NetSuite Foundation Exam Flashcards
Which feature requires a user to agree to the Mass Messaging Application Terms of Service? A. Mail Merge B. Capture Email Replies C. Subscription Categories D. Customer Relationship Manager
A
Create and manage fax, email, letter, and PDF documents you create for those you do business with.
You must agree to the NetSuite Marketing Application Terms of Service before you can enable this feature. To agree to the terms, click Terms of Service. Read the terms, check the box at the bottom of the page and click Close Window.
Where does an Administrator turn on Custom Records? A. Users/Roles B. Enable Features C. Setup Customization D. Company Preferences
B. Enable Features
Which structure will allow the tracking of consolidated financial reports by a legal entity? A. Classes B. Locations C. Subsidiaries D. Departments
C. Subsidiaries
How can the impact of intercompany purchases and sales be offset?
A. Post journals to an elimination subsidiary.
B. Ensure the subsidiaries have the same parent.
C. Exclude one of the subsidiaries when reporting.
D. Set the same base currency in both subsidiaries.
A. Post journals to an elimination subsidiary
Task:Read examples and provide more detail
In a OneWorld account, which two steps are required to make items taxable? (choose 2)
A. Assign a tax schedule on the item record.
B. Set the taxable flag on the Item to “Yes”.
C. Create tax schedules for groups of Items.
D. Add the Item to the appropriate tax schedule.
A,C
https://tstdrv2155646.app.netsuite.com/app/help/helpcenter.nl?fid=section_1557736252.html
6) Match the desired requirement to the most appropriate custom Field Type to use.
Answer options may be used more than once or not at all.
A. ___ Record formatted text
B. ___ Describe something as On or Off
C. ___ Connect Customers to a custom record
D. ___ Record only one of several related preferences E. ___ Ability to possibly record several related preferences.
- Radio Button
- Multiple Select
- Text Area
- Check Box
- List/Record
- Rich Text
A. 6 Record formatted text
B. 4 Describe something as On or Off
C. 5 Connect Customers to a custom record
D. 5 Record only one of several related preferences
E. 2 Ability to possibly record several related preferences.
Order (1,2,3) the sequence that should be followed to create a custom record.
A. ___ Create custom fields
B.___ Create necessary subtabs
C.___ Define record attributes and behavior first
A. 3 Create custom fields
B.2 Create necessary subtabs
C.1 Define record attributes and behavior first
Match the desired Form Customization actions with the correct option.
Answer options may be used more than once or not at all.
A. ___ Enable inline editing
B. ___ Force a user to fill in a field
C. ___ Enter information on‐the‐fly instead of a regular screen
D. ___ Fields are presented in the same order each time a record is accessed
- Field Group
- Use for pop‐ups
- Mandatory
- Store form with record
- Enable field editing on lists
Answer options may be used more than once or not at all.
A. 5 Enable inline editing
B. 3 Force a user to fill in a field
C. 2 Enter information on‐the‐fly instead of a regular screen
D. 4 Fields are presented in the same order each time a record is accessed
A user just closed the record for a customer name Company A by mistake.
What is the recommended method to go directly back to the Customer record for Company A?
A. Use Shortcuts
B. Use Global Search
C. Use Recent Records
D. Use the Customers Menu Option
C. Use Recent Records
Which action can be taken to optimize NetSuite’s performance in a browser?
A. Resize dashboard portlets.
B. Use of multiple browser tabs.
C. Use the smallest portlet level refresh.
D. Maximize the use of dashboard reports and searches.
C. Use the smallest portlet level refresh.
What information is displayed in a pop‐up window after double clicking the NetSuite logo?
A. The PET (Page, Email, Time) page.
B. The ISP (Internet, Service, Performance) page.
C. The NS stat (https://status.netsuite.com) page.
D. The NPN (NetSuite Performance Notification) page.
A
Note: popup is titled: “Performance Details”
Gathering Performance Details
To help users to identify performance issues, you can ask them to double-click the Oracle NetSuite logo in the upper left corner of any page in the NetSuite application to display Performance Details. This window displays performance details that can be helpful for troubleshooting. This information will be different for each user. If necessary, you can use the information displayed to provide data to NetSuite Customer Support.
The Performance Details window includes the following data:
Total – Displays total page load time in seconds.
Note This data may not apply to reports, dashboards, centers, or saved searches.
Server – Displays the page load time in seconds and the percentage of the total page load time spent retrieving information from the NetSuite server.
If this row has the highest percentage in the list, see Optimizing User Preferences.
Server SuiteScript – Displays in seconds and as a percentage, the server time that was spent on server-side scripting.
Server Workflow –Displays in seconds and as a percentage, the amount of server time that was spent on work flows.
Network – Displays in seconds and as a percentage, the total page load time for data to travel from the NetSuite servers to the computer.
