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NetSuite Foundations Exam
Identify the general functionality that can be controlled under Enable Features. - correct answer Setup > Company > Enable Features Subtabs: Company, Accounting, Tax, Transactions, Items & Inventory, Employees, CRM, Analytics, Web Presence, Suitecloud Enable Features: Company Subtab - correct answer Classifications: -Departments -Locations -Classes Projects: -Projects -Project Management -Planned Work -Advanced Project Profitability -Activity Codes ERP General: -Multiple Units of Measure -Use Deletion Reason -Multi Subsidiary Customer -Advanced Numbering International: -Multi-Language -Multiple Currencies
-Currency Exchange Rate Integration -Worldwide Support For Phone Number Formatting Data Management: -Inline Editing -File Cabinet -Enhanced File Security -Duplicate Detection & Merge Access: -IP Address Rules Mobile: -Mobile Push Notification Enable Features: Accounting Subtab - correct answer Basic Features: -Accounting -A/R -A/P -Accounting Periods -GL Audit Numbering Advanced Features: -Expense Allocation -Dynamic Allocation -Multiple Budgets -Intercompany Time and Expense -Automated Intercompany Management -Automated Intercompany Drop Ship
-Estimates -Sales Orders -Return Authorizations -Purchase Orders -Vendor Return Authorizations -Request For Quote -Requisitions -Purchase Contracts -Blanket Purchase Orders Related SuiteApps: -Netsuite Approvals Workflow -Advanced Procurement Approvals -Warranty and Repairs Management Sales: -Multiple Prices -Quantity Pricing -Gross Profit -Promotion Codes -SuitePromotions -Auto-Apply Promotions -Required Deposit Workflow Related SuiteApps: -Advanced Promotions Shipping & Receiving: -Automatic Location Assignment -Advanced Shipping
-Pick, Pack and Ship -Fulfillment Request -Store Pickup -Shipping Label Integration -Advanced Receiving -Multiple Shipping Routes -Inbound Shipment Management Billing: -Bill Costs to Customers -Advanced Billing -Charge-Based Billing -Billing Operations -Invoice Groups Payment Processing: -Credit Card Payments -Credit Card Soft Descriptors -PayPal Integration -Electronic Funds Transfer -ACH Vendor Payments -Payment Instruments -Payment Link Enable Features: Items & Inventory Subtab - correct answer Items: -Drop Shipments & Special Orders -Matrix Items -Multiple Vendors -Gift Certificates -Bar Coding and Item Labels
-Manufacturing Routing and Work Center -Supply Chain Control Tower Related SuiteApps: -Supply Chain Management -Grid Order Management Enable Features: Employees Subtab - correct answer Payroll: -Payroll -Service Printed Checks and Stubs -Paycheck Journal Time and Expenses: -Expense Reports -Approval Routing -Per Employee Billing Rates -Billing Rate Cards -Purchase Requests -Time Tracking -Weekly Timesheets -New Weekly Timesheets Interface -Time Tracking for CRM Permissions: -Global Permissions -Advanced Employee Permissions Enable Features: CRM Subtab - correct answer Basic Features: -Customer Relationship Management -Sales Force Automation
-Customer Support and Service -Marketing Automation Related SuiteApps: -Campaign Assistant Sales: -Opportunities -Lead Conversion -Advanced Forecasting -Team Selling -Historical Metrics Support: -Email Case Capture -Automated Case Escalation -Knowledge Base -Help Desk Marketing: -Online Forms -Mail Merge -CRM Template Categories -Capture Email Replies -Subscription Categories -Upsell Manager -Sales Campaigns -Intelligent Recommendations Partners:
-Customer Access -Online Ordering -Vendor Access -Partner Access -Advanced Partner Access Enable Features: SuiteCloud Subtab - correct answer SuiteBuilder: -Item Options -Custom Records -Advanced PDF/HTML Templates -Remove Personal Information SuiteScript -Client SuiteScript -Server SuiteScript SuiteFlow: -Suiteflow SuiteGL: -Custom GL Lines -Custom Transactions -Custom Segments SuiteBundler: -Create Bundles with SuiteBundler SuiteTalk (Web Services): -SOAP Web Services -Rest Web Services
Manage Authentication: -SuiteSignOn -OpenID Connect (OIDC) Single-Sign On -Token-Based Authentication -Disable HMAC-Sha1 For Token-Based Authentication -OAUTH 2. -Netsuite As OIDC Provider Integration Add-Ons: -Telephony Integration SuiteCloud Development Framework: -SuiteCloud Development Framework -Copy to Account -SuiteApp Control Center Identify the constraints and benefits with renaming records/transactions. - correct answer Identification of NetSuite features requiring NetSuite Support Intervention. - correct answer Identify the general functionality of classifications/subsidiaries on both transactions and reporting. - correct answer Define the uses of these SuiteBuilder elements: Custom Forms, Custom Fields, Custom Record Types (Intro), Subtabs. - correct answer Probe high level knowledge of tools and enable features. - correct answer
Identify how Return Authorization form impacts downstream transactions and future GL impact. - correct answer Identify impact of controls on steps in Return Management and issuing refunds. - correct answer Identify Item Types and best uses. - correct answer Identify the impact of inventory transactions on inventory levels. - correct answer Identify the functionality of advanced inventory features and potential impacts of enabling them. - correct answer Define sales pricing strategy options. - correct answer Identify how billable items, time, and expenses flow to Invoice. - correct answer Identify setup of approval and routing options for purchasing. - correct answer Identify controls and steps in Accounts Payable transactions processes and their GL impacts. - correct answer Identify options for finding records. - correct answer Define elements of building a saved search. - correct answer Understand uses of different types of Portlet types. - correct answer Define the use of the following data management tools: Inline Editing, Mass Updates, CSV imports, CSV export, Duplicate Detection. - correct answer
Identify best practices in working with NetSuite Support. - correct answer Identify the resources to use to locate information on help, functionality, SuiteApp, enhancements, or "Best Practices", user discussion. - correct answer Identify resources to learn about NetSuite Release Cycles and New Features. - correct answer Select options for controlling access to data when creating custom roles. - correct answer Identify strategies in creating custom roles. - correct answer Identify importance of setting up security questions. - correct answer Identify what can be controlled from Settings Portlet. - correct answer Define user authentication functionality. - correct answer Identify ways of tracking changes to records in NetSuite. - correct answer Auto Generated Numbers - correct answer Setup > Company > Auto-Generated Numbers Allow you to automatically number certain records in the order they are created, and to add prefixes and suffixes to certain relationship records and transactions.
