NetSuite Administrator

5 types of permissions

-Transactions -Reports -Lists -Setup -Custom Records

what is the Administrative Notifications page

-available to account administrators, other users with Setup Company permission

what can you do on the Scripted Records page?

-view a list of all records that have a user event script or a client script associated with a record -by default, only records that have at least one associated script appear on the list -click Show Undeployed box to view all records in your acct

what does Restricted box for forms do?

-restrict the role to only the forms you mark as preferred (Not available for Customer Center roles)

what does Customer Center role do?

-standard role for customers -lets customers view their estimates, invoices, orders and payments

steps to set sourcing and filtering criteria

-edit custom field -clear Store Value box (most cases) -Display subtab, select Display Type other than Hidden (sourcing does not occur for Hidden) -Sourcing & Filtering subtab -Source List, select field that references the record you want to source info from -Source From list, select field you want to source from -after set sourcing criteria, set any filtering criteria

5 types of restrictions available

-employee -department -class -location -subsidiary (OneWorld only)

are accounts taken offline when a refresh is requested?

NO

what data is copied from Production during a sandbox refresh?

User passwords

what does the Partner Center role do?

-lets your partners view the Sales by Partner and Sales by Promotion Code reports, partner codes and promotion codes -if using Partner Commission & Royalties feature, partners can also view commission reports -if using Advanced Partner Access feature, Advanced Partner Center role is available: gives partners access to more records, txns, and reports

what is SuiteTalk SOAP Web Services?

-platform provides programmatic access to your NS data and business processes through an XML-based API -insert, update, delete, select/search are supported -adheres to role-based permission structure in NS UI

step 3 define the workflow condition

-select Visual Builder -click open icon to open the Condition Builder -Workflow Condition builder: enter Field and Compare Type -Selection column: box and Select Multiple -Choose Selection window appears, e.g. In Discussion, In Negotiation, In Progress, Qualified -Add, Save

step 2 define workflow initiation

-select properties: Event Based, On Create, Trigger Type

Basic Mode bundles search

-supports simple bundle searches across all production locations

Key Performance Indicator

-synthesize your raw data into critical business metrics that you can see right on your dashboard in the formats you choose -can create custom KPis based on custom saved searches

custom Transaction Item fields

-used to add fields to the line items of your transaction records such as purchase items, sales items, and Web store items -when adding a custom field to the line items of a transaction, you apply the field to the type of line item

what does Add/Move Content dashboard permission do?

-users can add or rearrange portlets, and at the same time prevents them from removing portlets

What is the option that shows when a report's running time is lengthy?

Alert me when ready Report runs in background and you receive an email when the report is completed, with a link to its results

what custom record type setting prevents users from creating a new record in the user interface?

Allow UI Access is not selected

T/F: a transaction form PDF layout can be customized for check vouchers

FALSE

if a saved search with email alert is included in a bundle, the email alert is not sent in the account where the bundle is installed unless what is enabled?

Enable Alerts for WS and CSV imports preference at Setup > Company > Email > Email Preferences

after publishing a dashboard, can you change the restriction levels for users' dashboard personalizations?

NO

after you have saved a published dashboard, can you redefine which tabbed pages are included or change their restriction modes?

NO

are email alerts available for searches with summarized results?

NO

can forms that are not external be marked as Preferred for Customer Center roles?

NO

can information for a Multiple Select field type be sourced?

NO

can you change the primary subsidiary selected on the entity record after transaction is posted for the entity?

NO

does saved search email work with email capture features e.g. email capture plug-in, email case capture?

NO

Can you run more than one instance of the report at the same time?

NO if you do, the first instance is canceled, and the second instance is run

can the {results} parameter be used in a scheduled saved search email that is not summarized?

NO, because the results are all single rows sent out individually instead, use the Insert Field dropdown list to insert a field ID enclosed in curly braces for each column for which you want results returned

Do Summarize Scheduled Emails settings apply to alert email?

NO, because these messages are always single-record results

is it possible to downgrade access for the Administrator by using global permissions?

NO, global permissions are not taken into account for the Administrator role

Do customers, vendors and partners other than advanced partners have access to public saved searches?

NO, if they do gain access, they can only run the search if they have permission to view the search record type, and the search returns only their own records

in the Customer Center, what sales order form is shown if the sales order is created through the Web Store?

the form that was defined at the time the order was saved in the Sales Order Type field on the Website record at Commerce > Websites > Website List on the Shopping tab, Checkout Preferences

in the Customer Center, what sales order form is shown if the sales order is created in the Customer Center or originally entered in NS?

the preferred sales order form defined at Customization > Forms > Transaction Forms

if your dashboard contains a calendar portlet that displays My Calendar, who's calendar will dashboard users see?

the published dashboard users' personal calendar, not the publisher's one

formula expression for referencing field IDs

use the format {field_name.ID}

how to enable multi-row results for email alerts

using a {results} parameter in the text for the Single-Record Results field

what can you assign a primary and multiple secondary subsidiaries to?

vendor and customer entities

what does the Allow UI Access box do in Permission and UI settings for custom record types?

indicate the record can be accessed only through SuiteScript if box is cleared, box is checked by default

what does the Allow Mobile Access box do in Permission and UI settings for custom record types?

indicate the record should be accessible on mobile devices through the NetSuite iPhone application

what is the Require Custom Record Entries Permission in the Access Type list for custom record types?

indicates that only users logging in with a role with permission granted to the custom record type can access it

2 types of context filtering

-execution context filtering -localization context filtering

default height for custom fields

three lines

how to run an Analytics Audit Trail search

-Reports > New Search > Analytics Audit Trail -Record Types (Financial Layout, Report, Report Schedule, or Search) -Record Action -refine search fields -Submit to find changes or Create Saved Search

steps to create a saved search

-Reports > Saved Searches > New Saved Search -click the record type you want to display in the custom sublist -enter name for search -set criteria for serach -Available Filters subtab: add at least one filter to the search, with the first being a List/Record type -Save

what 2 preferences prevent creating duplicate records once an online form is submitted?

