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SuiteFoundation Exam Prep Question and Answers Graded A+
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___ ___ combine several tax codes that can be applied to each transaction. This would be like city taxes. - ANS-Tax Groups ___ ____ determine the amount of tax applied to each line or item level. - ANS-Tax Code ___ and ______ indicates prefixes that limit search to a specific record type. - ANS-:, ^ ____ ___ are customer specific price levels for a group of items. - ANS-Pricing Groups ____ ___ is who the taxing authority is. This would be like who you are paying taxes to, Federal Government. ____ _______ are set on the ______ record. - ANS-Tax Agency, Tax Agency, Vendor ____ ___ on the New Release Portlet provide details about the new features in this release. - ANS-Release Notes ____ ___ should be based on how territories are formed. (e.g. City) - ANS-Sales Rules ____ ____ are where paid/collected tax is tracked on the balance sheet an used to define tax codes. - ANS-Tax Types ____ ____ on the New Release portlet provide an introduction to key new features. - ANS-Sneak Peaks ____ _____ ____ ____ are the actual feature in NS that saves emails sent from lists, records, and transactions to be automatically saved to a contact record and the record of the associated entity before being sent to your login email adddress. This feature route email messages to NS servers so that they can be recorded in NS and then forwarded to the receipiant. The sender and receipiant addresses are not changed/hidden. This feature is automatically used when ___ ____ ____ feature is turned on, and no setup is required for this feature. - ANS-Variable Envelope Return Paths, Capture Email Replies ____ _____ account define tax types, and contain GL postings of Sales VT. - ANS-Tax Control ____ _____ feature is automatically turned on for OW accounts. - ANS-Advanced Taxes
____ are scheduled activities that are automatically added to your calendar when they are created. ___ can be recurring or not recurring. You can delete individual ____ from a series; but cannot be re-associated with the series after this. - ANS-Events, Events, Events _____ ____ ___ enables you to produce a report that provides a detailed history of all actions listed in NS. - ANS-Transaction Audit Trail _____ ____ ____ ______ means that you will automatically distribute leads evenly among sales reps. - ANS-Default Round Robin Territory _____ ____ are a required component of the Advanced Taxes Feature. - ANS-Tax Nexuses _____ ____ can create custom KPIs and KPI scorecard components. - ANS-Saved Searches _____ ______ are used for tax reporting in all Non-US and Non-Canada editions. - ANS-Tax Periods _____ ___- refers to the primary information field group in a transaction, as opposed to line item data entered on the transaction tabs. By default, the ___ _____ and line item data appears on separate search rows. _____ ____ filter on the search's criteria tab - not supported for ____ ___. Totals up the amount when ____ ____= True and separates into rows when ____ ____ = false. - ANS-Main Line, Main Line, Main line, Journal Entries, Main Line, Main Line _____ and ____ subsidiaries do not count toward the maximum of 125 subsidiaries, including parent. - ANS-Elimination, Inactive _____ are priority, status, assigned to an employee, start/end date, date completed, message, related records. - ANS-Tasks _____ fields in reports and searches give your report or search access to data stored in different tables. - ANS-Joined _____ is where you go if you want a feature or functionality added to NS, or to communicate with customer support team to request an enhancement. - ANS- SuiteIdeas _____ size can only be changed by zooming your own browswe. - ANS-Font _____ up the amount when Main Line = True (omits the line item details, combines all items). When Main Line = False, ___ row per line item, and each row has some main line data. - ANS-Totals, One
Advanced Receiving separates the processes between warehousing and accounting. - ANS-Separate Advanced Shipping Feature gives your shipping and accounting department ___ processes for fulfilling and billing orders. You shipping department fulfills part or alll of an order when it is ready to ship. Then, your accounting department creates an invoices or cash sale for items shipped and services rendered. - ANS-Separate Advanced Taxes enables you to manage and calculate taxes for multiple nexuses within one NS account. Advanced Tax cant be ____ and OW accounts use it by _______ and can't be turned off. - ANS-Disabled, Default