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NetSuite Administrator Sample Test new
written exam solution Q and A 2023
Where should an Administrator add the Type field in a Transaction Saved Search to limit search results to a specific transaction type? - criteria tab Which search type shows the number of orders from a Vendor that are late or not received? - transaction search What Saved Search type should an Administrator use to determine the total lifetime sales for both parent and child customers? - transaction How are users added to receive alerts sent be a Saved Search? - from the Email tab of the Saved Search, click Specific Recipients, and add the users in the Recipient field An Administrator wishes to give users with the Sales Person role permission to edit a Sales Order Saved Search. How is this done? - from the Audience tab of the Saved Search, select Allow Audience to Edit and select Sales Person under Roles How can an Administrator view changes made to a Saved Search? - access the Audit Trail tab Which Mode option allows users to remove portlets added as part of a published dashboard? - unlocked Which portlet allows for multiple KPIs to display at once? - trend graph How can Administrators make a field visible but not editable to users? - select the Disabled field type On which custom forms is the Store Form with Record preference available? - employee form inventory item form
How does an Administrator set a custom field as mandatory for a specific custom role? - assign a custom form only for that role, then select Mandatory for that field An Administrator wants to limit a custom role so that the role only uses a specific custom form when viewing a custom record. What configuration would achieve this? - on the custom role, go to Forms, then Custom Record, and select both Preferred and Restricted for the custom form Which preferences prevent creating duplicate records once an online form is submitted? - on the Select fields tab, select the Search column field on the Setup Workflow tab, select User Duplicate Detection Criteria Which forms are supported by Advanced PDF/HTML Templates? - transaction forms, return forms, and remittance forms Which two formats are available when printing a transaction? - PDF HTML Where is the PDF/HTML Print Layout defined that will be used when printing a transaction? - Transaction Form > Header section A user wants to create a custom field on a Task record that lists all customer with the Taxable checkbox selected. If the field Type = List/Record and List/Record = Customer, what additional settings are required for the custom field? - Sourcing & Filtering > Filter Using = Taxable Is Checked = Yes Which setting affects field placement on forms? - insert before When customizing records, in which scenario could a custom List be used? - to display pre-defined choices in a field
Which statement is true about Global permissions? - global permissions override role based permissions When the Automated Intercompany Management feature is enabled, which additional field is available on Customer and Vendor records? - represents subsidiary What is important to consider when auditing NetSuite user access? - the Administrator does not appear in Access Reports 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? - view access to the search results What could prevent a Custom A/P clerk role from accessing a Vendor Bill transaction? - the Role has Department/Class/Location restriction Which function can a user with the Vendor Center role access? - view payment history How can users change the language displayed in the Help Center? - go to the NetSuite Help Center and select a language from the dropdown in the top right corner What data is copied from Production during Sandbox Refresh? - user passwords Which role is never allowed to access Sandbox accounts? - Customer Center For accounts with SuiteCloud Plus licenses, what is the maximum number of import job queues that can be utilized? - five An Administrator wants to use a CSV import to remove obsolete item descriptions and update some descriptions. Which Advanced CSV Import option should they use? - overwrite missing fields
During an item import, you choose Name as the Reference Type and receive the following error; "Invalid Item Reference Key." Which of the following could have caused this error? - the Internal ID was used How can an Administrator restrict a user to files in the File Cabinet folder, yet allow users to view files attached to records? - select the Hide Attachment Folders preference, under General Preferences What is the most secure action an Administrator can take to protect the company from unauthorized access to NetSuite data? - use Two-Factor Authentication The Password Policy selected by an Administrator determines which password requirement? - minimum character types When setting up Two-Factor Authentication, what is the longest possible Duration of Trusted Device? - 30 days Which scenario required a permission that gives the ability to download data or records? - export a list How do you prevent a terminated employee from logging into NetSuite? - clear the Give Access checkbox A Sales Rep moves to a new Sales Manager at the first of the month and the Employee record is updates immediately. How will this impact reporting? - existing expense approvals already queued remain in the previous supervisor's queue, despite effective data changes The Maintenance Complete Email Notification provides an option for users to be alerted when a scheduled maintenance is complete. Which user roles receive the email notification by default? - active account Administrators Which portlet is considered the information center for all NetSuite release-related information? - New Release
Where does Pricing Search source its information? - item pricing on the item record 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 date. What is the best way to create and automate this list? - create a search for sales by sales rep and schedule it to run prior to the meeting, using email notification send results to the sales rep and manager recipients How can an Administrator notify the Order Processing Group when a new Sales Order is entered? - a search of sales orders with email notifications on new records which triggers an alert to send the search data to the Order Processing Group How can an Administrator customize a standard report displaying only the Service Department expenses, grouped by month? - set to column footer field to month and customize the report to filter by only the services department A custom report for the CFO was created, but the CFO cannot view the report? - audience controls Which three reports builder features will help create custom reports for the purchasing manager that shows purchases by vendor, comparing this year to last year and the percent difference? - formulas field alternate date range alternate date range type Identify the simplest approach to provide a specific employee temporary dashboard publishing capability? - add the publish dashboards permission to the employee's global permissions A professional services manager requires a list of standard project metrics - KPIs An account manager requires a visual comparison of open invoices with date range options - reports snapshot
