a custom Inline HTML field, enable Show in List, and set the Default Value to Record is Parent. C. Include a custom List/Record field, set List/Record to the parent Record type, and enable that field as Record is Parent. D. Include a custom List/Record field, set List/Record to the parent Record type, and set Source List to t - ANS C
D. Create button to send an email to the Sales Rep's manager when a Sales Order greater than $100,000 is entered. - ANS C & D How can an Administrator modify an existing SuiteFlow with one Action, setting the Class field as mandatory only when values on the Department and Location fields are entered? A. Edit the Transition and add the conditions Department and Class "Is Not Empty" B. Edit the Workflow summary and add the conditions Department or Class "Is Empty" C. Edit the 'Set Field Mandatory' action and add the conditions Department or Class "Is Empty" D. Edit the 'Set Field Mandatory' action and add the conditions - ANS D How can an Administrator modify an existing SuiteFlow that emails Sales Reps their customers Sales Orders, to include the Contract file if the Sales Order total is greater then $2000? A. Add Transition to a New State where Sales Order Amounts > 2000.00. B. Add a New Attach File action to the State and Condition to Amount > 2000.00. C. Edit the Send Email action, set the contract file in the Attachment:File field and Condition to Amount >
D. Edit the Send Email action, set the contract f - ANS C Which two use cases would require a SuiteScript solution rather than SuiteBuilder point-and-click customization tools? A. Set a field as mandatory on the Employee record. B. Limit available fields on the customer record for employees that are not managers. C. When a customer is in California, set the Form field to "Custom Form A" on the Sales Order. D. Display an "Over Credit Limit" message on a sales order if the New order total added to the Customer
B. Global Permissions take precedence. C. The permission with the higher level of access takes precedence. D. Global and Role permissions will cause an error if there is a conflict. - ANS B Which two statements describe the relationship between the Center Type and a user's Role? A. Custom Centers can only be applied to new roles. B. Custom Centers can be applied to any custom role. C. The Center Type affects the Tabs where the links are placed. D. The Center Type affects which Records the user has access to. - ANS A & C Which two settings will allow Sales Reps to see Customers from other subsidiaries without allowing them to enter transactions against them? A. Subsidiary field on custom Sales Rep role is blank B. Customers are listed with Parent Company as Subsidiary C. Allow Cross-Subsidiary Record Viewing is marked on the Custom Sales Rep role D. Setup > Sales Preferences > Standard Sales Roles field is set to "Restrict Editing Only" E. Subsidiary field on custom Sales Rep role lists all Subsidiaries where V - ANS A & C A user has been assigned a custom role that has the Subsidiary field left blank. Which records can this user access? A. Any record from any subsidiary B. Only records where Subsidiary is unassigned C. Records from their own subsidiary and child subsidiaries D. Only records from the subsidiary on their employee record - ANS D What are two NetSuite recommended practices for using the Administrator role? A. The Administrator role should not be the default role. B. More than one person should be assigned Administrator role. C. No more than one person should be assigned Administrator role.
D. The Administrator role can be customized to remove certain permissions. - ANS A & B With Team Selling feature enabled, a user with a Custom Sales Person role finds that his name is not selected by default in the Sales Rep field when creating a new Sales Order. What two settings affected this behavior? A. Employee Restrictions is set to "none - no default" B. Sales Role field on the employee record was not selected C. Sales Rep checkbox field on Employee record is not checked D. Sales Role box on the Custom Sales Person Role record is not checked - ANS A & B A user with a restricted role runs a custom search with the Run Unrestricted box marked. What access will the user have to the search results? A. None B. Edit access to resulting records C. Edit access to the search results D. View access to the search results E. View access to the underlying detail from summary - ANS D What could prevent a Custom A/P clerk role from accessing a Vendor Bill transaction? A. The vendor Bill is already paid B. The vendor Bill was created by another user C. The Role has Department/Class/Location restriction D. The transaction date of the Vendor Bill is already closed - ANS C Match the limited access roles with their attributes. (Use each choice once) A. ___ Vendor Center B. ___ Partner Center C. ___ Employee Center D. ___ Customer Center
Which two components are copied over when a sandbox account is refreshed? A. System Notes B. Menu Shortcuts C. Saved Search email alert settings D. Customer Center role assignments - ANS B & C Which two features are available in Sandbox accounts? A. Payroll B. Bulk Merge C. Outlook Integration D. CSV Import - ANS B & D How can an additional item be added to an Invoice using a CSV Import? A. Create a CSV file with the Invoice number and the new line item data, then do a CSV import of type Update. B. Create a CSV file with the Invoice's External ID and all the line item data (existing items plus new item), then do an import of type Update. C. Create a CSV file with the Invoice number and the new line item data, then do an import of type Update using the Advanced Option: Update Items = TRUE. D. Create a CSV file - ANS D What are three potential reasons that lines on a CSV Customer import could be rejected? A. Dates are in the wrong format B. Subsidiary is not in Parent Child format C. Country codes are in International format D. Currency codes are in International format - ANS B, C, D How can an Administrator view a list of published saved searches?
