Netsuite Foundation Exam

*****Important:Whether you use the Approval Routing feature or use SuiteFlow, the setting you choose for approvals applies to ALL users in your company.

*****Important: Whether you use the Approval Routing feature or use SuiteFlow, the setting you choose for approvals applies to _____________ users in your company.

1. Inventory Adjustment 2. Inventory Worksheet

2 Forms used to adjust your inventory levels?

1. You can choose to receive a Daily Facts email alert up to three times a day. -This standardized message summarizes the latest information in the Events, Reminders, Key Performance Indicators, and standard Report Snapshots portlets on your Home page, if these portlets are visible and not minimized on your dashboard. Note that these messages do not include data from custom and sales management report snapshots. Important: The Daily Facts email alert does not include contents from portlets that are minimized on your dashboard or not showing on your dashboard. You can also email [email protected] from the email address you use to log in and automatically receive an email alert. 2. You can choose to receive email updates when information in one or more of your most important saved searches changes.

2 Types of Email Alerts

1. NONE - User doesn't have access to existing files. The user cannot create new, view existing, edit existing, or delete existing files. This access level makes the Restrict column in the Custom Record subtab invalid. For more information, see Setting Permissions. 2. VIEW - User has access to view existing files only. The user cannot create new, edit existing, or delete existing files. 3. CREATE - User can create new and view existing files. The user cannot edit or delete existing files. 4. EDIT - User has access to create new, view existing, and edit existing files. The user cannot delete existing files. 5. FULL - User has access to create new files and view, edit, and delete existing files.

5 possible access levels for permissions

1. Transactions 2. Reports 3. Lists 4. Setup 5. Custom Records

5 types of Permissions 1. 2. 3. 4. 5.

A kit/package is a unit composed of items from your inventory. A kit is sold as one unit, but has several member components. ***Kit components can be inventory items, assemblies, kits, and service items.

A __/______ is a unit composed of items from your inventory. A ___ is sold as one unit, but has several member components.

A sales order is a transaction that records a commitment to sell items or services to a customer.

A ___ ___is a transaction that records a commitment to sell items or services to a customer.

A case territory is a group of case assignment rules. The case territories use the case assignment rules to determine how cases are distributed to your support reps and support groups.

A ____ ____ is a group of case assignment rules. The ____ ____ use the case assignment rules to determine how cases are _______ to your support reps and support groups.

Sales Rules Sales rules are based on standard and custom fields found on lead, prospect, and customer records. For example, name, address, and phone number. NetSuite does not assign a potential customer that does not match your sales rules. You can manually assign these potential customers, or you can distribute them with the default Round Robin sales territory.

A ____ _____ is a set of parameters for how NetSuite assigns potential customers to sales reps. What are they based on?

A partner is a company you have a business agreement with who isn't a customer or a vendor.

A ______ is a company you have a business agreement with who isn't a customer or a vendor.

No impact Does Impact A credit memo created from a return authorization has no impact on inventory; however, a stand-alone credit memo does impact inventory.

A credit memo created from a return authorization has ______ ______ on inventory; however, a stand-alone credit memo _____ _______ inventory.

1. Specify the opening balances for your accounts if you chose not to do it when you first created your NetSuite account for your company. 2. Edit your opening balances if you find the amounts were in error. 3. Enter an adjustment such as for depreciation, that is not possible as a standard transaction. 4. Transfer amounts from one ledger account to another. 5. Consolidate multiple subsidiary accounts into a single account for the purposes of consolidated reporting.

A general journal entry records debits and credits to be posted to ledger accounts. General journal entries adjust the value of any set of accounts without entering transactions such as invoices or bills. For example, journal entries can be used to do the following: 1. Specify OB 2. Edit 3. Enter 4. Transfer 5. Consolidate

A purchase order has no accounting impact until the ordered items are received.

A purchase order transaction authorizes the purchase of goods and/or services. A purchase order has _____ accounting impact until the ordered items are received.

A single user action can create a series of cascading events in the audit trail. When reading audit trail data it is useful to group actions by date and time. Actions with the same time are most probably a single action.

A single user action can create a series of cascading events in the audit trail. When reading audit trail data it is useful to group actions by ___ and ______. Actions with the same ____ are most probably a single action.

A system note for a change on a record captures 1.the date when the change was made 2. who made the change 3. the role of the user who made the change, 4. the type of change 5. and the old and new value in the record.

A system note for a change on a record captures 1. 2. 3. 4. 5.

D. Log in to NetSuite using a different browser and check the report performance.

A user is trying to view a standard report in NetSuite. The report has been loading for three minutes. The user suspects that the slowness is caused by using a recently installed browser. Which of the following actions will confirm that the performance issue is caused by the browser or not? A. Use the Application Performance Management to improve performance. B. Run the same report in a different window while the original report is still running. C. Double-click the Oracle NetSuite logo and look at Browser Time. D. Log in to NetSuite using a different browser and check the report performance.

1. Billing subtab on a sales order 2. Payment Method subtab on the new Payment page. From an invoice, click Accept Payment 3. Billing subtab on a cash sale

Accepting Credit Card Payments You can enter credit card payments on: 1. 2. 3.

1. NONE - User doesn't have access to existing files. The user cannot create new, view existing, edit existing, or delete existing files. This access level makes the Restrict column in the Custom Record subtab invalid. For more information, see Setting Permissions. 2. VIEW - User has access to view existing files only. The user cannot create new, edit existing, or delete existing files. 3. CREATE - User can create new and view existing files. The user cannot edit or delete existing files. 4. EDIT - User has access to create new, view existing, and edit existing files. The user cannot delete existing files. 5. FULL - User has access to create new files and view, edit, and delete existing files.

Access Levels for Permissions and their restrictions

1. Transactions > Management > Saved Searches 2. Lists > Search > Saved Searches 3. Reports > Saved Searches > All Saved Searches

Accessing a Saved Search If you do not know the search title, you can display a list of all saved searches at: 1. ___________ > ___________ > _________ _________ 2. ________ > _________ > ______ __________ 3.________ > _______ _______ > ____ __________ ________

Assets = Liabilities + Shareholder's Equity ^ v v ^ v ^ Dr Cr Dr Cr Dr Cr Revenue = Credit Expenses = Debit Dividends = Debit

Accounting Equation Journal Entry Friendly Revenue = ? Expenses = ? Dividends = ?

1. The purchase appears on the Open Bills report. 2. The Accrued Purchases account is listed in the Account column.

Accounting for Received Purchase Orders When a received order is billed : 1. 2.

1. The total value of the billed inventory is entered in your A/P Register. 2. The transaction is considered closed.

Accounting for Received Purchase Orders When the bill is paid: 1. 2.

NetSuite uses the Accrued Purchases account to offset your A/P register. Using this account balances your A/P register for inventory that has been received but not paid for

Accounting for Received Purchase Orders Using Advanced Receiving, you can receive and bill your purchase orders in separate steps. Your inventory and accounting records are affected when a purchase order is received and billed. NetSuite uses the ____ ___ account to offset your A/P register. Using this account balances your A/P register for inventory that has been received but not paid for

1. An Item Receipt is issued. 2. Your inventory is updated with new on-hand quantities. 3. The total value of the inventory received is entered in your Accrued Purchases account. 4. The purchase appears on Vendor/Purchase reports, but does not appear on the Open Bills report.

Accounting for Received Purchase Orders When a purchase order is received: 1. 2. 3. 4.

1. Go to Setup > Company > Enable Features. Click the Transactions subtab. 2. Check the ACH Vendor Payments box. 3. Click Save.

Activate ACH Vendor Payments: Work Flow 1. ______>________ >______ ______>Click the _______ Subtab 2. 3.

done by Admin or full access Set up > company >Enable Features> Transactions >select EFT box

Activate Electronic Funds Transfer (EFT) features Work Flow

1. Go to Setup > Company > Enable Features > Transactions . 2. Check the Electronic Funds Transfer box. 3. Click Save. ***After you activate the EFT feature, you must apply to Coastal Software & Consulting, Inc. for an ACH processing account.

Activate Electronic Funds Transfer (EFT): Work Flow 1. 2. 3.

1. You can either access the editor from an entity record (Customer, Company, Lead and so on) by clicking the Communications subtab > Messages > Email. Or, in the case of the procedure below, from the Email Templates record. -The editor is the same in all cases.

Adding Images and Links to an Email Signature How do you access NetSuite's email editor?

1.Go to Documents > Templates > Email Templates > New. 2.Enter your signature information in the editor. 3.Optional: to add an email link, click the link icon (top right hand corner of editor). Set the Link Type to E-mail. Complete the additional fields. 4.Optional: to add an image to a signature, first make sure the image has been uploaded to NetSuite's File Cabinet. A. Open a new browser tab/window and go to Documents > Files > File Cabinet. B. Locate the required image file and click Edit. C. Copy the URL which begins https://system.netsuite.com/. 5.Return to the email editor. Click the image icon (top left hand corner of editor). 6.Paste the File Cabinet image URL into the URL field. Input sizing and alignment options as required. Click OK. 7.Switch to the editor's markup view by clicking the DIV icon (top left corner of editor). 8.Copy all lines of the markup code. A. Optional: save the email template file for future use. B. Discard the template file. 9.Go to Home > Set Preferences. 10.Clear any existing content from the Signature field, and paste in the copied HTML. 11.Check the Add Signature to Messages box. 12. Click Save.

Adding Images and Links to an Email Signature Work Flow Create an email signature using NetSuite's email editor: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.

Administrators can enable the Promotion Codes feature at Setup > Company > Enable Features > Transactions The feature is on the Transactions subtab in the Sales section.

Administrators can enable the Promotion Codes feature at ______ > __________ > ________ ________ > __________

1. NetSuite includes Worst Case opportunities and estimates in each forecast category. 2. NetSuite includes opportunities in the Most Likely category in the Most Likely and the Upside forecasts. 3. NetSuite includes opportunities in the Upside category in the Upside forecast **With the Multiple Projected Amount preference enabled, NetSuite includes the projected amount in each category in the corresponding forecast category. ****If you track weighted forecasts, NetSuite includes the weighted amount of opportunities and estimates in each category in the forecast.

Advanced Forecasting With Multiple Projected Amounts The forecast type you choose for an opportunity determines the amount NetSuite includes in the forecast according to the following: 1. 2. 3.

1. NetSuite includes Worst Case opportunities and estimates in each forecast category. 2. NetSuite includes opportunities in the Most Likely category in the Most Likely and the Upside forecasts. 3. NetSuite includes opportunities in the Upside category in the Upside forecast.

Advanced Forecasting Without Multiple Projected Amounts If your company does not use the Multiple Projected Amounts preference, each opportunity has a single projected amount. NetSuite applies the projected amount of the opportunity to each forecast category based on the following rules. The forecast type on the opportunity determines the forecast categories an opportunity is included in the forecast according to the following: 1. 2. 3.

1. Demand Planning uses demand plans and supply plans to configure replenishment for items set to use the Time Phased replenishment method. 2. After you select the Reorder Point replenishment method, you enter inventory management settings on item records. NetSuite then anticipates future demand for the item and adjusts suggested item ordering. Based on previous purchases and sales of items, your account calculates appropriate reorder points and preferred stock levels for items.

Advanced Inventory Management How do items that use the Reorder Point replenishment method for Advanced Inventory Management calculate demand differently from items that use Demand Planning?

1. Go to Customers > Lists > Customers. 2. Click Edit next to the customer for whom you want to set up EFT processing. 3. On the Customer record, click the Financial subtab. 4. Click the Electronic Funds Transfer subtab. 5. Enter your customer's bank account information: -Bank Name - Enter the name of the bank. -Account Number - Enter up to 20 digits for the account number. -Routing Number - Enter the 9-digit routing number. -Limit - Enter the authorized dollar amount limit per transaction. 6. Check the Savings Account box if this is a savings account. 7. Click Save. Now, the EFT payment is available as a payment method for this customer.

After the EFT feature is enabled, set up customer records to allow EFT transactions. Set up customer records for EFT transactions: Work Flow 1. Go to ________ > _______ > _________ 2. 3. 4. 5. 6. 7.

D. Track Changes Option

An Administrator would like to track changes to the item quantity on a Sales Order. Which functionality would the Administrator use? A. Line-Level Audit Trail for Transactions B. Transaction Audit Trail C. Transaction System Notes D. Track Changes Option

An income account register lists your assets that result from the sale of products and services. Income is calculated by subtracting expenses from revenues during the time period specified. Revenue - Expenses = Income

An ____ _____ register lists your assets that result from the sale of products and services. Income is calculated by ________ expenses from revenues during the time period specified.

An assembly item is an inventory item made of several components, but identified as a single item. Assemblies are manufactured by combining raw materials you stock.

An ______ ____ is an inventory item made of several components, but identified as a single item.

An accrued expense (Purchase), also known as accrued liabilities, is an accounting term that refers to an expense that is recognized on the books before it has been paid.

An ______ ______ (Purchase), also known as accrued liabilities, is an accounting term that refers to an expense that is recognized on the books before it has been paid.

Global Search Includes Transaction Numbers

Analytics Personal Preferences By default, when searching for a number in Global Search, the search results only include results by document number. When this box is checked, search results include results whose document number AND transaction number match the number searched.

Quick Search Uses Keywords If you clear this box, the Quick Search portlet displays Starts With and Contains buttons. Searches can return records with names that start with keywords OR records with names that contain keywords, based on the button you select

Analytics Personal Preferences Check this box so that the Quick Search portlet returns records with names that start with AND records with names that contain the keywords you enter. What happens to the Quick Search portlet if you clear this box?