A sales manager requires a visual representation to view the existing actual vs forecast - KPI meter A support manager needs a comparison of the new cases and escalated across multiple date ranges - KPI scorecard Which two types of forms can selected under the linked forms tab when editing the standard purchase order forms? - vendor bill item receipt How can an Administrator set the field order of a new custom field located in the Main tab of a custom Customer forms? - edit the field order on the Fields tab of the custom form Which two statements are true if the custom form field on a user's preferred form is hidden? - administrators can access edit the custom form field records using forms with the store form with record option will override preferred form A record is saved suing a form with the store form with record option enabled. Which two statements are true? - users restricted to a different specific form will not use the form the form will only be used if the user has access to the form (enabled in role) Which two record types can be created using an online customer form? - contact customer How can a pop-up warning be resolved if it requires a field to be populated that is not displayed on the form? - uncheck the Mandatory box in the custom field record that has hidden display type setting
greater then $2000? - edit the send email action, set the contract file in the attachment fie field and condition to amount > 2000 Which two use cases would require a SuiteScript solution rather than SuiteBuilder point and click customization tools? - when a customer is in California set the form field to custom form A on the sales order displays an over credit limit message on a sales order if the new order total added to the customer balances exceeds the credit limit and the customer is 30 days overdue Where can an Administrator view a list of all records associated with Scripts and SuiteFlows> - scripts records page scripts deployments page How to uninstall bundles form an account - log into the account in which you installed the bundle go to Customization > SuiteBundler > Search & Install Bundles > List choose uninstall from the action dropdown for the bundle you want to uninstall in the confirmation pop-up click ok Which statement is true about the source of a managed bundle? - it is possible to view all the components of a managed bundle before installing Which two statements describe the relationship between the center type an a user's role? - custom centers can only be applied to new roles the center type affects the tabs where the links are places which two settings will allow sales reps to see customers from other subsidiaries without allowing them to enter transactions against them? - subsidiary field on custom sales rep role is blank
allow cross-subsidiary record viewing is marked on the custom sales rep role a user has been assigned a custom role that has the subsidiary field left blank. which reocrds can this user access? - only the records from the subsidiary on their employee reocrd What are two NetSuite recommended practices for using the Administrator role?
- The Administrator role should not be the default role More than one person should be assigned 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? - Employee Restrictions is set to "none - no default" Sales Role field on the employee record was not selected Limited access role attributes - Vendor Center - allow viewing of purchase orders Partner Center - allows viewing of leads Employee Center - allows creation of purchase requests Customer Center - allows creation of sales orders What are three available localization features that come with the multi language feature? - PDF language option translated strings can be imported for items users can select their preferred language for UI and tab navigation multi language features - suite answers - none navigation tabs - languages under set preferences
what two actions can an account administrator take to prepare for a new release?
- review the information in the new release portlet confirm setting for release preview and sandbox options Which two events occur when uses attempt to change their NetSuite email address? - a validation message is sent to the new email address that contains a clickable link a notification message for the requested change is sent o the current email address security controls and potential weaknesses - hidden at field level - form > view source custom form restricted on role - run search with restricted fields production access and email removed - log into other environments production access removed, email intact - reports and alerts still received saved search settings and use for protecting data access - max results - limit quanity of exposed data run unrestricted - allow reporting without granting permission to underlying record disallow drill down - prevent access to records referenced in search restricted list view on role - prevent creation of new search with restricted fields what tow time is a user required to answer security questions - upon switching browser when changing computer/device
when setting up a new user's login what should the administrator do in consideration of data security - select a password policy and length a parent folder in the file cabinet is restricted to the support team group (dynamic). a manager changes a subfolder group to customer service group 9static). who can access the subfolders files through the file cabinet navigation - only members from customer service that meet support tema group criteria which two compnents are copied over when a sandbox account is refreshed? - menu shortcuts saved search email alert settings which two features are avaliable in sandbox account - bulk merge csv import how can an addiotnal item be added to an invoice using a CSV import - create a csv file with the invocies external id and the new line item data, then do an import of type update using the advanced option overwrite sublists = false what are three potential reasons that lines on a csv customer improt could be rejected - subsidiary is not in parent child format country codes are in internation format currency codes are in interantional format how can an administrator view a lsit of published saved searches - execute a new saved search on the search record using the criteria of a public = ture and display name of search owners 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? - The Require Authorization for Credit Card Transactions box is not enabled in Website Setup