-Select Fields tab > select Search column field -Setup Workflow tab > select Use Duplicate Detection Criteria

where to set options for administrative notifications

-Setup > Company > Company Management > Administrative Notifications -click Edit > Options subtab -review options: Include Admins, Recipients, Send Email, Require Each Recipient to Accept

where to view system alert

-Setup > Company > Company Management > System Alerts -Acknowledged box can be marked to make reminders no longer appear -click Show Acknowledged Alerts box to show system alerts that have been acknowledged

what and where is the Email Preferences page

-Setup > Company > Email > Email Preferences -users with Admin role can set up global email preferences for their company -preferences set on these pages affect all users in your NS acct

before you attempt to publish a dashboard... (4)

-verify you have the Publish Dashboards permission by checking for the Publish Dashboard link in home page Settings portlet -verify your role using shares the same center as the roles which you want to publish the dashboard -personalize the home page by adding portlets that you want to be part of the published home page dashboard -personalize one or more of your own tabbed pages to be part of the published dashboard

how to give partners access to specific item records

-with Advanced Partner Center, check Available in Partner Center box on each item record

what can you use conditions on?

-workflow initiation, actions and transitions

general steps to create dependent dropdown lists (2)

1. create the custom lists and custom record type 2. create custom fields and set up filtering

what takes precedence if both Available Without Login box and Company-Wide Usage box are checked?

Available Without Login

preference to avoid any HTML output from being rendered in saved search results

Disable HTML in Search Formula (Text) checkbox Setup > Company > General Preferences

how to prevent emails from being sent for searches with no results?

Disable the Send if No Results option on the Saved Search Email subtab

preference to print using PDF

Home > Set Prererences > Transactions > Print Using HTML box

where can administrator see all cases submitted?

NetSuite Account Center (Support > NS Account Center)

which Release Status will not run new instances of a workflow, but will continue running existing instances?

Not Initiating

how many scheduled saved search can run at a time per use?

ONE

formula expression for including line numbers in transaction searches

RANK() OVER (PARTITION by {internalid} ORDER BY {linesequencenumber})

if an action executes on a server trigger, a custom formula must be in...

SQL

how to enable Global Permissions?

Setup > Company > Setup Tasks > Enable Features > Employees tab > check Global Permissions box -once enabled, each employee record includes the Global Permissions subtab on the Access tab -select Permission from the dropdown list, and select access level (View, Create, Edit, Full, None), click Add

where to compare permissions assigned to two or more roles?

Setup > Users/Roles > Show Role Differences

what workflow Release Status causes no new instances of the workflow to be created and no existing instances of the workflow to be executed?

Suspended

T/F: a report can be sent as an attachment or as part of the body of the email

TRUE

T/F: if a custom form is stored with a record, a user who accesses that record gets that form even if that form is not enabled for their role?

TRUE

T/F: if you set preferred forms and do NOT restrict the forms, your employees can still change the form they use when entering transactions or records

TRUE

multi-threading is only available in what accounts?

accounts that have purchased a SuiteCloud Plus license

Public box is available only to who?

administrators and other users with the Publish Search permission, a Lists type permission

NS requires 2FA for...

all Administrator and other highly privileged roles in all NS accounts (indicated in the Mandatory 2FA column on the 2FA Roles page)

to generate automated intercompany adjustments for expenses, supported by the Intercompany Time and Expense feature, a user must have access to...

all subsidiaries

the default receivable account for an intercompany customer must be an...

intercompany receivable account

to be used for a custom sublist, a saved search must have at least one...

list/record type field defined as an available filter, constant value fields and numeric fields do not work

filtering applies only to ___ ?

lists of records, it does NOT apply to custom lists

what is the No Permission Required in the Access Type list for custom record types?

makes the custom record type publicly available

formula expression to find most recent record updater

min({systemnotes.name}) keep (dense_rank last order by {systemnotes.date})

weak password

minimum length of six characters

two-factor authentication code is a unique series of...

numbers

A published dashboard can consist of... (2)

one tabbed page or of multiple pages

summary type - group

rolls up search results by the field to which you apply this type e.g. group transactions by customer name

what to do before activating new sandbox?

save any sandbox customization changes that have occurred since the refresh request, these must be saved outside of the sandbox acct so that they are available to be added to the new sandbox after activation

in order of execution, what takes precedence? scripts which or not localized or those who are localized

scripts which are not localized

saved search email alerts can be enabled so specified recipients and additional subscribers receive email messages whenever...?

search results are added or in some cases updated

what happens to a custom field if a subtab is not selected?

the field is automatically displayed on a custom subtab for the record select Main if you want the field to display in the top portion of the record

you can create an online custom record form to...

receive info from customers on your website

if an Admin wants to add a custom list using a saved search, which saved search field joins search results to the record?

the first field listed in the Available Filters subtab

Summarized Scheduled Emails option on scheduled email results

recipients listed on the Specified Recipients subtab of the saved search Email subtab will receive a single email that contains a summary of all results each of the recipients listed on the Recipients from Results subtab will receive only a summary of results related to this particular recipient

summary type - average

calculates the average amount found for the column

How to define a saved search as public?

check the Public box near the top of the saved search page

How to send report as an attachment?

check the Send Report as Attachment box in the Message subtab

how to prevent a terminated employee from logging into NS?

clear the Give Access checkbox

summary type - count/sum

counts the number of results found that apply to this column/sums search results for the column

summary type - minimum/maximum

displays the min/max amt, or the earliest/most recent date value

another option to set language in Help Center

dropdown list at top right corner of Help Center page

how can users other than specified recipients receive email alerts?

enable the Public option and the Allow Users to Subscribe option, users then need to set their own preferences to receive alerts

what do on-demand alerts do?

enable you to send email to [email protected] or to reply to an alert email and receive an email from NetSuite with the contents of your dashboard to your login email address

to create intercompany transactions...

enter intercompany entities on sales orders and purchase orders

how is reporting impacted when a Sales Rep moves to a new Sales Manager?

existing expense approvals already queued remain in previous supervisor's queue, despite effective date changes

what scenario requires a permission that gives the ability to download data or records?

export a list

for accounts with SuiteCloud Plus licenses, what is the maximum number of import job queues that can be utilized?

five

USER.SUBSIDIARY or USERSUBSIDIARY.ID

formula tag for an internal key (ID) of the subsidiary of the logged user

USER.CURRENCY or USERCURRENCY

formula tag for base currency for the subsidiary of the logged user

sourcing can be done...

from both standard and custom fields

what is SuiteScript?

-NS scripting language supports procedural logic on both client and server sides -can be used to extend NS and customize, search for, and process your NS data

where is the PDF/HTML print layout defined that will be used when printing a transaction?

Transaction Form > Header section

3 ways to define formulas in advanced and saved searches

-custom field defined to use a formula to set its value, can be used as search criteria or in results column -part of search criteria, results returned on based on the calculated value of the formula field -results column field, displayed values based on the calculated value of the formula field

you can assign a single subsidiary to...