Display Report Description To disable the display of customization details for selected reports, click Options in the footer of each report, and clear the Print Description box.

Analytics Personal Preferences Check this box to display customization details as part of report title for all reports. These details are from the Description field in the More Options step of the Report Builder.

Global Search Customer Prefix Includes Leads and Prospects By default this box is cleared, and when you type the cu prefix in the Search field, only customer records display in search results.************

Analytics Personal Preferences Check this box to display leads, prospects, and customers in your search results when you type the cu prefix in the Search field.

Display Report Title on Screen To display report title information only on selected reports, do not check this box. Instead, click Options in the footer of each report, and check the Display Title box.

Analytics Personal Preferences Check this box to display the report title, company name, and date or period range at the top of all reports displayed on your screen. Even when this preference is not enabled, this title information still prints on reports.

Popup Auto Suggest

Analytics Personal Preferences Check this box to have NetSuite suggest matches for the text you enter in fields as you type. You can select from the list of matching records to select the record you need.

Calculate Forecasts as Weighted You can set this preference at both Home > Set Preferences, and at Setup > Sales > Sales Preferences, on the Forecasts subtab. The setting you select for this preference on the Set Preferences page overrides the company wide setting for this preference on the Sales Preferences page.

Analytics Personal Preferences Check this box to show the weighted forecast value instead of total projected forecast values on reports.

Global Search Sort by Name/ID

Analytics Personal Preferences Check this box to sort global search results by name, instead of by record type and then by name within each record type.

Default Bank Account

Analytics Personal Preferences Def Select the bank account to use as the default account for the Bank Register listed on the Reports page and the Bank Balance snapshot on the Home page.

Page Search This option is enabled by default.************

Analytics Personal Preferences Enable the Menu Search feature to see enhanced results in the global search.

Accounting Book

Analytics Personal Preferences If you use the Multi-Book Accounting feature, select the Accounting Book you would like to use for reporting.

Global Search Auto Suggest This box is checked by default**********

Analytics Personal Preferences NetSuite suggests matches for the text you enter in the Search field, automatically as you type. You can select from the list of suggested records to go directly to the record you need.

CSV Export Character Encoding

Analytics Personal Preferences Select an alternate character encoding for CSV exports of lists, reports, and searches. Default encoding is UTF-8. Other options are Windows 1252, the default format for Microsoft Excel, and Shift-JIS, the most widely used format in Japan.

KPI Scorecard with Period Specific Consolidation Rates 1. Bank Balance 2. Credit Card Balance 3. Receivables 4. Payables 5. Other Current Assets 6. Other Current Liabilities Note: If Multi-Book Accounting is provisioned in your NetSuite OneWorld account, the accounting book selected on the user preference reflects the accounting book currency. -This preference has no affect on standard KPIs. -This preference is available for all NetSuite user roles.

Analytics Personal Preferences Select the accounting period that provides the consolidation rates you would like to use in the KPI Scorecard report. What KPIs are affected by the period consolidation rates you select? 1. B B 2. C C B 3. R 4. P 5. O C A 6. O C L Does this preference affect standard KPIs? What Netsuite user roles is this preference available for?

Report by Period 1. All Reports - Select this option to view all applicable reports by period. When this option is selected, reports that support reporting by period include a period filter in the report footer. 2. Financials Only - Select this option if you want specific financial reports reported by period. For a list of these financial reports, see Report by Period: Financials Only Reports. 3. Never - Select this option if you do not want to exclude reports that can be run in both by date and by period mode. Note: When you select Financials Only or Never, you may encounter problems with data for KPI scorecards that use accounting periods. Note: In OneWorld accounts, if you post transactions with dates outside posting periods, best practice is to run all reports by period. Select All Reports. This option requires the Accounting Periods feature to be enabled. For details, see Accounting Period Management.

Analytics Personal Preferences Select what type of reports you want to view by period. Options: 1. 2. 3. Which options can create problems? What feature do they create problems with? What feature needs to be enabled for this function?

Go to Home > Set Preferences and click the Analytics subtab

Analytics Personal Preferences Work Flow

You can set this preference at both Home > Set Preferences, and at Setup > Sales > Sales Preferences, on the Forecasts subtab.

Analytics Personal Preferences Work Flow Enable Calculate Forecasts as Weighted preference

Popup Search Uses Keywords Note: Enabling this preference removes the Starts With and Contains options from the Quick Search portlet.

Analytics Personal Preferences You use popup searches when you type a keyword and press TAB to make a selection in a field on a transaction or form. Check this box to base search results for popup lists only on keywords that start with and include all the search terms entered. What options can be removed from the Quick Search portlet by enabling this preference?

1. The Approval Routing Feature is the most basic NetSuite approval routing option. 2. Standard Suiteflow Workflows offer a simple and flexible approvals process that is easy to install. 3. Customized SuiteFlow Workflows offer the maximum flexibility for processing approvals. *****Important: Whether you use the Approval Routing feature or use SuiteFlow, the setting you choose for approvals applies to all users in your company.

Approval Routing What are 3 ways to incorporate Approval Routing into transaction processing? 1. A R F 2. S S W 3. C S W

Whether you use the Approval Routing feature or use SuiteFlow, the setting you choose for approvals applies to all users in your company.

Approval Routing Whether you use the Approval Routing feature or use SuiteFlow, the setting you choose for approvals applies to ___ users in your company.

1. Go to Transactions > Customers > Approve Electronic Funds Transfers (Administrator). 2. For each transaction, select a processing option: -Approve - Check this box to approve the transmission of this EFT payment. When you submit an approved transaction, the payment information is transmitted to Coastal for processing by the Automated Clearing House. To view the status of EFT transactions, go to Transactions > Customers > View Electronic Funds Transfer Status (Administrator). - Cancel - Check this box to deny approval of the transmission of this EFT payment. When you cancel payments for ACH processing, payment information is not transmitted to Coastal. The EFT payment transmission is canceled, but the invoice or cash sale remains valid. -Note: To process a payment for the invoice or cash sale by resubmitting an EFT payment or accepting payment by other means, go to Transactions > Customers > Accept Customer Payments > List. 3. Click Approve All to mark all transactions on the list as approved for transmission. 4. Click Unapprove All to clear all approved marks on the list. 5. Click Submit.

Approve Electronic Funds Transfers: Work Flow 1. Go to ________>_________>________ ________ ____ ______ 2. 3. 4. 5.

Expense reports have no accounting impact until they are approved by someone with accounting authority.

Approving Expenses Using the Approval Routing Feature Expense reports have no accounting impact until .......

If you do not use Approval Routing, the report is automatically routed to the employee's immediate supervisor and then to accounting. If you use Approval Routing, the supervisor or approver must have an expense approval limit greater than or equal to the amount of the report. If the amount is greater than the expense approval limit of the supervisor or approver, the report is sent to the next level of management.

Approving Expenses Using the Approval Routing Feature If you DO NOT use Approval Routing, the report is automatically routed to the employee's ___ ____ and then to _____. If you use Approval Routing, the supervisor or approver must have an expense approval limit ____ ____ __ ___ __ the amount of the report. If the amount is ___ ___ the expense approval limit of the supervisor or approver, the report is sent to the ____ ___ __ _____.

1. Log in to the Employee Center. 2. Go to Transactions > Employees > Enter Expense Reports > List. 3. View the report. If you are a supervisor and your direct reports submit an expense report, the Approve button is displayed. 4. Click Approve.

Approving Expenses Using the Approval Routing Feature To approve an expense report, you must first log in to the Employee Center. You must have the Employee Center role to access the Employee Center. An administrator can add the Employee Center role on your employee record. Work Flow Approve an expense report: 1. E C 2. ______>__________>_____ _____ _____>______ 3. V 4. A

When expense reports are approved by a supervisor or approver, their totals remain in an unapproved non-posting account until approved by accounting.

Approving Expenses Using the Approval Routing Feature When expense reports are approved by a supervisor or approver, their totals remain in an ____ __-____ account until approved by accounting.

A supervisor or approver must have a purchase approval limit greater than or equal to the amount of the purchase request. If the amount is greater than the purchase approval limit, the request is sent to the next level of management. This process continues until it is approved by an authorized supervisor or approver. If a purchase approver is specified for an employee, the supervisor is not part of the approval hierarchy.

Approving Purchases Using the Approval Routing Feature A supervisor or approver must have a purchase approval limit ___ ___ __ ___ __ the amount of the purchase request. If the amount is greater than the purchase approval limit, the request is sent to the __ __ __ ____. This process continues until it is ______ by an authorized supervisor or approver. If a purchase approver is specified for an employee, the supervisor is _____ part of the approval hierarchy.

1. Log in to the Employee Center. 2. Click Approve Purchase Requests. 3. Select the name of the employee who submitted the request. 4. Check the box next to the purchase request you want to approve. 5. Click Save. Supervisors can automatically be notified when they have requests to approve. Only an administrator can enable supervisor notification. To enable this preference, go to Setup > Accounting > Preferences > Accounting Preferences. Check the Automatically Notify Supervisors box.

Approving Purchases Using the Approval Routing Feature Work Flow Approve a purchase request using approval routing: 1. 2. 3. 4. 5.

You can also unbuild assemblies to increase your inventory of raw materials.

Assembly Items You can also unbuild assemblies to increase your inventory of ___ _____.

Attachments Sent and the Attachments Received -If you want to attach a file from one of these folders to an email message, you must move the file to another folder prior to sending an email message. -Note: Email messages cannot exceed 15,000,000 bytes (approximately 15 MB) in size. This includes the size of the message body and all attachments.

Attaching Files to Email Messages Def These attachment folders are system-generated folders used as repositories for files you attach from your computer to email messages you send from NetSuite and also for files attached from messages you save in NetSuite.

Note, however, that files in the Attachments Sent and the Attachments Received folders are not available to be attached. -These attachment folders are system-generated folders used as repositories for files you attach from your computer to email messages you send from NetSuite and also for files attached from messages you save in NetSuite.

Attaching Files to Email Messages Note, however, that files in the Attachments Sent and the Attachments Received folders are not available to be ______.

Authorizations are automatically voided when your customers cancel their orders in the customer center.

Authorizations are ______ ____ when your customers cancel their orders in the customer center.

Before you set up a case territory, you should create the case rules that make up the territory. For example, the support manager for Wolfe Electronics has two rules. One rule for the support issue Installation. Another rule for the support items Creativo 2000, Creativo 2400, Impressivo 1000 and Impressivo 1500. The manager creates a territory that includes both rules, and assigns the territory to Tom Taylor. Now, when a customer submits a case about installing any of these models of computers, the case is automatically assigned to Taylor.

Before you set up a case territory, you should create the ____ _____ that make up the territory.

1. Enter new names as singular (Netsuite Pluralizes) 2. Do not rename a record identically to an existing record 3. Do not use the same word to rename more than one record

Best Practices Renaming Records 1. 2. 3.

1. Do not change abbreviations

Best Practices Renaming Transactions

If you use the Assembly Items feature, you must designate a bin for any component item in a build which uses bins. If a parent assembly item uses bins, you must designate a bin for that item to unbuild it.

Bins and Assembly Items If you use the Assembly Items feature, you must designate a bin for ANY _____ ___ in a build which uses bins. If a parent assembly item uses bins, you must designate _ ___ for that item to unbuild it.

You are not required to designate a bin for a member item in an unbuild or for an assembly item in a build. This is true unless the Require Bins on All Transactions Except Item Receipts preference is enabled.

Bins and Assembly Items You are NOT required to designate a bin for a member item in an unbuild or for an assembly item in a build. This is true unless the _____ ___ __ ___ ______ ____ ____ _____ preference is enabled.

Bins are required on all cash sales, invoices, and negative inventory adjustments with bin items. This is true with any state of the Require Bins on All Transactions Except Item Receipts preference. For example, you enter a cash sale with a bin item that specifies a location. The item is required to have at least one bin in that location. Also, when you enter an inventory adjustment, any line that deducts a quantity of an item that uses bins will require a bin. When you edit an existing sale transaction that has a bin item but no bin specified, bins must be specified on the transaction. If you do not specify a bin, you see the notice: "The number of bins entered (0) is not equal to the item quantity (x)".

Bins are required on all ____ ____, _____ , and ____ ____ ____ with bin items.

Bins help you track on-hand quantities within a warehouse. Tracking items by bins can help organize receiving items and simplify picking items to fulfill orders. For example, if you use bins, when you receive a purchase order, the order can tell you which bin to place the items in. Then, your stock level of that item in that bin is tracked.

Bins help you track....

By default, the Audit Results page sorts transactions by their system-generated internal ID.

By default, the Audit Results page sorts transactions by their system-generated ________ __.

True

By default, the user who created the saved search is the owner of the search. True or False

Setup > Import/Export > Import CSV Files

CSV Imports Overview Work Flow Import Assistant is available at _____ > ______/______ > _____ __ _____

CSV import is the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite.

CSV import is the most commonly used method for transferring _____ to _________-sized data sets from other applications into NetSuite.