If this row has the highest percentage in the list, the problem could be related to the internet service provider (ISP). See Improving Network Performance.
Client – Displays in seconds and as a percentage, the total page load time for the computer to render the page.
If this row has the highest percentage in the list, see Improving Client Performance.
Page – Displays the web address of the page you are viewing in the application.
Email – Displays the email address associated with the account.
Time – Displays system date and time.
The information in the Performance Details window is based on the data sent to the client from the server. Occasionally, when the end to end time metric is not sent from the server, only the client, page, email, and time are shown.
Which two options can be set by the User under Home > Set Preferences? A. The default role B. The default forms C. The tab navigation D. The default subsidiary
C. The tab navigation
D. The default subsidiary
Which configuration would allow a user to see only child items?
A. Modify forms to show sub item field.
B. Set the user preferences to only show last sub item.
C. From Setup Tab > Accounting setup > Items and transactions, set to only show last sub item.
D. From company set up enable features, under items and inventory, set to only show last sub item.
B. Set the user preferences to only show last sub item.
Note: Field Help on “Only Show Last Sub Item” on “Set Preferences”:
Check this box to show only subitems and omit parent items in dropdown lists on transactions and forms. For example:
Subitem 1
Subitem 2
When the box is cleared, subitem names include the parent name:
Parent item
Parent item: Subitem 1
Parent item: Subitem 2
Note that when records display in popup lists subitem names always include the parent name.
Which two methods can be used to restrict access to a file from the file cabinet? (Pick 2)
A. Mark File as Private
B. Mark Folder as Private
C. Restrict Folder to Group
D. Define Private Group in Audience
E. Clear “Available without login” checkbox
B, C
Why might user A not see user B’s Calendar?
A. User B has a restricted role.
B. User A and User B’s roles use different Centers.
C. User B’s calendar is not shared as Public.
D. User A has not cleared their browser
C
16) What are three default CRM List types? (choose 3) A. Contact Role B. Contact Type C. Buying Reason D. Quota Category E. Win/Loss Reason
A. Contact Role
C. Buying Reason
E. Win/Loss Reason
Notes: CRM Lists:
To create new records for Customer Relationship Management (CRM) features, go to Setup > Sales > Setup Tasks > CRM Lists and expand the Filters. In the Type field, select the kind of CRM list you want to create a record for.
Sales Role
To create a sales team, you must create sales roles and assign them to your employees. For more information, read Creating a Sales Role.
Contact Role
Create roles to identify your contacts, for example Decision Maker or Influencer. These are assigned to the contact on the Relationships > Contacts subtab on the Prospect and Customer record.
For more information, read Associating a Contact With a Record.
Contact Category
Assigning categories to contacts helps you manage your contacts list.
For more information, read Creating Categories for Contacts.
Win-Loss Reason
Use Win-Loss reasons to indicate why an opportunity is won or lost.
Note This list is available only if you use the Opportunities feature.
Partner Category/Role
Note Type
Sales Readiness
Sales readiness describes how close a lead, prospect, or customer is to making a purchase. This list shows in the Sales Readiness field. On the Sales subtab, click Qualification. The field is viewable from opportunities, leads, prospects, and customer records.
Buying Time Frame
Buying time frame indicates when a customer intends to purchase. This list shows in the Buying Time Frame field. On the Sales subtab, click Qualification. The field is viewable from opportunities, leads, prospects, and customer records.
Buying Reason
This list tracks why a lead, prospect, or customer wants to purchase. This list shows in the Buying Reason field. On the Sales subtab, click Qualification. The field is viewable from opportunities, leads, prospects, and customer records.
For more information, read Campaign Channels and Creating a Campaign Record.
Where can statuses be mapped to actions for the progress of Lead to Prospect to Customer? A. Forecast Rules B. Sales Preferences C. Customer Status List D. Customer Sales Rules
B. Sales Preferences
Match the Sales Transaction to the default Customer Stage associated with it. (Answer options may be used more than once or not at all) A. \_\_\_ First Invoice B. \_\_\_ First Opportunity C. \_\_\_ First Sales Order D. \_\_\_ First Quote / Estimate E. \_\_\_ Additional Sales Order
- Lead
- Prospect
- Customer
A. _3_ First Invoice B. _2_ First Opportunity C. _3_ First Sales Order D. _2_ First Quote / Estimate E. _3_ Additional Sales Order
Which option must be selected to allow sales reps and managers to adjust the statuses of opportunities when saving forecasts?
A. Use Quotes in Forecast
B. Multiple Projected Amounts
C. Allow Setting Status in Forecast Editor
D. Allow Setting Probability in Forecast Editor
C. Allow Setting Status in Forecast Editor
What is the purpose of checking the Internal Only check box on a Case Form?