-customer and partner entities -if these have relationships with multiple subsidiaries, you must create a record for each subsidiary relationship

how to assign Partner Center Role

-Setup > Company > Enable Features (Administrator) > Web Presence > check Partner Access box -Lists > Relationships > Partners -Edit on partner record -Access subtab > check Give Access box -Role field, select Partner Center -check the Send New Access Notification Email box to inform user how to access NS acct -check Can Give Login Access to Subpartners box if applicable -Save

Report snapshots portlet

-display up to 10 graphical or list summary of a selected standard or custom report's data with a link to underlying report -allows multiple KPIs to be displayed at once -select date range for data and click thumbnails to choose chart types for graphical data -Set Up layout options, chart themes -print report snapshot chart, download to PNG, JPG, PDF, SVG file -expand to full-screen view

what takes precedence when conflicts between an employee's role-based permissions and global permissions occur?

-global permissions take precedence, even if they are at a lower level

how to enter a translated item name and description on an item record

-go to the item record -System Information subtab > Translation subtab -Language column > select language you are entering description in -Enter translations for each description and for the display name -click Add -repeat steps for each language translation -Save

NS Support Center role

-has txn permissions -can see links to make payments, review statements, txns, and estimates, review support cases and issues, edit user profile, contact Support in the Customer Center - Home Links portlet

custom Item fields

-used to add fields to item records -include Accounting and website item records such as inventory, noninventory, service, other charge, group, kit/package, and assembly/bill of materials item records

how to assign Advanced Partner Center Role

-Setup > Company > Enable Features (Administrator) > Web Presence > check Partner Access box and Advanced Partner Access box -Lists > Relationships > Partners -Edit on partner record -Access subtab > check Give Access box -Role field, Advanced Partner Center selected by default -check Send New Access Notification Email box to inform user how to access NS acct -check Can Give Login Access to Subpartners box if applicable -Save

custom Item Number fields

-used to add fields to serial and lot numbered inventory records to track info specific to each item or workflow unique to your business -e.g. quality control procedures or recall info could be tracked

custom Transaction Body fields

-used to add fields to the body of transaction records -include purchase, sale, journal entry and expense report records such as sales orders, invoices, purchase orders, opportunities, Web store transactions or item receipts

how to enable entry of translation strings for a specific language

-Setup > Company > General Preferences -click Languages subtab -select language you want to be able to use for translating (note your "base language" does not appear on the list) -click Add -repeat for each language you want available -Save -now can go to Lists > Mass Update > Bulk Update Translation to enter items translations for each of these languages

Other Sublist Fields

-used to add fields to the columns of a custom sublist -these fields display in the line-item columns of sublists

how to enable customer access feature

-Setup > Company > Setup Tasks > Enable Features -click Web Presence subtab -check Customer Access box -Save -roles can then be assigned to customer users individually or by CSV import to give access to multiple customers

how to apply a custom center to a role?

-Setup > Company > Setup Tasks > Enable Features > SuiteCloud -create a custom center > create a center record > create its custom tabs -Setup > Users/Roles > Manage Roles -create a new role > click New on the Manage Roles page -select custom center in the Center Type field

custom Transaction Line fields

-used to add fields to the lines of transaction records -these fields display in the line-item columns of transaction records and include fields such as expense items, purchase items, sales items, store items, or opportunity items

steps to create a custom child record sublist

-define a custom record type -check Allow Child Record Editing box -Allow Delete box to enable users to delete records of this type when they appear as child records in a sublist on a parent record -establish the parent-child relationship between your new custom record type and another record type -set field Type to List/Record on the field definition page for the new field -check Record is Parent box to attach your custom record type to a parent record type

transaction form HTML layouts

-define the arrangement of fields on HTML transaction documents in NS -standard and classic HTML layouts exist for all standard form types other than shipping label and item label - these are assumed to be printed using PDF -HTML layouts could be used to generate customized email versions of transaction forms

transaction form PDF layout

-defines arrangement of fields on printed standard and classic PDF transaction documents in NS -customize borders and content position, repositioning and resizing fields, changing fonts and colors used

how to use csv import to provide access to multiple customers

-Setup > Import/Export > Import Tasks > Import CSV Records (must have Import CSV File permission) -create csv file with minimum fields: Unique ID, Email, Give Access, Send New Access Notification Email, Role, and if assigning passwords, instead of Send New Access Notification Email: Manually Assign or Change Password, Password, Confirm Password -in the Import Assistant: -select Import Type of Relationships -select Record Type of Customers Only -select CSV file created -choose Data Handling value of Update -Next, Save & Run

what does setting up context filtering on a script deployment record do?

-determine how and when the associated script runs -can be set up when you create or edit a script deployment record

Audit Trail Subtab

-directly from the relevant Saved Search, Saved Report or Report Schedule edit page, you can view history of changes made

steps to create an online case form

-Setup > Support > Online Case Forms > New -click Default Form Template or Custom HTML Template -Title -Message -Enable Online box to link from a website -Select Fields: File (allow upload of files through form), Label, Section (subtab for label field to appear on), Help, Width, Mandatory box, Search, Hide, Move Up/Down/Top/Bottom -Set Up Workflow subtab: Create Customers as Companies box, Default Case Profile, Set Case Origin, Redirect to URL, Handle Duplicate Records, Use Duplicate Detection Criteria box, Send Auto-Reply Email, Subject, Notification Template -Set Up Appearance subtab -Custom Code subtab

how to set default form for roles

-Setup > Users/Roles > Manage Roles -Customize next to the role -Forms subtab -click section to set default forms for: Transaction, Entity, CRM, Time, Item, Other Record -Enabled column: clear any boxes for forms this role should not have access to -check Preferred box next to any form that should be the default for the role -check Restricted for the form to be the only form available to the role

what role is NEVER allowed access to sandbox accts?

Customer Center

how to grant employee access to data for additional subsidiaries

-Setup > Users/Roles > User Management > Manage Roles -use multi-select Subsidiaries list to customize the role -press and hold Ctrl key to select multiple subsidiaries

where are forms labeled as (External) used?

Customer Center and My Account section of your website

required format of email sender for the From field on the saved search record's Email subtab's Customize Message subtab

"name" <email address>

how to use the Login Audit Trail search

-Setup > Users/Roles > User Management > View Login Audit Trail -check the Use Advanced Search box -click Results subtab to define columns displayed in the search results -click Submit to run search and display results

Forms subtabs where you can set default/restrict forms (9)

-Transaction -Entity -CRM -Item -Other Record -Custom Record -Time -Bill of Materials -Inventory Detail

what forms are supported by Advanced PDF/HTML templates? (3)

-Transaction forms -Return forms -Remittance forms

what is a Translation Collection

-a customization object that stores translation strings with their translations -a single Translation Collection can contain many translation strings -can edit translations with this using the Manage Translation feature

what is Release Preview?