1. Adjust Inventory Worksheet, Distributions -Worksheets can also be set to post as the last transaction of the day. For details, read about the Order in Day field below. 2. Adjust Inventory transaction 3. Receive Purchase Order 4. Bill Payment 5. Bill Credit 6. Item Fulfillment 7. Invoice, Cash Sale 8. Credit Memo, Return Authorization Item Receipts For example, you enter an invoice dated 1-1-08 selling a quantity of 1 of your item Deluxe Widget. Later, you enter an inventory worksheet dated 1-1-08 with Deluxe Widget showing a quantity of 5 on hand. The On Hand count on 1-1-08 is 4 Deluxe Widgets In another example, you enter an inventory worksheet dated 3-13-2008 with Deluxe Widget showing a quantity on hand of 15, valued at $75. Then, you run an inventory report dated 3-13-2008 with Deluxe Widget showing a quantity on hand of 15, valued at $75. -If you enter a cash sale for 5 widgets dated 3-12-08 and then run an inventory report, you see 15 Widgets on hand. They are valued at $75 as of 3-13-08. -If you enter a cash sale for 5 widgets dated 3-13-08 and then run an inventory report, you see 10 Widgets on hand. They are valued at $50 as of 3-13-08.

Calculating On Hand Quantities Inventory transactions with the same date are calculated in a particular order to find the On Hand quantity of an item. An inventory worksheet transaction posts at the start of the transaction date. Any additional inventory transactions on that date affect its figures. NetSuite uses the default order transactions to calculate this quantity:

1. Go to Setup > Marketing > Campaign Management > Channels. 2. Enter a name for this campaign channel. 3. In the Type field, select the category you want this channel to be included in. Your selection determines the type of campaign event that can use this channel. For example, you create campaign events that use an email type channel on the Email subtab of the campaign record. 4. Enter a description of the channel. 5. Click Save.

Campaign Channels Work Flow create a campaign channel: 1. 2. 3. 4. 5.

1. Go to Commerce > Hosting > Domains. 2. In the Domain Name column, enter the domain name you have registered to send campaign email messages. 3. In the Hosted As column, select Email Campaign. 4. Click Add. 5. Repeat these steps for each email domain you want to add. 6. Click Save. **************Warning: After you create a new domain or update an existing domain, you must wait TWO hours before you configure DNS settings with your domain provider. 7. After two hours, return to the Domain Setup page, and then copy the CNAME (Alias) NetSuite assigned to you. You will use this CNAME to complete DNS setup with your domain name provider. Go to Commerce > Hosting > Domains. Note: Each time you add or edit a domain name in NetSuite, the CNAME (Alias) displayed for that domain changes. You must configure DNS settings with your domain provider to point your domain name to the correct CNAME (Alias). 8. (Required) Visit your domain provider's website to complete the CNAME record setup. See Point your Domain Name at your Domain (DNS Settings). 9. Select the campaign domain on the Marketing subtab of your email template or campaign template records. 10. You can set a default domain for your templates. Go to Setup > Marketing > Set Up Web Site > Default Campaign Domain field.

Campaign Email Domains Set up your email domain name in NetSuite: 1. Go to __________ > __________ > __________. 2. 3. 4. 5. 6. 7. 8. 9. 10.

1. Go to Setup > Sales & Marketing Automation > Campaign Offers > New 2.Enter a name for the offer. 3. Enter a short description. This appears on the list page of campaign offers. 4. Click Save. To assign an offer to a particular marketing campaign, go to Lists > Marketing > Marketing Campaigns. Open the campaign record in edit mode and select the offer from the Offer list in the Related Information section.

Campaign Offers Work Flow Create a Campaign Offer: ____>____&_____ _____> _____ _____>____

1. Go to Setup > Support > Manage Escalation Assignments > New. After you set up escalation assignments, you can prioritize them. Priorities determine which assignment a case should be classified in if it matches rules for more than one assignment. You can change the priorities on the Manage Escalation Assignments page by clicking the handlebars next to an assignment and dragging it up or down. The first assignment in the list is the first assignment a case is sifted through. To view the rules for an assignment or make changes to an assignment, click its name in the Territory column.

Case Escalation Assignments Work Flow Set up a case escalation assignment:

1. Go to Setup > Support > Escalation Rules > New.. For example, you have a group of customers who have purchased a warranty plan. If they submit a case, it will be resolved within 24 hours. You can set up an escalation rule that includes every customer in this group. Then create a rule for duration since case creation of greater than equal to 12 hours. You then create a case escalation assignment that includes both rules and assign it to a support team devoted to resolving high priority cases. Note: To exclude cases from escalation based on rules, you must create rules to include only open cases and cases created after today.

Case Escalation Rules Work Flow Create a case escalation rule: 1. ____>____>____ ___>___ How do you exclude cases from escalation based on Rules?

When cases are submitted, each case is automatically: 1. saved in your case queue 2. saved on the customer's record 3. assigned to a support rep using rules and territories

Case Profiles When cases are submitted, each case is automatically: 1. 2. 3.

Case capture works by forwarding your company's support email address to a NetSuite-generated address.

Case capture works by forwarding your company's _____ ___ ____ to a _____-____ ____. Remember this when you set up forwarding on your mail server.

Case escalation assignments use rules to determine how cases are escalated and who they are escalated to. Before you set up an escalation assignment, you should create escalation rules. Wolfe Electronics creates a case escalation assignment. It includes a rule for customers who have purchased a warranty. It also includes a rule for cases that have been open for greater than or equal to 12 hours. They then assign it to a support team devoted to resolving high priority cases.

Case escalation assignments use _____ to determine how cases are escalated and who they are escalated to. Before you set up an escalation assignment, you should create ______ ______.

1. Go to Transactions > Inventory > Adjust Inventory Worksheet. The Inventory Worksheet page appears. 2. For OneWorld accounts, in the Subsidiary field, select the subsidiary you want to associate with this adjustment. 3. Set values in fields of each of the following sections or subtabs: Primary, Classification, and Adjustments. 4. Click Save. To view your inventory worksheets, go to Transactions > Inventory > Adjust Inventory Worksheet > List.

Changing Inventory Adjustment Worksheets Work Flow Use the adjust inventory worksheet: 1. Go to ________ > __________ > _______ _______ ______. View your inventory worksheets Go to ________ > __________ > _______ _______ _____ > _________

1. Class 2. Location 3. Department 4. subsidiary Click the Restrict View subtab of the Set Preferences page to limit your access to information for the specific class, location, department, or subsidiary you select. -The restrictions apply only for the duration of your current session. The next time you login, your original settings are restored.

Click the Restrict View subtab of the Set Preferences page to limit your access to information for the specific _____, ______, _____, or _____ you select. How long do the restrictions apply for?

Client performance is measured as the time it takes for your computer to display a page. Other applications running on your computer, in addition to NetSuite, are using your computer's resources. These applications may impact the performance of the NetSuite application on your computer. Some client performance problems may appear when using one browser but not when using another browser. For example, some browsers may render pages faster than others. These differences may result from browser configuration, security defenders, and individual browser add-ons. For more details, see Supported Browsers for NetSuite.

Client performance is measured as the.....

Cost of Goods Sold (COGS) account register lists EXPENSES incurred for purchasing or manufacturing the merchandise you sell. Cost of goods sold, or, inventory costing, is calculated by SUBTRACTING ending inventory from the SUM of the beginning inventory and the PURCHASES during a period of time. Beginning Inventory + Purchases - Ending Inventory = Cost of Goods Sold

Cost of Goods Sold (COGS) account register lists _________ incurred for purchasing or manufacturing the merchandise you sell. Cost of goods sold, or, inventory costing, is calculated by _______ ending inventory from the _____ of the beginning inventory and the ________ during a period of time.

To preserve LIFO or FIFO costing methods, use Adjust Inventory for any inventory adjustments.

Costing History is Averaged To preserve LIFO or FIFO costing methods, use ____ _____ for any inventory adjustments.

When you use the Adjust Inventory Worksheet with LIFO or FIFO costing, the cost of any item you adjust is averaged. NetSuite ignores LIFO or FIFO, and your costing history is lost

Costing History is Averaged When you use the _____ ____ ____ with LIFO or FIFO costing, the cost of any item you adjust is averaged. NetSuite ignores LIFO or FIFO, and your costing history is lost.

go to Opportunities > Other > Promotions > New.

Create a Promotion Code Work Flow go to _________________ > __________ > __________ > ___________.

1. Go to Setup > Sales & Marketing Automation > Set Up Sales Rules > New. OR Setup > Sales > Sales Management > Sales Rule > New ????????? 2. On the Select a Customer Rule Field page, click the name of the field on which you want to base this rule. The type of field you select determines what kind of criteria you can set. 3. On the Customer Field Rule page, enter a name and description for this rule. The field you base this rule on is shown below the description. 4. Set the criteria you want for this rule. Set multiple subcriteria, if needed. For example, you want to create a zip, postal code rule that includes multiple zip codes. The criteria you can set are based on the type of field on which you base this rule: -Numerical fields - criteria and subcriteria based on numerical ranges -Text fields - criteria and subcriteria based on alphanumerical content -Box fields - criteria based on whether the box is checked (is Equal To) or not checked (is Not Equal) -List fields - criteria based on the inclusion or exclusion of choices in preexisting lists, for example, Lead Source or State -Custom fields - criteria based on the information entered in custom fields 5. Set the rules if you want customers to match all or any of the criteria and subcriteria. Availability of these options depends on the type of field on which you base this rule: -Choose Match All Conditions if you want customers to be assigned by this rule only if they match all criteria and subcriteria. -Choose Match Any Condition if you want customers to be assigned by this rule if they meet any of the criteria or subcriteria. 6. If you have the option to select subcriteria, set them at the bottom of the page, and then click Add/Edit. 7. Click Save. After you create the sales territory assignment rules, group those rules into territories, and then assign the territories to sales representatives. Go to Setup > Sales > Sales Management > Sales Territories > New.

Create a Sales Rule Work Flow 1. ____>___&____ _____>__ __ ___ ___>___ OR ___>____>___ _____>___ __>___ 2. 3. 4. 5. 6. 7.

1. go to Setup > Sales > CRM Lists. 2. Expand the Filters. 3. In the Type field, select the kind of CRM list you want to create a record for.

Create new records for Customer Relationship Management (CRM) features Work Flow 1. 2. 3.

1. Phone 2. Web 3. Email 4. Other

Creating Case Origins The following default case origin types are included in your account: 1. P 2. W 3. E 4. O

1. go to Setup > Support > Case Origin Types. 2. Click the name of the origin you want to change. 3. Click Edit, and make your changes. 4. Then, click Save. To inactivate case origins, check the Inactive box on case origin records. These origin types no longer appear on new cases. To see inactive case origins, check the Show Inactives box at the bottom of the Case Origin Types list.

Creating Case Origins Work Flow Change your case origins 1. 2. 3. 4.

1. Go to Setup > Support > Case Origin Types > New. 2. In the Case Origin field, enter a name for this case origin type. This name appears in a list on case records in the Origin field. 3. In the Insert Before field, you can choose to place this type before an existing type in the list. 4. In the Description field, enter a description of this case origin type or what cases should have this origin type. 5. Click Save.

Creating Case Origins Work Flow Create a new case origin:. Go to _____ > ________ > _____ _____ _____ > ___

If you use NetSuite OneWorld, you must create case rules based on the subsidiary field. This field ensures that support reps are assigned cases only in subsidiaries they have access to.

Creating Case Rules If you use NetSuite OneWorld, you must create case rules based on the _______ field. This field ensures that support reps are assigned cases only in subsidiaries they have access to.

1. Go to Setup > Support > Case Management > Case Rules > New. *****After you have created the case assignment rules, group those rules into territories and assign the territories to support representatives. To do this, go to Setup > Case Management > Case Territories > New.

Creating Case Rules Work Flow Create a case rule: 1.

1. Not Started 2. In Progress 3. Escalated 4. Re-Opened 5. Closed

Creating Case Statuses What are the 5 default case statuses in Netsuite?

1. Go to Setup > Support > Case Statuses. 2. In the Case Status field, enter a name for the new status. This name appears in the Status field on case records. 3. In the Insert Before field, select where you would like this status listed in the Status field on case records. For example, you may want to arrange statuses in order of how cases are resolved or alphabetically. 4. In the Stage field, choose whether this status describes cases that are Open, Escalated or Closed. Statuses MUST be associated with a stage. For example, you can create an Awaiting Customer Response status for the Open State. This status would denote that support has asked for more information from the customer to resolve the case. 5. Check the On Hold box if cases with this status should not have time counted against them. For example, you are waiting for a reply from a customer or are waiting for a solution from another department. You can use an on hold status to pause the case's time log. This lets you more accurately track the efficiency of a support team. 6. Check the Show Awaiting Support Reply box if you want this case status to be included in searches and case tracking reports. 7. If you use the Issue Management feature, check the Auto Close With Issues box. This option automatically closes a case of this status when all attached issues are closed. You must also have the Automatically Close With Linked Issues box checked at Setup> Issues > Issue Preferences. 8. In the Description field, enter a definition of cases that should be assigned this status. 9. Click Save.

Creating Case Statuses Work Flow create a case status: 1.___>___>__ __ 2. 3. 4. 5. 6. 7. 8. 9.

1. Go to Setup > Support > Case Management > Case Territories. 2. Click New.

Creating Case Territories Work Flow Set up a case territory: 1. 2.

1. Go to Setup > Support > Case Types > New. 2. In the Case Type field, enter a name for this case type. Customers and support reps select a case type when entering case records. 3. In the Insert Before field, you can control where the new type appears in the type list in dropdown fields. 4. In the Description field, enter a brief description of what cases should fit in this case type. This description is displayed in the Support Case Types list. 5. Click Save.

