Download NetSuite Customization: Saved Searches, Dashboards, and Online Forms Q&A and more Exams Business Administration in PDF only on Docsity!
NetSuite |\Administrator |\Study |\Material |\for |\
study
Minimum |\saved |\search |\summary |\type: |- |\CORRECT |\ANSWERS |
✔✔Displays |\the |\minimum |\amount, |\or |\the |\earliest |\date |\value. Maximum |\saved |\search |\summary |\type: |- |\CORRECT |\ANSWERS |
✔✔Displays |\the |\maximum |\amount, |\or |\the |\most |\recent |\date |
value. Which |\Saved |\Search |\summary |\type |\is |\required |\for |\any |\other |
summary |\type |\to |\work? |- |\CORRECT |\ANSWERS |\✔✔Group T |/ |\F: |\Recipient |\lists |\are |\shared |\for |\both |\types |\of |\saved |\search |
emails |(alerts |\and |\scheduled) |- |\CORRECT |\ANSWERS |\✔✔True What |\are |\the |\two |\types |\of |\saved |\search |\emails? |- |\CORRECT |
ANSWERS |\✔✔alerts, |\scheduled What |\saved |\search |\results |\are |\sent |\to |\Scheduled |\email |
recipients? |- |\CORRECT |\ANSWERS |\✔✔full |\search |\results What |\Saved |\Search |\results |\are |\sent |\to |\Alert |\email |\recipients? |- |
CORRECT |\ANSWERS |\✔✔separate |\email |\for |\every |\record |\add |
and/or |\update
To |\what |\types |\of |\recipients |\can |\Saved |\Search |\result |\emails |\be |
limited |\to? |- |\CORRECT |\ANSWERS |\✔✔contacts, |\customers, |
employees, |\groups, |\partners, |\vendors How |\can |\Saved |\Search |\result |\email |\recipients |\be |\dynamically |
targeted |\based |\on |\values |\of |\search |\results |\fields? |- |\CORRECT |
ANSWERS |\✔✔Click |\the |\Recipients |\from |\Results |\subtab |\of |\a |\saved |
search |\Email |\subtab How |\can |\Saved |\Search |\results |\be |\sent |\for |\Alert |\updates |\as |\well |
as |\adds? |- |\CORRECT |\ANSWERS |\✔✔Enable |\the |\Send |\on |\Update |
option What |\does |\the |\Summarize |\Scheduled |\Emails |\option |\do |\for |\Saved |
Search |\Scheduled |\Emails? |- |\CORRECT |\ANSWERS |\✔✔Send |\the |
same |\email |\message |\results |\to |\each |\recipient T |/ |\F: |\Published |\Dashboards |\are |\limited |\to |\sharing |\with |\roles |\and |
users |\in |\your |\current |\role's |\Center, |\when |\publishing |\the |
Dashboard. |- |\CORRECT |\ANSWERS |\✔✔True T |/ |\F: |\A |\dashboard |\can |\only |\consist |\of |\one |\tabbed |\page. |- |
CORRECT |\ANSWERS |\✔✔False What |\types |\of |\users |\can |\a |\published |\dashboard |\be |\published |\to? |- |\CORRECT |\ANSWERS |\✔✔new, |\existing
What |\are |\the |\two |\Online |\Forms |\available |\in |\NetSuite? |- |\CORRECT |
ANSWERS |\✔✔online |\customer |\form, |\online |\case |\form How |\do |\you |\enable |\online |\forms? |- |\CORRECT |\ANSWERS |
✔✔Enable |\Features |> |\Enable |\Online |\Forms |\feature What |\Company |\Features |\must |\be |\enabled |\to |\have |\Online |
Customer |\Forms |\available? |- |\CORRECT |\ANSWERS |\✔✔marketing |
automation, |\sales |\force |\automation Which |\feature |\is |\limited |\when |\working |\with |\Online |\Customer |