Advanced Taxes manages and calculates taxes for different ____(tax juristictions) within the same NS account. - ANS-Nexuses After items on sales orders are shipped, the sales orders can be turned into _____ or ______ _____ to bill the customer. Each transaction can not have more than ____ lines, except for webstores which can have _____ lines. - ANS-Invoices, Cash Sales, 500, 1000 After you register for a user group, you can continue to log into the user grop though the ____ in the support ta, or you can go directly to the user group website at _______. - ANS-Link, https://usergroup.netsuite.com/users/ An ______ represents a defect or an _____related to the product. A _____ is when NS software does not perform as designed. Anything else, regardless of a customer's opinion is a ____ request. - ANS-Issue, Enhancement, Defect, Enhancement Any role with _____, _____ _____, or custom role with ___ ____ ___ permission can set up taxes. - ANS-Administrator, Full Access, Manage Tax Periods Are there a limit on the number of departments and classes that you can have? - ANS- No. NS will slow if you have too many though. Assembly item can be ____ or _____. - ANS-Numbered, Serialized Assembly items are made up of several items identified as a ____ item. - ANS-Single AU Edition uses the ______. - ANS-GST Autosuggest function for popup lists: type ___ or more letters and a list of suggested matching records displays. Each popuplist has double arrows; type a few letters and then press ______ to get the list of values. Or click the double arrow - ______ & a search window pops up. If you don't want a list of suggestions when you type ___ or more letters, then go to set preferences. After you inactivate a record, it will not show in popup or dropdown lists. However, the search option will return inactive records if the
Inactive filter is set to Either/Yes. To filter inactive records out of the search results, be sure to set the Inactive filter to ____ in the search criteria. - ANS-3, tab, Search, 3, No Before a customer or contact can access an online customer form, they must enable ___ in their browswer. - ANS-JS Before running any tax reporting, it is crucial to close the ___ ____. Closing a period closes all previous periods, Opening a period opens all subsequent periods. - ANS-Tax Period Best Practice to remove an employee from NS would be to remove their ____ and then mark them as inactive. - ANS-Access Bins are sublocations within ______. Essentially are places in your warehouse where you store inventory items. Bins can be ____ by items. Bins are not ______ to each item. Bins, like locations, can only be owned by ____ subsidiary. Remember that item costing occurs at the _____ level, and not the bin level. - ANS-Locations, Shared, Unique, One, Location By default, global search results are sorted by record type, and within each record type, by name or ID. To sort results by name/ID without dividing by ___ type, go to ____ ____
Entering ____ on a sales order converts the sales order to an invoice upon billing. - ANS-Terms Entering a _____ ___ on a sales order converts the order to a cash sale upon billing. - ANS-Payment Method Feilds are presented in the smae order each time a record is accessed - ____ ___ _____. - ANS-Store Form with Record File Cabinet: if you mark a folder as private, the ____ and ____ are the only people that have access. - ANS-Creator, Admin File Cabinet: Restrict access to the ____, not the file. - ANS-Folder File Cabinet: You can override files with the ___ name. - ANS-Same Files attached are stored by ____ in the Attachments Sent/Recieved folders in the file cabinet. These folders are used when you save messages that you recieve out of NS to a record. The attachment folders are ____-generated folders ----- files in these folders are not available to select as attachments when sending ____. IF you wan to attach a file from one of these folders to email message, you must move the folder to antoher folder prior to sending the email message. - ANS-Default, System, Email Folders that are created by ____ itself have ____ numbers as internal ids. - ANS-NS, negative For a field to be available for Mass Updates 1.) Must support ____ ____ 2.) Display on the _____ form for the record type being updated, 3.) If custom, must be stored and must not have a _____ relationship. - ANS-Inline Editing, Preferred, Sourcing For Assemblies, in relation to GL accounts, you are able to identify a ______, ____, and ______ account seperate from it's component's accounts. - ANS-COGS, Income, Asset For emailing a search result, you must select __ primary recipient, but you can use CC and BCC. - ANS- For fulfilling an item group, you would ____ the asset account of the member items. - ANS-Decrease For item groups, in relation to the GL, account designation is specified at the ___ level. - ANS-Member For Item groups, item price is _____ of it's members prices. - ANS-Dependent For Kits/Packages, in relation to GL accounts, you are able to identify a separate ______ account. - ANS-Income
