SuiteFoundation NetSuite SuiteFoundation Exam Questions and Answers

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.

HTML skills are required to create a website.

Hosted HTML pages require external hosting sites.

Shopping cart automatically saves sales orders in the system.

Integration with the accounting module requires WSDK codes.

Assign a tax schedule on the item record.

Set the taxable flag on the Item to "Yes".

Create tax schedules for groups of Items.

Add the Item to the appropriate tax schedule.

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.

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.

A Purchase Request is automatically routed to the Supervisor if the Purchase Approver is unable to approve the transaction within 24 hours.

If the Purchase Limit of the employee is set to zero, then all Purchase Requests are automatically approved, even if a Purchase Approver is set.

A rejected Purchase Request can still be edited and resubmitted for approval.

A Purchase Request can no lon

Administrators can configure the Idle Session Timeout per user, on the user’s Employee record.

The absolute NetSuite user interface session timeout is 180 minutes.

A warning with a 180-second countdown shows before an idle session timeout occurs.

Due to session synchronization, logging out of one tab ends the session for all other tabs in the same account.

Elimination Subsidiary

Consolidation Subsidiary

Parent Subsidiary

Child Subsidiary

Bill Credit

Inventory Adjustment

Customer Refund

Cash Refund

Portlet controls are shown by default but can be hidden by the user.

Portlets with content that is calculated from current data includes an Export function.

All portlets can be expanded to full-screen view.

A pop-up may display, suggesting that portlets can be minimized to speed up dashboard loading time.

Vendor Record

Purchase Request

Employee Record

Accounting Preferences

CEO

Administrator

Issue Administrator

CFO

Service Items

Assembly Items

Kit/Package Items

Lot-Numbered Items

Non-inventory For Resale

The Create access level allows editing records.

The Edit access level does not allow deleting records.

The Partial access level allows editing but not creating records.

The View access level does not allow printing records.

Enable Features

Company Preferences

Accounting Preferences

User Preferences

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.

Good for point-in-time analysis

Reveals hierarchical groupings

Are the basis for custom metrics

Can have critical data highlighted

Provides a dynamic list of results

Includes totals and subtotals by default

Go to Customization > Forms > Subtabs, then drag and drop the subtabs.

Edit the field setup and then change the value of the Subtab field under the Display subtab.

Edit the record and then drag and drop the standard field to the desired subtab.

Customize a form and click Move Elements Between Subtabs.

Lead

Prospect

Customer

Contact

Hard Opt-in

Soft Opt-in

Hard Subscribe

Subscribe

Events

Phone Calls

Tasks

Meetings

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

Charge-Based Billing

Expense Billing

Bill Costs to Customers

Billing Operations

Using the Administrator role, navigate to Lists > Support > Cases.

In SuiteAnswers, below the Contact Support Online button, click the Open Cases link.

Access the Help Center and search for Case Tickets.

Click the NetSuite Account Center portlet link in the Support tab.

Delete the Employee record.

Inactivate the Employee record.

Change the Employee's password.

Remove System Access for Employee.

Calculate Forecasts as Weighted

Advanced Forecasting

Use Opportunities in Forecast

Allow Setting Probability in Forecast Editor

Allow Override of Quotas in Forecast Editor

Users/Roles

Enable Features

Setup Customization

Company Preferences

They can be started from scratch.

They can be edited after they are created.

They can be started from Standard Roles.

They can be deleted while they are assigned.

Custom Transaction Body fields

Custom Transaction Line fields

Custom Item fields

Custom Transaction Item options

Case Profile

Setup > Company > General Preferences

Setup > Support > Support Preferences

Subsidiary record

Key Performance Indicators

KPI Meter

KPI Scorecard

Trend Graphs

Location Restrictions

Employee Restrictions

IP Address Restrictions

Restricted Form

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.

Setting the Default Round-Robin territory to Inactive marks unmatched cases as Unassigned.

The Default Round-Robin territory always has last priority.

Re-assigning existing cases to case territories is not allowed.

NetSuite assigns cases to the best match after reviewing all case territories.

When the user provides an incorrect password upon initial login.

If the user logs in using a role with two-factor authentication enabled.

When a user proactively changes their password.

If the user attempts to log in using a new computer.

Resize dashboard portlets.

Use of multiple browser tabs.

Use the smallest portlet level refresh.

Maximize the use of dashboard reports and searches.

The default role

The default forms

The tab navigation

The default subsidiary

Departments

Classes

Subsidiaries

Locations

Pay By Reference

External Checkout

Offline

General Token

Payroll

Email Campaigns

Two-Factor Authentication

Memorized Transactions

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.

Print Template

PDF Language

PDF Page Orientation

Print Using HTML

Administrator only

Administrator and Support Administrator

Administrator, Support Administrator, and Support Manager

Administrator and roles with Full access on Cases

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

Vendor Return Authorization

Sales Order

Stand-alone Vendor Bill

Stand-alone Invoice