Creating Case Types Work Flow Create a case type: 1. ___>____>___ ___>____ 2. 3. 4. 5.

1. go to Setup > Support > Case Types. 2. Click the name of the case type you want to change. 3. Click Edit, and make your changes. 4. Then, click Save.

Creating Case Types Work Flow Edit existing or default case types 1. S______> S_____> C___ T____ 2. 3. 4.

1.Go to Opportunities > Transactions > Sales Orders > New. To edit an existing sales order, go to Transactions > Sales > Enter Sales Orders > List (Administrator) and then click Edit next to the order.

Creating a Sales Order Work Flow Create a standard sales order: 1.

Decrease Deduct Total Reverse a charge billed to a customer. Credit Memos decrease the amount a customer owes, deduct the credit from the total amount due This type of transaction can be used to reverse a charge billed to a customer

Credit Memos _____ the amount a customer owes, ____ the credit from the ____ amount due This type of transaction can be used to ....

1. Transaction — subtabs for cash refund, cash sale, credit memo, estimate, invoice, opportunity, purchase order, return authorization, sales order, and other transaction records. 2. Entity — subtabs for customer, project, vendor, employee, other name, contact, partner, and group records. 3. Item — subtabs for inventory, noninventory, group, other charge, assembly/bill of materials, kit/package, service item and other item records. 4. CRM — subtabs for task, phone call, event, case, campaign, solution, and other CRM records. Customization > Forms > Subtabs

Custom Subtab Types 1. T 2. E 3. I 4. C

1. When a return is initiated from the original sale, the process is simplified, TIME IS SAVED and KEYING ERRORS DECREASE because you do not re-enter information. The information from the sale is copied to the return, such as the sale price and quantity sold. 2. When the warehouse receives an item against an authorization, totals for stock levels and inventory values are SIMULTANEOUSLY UPDATED without entering additional forms. 3. Depending on your set preferences, a credit memo is not issued by accounting until the item is received in the warehouse, which SAFEGUARDS AGAINST LOSSES due to crediting unreceived returns. With an integrated system, all employees use ONE SET of data to manage, process and track returns with current, accurate information in real time.

Customer Return Management Benefits of using customer return management 1. 2. 3.

A customer status describes a lead, prospect, or customer's stage in the sales cycle.

Customer Statuses A customer status describes a ____, ____, or _____ stage in the sales cycle.

All statuses have a probability level associated with them. Leads should have a 0 probability. If the probability increases, they are then considered prospects.

Customer Statuses All statuses have a _____ ____ associated with them. Leads should have a ____ probability. If the probability increases, what are they considered?

1. Go to Setup > Sales & Marketing Automation > Customer Statuses > New. 2. In the Status field, enter the name for your new status. You may want to include the stage in your status title. For example, PROSPECT - 50/50. 3. In the Stage field, select Lead, Prospect, or Customer as the stage. 4. In the Probability field, if you selected prospect as the stage, enter the percent likelihood a prospect with this status will become a customer. 5. In the Description field, enter a brief definition of this status. You can enter up to 999 characters in this field. 6. Check the Include in Lead Reports box if you want customers with this status to appear in lead reports. 7. Click Save to view the Customer Statuses list. -Click Save & New to save this record and create a new status. You can now select this status on customer records and set up sales rules and territories based on this status.

Customer Statuses Create a customer status Work Flow 1. Go to ______ > _____ & ________ ________ > ______ ______ > ________. 2. 3. 4. 5. 6. 7.

1. the name that appears in the From field 2. the From email address 3. a custom signature

Customizing Email Signatures and From Fields You can set up an email profile to determine the following for email you send through NetSuite: 1. 2. 3.

To include your email signature, you must include the following FreeMarker syntax in the email: ${preferences.message_signature} You can also place this marker in email templates. If you do not enter a nickname or a From address, your login email address appears in the From field.

Customizing Email Signatures and From Fields To include your email signature, you must include the following FreeMarker syntax in the email: ________________________ You can also place this marker in email templates. If you do not enter a nickname or a From address, your login email address appears in the From field.

1. Go to Home > Set Preferences, in the User Profile area of the General subtab. 2. In the Nickname field, enter the name you want to appear in the From field on the email you send. 3. In the Signature field, enter an email signature using HTML markup. For information about how to create an HTML signature file, see Adding Images and Links to an Email Signature. Note: You can enter up to 4000 HTML characters in this field. 4. In the From Email Address field, enter the email address you want to appear in the From field on email you send. 5. Click Save. -To include your email signature, you must include the following FreeMarker syntax in the email: ${preferences.message_signature} You can also place this marker in email templates. If you do not enter a nickname or a From address, your login email address appears in the From field.

Customizing Email Signatures and From Fields Work Flow Set up email profile 1. 2. 3. 4.

You can use special orders to purchase and track items that might not follow regular inventory processing. For example, just-in-time orders or orders for customized items. *********Important: If you change the base price on a special item record, the sales order and linked purchase order will be automatically updated. This may result in incorrect prices appearing on customer invoices.

Def You can use ____ ____ to purchase and track items that might not follow regular inventory processing. For example, just-in-time orders or orders for customized items.

A case assignment rule is a set of parameters for how support cases are distributed to support representatives. The rules are based on fields found in the case record. After you create case rules, they are grouped together as case territories. These territories are assigned to your support representatives so that new support cases are distributed automatically. For example, Wolfe Electronics creates a rule called Installation Issues for cases with Installation selected in the Support Issue field. They can then group this rule with other rules to create a territory.

Def A ____ ____ __ is a set of parameters for how support cases are distributed to support representatives. The ____ are based on fields found in the case record. After you create ____ ____, they are grouped together as ____ ____. These _____ are assigned to your support representatives so that new support cases are distributed ________.

A subtotal item can be inserted on any line of a transaction and will subtotal the items above it, up to the next subtotal line.

Def A ____ item can be inserted on any line of a transaction and will subtotal the items above it, up to the next subtotal line. This allows you some added flexibility when calculating discounts.

A service item is an item you create to track time and record billable hours.

Def A ____ item is an item you create to track time and record billable hours.

A case type represents the kind of support issue your customer is reporting.

Def A _____ _____ represents the kind of support issue your customer is reporting.

An item group is sold as one unit, but has several member components from your inventory. Item groups can be inventory items, assemblies, kits, and service items.

Def An ___ ____ is sold as one unit, but has several member components from your inventory. _____ ____ can be inventory items, assemblies, kits, and service items.

The Email Case Capture feature automatically converts customer support messages your company receives into organized cases in NetSuite. Depending on the specific requirements of your business, you can use case capture to create a simple catch-all support address. You can also create a more sophisticated customer support model by using Case Profiles.

Def Feature automatically converts customer support messages your company receives into organized cases in NetSuite.

General Ledger (GL) is a record of all past transactions of a company, organized by accounts. In Netsuite, a general ledger sorts all transaction (Debit and credit transactions) information through accounts. The transactions are related to various accounting elements, including assets, liabilities, equity, revenues, expenses, gains, and losses.

Def General Ledger (GL)

NetSuite Approval Routing helps your organization define who can approve employee purchase transactions and limit approval amounts by authorizer level and department. This feature helps you to control spending by allowing managers to better understand your organization's approval process. Increased cost awareness helps management and staff work together to reduce unnecessary spending.

Def NetSuite _____ _____helps your organization define who can approve employee purchase transactions and limit approval amounts by authorizer level and department. This feature helps you to control spending by allowing managers to better understand your organization's approval process. Increased cost awareness helps management and staff work together to reduce unnecessary spending.

SuiteAnalytics Connect provides views of NetSuite data tables that are available to external reporting tools like Microsoft® Excel and Crystal Reports® through an ODBC, JDBC, or ADO.NET driver. You need the SuiteAnalytics Connect feature to use these views, and they include a subset of NetSuite tables. See SuiteAnalytics Connect.

Def Provides views of NetSuite data tables that are available to external reporting tools like Microsoft® Excel and Crystal Reports® through an ODBC, JDBC, or ADO.NET driver.

A requisition is a written request made by an employee for an organization's purchasing department to buy goods or services. This request specifies the exact item and quantity to be obtained, so that the purchasing staff can more efficiently source what is needed. How a Requisition Works The employee needing to acquire something initially fills out a requisition form and then takes it to his or her manager for approval. If approved, the requisition is then forwarded to the purchasing department, which acquires the items indicated on the form.

Def Requisition

The Team Selling feature lets you associate sales transactions and customers with sales teams comprised of various employees. In addition to sales reps and managers, sales teams can include engineers, account managers and other employees that aid in the sales process.

Def The ______ ______feature lets you associate sales transactions and customers with sales teams comprised of various employees. In addition to sales reps and managers, sales teams can include _____, _____ _____ and other _____ that aid in the sales process.

Conversion by Status Change and Sales Transactions

Def When a lead record is created, the lead is assigned to a sales representative or team. Whether the assignment is manual or automatic depends on your sales force automation configuration. For information see Lead Routing. Then, the sales representative makes contact with the lead and begins the nurturing process. When negotiations reach the point where a sale seems possible, the representative converts the lead record to a prospect record. The conversion may be a manual change of the Status field on the lead record or an automatic change upon creation of an estimate, opportunity, or sales transaction.

Conversion with the Lead Conversion Feature

Def When the lead qualifies, the conversion creates two records: a contact record for the individual and a prospect record for the company. Lead records in this workflow are of type individual, but they result in prospects of type company with a linked contact record.

When you create a case rule, you set criteria for a certain field on the case record. You then group rules into territories and assign a support rep to the territory. Any new cases that meet the criteria of each rule in a territory are assigned to that support rep.

Def When you create a ____ ___, you set criteria for a certain field on the case record. You then group ____ into _____ and assign a support rep to the territory. Any new cases that meet the criteria of each rule in a territory are assigned to that support rep.

You can create and maintain your item records using an item matrix. An item matrix lets you track your items by options such as size and color. ***An item matrix consists of a parent item and subitems. With an item matrix, each combination is tracked separately. For example, Wolfe Electronics sells blank compact disks for recording. These compact disks are available in different storage capacities and colors. With an item matrix, Wolfe can track each combination of color and storage separately without having to create an item record for each combination. ***Note: The parent item does not appear on transactions. Only child items that show each option can be chosen on transactions.

Def You can create and maintain your item records using an ____ ___. An ____ ____ lets you track your items by options such as size and color.

You can set up case rules and case territories to automatically assign cases to support reps or support groups. You must first have defined your case types, case origins, support issues and support items

Def You can set up ___ ___ and ___ ____ to automatically assign cases to support reps or support groups. You must first have defined your _____ ____, ___ ____, support ___ and support ____

Pricing groups allow you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Laptops and associate the pricing group with all of your laptop items.

Def ____ ____ allow you to assign customer-specific price levels for groups of items. For example, you could create a ___ ____called Laptops and associate the ____ ___ with all of your laptop items.

Sales territories use sales rules to determine how NetSuite distributes new potential customers to your sales reps, sales groups, and sales teams. In NetSuite, you define sales territories by sales rules. The information in a lead, prospect, or customer's record must match one or all of the criteria of the sales rules to be assigned to that territory. Note: Territory assignment works on a first come first served basis. When NetSuite encounters a successful Sales Territory rule and assigns the Lead, the processing of Sales Territory rules stops. Subsequent rules are not considered and cannot overwrite the initial assignment.

Def ____ ____ use _____ _____ to determine how NetSuite distributes new potential customers to your sales reps, sales groups, and sales teams.

Quotas are goals you set for sales representatives. You can create and track quotas for sales reps by item, class, location, or department.

Def ____ are goals you set for sales representatives. You can create and track ____ for sales reps by ____, _____, _____, or _____.

Other charge items can be used to designate items or services you purchase or sell that do not fall into another type of item. For example, you might use other charge items in the following ways: Other charge for sale - to charge for gift wrapping or alterations Other charge for purchase - when your company must pay a vendor a rush charge Other charge for resale - when you receive free boxes with a wholesale purchase but sell the boxes for a profit.

Def _____ _____ items can be used to designate items or services you purchase or sell that do not fall into another type of item.

Approval Routing enables users with the Administrator role, or the Employee Center role, to designate that specific purchase and expense transactions be approved before they are processed. Create an approval hierarchy to designate approvers for employees and set approval limits for expense reports, purchase requests, and purchase orders. ****Note: If you enable Approval Routing for specific purchase and expense transactions, you can only approve 25 of those transactions at a time.

Def _____ ______ enables users with the Administrator role, or the Employee Center role, to designate that specific purchase and expense transactions be approved before they are processed. Create an approval hierarchy to designate approvers for employees and set approval limits for expense reports, purchase requests, and purchase orders.

Description line items let you place sentence- or paragraph-long descriptions on items you are not selling. For example, you can enter special shipping instructions or a disclaimer. **The item name of a description item does not appear on printed forms, only the descriptive text. Nothing appears in the amount column for description items.

Def _______ ____ items let you place sentence- or paragraph-long descriptions on items you are not selling. For example, you can enter special shipping instructions or a disclaimer.

Quantity pricing schedules are templates that you can apply to items to generate purchase and sale prices. When you apply a quantity pricing schedule to an item, the prices for all price levels are created dynamically. ******Note: To create quantity pricing schedules, you must first enable the Quantity Pricing feature and set quantity pricing preferences.

Def _______ _____ ______are templates that you can apply to items to generate purchase and sale prices. When you apply a _____ ___ ___ to an item, the prices for all price levels are created dynamically.