Forms |\when |\Marketing |\Automation |\features |\is |\disabled? |- |
CORRECT |\ANSWERS |\✔✔sending |\Campaigns What |\two |\types |\of |\online |\custom |\record |\forms |\are |\there? |- |
CORRECT |\ANSWERS |\✔✔Default, |\HTML T |/ |\F: |\Default |\templates |\are |\available |\for |\HTML |\online |\custom |
record |\forms. |- |\CORRECT |\ANSWERS |\✔✔False What |\must |\be |\checked |\on |\Online |\Custom |\Record |\forms |\in |\order |
to |\have |\them |\link |\from |\a |\website? |- |\CORRECT |\ANSWERS |
✔✔Enable |\Online What |\two |\Workflow |\actions |\are |\available |\after |\a |\user |\submits |\an |
Online |\Custom |\Record |\form? |- |\CORRECT |\ANSWERS |\✔✔notify |\by |
email, |\redirect |\to |\URL
What |\are |\the |\steps |\to |\create |\a |\set |\of |\Dependent |\Dropdown |\list |
custom |\fields? |- |\CORRECT |\ANSWERS |\✔✔1. |\create |\a |\custom |\list
- |\create |\a |\custom |\record |\type
- |\create |\a |\custom |\field
- |\create |\custom |\records |\for |\each |\record |\type
- |\create |\appropriate |\custom |\fields |\on |\the |\form |\where |\you |\want |
the |\lists |\to |\appear T |/ |\F: |\Custom |\field |\filters |\are |\type |\sensitive. |- |\CORRECT |\ANSWERS |\✔✔True What |\might |\happen |\if |\you |\change |\the |\type |\of |\a |\custom |\field? |- |
CORRECT |\ANSWERS |\✔✔Filters |\defined |\for |\the |\field |\may |\become |
incompatible, |\resulting |\in |\unexpected |\errors |\when |\a |\form |
containing |\the |\field |\is |\displayed. Where |\can |\you |\filter |\a |\list/record |\or |\multiple |\select |\custom |\field? |- |\CORRECT |\ANSWERS |\✔✔Sourcing |& |\Filtering |\subtab when |\is |\the |\information |\sourced |\into |\a |\custom |\field |\changed? |- |
CORRECT |\ANSWERS |\✔✔When |\the |\record |\is |\created |\or |\when |\the |
specific |\field(s) |\involved |\are |\altered |\when |\editing |\the |\record T |/ |\F: |\stored |\sourced |\fields |\are |\updated |\when |\the |\source |\field(s) |
are |\updated. |- |\CORRECT |\ANSWERS |\✔✔False
When |\referencing |\fields |\on |\other |\records |\for |\formula |\fields, |\which |\records |\are |\you |\restricted |\to? |- |\CORRECT |\ANSWERS |\✔✔Records |
with |\search |\joins What |\format |\is |\used |\to |\reference |\the |\ID |\value |\for |\any |\List/Record |
type |\field |\in |\a |\formula |\field? |- |\CORRECT |\ANSWERS |
✔✔field_name.ID What |\are |\Custom |\Child |\Record |\Sublists? |- |\CORRECT |\ANSWERS |
✔✔Inline |\Editor |\Sublists |\that |\contain |\a |\list |\of |\custom |\records What |\is |\the |\difference |\between |\inline |\editor |\sublists |\and |\editor |
sublists? |- |\CORRECT |\ANSWERS |\✔✔UI |\appearance: |\inline |\editor |
sublists |\don't |\contain |\a |\line |\item |\edit |\area |\directly |\above |\the |\line |
items. |\Th |\eline |\items |\are |\edit |"inline" |\directly |\on |\the |\lines |\on |
which |\they |\appear. Where |\is |\the |\parent-child |\relationship |\defined |\between |\record |
types |\for |\inline |\editor |\sublists? |- |\CORRECT |\ANSWERS |\✔✔custom |