A. Create and submit a New Search on the search records with Status of "Published". B. Create and submit a New Search on the search record and select the Show in Menu of Yes. C. Execute a new Saved Search on Roles with permission of Publish Search and include Display Name of assigned users. D. Execute a new Saved Search on the search record using the criteria of public equals true and display name of search owners. - ANS D Given: ❖ Credit Card Processing Feature is turned on ❖ Use Card Security Code for Credit Card Transactions is checked What would cause the CSC field to not display in the WebStore? A. The online form was customized to hide the CSC field. B. The Payer Authentication box is not checked in Credit Card Processor setup. C. The Require Authorization for Credit Card Transactions box is not enabled in Website Setup. D. The Ignore CSC Response on Stand Alone Cash Sales is checked in the Credit Card - ANS C A company's sales manager is being terminated at the end of the day. How can the Administrator identify customer lists managed by this sales manager? A. Create a search on saved searches and set the criteria to search owner. B. View the sales manager role and review the assigned permissions for lists. C. Personalize the sales manager's Login Audit trail to display lists permissions. D. View the sale manager's employee record and review the global permissions. - ANS A A bookkeeper who worked from home is being terminated at the end of the week. What should the Administrator do to prevent the bookkeeper from logging in after they are terminated and transacting business from home?
C. Any members from either the Support Team or the Customer Service Groups. D. Only members from Customer Service that meet Support Team group cr - ANS D When setting up a new user's login, what should the administrator do in consideration of data security? A. Define the company's IP address. B. Assign limited global permissions. C. Select a password policy and length. D. Restrict the employee by the subsidiary. - ANS C What two times is a user required to answer security questions at login? A. Upon changing roles B. Upon switching browsers C. After a specified time of being idle D. When changing computers/devices - ANS B & D Match the Saved Search Settings with their applicable use for protecting data access. A. ___ Max Results B. ___ Run Unrestricted C. ___ Disallow Drill Down D. ___ Restricted List View on Role
D. Full Access = 2 and Employee Center - ANS C Where is Enhancement Voting enabled in NetSuite? A. SuiteApps B. SuiteIdeas C. SuiteTraining D. SuiteAnswers - ANS B Who has access to the Support Center role? A. The CEO only B. The Support Administrator C. Anyone to whom it is assigned D. Anyone with an Administrator role - ANS C What is difference between SuiteTalk and SuiteScript? Choose 2. A. SuiteTalk allows users to modify NetSuite workflow. B. SuiteScript allows users to modify NetSuite workflow. C. SuiteTalk allows External Applications to communicate with NetSuite and process data. D. SuiteScript allows External Applications to communicate with NetSuite and process data - ANS B&C You can delete any record that has child records or history related to it (T or F) - ANS False You are able to allow permission to edit and existing record but not create a new one (T or F) - ANS False. This can only be done with suitescript. Examples of centers - ANS Finance Center, Shipping Center, Sales Center, Classic Center Specialty: Customer Center, Vendor Center, Partner Center Discounted Roles: Employee Center, Advanced Partner Center The admin role can be customized (True or False) - ANS False. Use of customized System Admin role for everyday use is recommended.
What features does only the admin role have access to? - ANS Enable Features Company Information Delete all data Sandbox Accounts Autogenerated Numbers Rename Records and Transactions How can you view who has access to particular accounts/roles? - ANS Setup>users/roles>manage users My login audit trail - ANS Portlet on your home dashboard. Shows password changes, login attempts today, login failures. Login Audit Trail - ANS When users have logged in, what role, IP View Audit Trail (under transactions) - ANS Will show changes made to transaction records (create change delete) Transaction Numbering Audit Log - ANS Keeps track of all transactions that were changed or deleted Analytics Audit Trail - ANS Search for changes made to saved searches and when they were made Store form with record - ANS You can do this with any record that is not a transaction record Actions tab on form - ANS You can add buttons here or display menus. The standard Save, Cancel, Back, Reset, Edit buttons are not customizable. Suite flow CANNOT - ANS Access sublists Call webservices Update records other than the one you are on Initiate a workflow on related records Design complex business logic