For Kits/Packages, the item price is ____ of it's member's prices. - ANS-Independent For Layout: There are 4 options: 2 verions of the ___ column layout, one version of the____ column layout, and one version of the ____ column layout. - ANS-2, 3, 1 For Multiple Pricing, you can either enter in a an ablsolute addition or subtraction to the current price, or assign an positive or negative ___ change to hte old price. - ANS- Percentage For Setup - Company - Enable Features - General Preference subtab, The General Preference subtab will set preferences _________ -_____. - ANS-Company-wide For something to be taxed, what two things must be done? - ANS-1.) Taxable box needs to be checked on the tax schedule, 2.) Tax Schedules need to be Applied on the item record For tablets and phones, avoid the ____ column layout. - ANS- For the Transaction Audit Trail , you an filter by action. What are the three actions that you can filter by? - ANS-Create, Change, Delete Global search can not search by ____ , however quick search can. - ANS-Date Global search does not search on dates; but ____ ____ can do this for transactions. - ANS-Quick Search Global Search: ____ for multiple characters, or ____ for a single _____. Use ____ to find a report. Captialized prefixes open results in ___ mode. Can use ____ or ______ to seperate type versus key word. ___ opens in a new broswer window. Cu:"max: or cu:max/ searches for the exact customer name ___. - ANS-%, _, Page, Edit, :,^, ::, Max Global Search: If multiple records match your keywords, a list page of results opens. If only a single record matches, by default the record opens in ___ mode. - ANS-View How do you install International Edition? - ANS-Install International Tax Bundle (updated each Friday), or check Enable Features to make sure that you have it installed How do you preview a saved search? - ANS-Hit "Save & Run" How many characters can global search handle? - ANS-3- How many log in attempts before a user is locked out? - ANS- How many NS editions are there? - ANS-
If you use an inside sales team for lead qualification, inside sales reps select ___ ____ (in the Sales Rep field on qualified leads) ---> assign leads according to territories. This is the same thing as when you convert a lead. - ANS-Reassign using Territories If you want to do a mass update on a custom field, the field must be ____, and it can not have a ____ relationship. - ANS-Stored, Sourcing If you want to email a transaction to an email that is not a customer's recorded email address; Go to _____ - ______ _____ and enter the email address separated by ;. - ANS-Communication, Messages, To be Emailed, If your list number exceeds the number of maximum dropdown entries, the list automatically becomes a _______, if not a dropdown list still appears. - ANS-Popup IMPORTANT NOTES - ANS-IMPORTANT NOTES In a saved search, what are two ways to get the transaction date to display as a month and a year? - ANS-1.) Use the month function in the result field, 2.) Create a formula field using a SQL date formatting function In OW, you can only have one tax period setup unless you have the _____ ___ feature is enabled, and you have a subsidiary/nexus that uses ____or ____reporting. - ANS- Multiple Calendars, VAT, GST In SuiteIdeas, you can search through all existing NS enhancements to vote, or enter your own ideas ("___ __ ____ __"). - ANS-File a New Idea Inline Editing is an _____ feature. - ANS-Enableable International Edition is just installing pre-configured _____. - ANS-Bundles It is reccomended that you enable Show Internal IDs preference whe working with ____ ____ or _____. - ANS-Webservices, SuiteScript Item groups are sued for items that are often sold together. Item Groups are entered in as a single unit when creating sales transactions, however they display as _____ line items when selected and can be added and removed ad hoc. The price of the item group inherits the price of the member items. - ANS-Multiple Item records are shared among ______. Locations, - status, and inventory costing is not shared. - ANS-Subsidiaries, On-Hand Item records can be shared among ______. - ANS-Subsidiaries Item types can not be changed once they are created except to convert non-inventory to _______. - ANS-Inventory