record |\type |\definition |\page How |\do |\you |\get |\a |\field |\to |\appear |\in |\an |\editor |\sublist? |- |\CORRECT |
ANSWERS |\✔✔Set |\to |\Show |\in |\List |\on |\the |\field's |\record What |\must |\be |\defined |\on |\a |\Saved |\Search |\to |\be |\used |\for |\a |
custom |\sublist? |- |\CORRECT |\ANSWERS |\✔✔at |\least |\one |\list/record |
type |\field |\defined |\as |\an |\available |\filter
Which |\filter |\is |\used |\for |\a |\custom |\sublist |\if |\the |\associated |\saved |
search |\has |\more |\than |\one |\available |\filter? |- |\CORRECT |\ANSWERS |
✔✔first |\one |\listed Which |\permission |\enables |\you |\to |\set |\a |\specific |\user |\as |\able |\to |
edit |\a |\specific |\custom |\record |\type, |\but |\not |\ALL |\custom |\record |
types? |- |\CORRECT |\ANSWERS |\✔✔Manager After |\a |\custom |\record |\type |\is |\saved, |\which |\subtabs |\are |
automatically |\added? |- |\CORRECT |\ANSWERS |\✔✔Fields, |\forms, |
online |\forms, |\child |\records, |\parent |\records How |\do |\you |\apply |\role-based |\access |\restrictions |\to |\a |\custom |
record? |- |\CORRECT |\ANSWERS |\✔✔Check |\the |\Apply |\Role |
Restrictions |\box How |\do |\you |\set |\a |\default |\form |\for |\roles? |- |\CORRECT |\ANSWERS |
✔✔Go |\to |\Setup |> |\Manage |\Roles. |\Click |\Customize |\next |\to |\the |\role |
that |\you |\want |\to |\set |\a |\form |\for. T |/ |\F: |\Forms |\that |\are |\not |\external |\cannot |\be |\marked |\as |\Preferred |
for |\Customer |\Center |\roles. |- |\CORRECT |\ANSWERS |\✔✔True How |\can |\you |\set |\a |\form |\to |\only |\be |\the |\only |\available |\form |\for |\a |
role? |- |\CORRECT |\ANSWERS |\✔✔Check |\the |\box |\in |\the |\Restricted |
column |\under |\Manage |\Roles.
What |\are |\employee |\global |\permissions? |- |\CORRECT |\ANSWERS |
✔✔Permissions |\assigned |\directly |\to |\employees, |\regardless |\of |
their |\current |\role Where |\are |\Global |\Permissions |\for |\an |\employee |\edited? |- |
CORRECT |\ANSWERS |\✔✔Global |\Permissions |\subtab |\on |\the |\Access |
tab |\of |\the |\employee |\record What |\sorts |\of |\restriction |\types |\can |\be |\applied |\to |\roles? |- |
CORRECT |\ANSWERS |\✔✔employee, |\department, |\class, |\location, |
subsidiary What |\additional |\field |\defines |\an |\intercompany |\entity |(as |\opposed |\to |\a |\standard |\entity)? |- |\CORRECT |\ANSWERS |\✔✔Represents |
Subsidiary How |\many |\intercompany |\customers |\and |\corresponding |
intercompany |\vendors |\should |\be |\created |\when |\needed? |- |
CORRECT |\ANSWERS |\✔✔One |\for |\each |\subsidiary-to-subsidiary |
relationship |\that |\has |\intercompany |\transactions What |\must |\be |\done |\before |\creating |\intercompany |\customers |\and |\vendors |- |\CORRECT |\ANSWERS |\✔✔Customize |\the |\standard |
customer |\and |\vendor |\forms |\to |\included |\the |\Represents |
Subsidiary |\field What |\fields |\must |\be |\populated |\for |\intercompany |\entities |