-a temporary and isolated test account that is running the new version of NS software -enables you to become familiar with new features in an upcoming release

5 actions on Scripted Records page

-access a specific record type to specify the execution order of scripts associated with each record of that type -edit script deployment statuses -deploy or inactivate script deployments -change workflow statuses -set workflow initiation details

when does Release Preview end?

-access ends and all tasks performed on the acct are deleted on the date your production acct is upgraded to the new release -date is listed on your New Release portlet

workflow actions contain the following 3 elements

-action properties -trigger -conditions

where to access Scripted Records page

Customization > Scripting > Scripted Records

steps to add Bill To element to a packing slip

-Customization > Forms > Transaction Form PDF Layouts -Customize next to your picking ticket form -Add Custom Element -Element Name (Bill To) -Choose Element (Bill To) -click OK -the Bill To box appears in the top left corner of the layout -click the Bill To element to drag it to the appropriate place on the form -Save

steps to customize a transaction form PDF layout

-Customization > Forms > Transaction Form PDF Layouts -Customize the layout you want or Edit and Save As for new layout -Layout is Preferred box -Text Color, Fill Color, Label Text Color, Label Fill Color, Border Color -Selected Element or click an element or Add Custom Element, -resize, click or drag element, hide element

steps to create custom record form

-Customization > Lists, Records & Fields > Record Types -Edit, click name of record to create an online form for -Online Forms subtab > New Online Form or New Online HTML Form -Title -Template -Include Field Labels box -Message -Enable Online box -Form is Inactive box -Select Fields -Set Up Workflow subtab: Notify by Email, Redirect to URL, Handle Duplicate Records -Set up Appearance subtab -Custom Code subtab

how to install a bundle

-Customization > SuiteBundler > Search & Install Bundles -click Install Bundle

steps to uninstall a bundle

-Customization > SuiteBundler > Search & Install Bundles > List -Choose Uninstall from the Actions dropdown list for the bundle you want to uninstall -OK

step 1 define workflow basic info

-Customization > Workflow > Workflows > New -Name -Record Type -Owner -Release Status -Keep Instance and History -Enable Logging

default columns in Audit Trail Subtab

-Date -Set By (user who made change) -Component Action (update, delete, or create) -Component Type (type of page component that was edited) -Component Name (name of edited page component)

what 2 custom forms is the Store Form with Record preference available?

-Employee form -Inventory Item form

possible reference types (4)

-External ID -Internal ID -Name -Script ID

where to set default forms for a role AND/OR restrict a role to use only certain forms?

-Forms subtab

Formula type options when using a formula in search criteria (3)

-Formula (Date) -Formula (Numeric) -Formula (Text)

Formula type options when using a formula in search results (6)

-Formula(Currency), e.g. TO_NUMBER({amount}) -Formula(Date), e.g. TO_DATE('11/16/2020', 'MM/DD/YYYY') -Formula(Date/Time), e.g. {now} -Formula(Numeric), e.g. {field_id} -Formula(Percent), e.g. % of total 30/100 -Formula(Text), e.g. TO_CHAR({metataghtml})

what does Login Audit Trail search show?

-IP addresses of users -date and time when users have logged in and from where -user's name -list of transactions completed during user's session

how to enter translations in bulk

-Lists > Mass Update > Bulk Update Translation -select language you want to enter translations for (can only enter translations for languages selected in General Preferences) -click subtab for the element you want to translate -enter translations for each element -Save -repeat steps for each language

how to provide access to individual customers

-Lists > Relationships > Customers -Edit next to the customer -enter customer's Email -Access tab > click Give Access box -if run multiple websites, assign customer in Assigned Website field -check Send New Access Notification Email box to notify customer of access and for them to set up password themselves -check Manually Assign or Change Password box to assign a password -Access tab > check Access box next to customer's contacts you want to grant access to

steps to create intercompany customers

-Lists > Relationships > Customers > New -Custom Form > select custom intercompany customer form -enter Company Name, Subsidiary, Represents Subsidiary -Financials subtab > select intercompany receivable acct in the Default Receivables Account field -fill out other info, Save

how to assign a role to a vendor

-Lists > Relationships > Vendors -create new vendor record or edit existing record -fill out Vendor form info, email -click Access tab > check Give Access box -check Send New Access Notification Email box -select Role for vendor -check Allow Cross-Subsidiary Record viewing box to view not edit records for subsidiaries which the role is not granted access

steps to create intercompany vendors

-Lists > Relationships > Vendors > new -Custom Form > select custom intercompany vendor form -enter Company Name, Subsidiary, Represents Subsidiary -Financials subtab > select intercompany payable account for the vendor in Default Payables Account -fill out other info, Save

Forgot Your Password reset process

-NS login page > Forgot your password? link -Enter email used to login NS -Link to reset password sent to email will expire in 60 mins -answer security questions (20 attempts to get all 3 correct, not case sensitive) -will be directed to Change Password page

if a bundle author changes a bundle already installed on a target acct, who can update the installed bundle?

-Account Administrator -User with SuiteApp Marketplace permission

which bundles can you NOT uninstall?

-CANNOT uninstall a configuration bundle -can uninstall a customization bundle at any time after installing it

custom field types (9)

-CRM -Entity -Item -Transaction Body -Transaction Line -Transaction Item -Item Number -Other Custom -Other Sublist

In a folder record, you can restrict access based on multiple criteria such as...

-Class -Dept -Location -Group -Subsidiary (if OneWorld)

methods to create a condition for a workflow (2)

-Condition Builder (build conditions or expressions based on fields for the workflow base record or on joined records) -Formula (entering formula values or using the Formula Builder)

where to review notification confirmations

-Confirmed subtab of notifications page for details about notifications confirmed by all required recipients -Pending Confirmation subtab for details about notifications that have not yet been confirmed by all required recipients

NS Account Center displays these portlets and tabs (3)

-Customer Center - Home Links portlet -Multi Language Support tab -SuiteIdeas tab

steps to create custom transaction form HTML layouts

-Customization > Forms > Transaction Form HTML Layouts -Customize the layout you want -Label -Layout is Inactive box -Layout is Preferred -Templates subtab: edit Style and Body -Elements and customize HTML that corresponds to each element as necessary

tasks you can do with inline editor sublists (4)

-add/edit/remove lines dynamically prior to submitting the form -add/edit/remove lines using the UI or SuiteScript -when writing client scripts, use Record.commitLine(options) or CurrentRecord.commitLine(options) after each sublist line change, otherwise your changes will not be saved to NS -when writing server scripts, you must call Record.commitLine(options) or CurrentRecord.commitLine(options) to save sublist updates. note you must do this in addition to calling Record.save(options), which saves the entire record object to the database

how are sandbox accounts activated?