Items/Transactions subtab in Accounting Preferences - accounts section can create ____ accounts, set ____ method, and if you use lot or serial numbering, you can choose _____ costing for them. - ANS-Default, Costing, Average Keyboard reference to use Global Search? - ANS-aLT + g Kirby: Transaction Numbering Audit is more used to find all transactions while the Transaction Audit trail is more used to find _____'s actions on individual transactions. - ANS-User Kit/Packages have the ability to create items that are collected from other items. Kit/Packages display as a ____ line item when selected on a transaction. The price for Kits/Packages are set at the ____ level, and users can not modify the contents of the kits/packages. - ANS-Single, Kit Lead sources can be tracked during marketing campaigns. You can track the lead source field on the ____, _____, ______, and ___ records. - ANS-Lead, Prospect, Customer, Contact Login Audit Trail is a specialized search taht keeps track of when users have logged in from, and well as ____ attempts. - ANS-Failed Main Line is not supported for transaction searches where the type is equal to ______ ____. - ANS-Journal Entry MAINTENANCE, RESOURCES, AND DATA SECURITY(PART OF CRAZY STUDY GUIDE) - ANS-MAINTENANCE RESOURCES, AND DATA SECURITY Managed bundles are essentially just bundles that are sent regular ______ from a source account. - ANS-Updates Marketing Automation is used for ____ nurtering, and Sales Force Auotmation is used for _____. - ANS-Lead, Prospects Marketing Campaigns are sued to generate _____ messages you send as part of a marketing effort. - ANS-Email Mass updaes can send ____ emails. - ANS-Bulk Mass updates are similar to saved searches in that you can define 1.) Filters to select records, 2.) Results columns to be selected for update. 3.) _______, 4.) Schedule, 5.) Field values to be updated for each record - ANS-Audience Match the information logged with where the information is found: ____ _____ _____ - Security Challenge, ____ ____ ____ ____- Date Allocated, _____ ____ ____ - Login
Ns automatically creates _____ nexus per subsidiary in OW, but can add more. In US/Canada, one nexus for each ____/_____ defined during subsidiary creation. In other countries, creates new nexus based on ____. - ANS-One, State/Provience, Country NS can allow inventory to go _____, but BP is not to allow it to do so. - ANS-Negative NS customers can also develop their own _____ to meet their specialized requirements, or engage ____ ____ to do so. - ANS-SuiteApps, Professional Services NS user Authentication functionality: ___ straight failed log in attempts locks a user out for ___ minutes, 2.) Password must be reset every ____ days by default, 3.) ____ minutes of inactivity requires log in again - ANS-6, 30, 180, 140 On the item record - go to the Sales/Pricing subtab to enter in various pricing fields. With the Multiple Currencies feature enabled, pricing is entered for each ________. The rows and columns work together: Columns are used for ____ ____, the number of pricing discounts or columns is an ______ _____. - ANS-Currency, pricing discounts, Accounting Preference On the memory page, perform a trace route (_____) to determine if the issues with NS are due to internet or to the NS server. To do this start >type "cmd"> Enter, at teh command prompt type "cd/">Enter, At the C:/> prompt type, "tracert.system.netsuite.com">Enter - ANS-Tracert Once the Inventory feature is selected in Enable Features, NS automatically creates a _______ account and an _____ account. - ANS-COGS, Inventory One _____ ______ per subsidiary. - ANS-Tax Agency Online customer forms are used to create/receive information about customers, leads, and contacts from your _____. - ANS-Website Online customer forms can be created from ____ templates or ____ templates. - ANS- Default, HTML Online Customer Forms pathway? - ANS-Setup - Marketing- Online Customer Forms - New Optimizing NS browser performance - 1.) Delay loading of sublists under ____ ____. 2.) Set ___ of list rows (____ reccommended) 3.) Max entries for dropdowns(less than ____) 4.) Adjust browser setting- enabling caching to make pages to load pages faster and reduce JS error messages. - ANS-Set Preferences, Number, 50, 50
