NetSuite Administrator

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

"name" <email address>

custom field types (9)

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

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)

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})

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 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

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

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

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

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

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

Audit Trail Subtab

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

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

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

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)

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

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 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

what do built-in functions do?

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

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

what does Restricted box for forms do?

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

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

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

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

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

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

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

Other Sublist Fields

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

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

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

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

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

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

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

where are forms labeled as (External) used?

Customer Center and My Account section of your website

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

Dataset Builder

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

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

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

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

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

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

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

ONE

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

Permissions subtab

formula expression for including line numbers in transaction searches

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

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 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: 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

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

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: 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: 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

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

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

can external forms be marked Preferred for Customer Center roles?

YES, but not for other roles

Public box is available only to who?

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

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

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

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

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

formula expression to find most recent record updater

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

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

one tabbed page or of multiple pages

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 - group

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

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

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