A. To prevent comments in the Reply window from being emailed
B. To limit the view of comments to the Contact who filed the Case
C. To email the comments in the Reply window to copied employees
D. To hide the comments in the Reply window from everyone except the assigned Support Rep
A. To prevent comments in the Reply window from being emailed
NOTE:
Check this box if you do not want your reply to be seen by customers.
Only people in your company who view this case record can see your internal message.
When editing a case, you can also send email to customers or employees using the Email button on the Messages subtab.
What allows more than 10,000 messages to be sent in a single email campaign? A. Campaign Subscriptions
B. Execute
C. Promo code D. Campaign Domain
D. Campaign Domain
NOTES: Campaign Email Limits
If you have not set up DKIM and an email domain, you are limited to 10,000 messages per campaign.
Your system administrator can set up DKIM and campaign email domains. Your company must first purchase a domain from a domain provider like GoDaddy.com or Network Solutions. DKIM and email domains are required to send more than 10,000 email messages per campaign (or email merge) or more than 100,000 bulk email per month.
Which Sales Order transaction form can generate a Cash Sale upon billing?
A. Standard Sales Order
B. Standard Sales Order ‐ Invoice
C. Standard Sales Order ‐ Deposit
D. Standard Sales Order – Progress Billing
A. Standard Sales Order
The Standard Sales Order Form
The Standard Sales Order form automatically creates the appropriate billing transaction based on whether you enter a payment method or select payment terms on the sales order.
If you enter terms on a sales order, an invoice is automatically generated when it is billed. If you enter a payment method, a cash sale is automatically generated when it is billed. If you enter neither terms nor a payment method, it generates an invoice.
What is the impact of enabling the Advanced Shipping feature?
A. Multi‐step fulfillment is enabled.
B. Drop Ship functionality is automated.
C. Fulfillment is separated from invoicing.
D. Printing of integrated shipping labels is available.
E. Shipping to separate addresses per transaction line is supported.
C. Fulfillment is separated from invoicing.
Advanced shipping gives your shipping and accounting departments separate processes for fulfilling and billing orders. Your shipping department fulfills part or all of an order when it is ready to ship. Then, your accounting department creates an invoice or cash sale for the shipped items and rendered services.
With Advanced Shipping, you can track partial shipments and invoice customers for partial or entire orders. Your picking tickets reflect the items on the order that are actually shipped.
Which three Customer Payment Methods are supported in NetSuite? (choose 3)
A. ACH Processing
B. Electronic Funds Transfer
C. PayPal Express for Web Stores
D. Credit Card Processing for Sales Orders
B. Electronic Funds Transfer
C. PayPal Express for Web Stores
D. Credit Card Processing for Sales Orders
NOTE: Exclusion
PayPal Express Checkout
You can use PayPal Express Checkout to capture funds if you process orders from a web store. This enables you to offer PayPal as a payment method to your customers.
For information about setting up and using Express Checkout, see PayPal Integration and Express Checkout.
Which setting allows returned items to be counted as part of inventory?
A. Return Authorization Status set to “Pending Receipt” B. Receive Return > Clear “Discard” checkbox
C. Receive Return > Check “Restock” checkbox
D. Location Record > Check “Make Inventory Available”.
C. Receive Return > Check “Restock” checkbox
Which three Item Types can be defined for Purchase, Resale, or Sale? (choose 3) A. Service B. Other Charge C. Inventory Item D. Non‐inventory Item
A,B,D
Which statement is true about inventory transactions?
A. Inventory adjustments should not be used on LIFO costed items.
B. Inventory fulfillments cannot be made unless there is sufficient inventory.
C. Inventory transfers and intercompany transfers have the same GL impact.
D. The inventory worksheet can be used to create opening balances for items.
D. The inventory worksheet can be used to create opening balances for items.
Note 1:
Single Inventory Worksheet Import
In the NetSuite user interface, you can use the Inventory Worksheet form to make adjustments to the levels of inventory items in stock. On this form, you need to manually enter general information as well as changes to the quantity and/or value of each inventory item to be adjusted.
The Single Inventory Worksheet Import provides an alternative that you can use to create a new inventory worksheet in NetSuite. With this import, you can submit inventory adjustment data in a CSV file that can be built from a system-provided template. For inventory worksheets with many lines, this import can be significantly faster than data entry in the Inventory Worksheet form.
This type of import can be used for adjustments that are required after physical inventory counts. Another use case for this import is to reset stock quantity and value at the end of the NetSuite implementation phase.
Note 2:
Inventory Costing and the Advanced Receiving Feature
If you track inventory costing and do use the Advanced Receiving feature, please note the following:
LIFO/FIFO Costing with Advanced Receiving
If you use Advanced Receiving, LIFO/FIFO costing occurs at the time of item receipt. Inventory costing is determined by the amounts entered on purchase orders.