Order Managment: Works with all sales orders with pending fulfillment status. If all items are fulfilled, then _____ ______, if items are partially fulfilled, then the order will be ______ _____/_____ _____. - ANS-Pending Billing, Partially Fulfilled/Pending Billing Pathway for Dupliacte Detection? - ANS-SEtup - Company - Duplicate Detection Pathway for Mass Updates? - ANS-Lists - Mass Updates - Mass Update Pathway for NS Account Account Number? - ANS-Support - SuiteAnswers - Contact Support by Phone Pathway for NS Learning Center? - ANS-SuiteAnswers - Training Videos Pathway for Rename Records? - ANS-Setup - Company - Rename Records/Transactions Pathway for SuiteIdeas? - ANS-Support tab - NS Account Center(SuiteIdeas Portlet) - SuiteIdeas Pathway for support center? - ANS-Support - NS account Center Pathway for tax schedules? - ANS-Setup- Accounting - Tax Schedules - New Pathway for Transaction Numbering Audit Log? - ANS-Transactions - Management - Numbering Audit Log Pathway to create new records for CRM? and what role do you have to be in to do this in? - ANS-Setup - Sales - CRM lists, Administrator Role Pathway to create sales territories? - ANS-Setup - Sales - Sales Territories - new Pathway to delete a subsidiary? - ANS-Setup - Company - Classifications - Subsidiaries
____ the account becomes available An upgrade reminder is sent ___ ___ before the upgrade date. - ANS-Primary Contact, Product Update Contact, 2, day, 1 week Reports show ____ and _____. - ANS-Totals, Subtotals Returned items are counted as part of inventory if Recieve Return - ____ is checked. - ANS-Restock Sales orders are transactions recording the ____ of goods/services. There is no accounting impact until items are ______/_______ completed. - ANS-Commitment, Shipped, Services Sales Orders are transactions that records a _____ to sell items or services to a customer. Sales orders have no accounting impact until the items are _____ or ______ are completed. - ANS-Commitment, Shipped, Services Sales Orders can be generated in what 3 ways? - ANS-1.) Entering a SO from a PO Receipt, 2.) Entered as a webstore purchase, 3.) Online order in customer center Sales Readiness is how close a L/P/C is to making a purchase. Three options for you to pick from: ____,____, and ______. - ANS-Cold, Hot, Warm Sales/Pricing subtab on the item record - you can not separate pricing by ____, only by currency. - ANS-Country Sales/Pricing subtab on the item record, the ___ ____ is the starting point, every other price is based on your base price. - ANS-Base Price Set Preferences: ____ ____ ____ ___ will shade every other row on lists. - ANS- Registar Lock on Lists Set Preferences: ____ ____ ____ - This displays a pop up whenever a slow Portlet Times out. - ANS-Show Portlet Hint Set Preferences: _____ is only for internet explorer 10 or higher. ____: 100% zoom, ____ ______ (___% zoom), and _______ _____ ______ (____% zoom) - ANS-Density, Normal, Higher Density, 80, Very High Density, 67 Set Preferences: Chart Background: Can be overridden in individual ______. What are the 3 options for chart background? - ANS-Portlets, Lines, Bands(shaded), and Grid Set Preferences: Default font is set to ____ ____ and changing it only changes it for your role (not forms/website) - ANS-Open Sans
Set Preferences: Landing Page: If no preferences are made, ____ ____ is the initial landing page. You can choose any standard or ____ tab as a landing page, ____ role can override selections for this. - ANS-Home Page, Custom, Administrator Set Preferences: What are the four Chart Themes? - ANS-Basic, Colorful, Match Color Theme - bold(shades), match color theme - light Settings for a specific ____ override the preferred form settings on the forms page. - ANS-Role Setup to Support. What are the five steps? bottom to top - ANS-1.) Case Types, 2.) Case Orgin Types, 3.) Case Statuses, 4.) Case Priorities, 5.) Case Issues Special color themes are available for certain editions of NS: US edition uses color themes for schools organized by conference, _____ edition has color themes for NHL teams, and the ____ edition has color themes for Premier League Clubs. - ANS- Canadian, UK Standard _____ are prebuilt definitions that you can run to review, present, and analyze your account data. - ANS-Reports Subsidiary ______ determines tax nexus, NS edition, and currency. - ANS-Country SuiteApps are devloped on the SuiteCloud platform and are distributed and supported by _____. - ANS-NetSUite SuiteApps are generally available for installation. Some SuiteApps are available only to accounts designated in NS. In some cases, extra fees may be required. IF you are interested in getting access to a shared SuiteApp, contact your ____. - ANS-AMO Support Phone menu routing options are found on SuiteAnswers - _____ _____. - ANS- Urgent Qs System Notes are automatically loged for every record in NS, including ___ records. You can search System Notes via ______ searches. - ANS-Custom, Saved T or F: You can do a CSV export on custom records. - ANS-False Tax ____ defines tax juristiction. - ANS-Nexus Tax Control Accounts can be set up by _____, by _____ _____ , or by the _____ role. - ANS-Default, Professional Services, Administrator Tax Periods apply across all _____; close at the ____ level. - ANS-subsidiaries, subsidary