A case origin type is how a support case is reported. For example, Wolfe Electronics links to their online case form from their Web site. They create a new case origin, Online, for cases that are reported with the online form.

Def A ___ ____ type is how a support case is reported.

Minimum Forecast Probability (Available only when the Advanced Forecasting feature is not enabled.)

Def Enter the minimum probability that an opportunity or estimate must have to be included in sales forecasts. **

Case profiles, let you create additional support addresses and route support issues to a particular product area, team, or in OneWorld, subsidiaries.

Def Let you create additional support addresses and route support issues to a particular product area, team, or in OneWorld, subsidiaries.

In NetSuite, the mail merge feature lets you create personalized letters, bulk email messages, faxes, and mailing labels from your NetSuite data.

Def In NetSuite, the ____ ____ feature lets you create personalized letters, bulk email messages, faxes, and mailing labels from your NetSuite data.

Go to Lists > Mass Update > Mass Updates.

Defining a Mass Update Work Flow define a mass update:

A saved search must include at least one sort order. If you do not specify a column in the Sort By field, when the record is saved, the first column specified on the Columns subtab is used for sorting. For saved searches with large data sets, set Sort By to the same columns that you added on the Results subtab.

Defining a Saved Search A saved search must include at least ___ sort order.

The Public box and the Audience subtab are available only to administrators and to other users with at least Create level of the Publish Search permission, a Lists type permission.

Defining a Saved Search The Public box and the Audience subtab are available only to _____ and to other users with at least _____ level of the Publish Search permission, a Lists type permission.

Important: The Run Unrestricted option is NOT applied to time and expense searches by users that have roles with the Restrict Time and Expenses option enabled. Employees using a role with the Restrict Time and Expenses option enabled cannot enter expense reports or time transactions on behalf of other employees and their reports and searches do not return any time or expense transactions entered by other employees. The Restrict Time and Expenses option for a role OVERRIDES the Run Unrestricted option for a search.

Defining a Saved Search The Run Unrestricted option is ______ applied to time and expense searches by users that have roles with the Restrict Time and Expenses option enabled.

1. Go to Reports > Saved Searches > All Saved Searches > New and select the record type for the saved search. 2. On a simple or advanced search definition page, click the Create Saved Search button. 3. On a search results page, click the Save This Search button. 4. For an existing saved search, go to Reports > Saved Searches > All Saved Searches, and click Edit next to the saved search you want to redefine.

Defining a Saved Search To create a saved search, you need to access a saved search definition page for a selected record type. You can access a saved search definition page in any of the following ways: 1. Go to _______ > ____ ______ > ___ ______ _______ > ___ 2. 3. 4.

True

Defining a Saved Search True or False Customers, vendors, and partners other than advanced partners generally do not have access to saved searches, even those that are defined as public.

No

Does a credit memo impact inventory if created from a return authorization?

yes

Does a credit memo impact inventory if stand-alone from a return authorization?

Setup > Company > Enable Features (Administrator) on the Company subtab in the Data Management section.

Duplicate Record Detection An administrator can turn on the Duplicate Detection & Merge feature at ____ > ____ > _____ (Administrator) > _____ subtab in the ____ ________ section.

Each system note record stores details about a specific change made to a NetSuite record.

Each ____ ____ record stores details about a specific change made to a NetSuite record.

Have cases created automatically from email messages

Email Case Capture:

Pathway to enable Advanced Forecasting Features An admin goes to Setup > Company > SetupTasks > Enable Features (Admin) > CRM, check Advanced Forecasting box and click save

Enable Advanced Forecasting

1. Go to Setup > Company > Enable Features. 2. Click the Items & Inventory subtab, and then check the Advanced Inventory Management box. 3. Click Save.

Enable Advanced Inventory Management: Work Flow 1. 2. 3.

1. Basic Features ● Accounting: Use Netsuite for Accounting. Enables undeposited funds account ● A/R: acc receivable. Invoice, receipts, sales, payment, customers Enables Refunded Payables account ● A/P: acc payable. purchases, bills, Reporting Structure ● accounting periods: group transactions based on time ● audit numbering for GL transactions 2. Advanced Features ● Expense allocation ● Dynamic allocation ● Multiple budgets ● Intercompany time and expense ● Automated intercompany management ● Automated Intercompany drop ship -MANAGE INTERCOMPANY DROP SHIP WORKFLOW AND AUTOMATICALLY GENERATE ELIMINATION JOURNAL ENTRIES ● Intercompany framework -DEFINE CRITERIA FOR INTERCOMPANY BUSINESS WORKFLOWS. ●Consolidated payments ●In-transit payments ●Vendor Prepayments ● Multiple calendars ●Statistical accounts ● Foreign currency variance mapping ● Balancing segments ●Installments ● Period end journal entries 3. Revenue Accounting -Revenue recognition -Revenue Commitments -VSOE -Sales order revenue forecasting -Amortization -Advanced revenue management (essentials) -Rule-based recognition treatment -Advanced revenue recognition suiteapp 4. Multi-book accounting -Adjustment only books -full multi-book accounting -chart of accounts mapping -Foreign currency management -revenue and expense management -Extended accounting period close process

Enable Features Accounting subtabs 1. B F 2. A F 3. R A 4. M-B A

1. Dashboards -KPI scorecards CREATE KPI SCORECARDS FOR YOUR DASHBOARD CONSISTING OF MULTIPLE KPIS AND MULTIPLE DATE RANGES. 2. Connectivity -Suiteanalytics connect ACCESS AND QUERY YOUR NETSUITE DATA USING SQL THROUGH MAINSTREAM DATABASE STANDARDS SUCH AS ODBC, JDBC AND ADO.NET. -Netsuite Analytics warehouse CONFIGURE AND TRANSFER DATA TO THE NETSUITE ANALYTICS WAREHOUSE. YOU CAN USE ANY DATA TRANSFERRED WITH ORACLE ANALYTICS FOR APPLICATIONS. 3. Third-party analytics integration -Tableau workbook export 4. SuiteAnalytics Workbook -SuiteAnalytics Workbook ENABLES SUITEANALYTICS WORKBOOK, WHICH IS A TOOL THAT ENABLES YOU TO QUERY, EXPLORE, AND VISUALIZE YOUR NETSUITE DATA. ONCE ENABLED, IT IS ACCESSIBLE THROUGH THE ANALYTICS MENU. -Cached data in datasets ACCELERATE PERFORMANCE OF DATASETS BY WORKING WITH SNAPSHOTS OF YOUR DATA. 5. Intelligent Suite -Supply Chain predicted risks RECEIVE WARNINGS ABOUT POTENTIAL PURCHASE ORDER RISKS USING THE PREDICTED RISKS PORTLET WITH THE SUPPLY CHAIN CONTROL TOWER. BY ENABLING THIS FEATURE, YOU AGREE TO SUPPLY CHAIN PREDICTED RISKS TERMS OF SERVICE.

Enable Features Analytics subtabs 1. D 2. C 3. T 4. S 5. I

1. Basic features -Customer relationship management Salesforce automation -customer support and service -marketing automation 2. Sales -Opportunities -Lead conversion Advanced forecasting MANAGE YOUR FORECAST AS HIGH, MIDDLE AND LOW FORECAST AMOUNTS. -Team selling Historical metrics TRACK HISTORICAL VALUES FOR PIPELINE AND FORECAST KPIS ACROSS THE COMPANY AND BY REP. 3. Support -Email case capture -Automated case escalation -Issue management -Knowledge base -Help desk 4. Marketing -Online forms -Mail Merge -CRM Template categories -Capture email replies -Subscription categories -upsell manager USE THE UPSELL MANAGER WIZARD TO MATCH CUSTOMERS WITH PRODUCTS THEY ARE LIKELY TO BUY. YOU CAN ALSO USE THIS FEATURE TO DISPLAY UPSELL RECOMMENDATIONS IN YOUR WEB STORE. -sales campaigns -intelligent recommendations USE MACHINE LEARNING ALGORITHMS TO CALCULATE AND RECOMMEND UPSELL ITEMS TO SALES REPRESENTATIVES AND WEB STORE SHOPPERS. 5. Partners -Partner relationship management -Partner commissions/royalties -Multi-Partner management

Enable Features CRM subtabs

1. Items -Drop shipments and special orders -Matrix items TRACK INVENTORY AND PRICING OF ITEMS SEPARATELY BASED ON ITEM OPTIONS (E.G. SHIRTS BY COLOR AND SIZE) -Multiple Vendors -Gift certificates -Sell downloadable files -bar coding and item labels -Merchandise Hierarchy -Advanced item location configuration -Personalized catalog views 2. Inventory -Inventory -Multi-location inventory -Assembly items -Advanced bill of materials -work orders -serialized inventory -lot tracking -bin management -advanced bin/numbered inventory management -inventory status -warehouse management -landed cost -supply allocation -sales channel allocation ALLOW CUSTOMERS TO TRACK SALES BY CHANNEL AND ALLOW INVENTORY TO BE SET ASIDE FOR SALE IN SPECIFIC CHANNELS. -demand planning CREATE ORDERS BASED ON FORECASTED DEMAND. -Distribution resource planning -Available to promise CHECK ITEM AVAILABILITY BASED ON OUTSTANDING TRANSFER ORDERS, PURCHASE ORDERS, WORK ORDERS, AND SALES ORDERS. -Standard costing -Group average costing -Manufacturing work in progress -Outsourced manufacturing -intercompany cross-subsidiary fulfillment -Centralized purchasing and billing RECEIVE ORDERS AND FULFILL VENDOR RETURNS ACROSS MULTIPLE SUBSIDIARIES. -Inventory count -Manufacturing routing and work center RECORD QUANTITY COMPLETIONS, RESOURCE COST, AND OVERHEADS AGAINST A LIST OF WORK ORDER OPERATIONS. -supply chain control tower ANALYZE AND SIMULATE SUPPLY AND DEMAND ACROSS THE SUPPLY CHAIN.

Enable Features Items & Inventory subtabs

1. SuiteBuilder -Item options -Custom records -Advanced PDF/HTML templates -Remove personal information 2.SuiteScript -Client Suitescript -Server Suitescript -Suitescript server pahges 3. SuiteFlow -SuiteFlow AUTOMATE BUSINESS PROCESSES WITHOUT WRITING A LINE OF CODE USING VISUAL WORKFLOW MANAGEMENT BUILT ON THE POWER OF SUITESCRIPT. BY ENABLING THIS FEATURE, YOU AGREE TO SUITECLOUD TERMS OF SERVICE. 4. Suite GL -Customer GL lines -custom transactions -Custom Segments 5. SuiteBundler -Create bundles with SuiteBundler CREATE BUNDLES OF CUSTOMIZED OBJECTS (E.G. FORMS, SCRIPTS, REPORTS, ETC.) FOR INSTALLATION IN OTHER ACCOUNTS. BY ENABLING THIS FEATURE, YOU AGREE TO SUITECLOUD TERMS OF SERVICE. 6. SuiteTalk (Web services) -Soap web services -rest web services 7. Manage Authentication -suitesignon USE NETSUITE AS THE TRUSTED SYSTEM TO AUTHENTICATE ACCESS TO INTEGRATED EXTERNAL APPLICATIONS THROUGH SINGLE SIGN-ON. BY ENABLING THIS FEATURE, YOU AGREE TO SUITECLOUD TERMS OF SERVICE. -Openid connect (OIDC) signle sign-on -SAML single sign on -token based authentication -Disable HMAC-SHA1 for token-based authentication -OAUTH 2.0 -Netsuite as OIDC provider 8. Integration add-ons -Telephony integration 9. SuiteCloud Development framework -SuiteCloud Development framework -Copy to account -Suiteapp control center

Enable Features Suitecloud subtabs 1. S 2. S 3. S 4. S 5. S 6. S 7. M 8. I 9. S

1. Basic Features -Estimates -Sales orders -Return authorizations -Purchase orders -Vendor return authorizations -Request for quote -Requisitions -Purchase Contracts -Blanket Purchase orders 2. Sales -Multiple prices -Quantity pricing -gross profit -Alternate sales amount -Suitepromotions CREATE PROMOTIONS THAT TAKE ADVANTAGE OF THE LATEST PROMOTION FEATURES INCLUDING ADDING MULTIPLE PROMOTIONS TO A TRANSACTION. -Auto-apply promotions -Required deposit workflow REQUIRE A CUSTOMER DEPOSIT ON SALES ORDERS. YOU CAN SPECIFY A PERCENTAGE OR AN AMOUNT. 3. Shipping and Receiving -Automatic Location Assignment GIVES YOUR FULFILLMENT MANAGER THE CONFIGURATION TOOLS TO AUTOMATICALLY SET FULFILLMENT LOCATIONS ON SALES ORDER LINES. -Advanced shipping -Pick, pack and ship -Fulfillment request -Store pickup -Shipping label integration -advanced receiving GIVES YOUR RECEIVING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR RECEIVING AND BILLING PURCHASE ORDERS. -Multiple shipping routes USE MULTIPLE SHIPPING METHODS AND ADDRESSES ON THE SAME TRANSACTION. -Inbound shipment management 4. Billing -Bill costs to customers -Advanced billing -Charge-based billing -Billing accounts -Billing operations -Subscription billing -Advanced subscription billing -Time-based pricing -Add-on items -invoice groups 5. Payment processing -Credit card payments -Credit card soft descriptors -Paypal integration -Send purchase card data -Electronic funds transfer -ACH vendor payments - Payment instruments -Payment link CREATE INVOICES WITH A LINK FOR A STRAIGHTFORWARD PAYMENT FROM AN ONLINE CHECKOUT. AFTER ENABLING, CONFIGURE THIS FEATURE AT COMMERCE > PAYMENT LINK.