-admins receive an email notification that a refreshed sandbox is available to be activated -admin can activate by clicking a button on the Sandbox Accounts page

what is the Global Permissions feature?

-allows administrators to assign permissions that apply across all of assigned roles of employees -admins can make changes to each employee's permissions directly on the employee record -usage of this feature is not recommended

a verification code can be supplied via... (3)

-an authentication application that complies with OATH TOTOP, the app generates a time-based verification code for each login -a phone that can receive code by SMS message or voice call -a verification code from a list of backup codes

what is SuiteAnalytics Connect Service?

-archive, analyze, and report on NS data -can use a third-party tool or a custom-built application on any device that uses Windows, Linux, or OS X operating system -provides a read-only method for obtaining NS data, CANNOT use Connect Service to update NS data -intended for use with static data or data that does not change often

how does an Admin set a custom field as mandatory for a specific custom role?

-assign a custom form only for that role, then select Mandatory for that field

Store Form with Record option

-available for custom entry and some custom transaction forms -indicates whether a reference to a form should be stored with each record created with it -when enabled, you see the referenced form, rather than your preferred form, when you view or edit a related record -enabled by default for custom transaction forms

what is a formula tag?

-behave like virtual fields -do not impact search, but tailor results based on your preferences and environment -different from formulas in that results are retrieved based on the context of the user running the search

custom elements

-blocks of static or dynamic text that you can add to and position on PDF transaction layouts -define up to 100 elements per layout -images not supported -custom elements are text only

what does the Allow Cross-Subsidiary Record Viewing option do?

-box on the Role page that permits users logged in with that role to see data from subsidiaries other than those selected in the Subsidiaries list

how to report release preview issues

-call NS support -submit a case > Support > Go to SuiteAnswers > Contact Support Online

normal display type

-can be edited -can use field with custom code calculations, defaulting, and sourcing info

what is the Core Administration Permissions feature?

-can be enabled for a role and gives access to a functionality that is currently only accessible to the standard Administrator role -can customize a role so it behaves almost like the Administrator role, while also restricting access to other areas of NS using role permissions and restrictions -e.g. can create an IT administrator who is responsible for the general admin of the system, but should not have access to sensitive employee info

how can each sandbox account be refreshed?

-can be refreshed from your production account upon request -Premium, Enterprise, or Ultimate service tiers can refresh from either prod or another sandbox acct

disabled display type

-cannot be edited -can use field with custom code calculations, defaulting, and sourcing info only -any field with display type of disabled that does not have default, sourced, or custom code info will not display on forms

hidden display type

-cannot be seen on the record or transaction you apply it to -can perform a search to display the value of the field -info in the field is the result of custom code calculations and defaulting info -must use custom code or set a default for the field -not available to add to custom forms if marked as hidden

when to use Multi-Threading?

-check the Use Multi-Threading box only if the rows in your csv files do not need to be submitted in order -note that order in which rows submitted cannot be predicted

how to activate System Alerts reminder

-click Personalize Dashboard in Settings portlet or Personalize in the top right corner of Home page -Add Content panel > click or move Reminders item -in Reminders portlet, click Set Up -check NetSuite System Alerts to Acknowledge box -save

steps to filter a list/record or multiple select custom field

-click Sourcing & Filtering subtab -Filter Using field, select a field to filter on -if Filter Using field is a check box, check Is Checked -Compare Type column to select how you want info compared to the criteria set -Compare Value To -if Filter Using is a list, select value you want to show in Value Is column -Is Not Empty box to include all records with a value entered in your filter field -Is Empty box to include all records with no value entered in your filter field -Compare To Field, select which field on the record selected in the List/Record field you want to compare to the field in the Filter Using column -Add/Edit -add all required filters to the custom field

steps to create formula fields

-click the Validation & Defaulting subtab of the custom field -check the Formula box -use NetSuite Tags to define dynamically defaulted fields to be used in the calculation and use SQL Expressions to define the formula -to dynamically recalculate a formula, clear the Store Value box -use NULLIF function in your formula to prevent division by zero

KPI scorecard portlet

-complex comparisons among multiple KPIs over multiple date ranges or accting periods -Excel-like formulas with KPIs and functions in their expressions -orient KPIs horizontally or vertically -custom labels in place of KPI names-optional popup trend graphs

KPI portlet

-displays a summary line for each KPI, with clickable links that drill down into each KPI's underlying data source -can select period of time -can display comparisons of KPI data across different time periods, with % changes calculated automatically -summary data from reports or saved searches -define up to 8 KPIs as headlines -cam choose up to 10 custom KPIs -each KPI appears in bold and is represented in a trend graph, lower panel lists rest of KPIs, can collapse and expand list of KPI as needed -Refresh within portlet to refresh KPIs -click Trend Graph next to a KPI to view a popup trend graph of KPI data

KPI meter portlet

-displays currency symbol of the data for values represented by currencies -select KPI to display from dropdown list -select date range(s), highlighting, comparison options -can print or download KPI meter as PNG, JPG, PDF, SVG file -limited to the KPIs displayed in KPI portlet, and Actual vs. Forecast, Actual vs. Quota, Forecast vs. Quota -supported by Copy to Account feature

how to plan refreshes around upgrade dates?

-do not request a refresh when an upgrade date is near -refresh will fail if it does not complete before your scheduled upgrade begins

step 5 create action

-double click the State -click New Action -click Set Field Mandatory -set properties: Trigger On, Field, Mandatory -Save -Go To Page window -Parameters: select Target Page -Save

preparing for testing

-download the Release Preview Test Plan Template to create a test plan for each of your business workflows -Review Sneak Peeks in New Release Portlet or link on Help Home page -Access Release Preview Account -Features Available for Testing table -Data That is Not Copied From Production to Release Preview

when to enable Log System Notes for Custom Fields option?

-during the import of data from custom fields -option is disabled by default -disabling system notes for custom fields improves performance and is recommended for imports that add data

why is it better to create custom roles rather than assign the standard role?