(customers |\and |\vendors)? |- |\CORRECT |\ANSWERS |\✔✔company |\
name, |\subsidiary, |\represents |\subsidiary, |\default |\payables |\or |
receivables |\account For |\an |\internal |\hosted |\site, |\if |\Employees |\and |\Customers |\are |\set |
as |\the |\audience, |\can |\any |\Employee |\OR |\Customer |\view |\the |\site? |- |\CORRECT |\ANSWERS |\✔✔yes Who |\can |\view |\hosted |\intranet |\site |\files |\when |\the |\Display |\in |\Web |
Site |\box |\is |\checked? |- |\CORRECT |\ANSWERS |\✔✔all |\visitors |\to |\the |
website What |\are |\intranet |\tabs |\primarily |\used |\for? |- |\CORRECT |\ANSWERS |
✔✔publishing |\information |\to |\an |\internal |\audience What |\are |\Center |\tabs |\primarily |\used |\for? |- |\CORRECT |\ANSWERS |
✔✔Organize |\and |\give |\access |\to |\a |\set |\of |\page |\links |\and |\portlets How |\can |\you |\identify |\which |\File |\Cabinet |\folders |\are |\created |\by |
default |\by |\NetSuite? |- |\CORRECT |\ANSWERS |\✔✔They |\have |
negative |\internal |\IDs Which |\roles |\have |\access |\to |\System |\Alerts? |- |\CORRECT |\ANSWERS |
✔✔Administrators Where |\do |\System |\alerts |\appear |\after |\you |\have |\activated |\the |
reminder? |- |\CORRECT |\ANSWERS |\✔✔Reminders |\portlet
Before |\troubleshooting |\performance |\issues, |\what |\should |\be |\done |
first? |- |\CORRECT |\ANSWERS |\✔✔Check |\status.netsuite.com |\to |\see |
if |\there |\are |\any |\system-wide |\issues What |\helps |\with |\troubleshooting |\performance |\issues? |- |\CORRECT |
ANSWERS |\✔✔Application |\Performance |\Management |(APM) |
SuiteApp How |\do |\you |\create |\a |\portlet |\to |\show |\status.netsuite.com? |- |
CORRECT |\ANSWERS |\✔✔scripted |\record |\available |\on |\SuiteAnswers How |\is |\client |\performance |\measured? |- |\CORRECT |\ANSWERS |
✔✔Time |\it |\takes |\for |\computer |\to |\display |\a |\page How |\should |\you |\troubleshoot |\client |\performance |\issues? |- |
CORRECT |\ANSWERS |\✔✔Task |\Manager, |\Processes, |\Memory How |\can |\you |\optimize |\custom |\form |\performance? |- |\CORRECT |
ANSWERS |\✔✔limit |\number |\of |\fields |\and |\sublists, |\minimize |\client |
scripts |\and |\workflows How |\do |\you |\check |\the |\amount |\of |\user |\licenses? |- |\CORRECT |
ANSWERS |\✔✔Setup |> |\Billable |\Components |\tab, |\check |\current |
provisioned |\qty |\and |\current |\used |\qty Which |\roles |\are |\not |\counted |\against |\the |\Full |\Access |\User |
licenses? |- |\CORRECT |\ANSWERS |\✔✔partner |\center, |\advanced |
partner |\center, |\employee |\center, |\vendor |\center, |\customer |\center
Saved |\search |\applying |\transaction |- |\CORRECT |\ANSWERS |
✔✔transaction |\created |\after |\criteria |\transaction saved |\search |\applied |\to |\transaction |- |\CORRECT |\ANSWERS |
✔✔transaction |\created |\before |\criteria |\transaction vendor |\bill |\applied |\to |\transaction |\types |- |\CORRECT |\ANSWERS |
✔✔purchase |\order, |\item |\receipt vendor |\bill |\applying |\transaction |\types |- |\CORRECT |\ANSWERS |
✔✔bill |\credit, |\bill |\payment, |\journal, |\vendor |\return |\authorization Which |\types |\of |\fields |\can't |\be |\used |\for |\formulas? |- |\CORRECT |
ANSWERS |\✔✔those |\that |\use |\drop-drown |\selectors |\or |\multi-select |
fields What |\features |\must |\be |\enabled |\to |\create |\and |\publish |\online |
customer |\forms? |- |\CORRECT |\ANSWERS |\✔✔Online |\Forms, |
Marketing |\Automation, |\Sales |\Force |\Automation What |\types |\of |\online |\customer |\forms |\are |\available |\in |\NetSuite? |- |
CORRECT |\ANSWERS |\✔✔online |\customer |\form, |\online |\case |\form How |\do |\you |\create |\a |\custom |\online |\form? |- |\CORRECT |\ANSWERS |
✔✔Edit |\a |\custom |\record, |\Online |\Forms |\subtab, |\New |\Online |\Form |
button
On |\what |\record |\types |\can |\entities |\from |\multiple |\subsidiaries |\be |
included? |- |\CORRECT |\ANSWERS |\✔✔Project |\and |\Group |\records Under |\what |\circumstance |\can |\you |\change |\an |\entity's |\subsidiary? |- |\CORRECT |\ANSWERS |\✔✔If |\no |\transactions |\have |\been |\posted |\for |\the |\entity What |\are |\intercompany |\customers |\and |\vendors? |- |\CORRECT |
ANSWERS |\✔✔entity |\records |\with |\one |\or |\more |\assigned |
subsidiaries |\that |\are |\only |\used |\for |\intercompany |\transactions. |
They |\represent |\the |\buyer |\and |\seller |\for |\these |\transactions. What |\must |\be |\defined |\on |\intercompany |\customers |\and |\vendors? |- |\CORRECT |\ANSWERS |\✔✔Intercompany |\receivable |\and |\payable |
accounts, |\Represents |\Subsidiary |\field |\defined How |\do |\you |\create |\intercompany |\transactions? |- |\CORRECT |
ANSWERS |\✔✔1. |\Customize |\the |\standard |\Customer |\and |\Vendor |
forms |\to |\include |\the |\Represents |\Subsidiary |\fields
- |\Define |\the |\vendor |\and |\customer |\as |\intercompany |\customers |
and |\vendors, |\with |\the |\appropriate |\intercompany |\payables |\and |
receivables |\accounts - |\Create |\transactions |\with |\these |\vendors |\and |\customers |
selected How |\do |\you |\grant |\an |\employee |\access |\to |\edit |\data |\from |\select |
other |\subsidiaries? |- |\CORRECT |\ANSWERS |\✔✔Customize |\their |\role, |\multi-select |\subsidiaries |\from |\the |\list
How |\do |\you |\grant |\an |\employee |\access |\to |\view |\data |\from |\ALL |
other |\subsidiaries? |- |\CORRECT |\ANSWERS |\✔✔Check |\the |\Allow |
Cross-Subsidiary |\Record |\Viewing |\box How |\can |\you |\temporarily |\restrict |\access |\to |\specific |\subsidiary |
data? |- |\CORRECT |\ANSWERS |\✔✔Set |\Preferences, |\uncheck |\the |
Include |\Sub-Subsidiaries |\box What |\are |\three |\features |\included |\in |\the |\Multi-Language |\feature? |- |\CORRECT |\ANSWERS |\✔✔PDF |\Language |\option, |\translated |\strings |
import |\for |\item, |\Users |\can |\set |\preferred |\language |\for |\UI |\and |\tab |
navigation Where |\are |\languages |\for |\Navigation |\tabs |\set? |- |\CORRECT |
ANSWERS |\✔✔Set |\Preferences Where |\are |\languages |\for |\Field |\Label |\Text |\and |\related |\Help |\set? |- |