Enable Features Transactions subtabs 1. B 2. S 3. S and R 4. B 5. P P

1. Web Site - Website -Site builder (Website) -Site builder (Webstore) -Advanced site customization -Advanced web reports REPORT ON UNIQUE VISITORS, HOW THEY NAVIGATE YOUR WEB STORE, THE DOMAIN THE VISITORS ORIGINATED FROM AND THE SEARCH ENGINE KEYWORDS THEY USED TO FIND YOUR SITE. -Advanced web search -Descriptive URLs -URL component aliases -customizable checkout subdomains -Suitecommerce CREATE SHOPPING SITES WITH FACETED NAVIGATION, SMART SEARCH, QUICK VIEWS, MINI CART, IMAGE ZOOM, MERCHANDISING ZONES, AND MORE. CUSTOMIZE AND EXTEND CUSTOMER EXPERIENCE USING THEMES AND EXTENSIONS. -Suitecommerce advanced CREATE SHOPPING SITES WITH FACETED NAVIGATION, SMART SEARCH, QUICK VIEWS, MINI CART, IMAGE ZOOM, MERCHANDISING ZONES, AND MORE. CUSTOMIZE AND EXTEND CUSTOMER EXPERIENCE WITH CONFIGURABLE TEMPLATES (HTML/CSS/JS), PRODUCT SEARCH API (REST/JSON), AND CART AND CHECKOUT SERVICES. -Suitecommerce in-store OPERATE A WEB-BASED POINT-OF-SALE APPLICATION THAT HAS AN INTUITIVE USER INTERFACE DESIGNED FOR TOUCH TABLET SCREENS. -Suitecommerce my account ENABLE A PORTAL FOR CUSTOMERS TO MANAGE THEIR ACCOUNTS ONLINE. FUNCTIONS AVAILABLE INCLUDE REVIEWING ORDERS, MANAGING PAYMENT DETAILS, PRINTING INVOICES AND MORE. -Site management tools -Asynchronous aftersubmit sales order processing ALLOWS WEBSTORE SALES ORDERS TO PROCESS AFTERSUBMIT SCRIPTS IN THE BACKGROUND. -Commerce search analytics -Commerce categories -Asynchronous aftersubmit customer processing ALLOWS WEBSTORE CUSTOMER RECORDS TO PROCESS AFTERSUBMIT SCRIPTS IN THE BACKGROUND. -Web site duplicated email management 2. Publishing -Host HTML files UPLOAD YOUR OWN HTML FILES TO BE HOSTED IN YOUR NETSUITE WEB SITE. THESE FILES CAN BE YOUR ENTIRE WEB SITE, OR CAN INTEGRATED INTO A WEB SITE OR CATALOG GENERATED FROM YOUR ITEMS. -External catalog Site (WSDK) USE NETSUITE'S SHOPPING CART AND CHECKOUT PAGES WITH YOUR EXTERNALLY-HOSTED SITE. YOU BUILD AND OPERATE THE SITE AND WE HANDLE THE E-COMMERCE. NOTE: NOT RECOMMENDED IF YOU USE OR PLAN TO USE THE WEB SITE HOSTING FEATURE. -Document publishing -Intranet OPERATE AN INTRANET SITE TO POST INFORMATION TO YOUR EMPLOYEES, CUSTOMERS, VENDORS, AND PARTNERS. 3. Access -Customer Access -Vendor Access -Partner Access -Advanced partner access ADDS CUSTOMIZABLE PARTNER CENTER AND CONFIGURABLE PARTNER PERMISSIONS AND RESTRICTIONS.

Enable Features Web Presence subtabs 1. W S 2. P 3. A

1. Classifications ● Departments ● Locations ● Classes 2. Projects ● Projects: Track projects independently from customers including activities, time tracking, and billing. ● Project Management: Track projects during your sales process, define and manage project plans, assign resources, and integrate project activity into your order-to-cash process. ● Job Costing and Project Budgeting: Calculate costs for labor based on tracked time and account for those costs in your general ledger. Create project specific budgets for expenses and labor. 3. ERP General ● Multiple Units of Measure: Allow purchase and sale in different units and use of non-monetary accounts. ● Use Deletion reason: Record the reason for deleted transaction. 4. Resource Management ● Resource Allocations: Allocate resources to projects with defined start/end dates, durations and allocation types, view and manage resource allocation, and monitor associated utilization rates. 5. International ● Multi-Language: Translate your web site, item names and descriptions, printed sales transactions and order confirmation email to multiple languages. ● Multiple Currencies: Create transactions for foreign customers and vendors and account for fluctuation in exchange rates. ● Currency Exchange Rate Integration: Automatically updates exchange rates on a nightly basis. 6. Data Management ● Inline Editing: Edit records directly from their corresponding lists and from search results. (Not Enabled by Default Once Turned On) ○ Know that inline editing allows you to ■ Edit records ■ Delete Records ○ KNOW THAT INLINE EDITING IS A FEATURE YOU NEED TO TURN ON ● File Cabinet: Upload and associate documents with your contact, event and task records. Setup -> Company -> Enable Features -> Company -> Data Management -> File Cabinet ○ How do you share documents to someone who isn't a user? ■ Access file, enable "Available without login" , Copy URL ● Duplicate Detection & Merge: Automatically detect duplicate customer, lead, and contact records and merge them into a designated master record. 7. Access ● IP Address Rules: Create rules to restrict employee access based on IP address. 8. Mobile push notification ● Allow users of Netsuite mobile products to receive push notifications for this company

Enable Features Company subtabs 1. C 2. P 3. E 4. R M 5. I 6. D M 7. A 8. M P N

1. HR Information system -Compensation tracking -Job management CREATE JOBS WITH JOB DESCRIPTIONS AND ASSIGN EMPLOYEES TO THEM. -Job requisitions CREATE JOB REQUISITIONS, ASSOCIATE THEM WITH JOBS, AND TRACK THEIR STATUS. ADDITIONALLY, INTEGRATE WITH THIRD-PARTY RECRUITMENT PARTNER. -Effective dating -Time off management -Employee change requests -Termination reason tracking -Basic government issued ID tracking TRACK TWO GOVERNMENT-ISSUED IDS: PASSPORT NUMBER AND DRIVER'S LICENSE NUMBER. -Advanced government issued ID tracking TRACK INFORMATION ABOUT SEVERAL DEFAULT GOVERNMENT-ISSUED IDS, SUCH AS PASSPORT, DRIVER'S LICENSE, AND TAX IDS. CREATE AND TRACK CUSTOM GOVERNMENT-ISSUED IDS. -Workforce Analytics VISUALIZE HEADCOUNT, HIRING, AND TURNOVER TRENDS BY CLASS, DEPARTMENT, LOCATION, OR SUBSIDIARY. -Employee center dashboard publishing 2. Performance management -Kudos -Performance management ALLOW HR, MANAGERS, AND EMPLOYEES TO REVIEW AND TRACK PERFORMANCE. 3. Payroll -Payroll -Service printed checks and stubs -Paycheck journal ALLOWS YOU TO INTEGRATE WITH EXTERNAL PAYROLL SYSTEMS AND BUILD CUSTOM PAYROLL SOLUTIONS WITH SUITESCRIPT AND WEB SERVICES, AND TO TRACK YOUR EMPLOYEES' PAYROLL DATA THROUGH NETSUITE. 4. Time & Expenses -Expense reports -Expense reports -Approval routing -Per-employee billing rates - Billing rate cards -Purchase requests - Time tracking -Weekly timesheets -New weekly timesheets interface -Time tracking for CRM 5. Commissions -Employee commissions -Commission on custom fields 6. Permissions -Global permissions -Advanced employee permissions

Enable Features Employees subtabs 1. H 2. P M 3. P 4. T & E 5. C 6. P

1. Company 2. Accounting 3. Tax 4. Transactions 5. Items & Inventory 6.Employees 7.CRM 8. Analytics 9. Web Presence 10. SuiteCloud

Enable Features Header subtabs 1. C 2. A 3. T 4. T 5. I & I 6. E 7. C 8. A 9. W P 10. S

1. Tax & Compliance -Advanced taxes TRACK TAXES FOR MULTIPLE NEXUSES, AND USE TAX SCHEDULES TO DETERMINE THE TAX TREATMENT OF ITEMS SOLD IN EACH NEXUS. - EU one stop shop TRACK TAXES FOR EU B2C DISTANCE SALES

Enable Features Tax subtabs

Basic Features 1. Estimates 2. Sales orders- 3. Return authorizations 4. Purchase orders 5. Vendor return authorizations 6. Request for quote 7. Requisitions 8. Purchase Contracts 9. Blanket Purchase orders

Enable Features Transactions subtabs Subtabs of Basic Features 1. E 2. S O 3. R A 4. P O 5. V R A 6. R for Q 7. R 8. P C 9. B P O

4. Billing 1. Bill costs to customers 2. Advanced billing- 3. Charge-based billing 4. Billing accounts 5. Billing operations 6. Subscription billing 7. Advanced subscription billing 8. Time-based pricing 9. Add-on items-invoice groups

Enable Features Transactions subtabs Subtabs of Billing

Payment processing 1. Credit card payments 2. Credit card soft descriptors 3. Paypal integration 4. Send purchase card data 5. Electronic funds transfer 6. ACH vendor payments 6. Payment instruments 8. Payment link: CREATE INVOICES WITH A LINK FOR A STRAIGHTFORWARD PAYMENT FROM AN ONLINE CHECKOUT. AFTER ENABLING, CONFIGURE THIS FEATURE AT COMMERCE > PAYMENT LINK.

Enable Features Transactions subtabs Subtabs of Payment Processing

Sales 1. Multiple prices 2. Quantity pricing-gross profit- 3. Alternate sales amount 4. Suitepromotions: CREATE PROMOTIONS THAT TAKE ADVANTAGE OF THE LATEST PROMOTION FEATURES INCLUDING ADDING MULTIPLE PROMOTIONS TO A TRANSACTION. 5. Auto-apply promotions 6. Required deposit workflow REQUIRE A CUSTOMER DEPOSIT ON SALES ORDERS. YOU CAN SPECIFY A PERCENTAGE OR AN AMOUNT.

Enable Features Transactions subtabs Subtabs of Sales

Shipping and Receiving 1. Automatic Location Assignment :GIVES YOUR FULFILLMENT MANAGER THE CONFIGURATION TOOLS TO AUTOMATICALLY SET FULFILLMENT LOCATIONS ON SALES ORDER LINES. 2. Advanced shipping-Pick, pack and ship- 3. Fulfillment request- 4. Store pickup- 5. Shipping label integration- 6. advanced receiving: GIVES YOUR RECEIVING AND ACCOUNTING DEPARTMENTS SEPARATE PROCESSES FOR RECEIVING AND BILLING PURCHASE ORDERS. 7.Multiple shipping routes: USE MULTIPLE SHIPPING METHODS AND ADDRESSES ON THE SAME TRANSACTION. 8. Inbound shipment management

Enable Features Transactions subtabs Subtabs of Shipping and Receiving

Setup > Sales & Marketing Automation > Sales Preferences.

Enable General Sales Force Automation Preferences Work Flow

Go to Home > Set Preferences, and click the Alerts

Enable Personal Preferences for Alerts Work Flow

Setup > Company > Enable Features > Transactions > Check Promotion Codes The feature is on the Transactions subtab in the Sales section.

Enable Promotion Codes feature Work Flow

Setup > Company > Enable Features > CRM. Check the Team Selling box, and then click Save.

Enable Team Selling Feature

Go to Home > Set Preferences and click the Telephony Subtab

Enable Telephony Feature Work Flow

Go to Setup > Accounting > Accounting Preferences. On the Approval Routing tab, check the Requisitions box.

Enable approval routing preferences for requisitions Go to _____ > ______ > ____ _____ > ______ _____

Enable the Approval Routing feature. 1. Go to Setup > Company > Enable Features > Employees -In the Employees subtab, check the Approval Routing checkbox. -Click Save.

Enable the Approval Routing feature Work Flow 1. Go to _______>________>______ _______> _________

1. Go to Setup > Company > > Enable Features>Transactions> Check the Send Purchase Card Data box. -. On the Transactions subtab, under Payment Processing, check the Send Purchase Card Data box. This box is available only after your account has been provisioned for this feature. 2. Click Save. 3. Check the Process Purchase Card Data box on the CyberSource and MerchantE credit card processing profiles you will use to process purchase cards. See instructions for setting up CyberSource and MerchantE.

Enable the Purchase Card Data feature in NetSuite: Work Flow 1. 2. 3.

1. Go to Setup > Company > Enable Features. 2. Click the Transactions subtab. 3. Check the Quantity Pricing box. 4. Click Save.

Enable the quantity-based pricing feature in NetSuite: 1. 2. 3. 4.

Go to Setup > Company > Enable Features > 1. On the Employees tab, check the Approval Routing box . 2. . On the Transactions tab, check the Requisitions box . 3. . On the SuiteCloud tab, check the SuiteFlow box. Go to Setup > Accounting > Accounting Preferences. 4 . On the Approval Routing tab, check the Requisitions box.