-easier to customize standard role than create from scratch -easier to make permission changes to users' assigned roles as needed -simplifies maintenance - modify a role without having to change multiple users' role assignments

steps to create an online customer form

-enable CRM and Sales Force Automation -Setup > Marketing > Setup Tasks > Online Customer Forms > New -Default Form Template -Message -Enable Online box -Select Fields: Label, Section, Entity, Help, Width, Mandatory box, Search, Hide (Campaign Event/Lead Source), Move Up/Down/Top/Bottom, Update Customer, Update Contact -Set Up Workflow subtab: Create Customers as Companies box, Set Lead Status, Allow Update box, Set Lead source, Allow Update on Customers, Allow Update on Contacts, Redirect to Form, Handle Duplicate Records, Use Duplicate Detection Criteria, Send Auto-Reply E-mail, Send Email Notification, Template for New Leads, Template for Existing Customers -Set Up Appearance, Unlayered Sections -Custom Code subtab

how to set language preference

-enable Multi-Language feature at Setup > Company > Setup Tasks > Enable Features -Home > Set Preferences -General subtab > Localization section > Language field > Select a language -can select a different language for the Help Center in the Language of Help Center field (only Chinese Simplified, German, English, Japanese, Spanish

what does Vendor Center role do?

-enable vendors to view prior transactions and open purchase orders, payment history -if you have signed up for additional user, can also assign vendors multiple roles to customize the level of access needed by a specific vendor, useful for companies that employ contracted workers

what is a reference type?

-enables you to map a column in an imported CSV file to a NS field that can have one or more list values, such as a dropdown list or a multi-select

in OneWorld accts for Employee Center roles, subsidiary restrictions are enforced for what?

-enforced to filter records that users with the role can see, EXCEPT for times reports, purchase orders, and expense reports -subsidiary restrictions for the role are checked first, then subsidiary restrictions for the individual users

what are intercompany customers and vendors?

-entity records with one or more assigned subsidiaries that NS uses for intercompany txns -represent the buyer and seller in txns between subsidiaries

what's a possible resolution for csv import error - invalid reference e.g. effective date reference key?

-error occurs when date format of Effective Date column in the CSV file is inconsistent with the date format used in the Date Format field in Home > Set Preferences > General, in the Formatting field group -modify the Date Format in the CSV file to match the format in NS -modify the Date Format in NS preferences to match the format in the CSV file -modify the Effective Date value during field mapping by clicking edit icon and setting a default value that matches the date format of the NS preferences -to prevent auto Excel conversion of text to date, enter e.g. ="Sept 2013"

what is NOT available for testing in release preview accounts?

-fax -Online Bill Pay -Outlook integration -payroll

what's a possible resolution for csv import error - mandatory field missing for field "XXXX"?

-file might contain extra commas, only visible in Notepad -use Notepad to open CSV file to look for extra commas

inline text display type

-for informational purposes only -info in the field is the result of custom code calculation, defaulting or sourcing info only -interpreted as HTML markup source -value will be evaluated by the browser when a record containing the field is displayed -List/Record or Check Box type are not available for use with custom code -not available for transaction line fields

how to opt-in to Release Preview?

-from prod or sandbox acct, a user with Admin role should go to Setup > Company > Release Preview -click Request Release Preview -after request is made, monitor profess in Account Status and Account Notifications fields -users with Admin role will receive email when Release Preview acct is ready to use

how to access Release Preview account

-from same URL as your prod acct: https://system.netsuite.com -Log in, then select Release Preview from either the Change Roles list or the My Roles page to access the Release Preview acct

steps to publish a dashboard

-home page > Settings portlet > Publish Dashboard -enter Name, Notes (for your reference only) -Lock Shortcuts box (prevent users from removing Shortcuts portlet links on the published dashboard's pages) -Lock New Bar box (prevent users from removing Create New menu links on the published dashboard's page) -Apply To roles -Override existing user's settings if applicable -Apply To Tabs (select tabbed pages you customized to be part of the published dashboard) -Mode (choose restriction level - Unlocked, Locked, Add/Move Content)

step 6 create a transition

-hover over the End icon on State 1 -drag and hover to State 2 -release mouse and State 2 becomes new exit (End) state

what is counted against Full Access User license?

-if user has Admin role (or a custom regular role) -if user has both Admin and an Employee Center role assigned

what is counted against Employee Center license?

-if user only has Employee Center role assigned

what's a possible resolution for csv import error - the field is read-only?

-in Import Assistant, expand Advanced Options menu and check Ignore Read-Only Fields

step 4 create workflow states

-in the Workflow Diagrammer, click New State button -update the Name of State 1 and State 2 -note the Start and End icons on the states

Represents Subsidiary field

-indicates that the entity acts as an agent for a selected subsidiary -required users to customize the vendor and customer records to include this field as part of the Automated Intercompany Mgmt feature

what are custom child record sublists?

-inline editor sublists that contain a list of custom records

how to optimize custom form performance

-limit number of fields and sublists -minimize client scripts and workflows on forms and manage them carefully -implement server callbacks only as required -use the browser built-in code inspection tools to audit the scripts on a form page

how to request a sandbox refresh

-log into prod account -Setup > Company > Sandbox Accounts -indicate which users should have access after refresh occurs -select account to copy data from -click Refresh Sandbox -click OK -when copy is ready, click Activate Sandbox

how to check user license count

-login as admin -Setup > Company > View Billing Information > Billable Components tab > look at Current Provisioned Qty vs Current Used Qty

what does Enabled box for forms do?

-make form available for users in the role (not available for Customer Center roles)

what does Preferred box for forms do?

-make form you want the role to use by default

strong password

-minimum length of 10 characters -at least 3 of these 4 character types: uppercase letters, lowercase letters, numbers, non-alphanumberic ASCII characters

what to do when employee leaves company?

-modify the person's record to reflect termination date -remove granted user roles and access permissions -can also inactivate employee record to prevent it from appearing in lists or as choices anywhere in acct

what is csv import?

-most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite -process saves time and prevents errors, by submitting data in a CSV (comma-separated value) file -this data can add or update many records at one time, avoiding the need for manual data entry

security questions requirements (4)

-must answer all 3 questions -each answer must be unique -each answer at least 3 characters long -cannot use email address or password as answer

NS Support Center (Basic) role

-no txn permissions -can only see cases, issues, and contact Support links in the Customer Center - Home Links portlet

5 access levels for permissions

-none -view -create -edit -full

available display types (4)

-normal -disabled -inline text -hidden

what is a System Alert?

-notifies administrators of problems NS encounters when processing a txn and advises how to correct the problem -only users with Admin role have access to system alerts -appear in Reminders portlet on the Home tab after you have activated the reminder

how to provide a default value for required field during Field Mapping?

-on the Field Mapping page, click edit icon to open popup -choose Provide Default Value and select a value from dropdown or popup list

3 places where you can define form preferences

-on the Form (when creating/editing a custom form, check the Preferred box) -on the Custom Forms list page (Customization > Forms > Entry or Transaction Forms > check the Preferred box for any form you want to set as default form for all users whose role form preferences are NOT defined) -on the Manage Roles page (Setup > Users/Roles > Manage Roles > Edit [Role]

how does an Admin limit a custom role so that they only use a specific custom form when viewing a custom record?

-on the custom role > Forms > Custom Record > select both Preferred and Restricted for the custom form

how to set up linked forms?

-open custom entry form or custom transaction form -click Linked Forms subtab -select the standard or custom form for each transaction in the Custom Form column -Save

how to assign an entity to a subsidiary

-open entity record -select subsidiary in the Subsidiary field -the selected subsidiary determines the fields visible on the form, address format, tax fields, and other info

what is Use Multi-Threading?

-option for an import to use multiple threads to process the job, to optimize for best performance, this is disabled by default

custom elements can be defined only for the following types of transaction form PDF layouts:

-packing slip -picking ticket -transaction

what do built-in functions do?

-perform certain operations in SuiteQL queries -extend the capabilities provided by the SQL-92 specification

examples of tasks SuiteScript API can do

-perform custom business processing when NS records are updated, created or deleted -perform custom validations and calculations in the browser -create custom user interfaces -run batch processes -execute NS searches -perform various utility processing such as sending email and faxes, creating and uploading files, working with XML documents -create custom dashboard portlets -perform processing in target accts for packaged SuiteApps as part of SuiteApp installation or update

what are 2 basic tasks users should perform to optimize performance before Admin intervention?

-perform the action (load or run a report) 3 to 5 times -attempt the action with multiple users to identify user-specific errors

permission vs restriction

-permission grants access to a specific record type, i.e. only record type access is relevant -restriction defines which instances of that record type can be accessed

execution context filtering

-provides info about how a script is triggered to execute -e.g. a script can be triggered in response to an action in the NS app, or an action occurring in another context such as a web services integration

localization context filtering

-provides info about the countries or regions in which a script can execute -e.g. specify script run only on records associated with Canada, NS automatically determines the localization context for records and txns based on their values for country fields such as subsidiary and tax nexus

what happens when Summarized Scheduled Emails option is disabled?

-recipients listed on both the Specific Recipients and Recipients from Results subtabs of the saved search Email subtab will receive a separate email for each of the records in the search results -each email message is a "single-record result" -recipients may receive multiple messages on each scheduled date -this option can be used for drip marketing

External ID reference type

-references an identification string defined by you (such as "CashSale_" or "Employee_") in the mapped field -recommended for Add, Add or Update -recommended for records with parent-child relationships, auto-generated numbers -for ongoing integration with external databases, where you are repeatedly importing external data into NS -can be updated through CSV import or through SOAP web services, recommended use a single method for maintaining external IDs to avoid conflicting updates through 2 separate methods -some record types, such as custom lists or custom records, do not support the use of External IDs as reference types

Internal ID reference type

-references numbers (such as "123") in he mapped field -recommended for Update -suited for data you export to an external application for manipulation and then reimport into NS -to include Internal ID in your data, add Internal ID as a results column in a saved search of the data, then export search results to CSV

Name reference type

-references text strings (such as "Joe Public") for the mapped field -prone to error: names that contain spaces -name matching is case insensitive

additional tasks employees can complete in the Employee Center with SuitePeople HR

-request time off and view their time-off balances, supervisors can view and approve time-off requests for direct reports -recognize achievements of their peers with Kudos -browse the Org Chart and search the Employee Directory

when publishing a dashboard, you can define... (2)

-roles for users who will see the published dashboard -what changes users will be able to make to the published dashboard

how can SDF users save sandbox changes?

-save to SDF projects before activation -after activation, updated SDF project can be deployed to the new sandbox -if SDF not in use, users must save sandbox customization changes in another manner so that these changes are available to be added to the new sandbox acct after activation

Advanced mode bundles search

-searches across production and Sandbox accounts -supports additional search filters: Location, Availability, Keywords, Product, Vertical, Language, Publisher ID

Searches subtab for a role

-set saved search definitions to be used as defaults for the search forms, search results, list views, sublist views, and dashboard views available to a role

display type

-specifies how your custom fields behave in NS -can make fields only for informational purposes and not have them stored in your acct

what can you do on the Linked Forms subtab?

-specify which transaction form is used when you transform one transaction into another -create a chain of transaction forms that mirror your business workflow

templates for each layout consist of these two blocks of HTML

-style block: begins with <style> and ends with </style>, defines the styles used by the layout -body block: begins with <table> and ends with </table>, defines the content of the HTML page

managed bundles

-support automated updates by solution providers -do not have to take any action to ensure that a managed bundle installed in your prod acct is always the most up-to-date version -when looking at Customization > SuiteBundler > Search & Install Bundles > List - the Managed column indicates a managed bundle -cannot manually update a managed bundle, updates are pushed into your acct at the discretion of the solution provider

who roles can access NetSuite Account Center?

-those assigned one of two special roles: NS Support Center role and NS Support Center (Basic) role

Analytics Audit Trail

-used for auditing changes to saved searches, saved reports, and report schedules -offers Audit Trail Subtab and Audit Trail Search

custom CRM fields

-used to add fields to CRM records -include Activity, Marketing and Support records such as tasks, events, campaigns or cases

Other Custom Fields

-used to add fields to custom records not defined by the preceding categories, including campaign events, classes, competitors, depts, and locations

custom Entity fields

-used to add fields to entity records -include Relationship and Employee records such as customers, vendors, employees, contacts, partners or groups

what can employees do after adding the Employee Center role on an employee's record?

-view their paycheck history, employee profile, W-4 -enter and view time entries, supervisors can review and approve time entries for direct reports -enter and view expense reports, expense approvers can review and approve expense reports -enter and view purchase requests or requisitions, purchase approvers can review and approve -enter and view activities such as tasks and phone calls -access their calendar -access documents and relationship records

steps to troubleshoot client performance issues (6)

1. Close all applications not using, consider increasing RAM if need to run more than one app 2. Check firewall app or other threat detection software, add rule to allow traffic from/to *.netsuite.com 3. Remove any spyware 4. Determine if happening on one type of form, try other forms 5. Test on different browsers 6. Determine if add-ons running on browser like anti-virus, anti-SPAM, or phishing, eliminate browser add-ons, one by one, to identify cause of issue

steps to create custom fields and set up filtering (3)

1. create a custom field of the List/Record type for each controlling field 2. for the dependent field, create the same type of List/Record custom field that you created for the controlling fields in the preceding step in the List/Record field, select the custom record type created previously 3. click the Sourcing and Filtering subtab: -Filter Using column, select one of the controlling fields -Compare Type field, select the qualifier to use to determine the filtering, e.g. "equal" -Compare To column, select the field on your custom record type that refers to the field you selected in the Filter Using column -repeat steps for each controlling field

steps to create custom lists and custom record type (3)

1. create a custom list for each controlling field 2. create a custom record type whose field provides the options to be available in the dependent field, must contain List/Record fields that reference the custom lists you created for the controlling fields in the preceding step 3. create a custom record instance for each option you want to be available in the dependent field

general steps to create a custom record type (6)

1. create a new custom record type 2. enter name and display settings 3. specifying permission and UI settings 4. configuring file and child record settings 5. defining search and edit settings 6. save

general steps to create a workflow

1. define basic workflow properties 2. define workflow initiation 3. define the workflow condition 4. create workflow states 5. create actions 6. create a transition 7. initiate and validate the workflow

5 general steps to create a bundle with Bundle Builder

1. enter basic definitions for the bundle 2. enter optional descriptive info that helps users to understand the purpose of the bundle and helps them to find the bundle when they search for it 3. select objects to be included in bundle 4. review objects and save, set preferences for objects to be applied during installation and update for customization bundles, lock some types of objects 5. set up sharing or review a list of all saved bundles

what is the maximum number of client scripts supported?

10 localized/non-localized client scripts

minimum required screen width size whne using a three column layout

1400 pixels

up to how many concurrent scheduled saved searches can run per NS implementation?

200

What is the size limitation on emails sent from NetSuite?

25MB If report contains any non-ASCII characters in the results data, limit can be reduced due to applied encoding

how many KPI meter portlets can be added to a dashboard?

3

Reports that run beyond how many minutes during peak hours are automatically disabled and the primary email recipient is notified by email that the report has timed-out?

3 minutes

longest possible Duration of Trusted Device when setting up 2FA?

30 days

how many times can you dismiss "Remind Me Later" prompt for security questions before required?

5

which user roles receive Maintenance Complete Email Notification by default?

Active account Administrators

How to complete a join?

Add fields from the desired record type to the Data Grid or create a Criteria filter

What permission needed to use the Audience subtab on saved searches to define a list of users who can run the search and view the results?

Administrator or have at least Create level of the Publish Search permission

By default, what lists all joinable record types that you have access to?

Dataset Builder

how can an Admin restrict a user to files in File Cabinet folders, yet allow users to view files attached to records?

General Preferences > select Hide Attachment Folders preference

does NS allow you to restrict access to individual files?

NO, but can set permissions on File Cabinet folders

If the user who created a report schedule leaves your company, can you edit the from email address?

NO, but you can recreate the report schedule so the reports are sent using your email address

do search column results with formulas that contain script tags display script output?

NO, do not use script tags in your search formulas

are users logging in via 2FA required to answer security questions?

NO, only if they forget their passwords

Does the Show Internal IDs preference apply to results in saved search email alerts?

NO, you must add Internal ID as a results column

Can you run more than 2 different reports at the same time?

NO, you will get an error if attempting to run a third report

what Advanced CSV Import option allows Admins to use a CSV import to remove obsolete Item descriptions and update some descriptions?

Overwrite Missing Fields

what takes precedence? preferred form set on Permissions subtab or preferred form set on Forms subtab

Permissions subtab

what column of script tells if script has been running or in test mode?

Status column lists the release status of the script, either Testing or Released

if an action executes on a client trigger, a custom formula must be in...

SuiteScript

T/F: if the person assigned a role that is restricted to use only specific transaction forms, the forms set for that role take precedence over the forms you have set on the Linked Forms subtab

TRUE

T/F: if you choose any other combination of options other than role and dept for saved search audience, a user needs to belong to only one type of option OR the other, not both to access the search

TRUE

T/F: if you choose both role and dept options on saved search audience, a user must belong to one of the selected roles AND one of the selected depts to access the search

TRUE

T/F: in OneWorld, you must assign a subsidiary to each entity record before you can enter txns for the entity

TRUE

T/F: sending email using the Save & Email button always sends summarized results

TRUE

T/F: users with the Book Record Restriction option enabled override permissions granted by the Allow Cross-Subsidiary Record Viewing option

TRUE

T/F: you cannot specify an ID for a transaction form when you create it, but you can change the ID after the form has been created

TRUE

T/F: basic layouts will be deprecated in a future release

TRUE, encouraged to use Advanced PDF/HTML Templates instead b/c new features are added exclusively to advanced printing

T/F: if Results subtab of your saved search contains even one summarized field, all recipients are sent a summary of the results

TRUE, this happens even if Summarize Scheduled Emails option is disabled

T/F: the Insert Before field affects the placement of fields on standard forms and on the placement of newly created fields

TRUE, to change the arrangement of fields on a custom form, you must edit the custom form

T/F: if a saved search includes criteria filters that have non-specific values, such as -Mine- or -My Team-, email alerts may not be sent

TRUE, try to avoid using these values in your criteria filters

T/F: when you print using the Classic HTML Transaction Layout template, the header info including the logo is printed on every page of the HTML printou

TRUE, use Standard HTML Transaction Layout template if want only on the first page

formula expression to avoid divide by zero errors

Y/nullif(X,0) instead of Y/X

Is a report schedule automatically deleted whenever employee or role who created the schedule is marked inactive?

YES

can bundles be installed from one Release Preview acct to another Release Preview acct?

YES

can users use the sandbox acct while a new copy is being prepared?

YES

does the Add/Move Content option prevent users from removing not only portlets that were added as part of the published dashboard but also the portlets they add themselves?

YES

does the Password Policy selected by an Administrator determine minimum character types?

YES

for custom fields, can you specify the exact location within the form that the field is to be displayed relative to other fields and subtabs on the page?

YES

is the Core Administration Permissions feature enabled by default?

YES

can external forms be marked Preferred for Customer Center roles?

YES, but not for other roles

are custom field filters type sensitive?

YES, if you change the type of a custom field, filters defined for the field can become incompatible and unexpected errors occur

can hidden custom fields be viewed in the page source?

YES, it is a display convenience only and NOT field level security. it is embedded in the page output

what is the Use Permission List in the Access Type list for custom record types?

grants access to the custom record type according to the permissions set up on the Permissions subtab of this page

how many weeks to click Activate Sandbox before it is deleted?

two weeks (14 days)

how many recommended Administrators?

two, but they do not use the Administrator role for their everyday access