CORRECT |\ANSWERS |\✔✔General |\Preferences How |\do |\you |\ensure |\that |\a |\file |\in |\the |\File |\Cabinet |\is |\only |\available |
to |\Company |\users? |- |\CORRECT |\ANSWERS |\✔✔Check |\the |
Company-Wide |\Usage |\checkbox |\and |\clear |\the |\Available |\Without |
Login |\checkbox What |\must |\you |\do |\to |\ensure |\that |\a |\File |\in |\the |\File |\Cabinet |\will |\be |
view-able |\on |\your |\website? |- |\CORRECT |\ANSWERS |\✔✔Check |\the |
Available |\Without |\Login |\checkbox
Can |\you |\run |\an |\Employee |\saved |\search |\that |\checks |\for |\the |\Login |
Access |\checkbox? |- |\CORRECT |\ANSWERS |\✔✔Yes How |\do |\you |\apply |\a |\Custom |\Center |\to |\a |\role? |- |\CORRECT |
ANSWERS |\✔✔You |\must |\create |\a |\new |\Role |\and |\select |\the |\custom |
center |\during |\role |\creation. What |\feature |\must |\be |\enabled |\in |\order |\to |\create |\Custom |
Centers? |- |\CORRECT |\ANSWERS |\✔✔Custom |\Records |\feature Which |\Centers |\do |\not |\count |\against |\Full |\Access |\User |\licenses? |- |
CORRECT |\ANSWERS |\✔✔Advanced |\Partner |\Center, |\Customer |
Center, |\Employee |\Center, |\Partner |\Center, |\Vendor |\Center What |\features |\in |\NS |\can't |\be |\disabled |\once |\they |\are |\enabled? |- |
CORRECT |\ANSWERS |\✔✔Multi-location |\Inventory, |\Multiple |
Currencies, |\Multiple |\Units |\of |\Measure What |\features |\are |\enabled |\by |\default |\in |\OneWorld? |- |\CORRECT |
ANSWERS |\✔✔Advanced |\Taxes, |\Accounting |\Periods. |
Currency |\Exchange |\Rates |\should |\be |\turned |\on. Which |\permission |\level |\enables |\a |\role |\to |\delete? |- |\CORRECT |
ANSWERS |\✔✔Full Can |\a |\user |\with |\the |\Create |\permission |\edit |\an |\existing |\record? |- |
CORRECT |\ANSWERS |\✔✔No
Which |\roles |\are |\free |\in |\NetSuite? |- |\CORRECT |\ANSWERS |
✔✔Customer |\Center, |\Vendor |\Center, |\Partner |\Center Which |\roles |\are |\discounted |\in |\NetSuite? |- |\CORRECT |\ANSWERS |
✔✔Employee |\Center, |\Advanced |\Partner |\Center What |\is |\best |\format |\for |\naming |\custom |\records/types |\in |\NS? |- |
CORRECT |\ANSWERS |\✔✔_companyname_recordname What |\is |\lost |\when |\a |\standard |\role |\is |\swapped |\for |\a |\custom |\role? |- |\CORRECT |\ANSWERS |\✔✔1. |\user |\preferences
- |\shortcuts
- |\recent |\records
- |\dashboard |\setup How |\to |\check |\if |\a |\role |\has |\correct |\permission |\to |\access |\an |
action/record/list? |- |\CORRECT |\ANSWERS |\✔✔1. |\As |\an |
Administrator |\role, |\view |\the |\page |\and |\copy |\the |\URL - |\switch |\to |\the |\desired |\role, |\paste |\the |\URL, |\and |\check |\if |\there |\is |
a |\Permission |\Violation |\error What |\roles |\have |\access |\to |\the |\View |\Login |\Audit |\Trail? |- |\CORRECT |
ANSWERS |\✔✔Administrator |\only What |\are |\the |\two |\main |\types |\of |\Forms, |\and |\their |\differences? |- |
CORRECT |\ANSWERS |\✔✔1. |\Entry |\forms: |\enter |\data