Enabling Requisition Workflow Prerequisites Work Flow To run the Requisition Approval Workflow in your account, enable the following prerequisites. enable requisition approval prerequisites: Go to ______ > _______ > _____ ______ 1. Check A R 2. Check R 3. Check S Go to S_______ > A_________ > A_______ P_______. 4. Check R

1. go to the Transactions subtab at Setup > Company > Setup Tasks > Enable Features (Administrator). 2. Check the Return Authorizations box, and click Save.

Enabling the Return Authorizations Feature Work Flow Enable the Return Authorizations Feature 1. 2.

Transactions > Quote/Forecast > Establish Quotas

Establish a Quota Work Flow 1. ____>____>____ OR 2. _____> ___/____>____ ____

If you use the Team Selling feature, an estimate's forecast amount is determined by the sales rep's contribution percentage on the estimate. For example, a sales rep has a 10% contribution percentage in their sales team. When one of the team's customers is issued an estimate, 10% of the estimate's total is reflected in the rep's sales forecast.

Estimates and Team Selling If you use the Team Selling feature, an estimate's forecast amount is determined by the sales rep's _____ ______ on the estimate.

1. If the estimate is NOT associated with an opportunity, NetSuite includes it in the forecast category selected in the Forecast Type field. This field is on the estimate. 2. If the estimate is the ONLY estimate associated with an opportunity, NetSuite includes it in the forecast category selected on the estimate. NetSuite also includes it in each higher forecast category. 3. If two estimates are associated with an opportunity, NetSuite includes the estimate in the lower category in the forecast categories of the other estimate.

Estimates in the Forecast and Pipeline If you use the Advanced Forecasting feature, NetSuite includes estimates based on the following rules: 1. 2. 3.

1. The estimate's expected close date falls within the period of the report. -This is true even if the estimate is associated with an opportunity, and the opportunity's expected close date falls within the report's period. 2. The estimate's probability of close exceeds the minimum forecast probability set at Setup > Sales > Preferences > Sales Preferences > Forecasts. Note: This preference is not available if you use the Advanced Forecasting feature. 3. The Include in Forecast box is checked on the estimate.

Estimates in the Forecast and Pipeline With Standard Forecasting, NetSuite includes an estimate in the sales forecast and pipeline if: 1. 2. 3.

1. Unapproved Expense Reports Register 2. Expense Reports List

Expense reports that require accounting approval can be accessed in two different places:

Popup Searches and their results pages You can export most NetSuite search results as files that you can open in external applications. (Popup searches and their results pages do not include Export option buttons.)

Exporting Search Results You can export most NetSuite search results but you cannot export:

In NetSuite, you can export your report as a CSV file or a PDF, or export the data to Microsoft® Word, Microsoft® Excel , or Tableau® Desktop.

Exporting a Report In NetSuite, you can export your report as a ___ file or a ___, or export the data to _____ ___, ____ ____ , or ____ ____.

To be able to export report results, you must have the Export Lists permission.

Exporting a Report To be able to export report results, you must have the ___ ____ permission.

You can preserve the relational aspects of exported data by including the Internal ID as a results column in the exported report.

Exporting a Report You can preserve the relational aspects of exported data by including the _____ __ as a results column in the exported report.

File Cabinet Upload and associate documents with your contact, event and task records. Setup -> Company -> Enable Features -> Company -> Data Management -> File Cabinet How do you share documents to someone who isn't a user? Click Advanced Add and Choose "Make all Files Available without login"

File Cabinet Used for? Work Flow? How do you share documents to someone who isn't a user?

1. Define an audience for a custom financial statement. 2. Enter a description of a custom financial statement. 3. Set report-level format options for a custom financial statement including the following: - (Income Statements only) Indicate whether report data should be on a cash basis or accrual basis. This option defaults to the setting for the Cash Basis Reporting preference set at Setup > Accounting > Accounting Preferences. For information, see Setting Up Cash Basis Reporting. -Indicate whether rows with a zero balance should be displayed. -Indicate whether only transactions completed in the web store should be included. -Indicate whether only accounts that had activity during the report range should be included. -Indicate whether the custom report should be available from the Reports page. -Indicate whether the report should display a currency symbol, such as $, next to monetary amounts. (Available for reports displaying monetary amounts.) -Define an Expand Level for the custom report. For financial statements, you should set the expansion level per row and financial section, using the Display field on the Edit Layout page. See Financial Report Builder Edit Layout Page. -(For summary reports only) Define a custom detail report to be the drilldown for the custom report's View Detail links. This option also applies to drilldowns from custom report snapshots built from the custom report.

Financial Report Builder More Options Page On the More Options page of the Financial Report Builder, you can: 1. Define 2. Enter 3. Set

Important: For financial statements, you should define sorting at the row and financial section level on the Financial Report Builder Edit Layout Page rather than on the Sorting page.

Financial Report Builder Sorting Page Important: For financial statements, you should define sorting at the row and financial section level on the Financial Report Builder Edit Layout Page rather than on the ______ page.

On the Financial Report Builder Edit Layout page, you can reorder rows and define grouping and sort order for financial sections based on accounts, class, department, location, or if you are using NetSuite OneWorld, subsidiary. These sorting options override the sorting defined on the Sorting page.

Financial Report Builder Sorting Page On the Financial Report Builder Edit Layout page, you can reorder rows and define grouping and sort order for financial sections based on accounts, class, department, location, or if you are using NetSuite OneWorld, subsidiary. These sorting options override the sorting defined on the _______ page.

For custom record permissions only, you can select a value in the Restrict field, to limit the selected roles' access to custom records of the type indicated by the permission.

For ___ _____ permissions only, you can select a value in the Restrict field, to limit the selected roles' access to custom records of the type indicated by the permission.

You can base case rules on case origin types. For example, one of your support representatives handles all email messages and another support rep answers all phone calls. You can set up your case rules, and then territories, by the case origin.

For example, one of your support representatives handles all email messages and another support rep answers all phone calls. You can set up your case rules, and then territories, by the ____ _____.

You can base case rules on case types. For example, one of your support representatives handles all problems and another support rep answers all questions. You can set up your case rules, and then territories, by the case types.

For example, one of your support representatives handles all problems and another support rep answers all questions. You can set up your case rules, and then territories, by the ___ ___.

You can base case rules on support issues. For example, one of your support representatives handles all questions about deliveries and another support rep answers all questions about take out. You can set up your case rules, and then territories, by the case issues

For example, one of your support representatives handles all questions about deliveries and another support rep answers all questions about take out. You can set up your case rules, and then territories, by the ____ ____.

1. Keep opportunities current. Instruct your reps to make sure their opportunities always reflect the most current developments in the negotiations. 2. Make sure sales reps understand how to categorize their opportunities and how to adjust and save their forecasts. 3. Require all of your sales reps to manage and update their forecasts on a regular basis. -NetSuite automatically calculates sales forecasts, but without full participation, your team and company-level forecasts will lack the accuracy required to anticipate sales. For more information, see Saving Sales Rep Forecasts. 4. Impose a regular deadline every week by which each rep must save their forecast. This deadline should match the Forecast Accuracy preferences set at Setup > Sales > Preferences > Sales Preferences. For more information, see Forecasting Preferences. 5. Establish quotas for your sales reps that are in line with your company's revenue goals. Categorize quotas by class, department, or location, as appropriate. For more information, see Establishing a Quota. 6. Manage your sales team goals with team quotas. When a sales manager saves a manager forecast, they see how well the team performs in the context of their quota. For more information, see Team Quotas. 7. You can rename the forecast categories to fit the terminology of your business at Setup > Sales > Preferences.

Forecasting Best Practices To get the most out of your sales forecasting, you should do the following: 1. Keep 2. Make 3. Require 4. Impose 5. Establish 6. Manage 7. You

1. Calculate Forecasts as Weighted - Check this box if you want forecast totals weighted. NetSuite calculates weighted amounts by multiplying the probability by the projected amount of each transaction. 2. Forecast Quarterly (vs. Monthly) - Check this box to edit forecasts and establish quotas by quarter rather than by month. 3. Minimum Forecast Probability (Available only when the Advanced Forecasting feature is not enabled.) - Enter the minimum probability that an opportunity or estimate must have to be included in sales forecasts. 4. Low Forecast Name (requires the Advanced Forecasting feature) - Enter the name your company uses for the lowest forecast or worst case forecast category. Use this category for the forecast amounts that are very likely to be converted to a sale. 5. Medium Forecast Name (requires the Advanced Forecasting feature) - Enter the name your company uses for the medium or most likely forecast category. Use this category for deals that are likely but not certain to be converted to a sale. 6. High Forecast Name (requires the Advanced Forecasting feature) - Enter the name your company uses for the highest or upside forecast category. Use this category for deals that are early in the sales process or are not likely to be converted to a sale. 7. Default Forecast Type - Select the forecast type you want set on estimates and opportunities, by default. You can change the forecast type for each individual transaction. 8. Use Estimates in Forecast - Check this box if you want to include estimates in forecast reports, snapshots, and key performance indicators. 9. Multiple Projected Amounts (requires the Advanced Forecasting feature) - Check this box to enter multiple projected amounts on opportunities. When you use this preference, you enter a range of projected amounts on opportunities. 10. Forecast Accuracy (Weekly View) - Determine at which point in the week you want to compare the sales forecast to the actual sales for the period. Select the day and time of the forecast you want to show in the report. -You can set this preference to coincide with a weekly deadline that you set for your sales reps to save their forecasts. 11. Allow Setting Status in Forecast Editor - Check this box if you want to permit sales reps to adjust the statuses of opportunities and estimates when they save their forecasts. 12. Allow Setting Probability in Forecast Editor - Check this box if you want to permit sales reps to adjust the probability of opportunities and estimates when they save their forecasts.

Forecasting Preferences List Forecasting preferences 1. Calculate 2. Forecast 3. Minimum 4. Low 5. Medium 6. High 7. Default 8. Use 9. Multiple 10. Forecast 11. Allow 12.Allow

Setup > Sales & Marketing Automation > Sales Preferences. Click the Forecasts subtab.

Forecasting Preferences Set up Company forecast preferences Work Flow

opportunities, estimates, and orders

Forecasts can include

1.To pick the orders, go to Shipping > Shipping > Fulfill Orders.

Fulfilling Orders Using Pick, Pack, and Ship Work Flow fulfill (pick) an order using Pick, Pack, and Ship:

1. Debit Checking Account 2. Credit Undeposited Funds Account When you make a deposit with your bank, the deposit increases the total amount of money in a bank account. For example, you have checks from customers that paid invoices this week. The total of all the checks is $2,500. When you take the checks to the bank and deposit them into your checking account, record the $2,500 deposit in NetSuite to track the balance in your checking account. When you record the deposit, the payment posts to the journal accounts affected by the deposit. Recording a deposit the total INCREASES amount of money you have in your Checking account. The deposit also DECREASES the total amount of money due to be deposited in your bank account. The deposit posts a $2,500 DECREASE in the Undeposited Funds account. A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr

GL Impact Bank Deposits

1. Debit Office Expense Account 2. Credit Checking Account Note: There is an important difference between entering checks and entering other transactions. Many transactions default to automatically post into certain ledger accounts. When you write a check, however, you choose the journal account affected by the payment and the check amount posts into that account. For example, you pay $30 to buy a case of paper for the printer in your office. When you write the check, you record how much you spend and why the money was spent. The check posts a $30 DECREASE in the total amount of funds in the checking account, and $30 is ADDED to the account to which the expense should be posted such as the Office Expense account. A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr

GL Impact Writing Checks

1. Debit Undeposited Funds 2. Credit A/R Enter customer payments to record payments you receive from customers. For example, Maple Street School has a $75 invoice due. They send you a check and you record the $75 payment. When you record a payment, it posts to the journal accounts affected by the payment.Recording a payment increases the total amount of funds you have yet to deposit in the bank. The payment posts this as $75 added to the Undeposited Funds account. Recording a payment also decreases the total amount of funds you expect to receive from customers. The payment posts this as $75 reduced from the Accounts Receivable account.

GL Impact from Customer Payments

1. Debit Sales Income 2. Credit Checking/Undeposited Funds If you originally entered a cash sale and now need to refund money to a customer, enter an individual cash refund. A cash sale refund is a transaction that gives money back to a customer who paid for goods or services at the time of the sale using cash, a check, or a credit card. Cash refunds are not generated from a credit memo, but instead issue a payment to the customer in the amount you enter on the cash refund. For example, a teacher at Maple Street School purchased three staplers for the classroom. The teacher bought the staplers with cash and you entered a cash sale. Later, the teacher realized that only two staplers were needed and returned one of them. To refund the money for the stapler, you enter a cash refund.Refunding a sale decreases the income generated from the original sale. When you refund the sale, the amount of income generated by the sale posts as a decrease to your sales income account. Refunding a sale takes money out of your checking account in the amount of the refund. This posts as a decrease to your checking account.

