Netsuite Suitefoundation Study Cards 2023 Questions And Answers
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Course
Netsuite SuiteFoundation
Institution
Netsuite SuiteFoundation
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...
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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