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Netsuite Suitefoundation Study Cards 2023 Questions And Answers
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Netsuite Suitefoundation Study Cards 2023 Questions And Answers What are some key things you can define under Company Information? Addresses, Company Name, Legal Name, Organization Logo, First fiscal month, Company Base Company, Company time zone What is the path to get to Rename Records/Tra...

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  • October 26, 2024
  • 46
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers

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Netsuite Suitefoundation Study Cards 2023
Questions And Answers

What are some key things you can define under Company Information? Addresses,

Company Name, Legal Name, Organization Logo, First fiscal month, Company Base Company,

Company time zone




What is the path to get to Rename Records/Transactions? Setup > Company > Rename

Records/Transactions




What is the path to get to Printing & Fax? Setup > Company > Printing & Fax




What is the path to get to General Preferences? Setup > Company > General Preferences




When creating a subsidiary what are some important things to remember? When entering

the subsidiary record, it is important to pay attention to the hierarchy, select the correct country,

which determines the NetSuite edition and tax nexus, and choose the correct base currency (the

currency field CANNOT be changed after you pick it and save upon creation(You could mark

the subsidiary as inactive and then create the new correct subsidiary.))




What is the path to create a new customer? Lists > Relationships > Customers > New

, Netsuite Suitefoundation Study Cards 2023
Questions And Answers

What 4 permission levels can be set for users? View, Create, Edit, Full.


View - Just viewing the records, nothing more.

Create - Can create but cannot edit anything.

Edit - Can edit anything but cannot delete.

Full - Can do everything + delete

** "None" is a secret 5th role. **




PS - The Full Access role was deprecated because it had become a redundant role as the roles

and permissions options have greatly expanded




What may prevent a user from deleting a record? If a user with delete options attempts to

delete a customer record, any transactional history for that customer must be removed or deleted

from the system first. Any additional child records such as contacts, the linkage must be broken

before we can delete that record.




Security Layers on a Role 1. Permission to Edit Sales orders


2. Restrict to only edit OWN orders

, Netsuite Suitefoundation Study Cards 2023
Questions And Answers
3. Open fields for assignment or viewing

4. Assign custom form




Centers are assigned to ________ Roles. (e.g. Sales, Administrator, Accounting, Purchase

Inventory).




What is common among all center types? All centers have Home, Activities, Documents

and Setup pages.




What's a best practice preference setting for having multiple security roles? Setting a

different color scheme for each security role




What is the path for adding a new employee? Lists > Employees > Employees > New




How do you create a custom role? What is important to know about this process? You will

select a standard role and then click Customize in order to create a new custom version of it. You

will need to save your new custom role with a new name.

, Netsuite Suitefoundation Study Cards 2023
Questions And Answers
Even though there may be a standard provision security role that meets all your security needs,

you will want to still make a copy of it by clicking Customize before assigning it to a user. The

reason is if your user has been assigned a standard, out of the box, pre-provision security role

and at some point in the future, you need to take away a right or assign an additional right, you

cannot go into that pre-provision security role and add that right or take it away.




What is the maximum number of subsidiaries an account can have? 250. The root (parent)

+ 249




What's the path for Set Preferences? Home > Set Preferences




What's the path to the layout link? What are the layout options? Home > Layout (upper

right corner)




This give you 4 layout choices:

a. 2 columns: narrow, wide

b. 2 columns: wide, narrow

c. 3 columns: narrow, wide, narrow

d. 1 column

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