GL impact from Cash Sale Refunds

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr A credit memo decreases the amount a customer owes you. You can use a credit memo to reverse a charge billed to a customer. For example, last week you billed Maple Street School for 10 keyboards at $20 each. Upon realizing they had one keyboard too many, the school returned the extra keyboard. When the returned keyboard is received, you issue a credit memo to decrease the total amount the school owes. Issuing a credit memo posts to the journal accounts affected by the credit memo. Because crediting an item reduces the amount you expect this customer to pay, it reduces the total funds you are expecting to receive. This posts as a $20 decrease to the Accounts Receivable account. Crediting the item decreases the total amount of your income from sales. This posts as a $20 decrease to the Sales Income account. 1. Credit A/R 2. Debit Sales Income

GL impact from Credit Memos

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr Sometimes a customer pays a deposit or pre-payment before an order is complete. Record this payment as a deposit that can later be applied on the invoice for the order. Then, the total amount due is decreased by the amount of the deposit. For example, Maple Street School wants to buy new computers for their library. After they place the order, they pay a $1,000 deposit. When you record the customer deposit, the payment posts to the journal accounts affected by the deposit. Recording a deposit increases the total funds you are holding to apply to invoices later. The deposit posts this as a $1,000 increase in the Customer Deposits (Which is a liability account) account. Since liabilities are going up, we know Customer Deposits should be CREDITED. Undeposited Funds is an asset to your business because it shows on your Balance Sheet. Until it is deposited, the money sits on your Balance Sheet as a Current Asset called Undeposited Funds. Since assets are going up we know Undeposited Funds should be DEBITED. The deposit also increases the total amount of money due to be deposited in your bank account. The deposit posts this as a $1,000 increase in the Undeposited Funds account. 1. Debit Undeposited Funds 2. Credit Customer Deposits

GL impact from Customer Deposits

1. Debit A/R, 2. Credit Sales Income (increase total to be collected from customers, increase total amount of income)

GL impact from Invoices/Statement charges

1. Debit Inventory Asset 2. Credit COGS When you receive a return, it posts to the journal accounts affected by the receipt. Because you are adding items of value to your inventory, receiving items increases the total value of your assets on hand. A return receipt posts an INCREASE to an asset account. The amount of the increase that posts is based on the amount you paid for the item. You originally paid $10 for the keyboard, so the value of your assets on hand INCREASES by $10. This posts as an INCREASE in the Inventory Asset account. Receiving a return also DECREASES the total amount you have spent on items sold, which is tracked in the Cost of Goods Sold (COGS) account. You paid $10 for the keyboard, so this posts as a $10 DECREASE from the total amount in the COGS account.

GL impact from Return Receipts

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr When you spend money by writing a check, recording the check in NetSuite shows how much money you spent by decreasing the total amount of money in a bank account. If you record expenses on the check, the check shows how you spent the money. For example, you pay $30 to buy a case of paper for the printer in your office. When you write the check, you record how much you spend and why the money was spent. The check posts a $30 DECREASE in the total amount of funds in the checking account, and $30 is ADDED to the account to which the expense should be posted such as the Office Expense account. 1. Debit (Expense Account) 2. Credit Checking

GL impact from writing checks

1. Debit Accrued Purchases 2. Credit A/P

GL impact of Vendor Bills

1. Debit A/P 2. Credit Inventory Asset

GL impact of Vendor Credits

1. Debit A/P 2. Credit Checking Enter vendor payments to record when you pay a vendor bill. The payment records the payment date and the amount paid. For example, you pay the $100 bill from Jones Paper Company. When you record a vendor payment, the payment posts to the journal accounts affected by the payment. Paying bills reduces the total amount of money you owe to vendors. The vendor payment posts a $100 decrease of the amount in the Accounts Payable account. The bill payment also decreases the total amount of money in the bank account you pay from. The vendor payment posts a $100 decrease of the total amount of funds in the Checking account.

GL impact of Vendor payments

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr Item receipts are used to match against an open purchase order when items have been received. The GL impact will show an INCREASE in the asset account and an INCREASE in the accounts payable account. 1. Debit Inventory Asset 2. Credit A/P

GL impact to receiving orders

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr Credit Accounts Receivable

General Ledger (GL) Impacts When a customer owes less money

Debit Accounts Receivable

General Ledger (GL) Impacts When a customer owes more money

Debit Accounts Payable

General Ledger (GL) Impacts When we owe less money

Credit Accounts Payable

General Ledger (GL) Impacts When we owe more money

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr A credit memo DECREASES the amount a customer owes you. You can use a credit memo to reverse a charge billed to a customer. For example, last week you billed Maple Street School for 10 keyboards at $20 each. Upon realizing they had one keyboard too many, the school returned the extra keyboard. When the returned keyboard is received, you issue a credit memo to DECREASE the total amount the school owes. Issuing a credit memo posts to the journal accounts affected by the credit memo. Because crediting an item REDUCES the amount you expect this customer to pay, it REDUCES the total funds you are expecting to receive. This posts as a $20 DECREASE to the Accounts Receivable account. Crediting the item DECREASES the total amount of your income from sales. This posts as a $20 DECREASE to the Sales Income account. 1. Debit Sales Income Account 1. Credit Accounts Receivable (AR)

General Ledger (GL) Impacts Return Authorizations o Credit Memo

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr When you receive a return, it posts to the journal accounts affected by the receipt. Because you are ADDING items of value to your inventory, receiving items INCREASES the total value of your assets on hand. A return receipt posts an INCREASE to an asset account. The amount of the increase that posts is based on the amount you paid for the item. You originally paid $10 for the keyboard, so the value of your assets on hand INCREASES by $10. This posts as an INCREASE in the Inventory Asset account. Receiving a return also DECREASES the total amount you have spent on items sold, which is tracked in the Cost of Goods Sold (COGS) account. You paid $10 for the keyboard, so this posts as a $10 DECREASE from the total amount in the COGS account. 1. Debit Inventory Asset Account 2. Credit Cost of Goods Sold (COGS) Account

General Ledger (GL) Impacts Return Authorizations o Return Receipts

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr For example, you enter a cash sale for three cases of copy paper at $25 each. The total of $75 is paid upon receipt in cash. When you record a cash sale, the cash sale posts to the journal accounts affected by the sale. Accepting the cash from your customer INCREASES the total amount of money you have yet to deposit in the bank. The cash sale posts this as $75 ADDED to the Undeposited Funds account. Accepting the cash from your customer also INCREASES the total amount of funds you have received as income. The cash sale posts this as $75 ADDED to the Sales Income account. 1. Debit Undeposited Funds Account 2. Credit Sales Income Account No, sales revenue is not considered an asset. For accounting purposes, sales revenue is recorded on a company's income statement, not on the balance sheet with the company's other assets.

General Ledger (GL) Impacts Sales Transactions o Cash Sales

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr Invoices record income you expect to receive in the future for goods or services that you have provided. For example, you enter an invoice for three cases of copy paper at $25 each, totaling $75 due. When you record an invoice, it posts to the journal accounts affected by the invoice. The invoice INCREASES the total amount of funds you need to collect as payments from customers. The invoice posts this as $75 ADDED to the Accounts Receivable account. The invoice also INCREASES the total amount of funds you have received as income. The invoice posts this as $75 ADDED to the total amount in the Sales Income account. 1. Debit Accounts Receivable (A/R) 2. Credit Sales Income

General Ledger (GL) Impacts Sales Transactions o Invoices

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr -Fulfilling a sales order ships items to a customer to complete a sale. When you fulfill an order, you pull the items from inventory, package them, and send them to your customer. -After you physically fulfill an order, record an item fulfillment in NetSuite to specify which parts of an order you fulfilled. For example, Maple Street School buys copy paper from you to use in their office. Yesterday, they placed an order for three cases of paper. This morning, you fulfilled the order by getting three cases out of inventory, boxing them, and delivering them to the school. Now you need to record the fulfillment in NetSuite. When you record a fulfillment, it posts to the journal accounts affected by the fulfillment. Because you are removing items of value from your inventory, fulfilling items lowers the total value of your assets on hand. That is why a fulfillment posts a DECREASE to an asset account. The amount of the decrease that posts is based on your cost for the item. For example, if you paid $10 for each of the three cases, the value of your assets on hand decreases by $30. This posts as a DECREASE in the Inventory Asset account. Fulfilling items also INCREASES the total amount you have spent on items sold, which is tracked in the Cost of Goods Sold (COGS) account. You paid $10 for each of the three cases, so this posts as a $30 INCREASE to your COGS account. 1. Debit Cost of Goods Sold (COGS) Account 2. Credit Inventory Asset Account

General Ledger (GL) Impacts Sales Transactions o Order Fulfillment

1. Debit Inventory Asset Account 2. Credit Accrued Purchase Account As shipments arrive at your business, match them against open purchase orders to receive them into inventory. Record an item receipt to detail the items you are receiving into your inventory. For example, the Jones Paper Company ships you 10 cases of paper at a purchase price of $10 each. After you verify that the shipment contains all 10 cases, you record that you received them into your inventory. When you record an item receipt, it posts to the journal accounts affected by the receipt. Receiving items INCREASES the total value of your assets on hand. The receipt posts this as $100 ADDED to the INVENTORY ASSET ACCOUNT. Receiving items also INCREASES the total amount owed to your vendor. The item receipt posts a $100 INCREASE in the total amount of the ACCRUED PURCHASE ACCOUNT.

General Ledger (GL) Impacts Purchase Orders o Item Receipt

1. Debit Accrued Purchase 2. Credit Accounts Payable (AP) Billing items DECREASES the total amount you must schedule for payment to a vendor. The bill posts this as a $100 DECREASE from the account Accrued Purchase. NetSuite uses the Accrued Purchases account to offset your A/P register. Using this account balances your A/P register for inventory that has been received but not paid for. Billing items also INCREASES the money you are due to pay out. The bill posts this as a $100 INCREASE in the Accounts Payable account. A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr

General Ledger (GL) Impacts Purchase Orders o Vendor Bills

1. Debit Accounts Payable (AP) 2. Credit Inventory Asset When you enter a vendor credit, the credit posts to the journal accounts affected by the credit. Crediting items DECREASES the total amount of money you are due to pay out to the vendor. The credit posts a $10 DECREASE of the amount in the Accounts Payable account. Vendor credit DECREASES the total value of your inventory. The vendor credit posts a $10 DECREASE of the total amount in the Inventory Asset account. A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr

General Ledger (GL) Impacts Purchase Orders o Vendor Credits Enter a vendor credit to record credit from a vendor that you can apply to your payable account. Vendors may credit your account if you return merchandise to them or negotiate a discount after receiving an invoice. For example, after you paid the bill to Jones Paper Company, you discover that one case of paper you received is damaged. You send the paper back and they fax you a credit memo for $10. You record the $10 credit so you can apply it against another Jones bill the next time you make a payment.

§ When you record a vendor payment, the payment posts to the journal accounts affected by the payment. Paying bills reduces the total amount of money you owe to vendors (debit AP).

General Ledger (GL) Impacts Purchase Orders o Vendor Payments

§ When you record a payment, it posts to the journal accounts affected by the payment. Recording a payment increases the total amount of funds you have yet to deposit in the bank (credit AR)

General Ledger (GL) Impacts · Customer Transactions

Default Sales Effective Date to Linked Sales Effective Date For example, when you create a refund from a cash sale, the sales effective date from the transaction defaults on the refund. If you clear this box, the sales effective date is set to the transaction date. Note: With this preference, if you change the transaction date of the credit transaction, the sales effective date changes to this new credit transaction date. For more information, see Sales Effective Date.

General Sales Force Automation Preferences Def Check this box if you want the sales effective date on credit transactions to default to the sales transaction from which it is created. What happens if you clear this box?

Restrict by Transaction Sales Rep Only If you clear this box, each sales rep can see all transactions for customers. This is true even if the sales rep is not the sales rep selected on a particular transaction.

General Sales Force Automation Preferences Def Check this box to have sales reps see transactions for customers they are assigned to if they are the rep selected on the transaction. What happens if you clear this box?

1. Unrestricted - Sales reps and managers can view and edit records and transactions to which they have access, regardless of the records assigned to them. 2. Restrict Editing Only - Sales reps and managers can view but not edit records and transactions that are not assigned to them or their subordinates. -The standard Sales Person role has employee restrictions set to self and subordinates only. The standard Sales Manager role has employee restrictions set to self, subordinates, and unassigned. 3. Restrict Editing and Viewing - Sales reps and managers can only view or edit records and transactions assigned to themselves or their subordinates.

General Sales Force Automation Preferences What levels of restriction are available within the Standard Sales Roles preference? 1. 2. 3.

1. Use one of the following centers: -Executive Center -E-Commerce Management Center -Marketing Center -Classic Center -Support Center -Shipping Center -Sales Center -Project Center -Accounting Center -Engineering Center 2. Expense Report permission set to Edit or Full 3. Restrict Time and Expense preference is set to False

Giving Accounting Approval for Expense Reports The following three conditions must be met for a role to be able to give accounting approval of an expense report:

<user name>@<domain> The starts-with matching generally used by default in global search is not supported for email addresses because the complete email address is required for global search to interpret a keyword as an email address.

Global Search by Email Address To do an effective global search for an email address, you should enter the complete email address, in the format

Gross Income - Expenses = Net Income

Gross Income - Expenses = ____ _______

Payments marked as recurring also incur lower transaction costs from payment gateways.

Handling Expired Credit Cards Payments marked as recurring also incur ____ ___ ___ from payment gateways.

D. Click the NetSuite Account Center portlet link in the Support tab. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N338607.html

How can an Administrator access open case tickets submitted to NetSuite Support by another user? A. Using the Administrator role, navigate to Lists > Support > Cases. B. In SuiteAnswers, below the Contact Support Online button, click the Open Cases link. C. Access the Help Center and search for Case Tickets. D. Click the NetSuite Account Center portlet link in the Support tab.

Drop shipments streamline your inventory by keeping a low inventory asset total and reducing the order-to-delivery cycle time.

How do drop shipments streamline your inventory?

>= 1

How many expense accounts can checks be posted to?

1. On the Email Message popup, click the Attachments subtab. 2. