SuiteFoundation NetSuite SuiteFoundation Exam Questions and Answers

Even if a custom form is stored with a record, a user cannot access the form if it is not enabled for their role.

If you set preferred forms without restricting them, employees can still change the form when entering records.

The Store Form with Record option is available for all custom entry and custom transaction forms.

Define preferred forms from Home > Set Preferences.

Enter # in the Maximum Entries in Dropdowns field to always use popup lists.

To quickly enter a single value in a MultiSelect Popup List, type the first few letters of the value and press Tab.

Enter the record prefix followed by the first letters of a value to automatically populate a dropdown list.

When the Popup Auto Suggest preference is enabled, NetSuite suggests matching records after typing five (5) or more characters.

SuiteBuilder

SuiteFlow

SuiteBundler

SuiteTalk

Item Pricing

Base Price

Price Level

Group Pricing

My Login Audit portlet

At the bottom of the Home Dashboard

Settings Portlet > Change Email

SuiteAnswers > Contact Support by Phone

Multi-step fulfillment is enabled.

Drop Ship functionality is automated.

Fulfillment is separated from invoicing.

Printing of integrated shipping labels is available.

Shipping to separate addresses per transaction line is supported.

It is not possible to change the Center Type of created Custom Roles.

Grant employees access from the Users subtab of a Custom Role record.

Custom Roles can be created through CSV Import.

It is not possible to make copies of a Custom Role.

Go to the Communication subtab and click Refresh on the Messages sublist.

Right-click the Refresh icon on the browser and click Soft Refresh.

Refresh the whole page.

Click the Receive Email Crosslink.

Forecast Rules

Sales Preferences

Customer Status List

Customer Sales Rules

Quick Accept can be performed through the Calendar portlet.

Enable the Quick Accept preference under Setup > Activities > Calendar Preferences.

The Event record should be in Edit mode to perform Quick Accept.

The Quick Accept button provides users an option to mark events as Tentative or Accepted.

Service

Other Charge

Inventory Item

Non-inventory Item

A Mass Update definition must be saved before users can click Perform Update.

The first step to perform a Mass Update is to define new values that will be reflected on records.

On the Mass Update Preview Results page, users can exclude individual records.

Saved Mass Updates can be found on the list of Saved Searches.

Advanced Accounting

Advanced Shipping Integration

Advanced Billing

Advanced Shipping

Payroll

Email Campaigns

Two-Factor Authentication

Memorized Transactions

Custom Search

Report Snapshots

Quick Search

Custom List

Password criteria is setup by the system administrator.

Users can change their password via the Settings portlet.

Passwords have strength ratings and cannot be changed until the criterion is met.

The 'reset password' Security Questions are updated by the system administrator.

To enable the Global Subscription Status field on the Customer record.

To set the Global Subscription Status to Soft Opt-out once a new Customer record is created.

Existing customers are updated from Soft Opt-in to Unsubscribed.

To enable the Campaign Subscription Center link under Home > Dashboard > Settings portlet

Allow Overage on Item Fulfillments

Invoice in Advance of Fulfillment

Show Unfulfilled Items on Invoices

Allow Overage on Item Commitments

Main Line = yes

Item on Any Line = specify item

Name = name of the item

Main Line = any

Vendor Record

Purchase Request

Employee Record

Accounting Preferences

They can both edit Opportunity records.

Mark can create Opportunity records while Don can edit and create Opportunity records.

Don can create Opportunity records while Mark can edit and create Opportunity records.

Neither Don nor Mark can

Expense Allocation

Advanced Revenue Management

Vendor Prepayments

Consolidated Payments

If created with a Credit Form, the record generates a Customer Deposit.

If created with a Credit Form, the record generates a Credit Memo.

If created with a Cash Form, the record generates a Credit Memo.

If created with a Cash Form, the record generates a Cash Sale.

The navigational path to the record updates with the renaming.

Abbreviations for Transaction Names can only contain up to 10 alphanumeric and/or special characters.

Abbreviations for Account Type Names can be used to access the account when recording journal entries.

The renaming process applies to each language used within the system.

Help Guide

Help

Field Description

Field Level Help

Progress Invoice

Cash Sale

Customer Payment

Invoice

The user created a custom Center tab named Client under Lists > Relationships. Name changes are applied to standard NetSuite element names, but not to customized elements.

The user renamed the Customer to Client in the English (U.S.) language, but is currently using English UK as the language under Home > Set Preferences > General > Localization > Language.

The user must have at least a Full/Edit level permission to Rename Records/Transactions in order for changes to save.

The user is logged into another role that uses the classic Center tab. Since renaming records or transactions is a user preference, the name change does not apply to that role.

Locations

Inventory

Multi-Location Inventory

Advanced Inventory Management

Post journals to an elimination subsidiary.

Ensure the subsidiaries have the same parent.

Exclude one of the subsidiaries when reporting.

Set the same base currency in both subsidiaries.

Are available for Web Query

Provide point-in-time analysis

Are the basis for custom KPIs

Can have critical data highlighted

Are the basis for custom report snapshots

Delete the Employee record.

Inactivate the Employee record.

Change the Employee's password.

Remove System Access for Employee.

Hard Opt-in

Soft Opt-in

Hard Subscribe

Subscribe

Key Performance Indicators

KPI Meter

KPI Scorecard

Trend Graphs

Add and or Update items.

Add Transactions records.

Update existing entity records.

Delete Customer lead records.

Web Site

Payment Center

Customer Hub

Customer Access

Main

Items

System Information

Custom

Inventory adjustments should not be used on LIFO costed items.

Inventory fulfillments cannot be made unless there is sufficient inventory.

Inventory transfers and intercompany transfers have the same GL impact.

The inventory worksheet can be used to create opening balances for items.

LIFO and FIFO costing cannot be used.

Costs are calculated at the location level.

Costing calculations remain at the item level.

Average costing will not work with Bin control.

Date

Date/Time

Time of Day

Record is Parent

Define the sales price on the item record.

Assign a price level on the customer record.

Assign the item pricing on a customer record.

Define a contract price level on the item record

Administrator only

Administrator and Support Administrator

Administrator, Support Administrator, and Support Manager

Administrator and roles with Full access on Cases

Charge-Based Billing

Expense Billing

Bill Costs to Customers

Billing Operations

To prevent comments in the Reply window from being emailed

To limit the view of comments to the Contact who filed the Case

To email the comments in the Reply window to copied employees

To hide the comments in the Reply window from everyone except the assigned Support Rep

Allow All Records

Do Not Restrict This Role by Device ID

Allow Cross-Subsidiary Record Viewing

Do Not Restrict Employee Fields

A Lead record can be converted to the Customer stage without creating a transaction.

Leads converted to Customers can never be converted back to Leads.

When an Opportunity is created, the Lead record is assigned the default status set under Sales Preferences.

Leads can be converted to the Customer stage through a Relationships type CSV import.