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Various search types and criteria that can be used in netsuite to retrieve and analyze data. It covers topics such as customer search, transaction search, pricing search, and report builder features. The document also discusses suiteflow customization, suitescript solutions, and localization features in netsuite. Additionally, it covers user access and role management, as well as methods to create reports of all employees with system access. This document could be useful for netsuite administrators, developers, and users who need to understand the search and reporting capabilities of the platform.
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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 Invoices, Credit Memos, and Payments, summarized by customer D. Customer Search where Balances are greater than 0 joined to Applied To Transactions for selecting paid transactions prior to Quarter End date, summarized by customer - Answers -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 - Answers -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= California), AND, (Phone = starts with 415) OR (State/Province = New York, OR, City = starts with New York) - Answers -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. - Answers -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 - Answers -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 to run as needed. C. Create a search for Sales by Sales Rep and schedule it to run prior to the meeting. Using email notification send the results to the Sales Rep and Manager recipients. D. Create a custom Report from the Sales Rep Detail Report and schedule the report to run prior to the meeting. On the schedule, make the recipients the Sales Reps and Managers to email the report. - Answers -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 Orders with email notification on new records which triggers an Alert to send the search data to the Order Processing Group. - Answers -C How can an Administrator customize a standard report displaying only the Service Department expenses, grouped by Month? A. Set the Column footer field to Department, and set the Date range to This Month. B. Set the Column footer field to Month, and customize the report to Filter by only the Services department. C. Set the Column footer field to Month, and customize the report to include the Department column and move it all the way to the left. D. Set the Column footer field to Department, and customize the report to include the Month field and move it all the way to the left, and select the Group With checkbox. - Answers -B
How can an Administrator set the field order of a new custom field located in the Main tab of a custom Customer form? A. Edit the field order on the Lists tab of the custom form B. Edit the field order on the Fields tab of the custom form C. Edit the "Insert Before Field" value on the Display tab of the custom field setup screen D. Adjust the field order by editing the custom field > select the "Apply to Forms" button and modify the Field Order column - Answers -B Which two statements are TRUE if the "Custom Form" field on a user's preferred form is hidden? A. When editing a record, the form can be changed by pressing Control F9. B. Removing the Custom Form field restricts all users from using any other form. C. Administrators can access edit the Custom Form field. D. Records using Forms with the Store Form With Record option will override Preferred Form. - Answers -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). - Answers -C & D Which two record types can be created using an online Customer form? A. Partner B. Contact C. Customer D. Sales Order - Answers -B & C Which two formats are available when printing a transaction? A. XLS B. CSV C. PDF D. DOC E. HTML - Answers -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 - Answers -A How can a pop-up warning be resolved if it requires a field to be populated that is not displayed on the form? A. Turn on browser pop-up blocker. B. Modify the script attached to the form to stop showing the pop-up. C. Old custom form may be corrupted, therefore a new one needs to be created. D. Uncheck the Mandatory box in the custom field record that has Hidden display type setting. - Answers -D Which field setting is required to display the value of custom fields where the default value is a formula? A. Check the Mandatory box B. Clear the Store Value box C. Set Display Type to Inline Text D. Clear the Apply Formatting box E. Check the Calculate Upon Submit box - Answers -B What is a difference between displaying a child record sublist in a subtab vs. displaying it in a custom sublist? A. A custom sublist will not display filters B. A custom sublist allows a record to be unlinked C. Footer filters can only be added in a child record sublist D. A child record sublist allows for new records to be linked - Answers -D Match the use of custom records and custom lists to the correct use case. A. ___ Create options in a Matrix item B. ___ Create custom Online Survey form C. ___ Create options in a Multi Select field D. ___ Create Dependent Dropdown Fields
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 Department and Class "Is Not Empty" - Answers -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 file in the Include View Record Link field and Condition to Amount > 2000.00 - Answers -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 Balance exceeds the credit limit and the customer is 30 days overdue. - Answers -C & D Where can an Administrator view a list of all records associated with Scripts and SuiteFlows? A. Workflows page B. Script Debugger page C. Scripted Records page D. Script Deployments page - Answers -C & D Match the steps to uninstall a bundle from an account to the order they should be performed. A. ___ First B. ___ Second C. ___ Third D. ___ Fourth
A. Payroll B. Bulk Merge C. Outlook Integration D. CSV Import - Answers -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 with the Invoice's External ID and the new line item data, then do an import of type Update using the Advanced Option: Overwrite Sublists = FALSE. - Answers -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 - Answers -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. - Answers -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.
The URL to the file is sent to all customers in an email campaign, but when customers receive the email they cannot view the advertisement What prevents customers from viewing the advertisement? A. The folder's "Available Without Login" checkbox is checked B. Publishing Audience is set to 'All Customers' C. The file's "Available Without Login" checkbox is cleared. D. Publishing Site Category contains 'All Customers' - Answers -C A Parent folder in the File Cabinet is restricted to the Support Team group (a dynamic group). A manager changes a subfolder's group restrictions to the Customer Service group (a static group). Who can access the Subfolder's files through the File Cabinet navigation? A. All members of the Support Team Group B. All members of the Customer Service Group C. Any members from either the Support Team or the Customer Service Groups. D. Only members from Customer Service that meet Support Team group criteria. - Answers -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. - Answers -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 - Answers -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
Match the security controls with potential weaknesses. A. ___ Hidden at Field level B. ___ Custom Form restricted on Role C. ___ Production Access and Email removed D. ___ Production Access removed, email intact
C. SuiteTalk allows External Applications to communicate with NetSuite and process data. D. SuiteScript allows External Applications to communicate with NetSuite and process data - Answers -B&C You can delete any record that has child records or history related to it (T or F) - Answers -False You are able to allow permission to edit and existing record but not create a new one (T or F) - Answers -False. This can only be done with suitescript. Examples of centers - Answers -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) - Answers -False. Use of customized System Admin role for everyday use is recommended. What features does only the admin role have access to? - Answers -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? - Answers - Setup>users/roles>manage users My login audit trail - Answers -Portlet on your home dashboard. Shows password changes, login attempts today, login failures. Login Audit Trail - Answers -When users have logged in, what role, IP View Audit Trail (under transactions) - Answers -Will show changes made to transaction records (create change delete) Transaction Numbering Audit Log - Answers -Keeps track of all transactions that were changed or deleted Analytics Audit Trail - Answers -Search for changes made to saved searches and when they were made
Store form with record - Answers -You can do this with any record that is not a transaction record Actions tab on form - Answers -You can add buttons here or display menus. The standard Save, Cancel, Back, Reset, Edit buttons are not customizable. Suite flow CANNOT - Answers -Access sublists Call webservices Update records other than the one you are on Initiate a workflow on related records Design complex business logic Summary type: Group - Answers -Rolls up search results for the column Ex: group by customer name Summary Type: Count - Answers -Counts the number of results that apply to the column Ex: count the number of items purchased by each customer Summary type: Sum - Answers -Sums search results for the column Ex: Sum the dollar amount of the sales orders per customer Summary type: Minimum - Answers -Shows the minimum amount found for the column Ex: show the minimum amount sold in a transaction for each customer Summary type: Maximum - Answers -Shows the maximum amount found for the column Ex: show the maximum amount sold in a transaction for each customer Summary type: average - Answers -Calculates the average amount found for the column Ex: show the average amount sold in a transaction for each customer