The inventory impact of building an assembly is that you would ____ the asset accounts of member items, and _____ the asset account of the ____ item. - ANS-Decrease, Increase, Assembly The inventory impact of fulfilling a kit/package would be to _____ an asset account of the member items. - ANS-Decrease The Japan NS edition utilizes ____-____ tax, ____ tax, ___ seperate tax reporting periods, and ___ foreign trade setting. - ANS-Pre-coded, Consumption, has, has The Learning Center is part of _____ where you can browse training videos and webinars. - ANS-SuiteAnswers The Login Audit trail can show you like who has logged into a _____, how many times they have logged into a role, and if their attempts to access a role were successful. *** - ANS-Role The Login Audit Trail is essentially just allowing _____ allows enforcement of an additional level of security for logging into NS. - ANS-2FA The maximum number of max drop-down entries that you can set is ______, and NS will default to _____. - ANS-500, 200 The Multi-Language feature lets users enter in ___ names and _____ in multiple languages. This also allows you to pick what language you want to see your NS account in. - ANS-Item, Descriptions The Multi-Location Inventory Feature is a ____ setting that is difficult to turn off. - ANS- Global The New Release Portlet shows when you account is going to be upgraded, when you release preview is scheduled, and links to ____ ___, training, release notes, and test plans. - ANS-Sneak Peaks The pricing for assemblies is ___ of it's members prices. - ANS-Independent The Transaction Audit Trail shows a detailed history of all transactions entered into _____. - ANS-NS The U.S NS edition utilizes ___-______ tax, has ___ ___ imports requried, does ____ have seperate tax reporting periods, and does ___ have foreign trade settling. - ANS- Pre-Coded, State Imports, Not, Not The UK NS edition utilizes ____-____ tax, ______ reporting, and ____ tax reporting periods and ____ foreign trade setting. - ANS-Pre-coded, VAT, Has, Has
There are no discounts offered for ____ ____. - ANS-Item Groups There are tax reporting in _____ and _____ editions. - ANS-U.S, Canada There are Training Resources to watch presentations and demos on key new features in ______. You can access these training resources by using what pathway? - ANS- SuiteAnswers, Support - SuiteAnswers-Learning Center - New Feature Training There is only ____ vendor allowed per quantity based pricing schedule. - ANS-One There is only one _____ ____ per subsidiary. - ANS-Tax Agency To assign a NS suppport center to a customer, you assign the role to the customer on their ____ record. The support center role is not available in ___ accounts. NS support center vs basic - no _____ available in basic. - ANS-Employee, Demo, Billing To configure search results to display either main line data rows only or line item data rows only, you can use the ___ ____ filter on the saved search's criteria tab. - ANS- Main Line To create online customer forms, you must enable what two features? - ANS-CRM, and Sales Force Automation To send a saved transaction by email in view mode, go to ____ - _____ on the transaction record. - ANS-Actions, email To set up and handle support cases: 1.) Create ____ ____ and ____ _____ ____ for organizing your cases, 2.) Then you can decide what items and ____ you want to offer support for, 3.) Then you can set up ____ ____ and ____ to auto-assign cases to support reps, 4.) Complete reset of the setting up support checklist - ANS-Case Type, Case Orgin Types, Issues, Case Rules, Territories, To view email messages on a customer or transaction record, you must have the view level access for the _____ ____ permission. - ANS-Track Messages Transaction - Bank - Write Checks : This is used to issue a check to pay for an ______/record a non-check transaction. - ANS-Expense Transaction Audit Trail Parthway? - ANS-Transactions - Management - View Audit Trail Transaction Audit Trail uses what three things? - ANS-Create, Change, Delete Transaction Numbering Audit is a complete list of every ___ transaction number including number that were assigned to transactions that have been ____ or failed to be _____. - ANS-Internal, Deleted, Created