Functionality & Support

Question 1

What is the difference between a sandbox account and a development account?

Answer 1

Sandboxes are intended for full end-to-end testing, using your production data. Development accounts are intended for unit testing, and should only contain test data

Question 2

I do not see all my production data in my sandbox. Why not?

Answer 2

For various reasons, not all data in your production account is copied to a sandbox. See Data That is Not Copied from Production to Sandbox for more information.

Question 3

I have some important data I want to keep in my sandbox. Can my data be saved during the next refresh?

Answer 3

A sandbox is not intended for storage of data. A refresh completely replaces the content of the sandbox account with the content of the production account snapshot. Any data that exists in a sandbox before a refresh is requested is overwritten by the refresh.

Question 4

What happens to my sandbox during a NetSuite version upgrade?

Answer 4

All sandbox accounts are taken offline for upgrade at the same time the production account is taken offline for upgrade.

Question 5

How do you access General Preferences?

Answer 5

Setup > Company > General Preferences (Under Preferences Header)

Question 6

What happens to my sandbox during a NetSuite version upgrade?

Answer 6

All sandbox accounts are taken offline for upgrade at the same time the production account is taken offline for upgrade.

Question 7

What does the refresh status Delayed mean?

Answer 7

On the Sandbox Accounts page, when the refresh status field displays Delayed, it indicates the refresh progress has stalled for some reason. When a sandbox refresh status is changed to Delayed, the Estimated Refresh Time field is blank. When the refresh resumes, the estimated refresh time is recalculated, and the new value is displayed in the Estimated Refresh Time field.

Question 8

What is progressive disclosure?

Answer 8

This means that the pages focus on your content. When you move your pointer over areas of a page, the links, menus, and icons that are appropriate for that area appear. If you do not see a link or button you expect, move your pointer around the area and see what appears.

Question 9

What are the most important Best Practices to keep in mind when working with Netsuite Support?

Answer 9

Include Account number and Environment that you’re logged in to. Describe the problem in a way that Support can replicate it

Question 10

What’s the difference between the Settings section of your home dashboard and the Setup tab in the centre?

Answer 10

Settings section contains personalization links such as Set Preferences and Publish Dashboard

Setup section contains customization options for the administrator to commit settings for the company and its users

Question 11

List the resources you should use to locate help or information regarding functionality, SuiteApp, enhancements, Best Practices and user discussion…

Answer 11

SuiteAnswers, Learning Center, Help User Guides, User Groups, status.netsuite.com, Suiteapp.com, SuiteIdeas (Enhancement Center)

Question 12

Where can you learn about NetSuite Release Cycles and New Features?

Answer 12

New Release Tab of Help Centre where you can view Sneak Peaks and Release Notes.

New Feature Previews in SuiteAnswers

Question 13

How can you refine search results to only include help topics in the global search bar?

Answer 13

Help:_______________

Question 14

How do you determine what custom form a custom field can be on?

Answer 14

Apply to forms when creating, or make field on the form itself.

Question 15

How can I create a CSV template to use for an import template?

Answer 15

Export a List view

Question 16

Describe a weak password…

Answer 16

Minimum of 6 characters. Not recommended

Question 17

Describe a Medium password…

Answer 17

Minimum of 8 characters and at least 2 of these character types, upper case, lower case, numbers, non alpha

Question 18

Describe a Strong password…

Answer 18

Default setting, minimum of 10 characters at least 3 of these 4 character types. upper case, lower case, numbers, non alphanumeric

Question 19

A Center in Netsuite means…

Answer 19

Within a role is a set of tabbed pages. Administrator by default has the Classic Center.

Question 20

Each tabbed page has a ______________. It displays portlets which can be customized

Answer 20

Dashboard

Question 21

What is a portlet?

Answer 21

Dynamic data display windows with display of hyperlinks, metrics and lists of information

Question 22

Global Search

Answer 22

Top Center of NetSuite page, Autosuggest drives results, Wild Card % and _ , Use prefix to find a specific record.

Question 23

Advanced Receiving allows you to receive items and expenses before receiving a bill

Answer 23

Go to Home > Set Preferences. The General subtab is displayed by default. In the Defaults section, click Show Internal IDs. This is for yourself.

Question 24

How do you create security questions for login verification?

Answer 24

You will be prompted your first time logging in. To do it later on or to change them any time, go to the Settings Portlet and click “Update Security Questions”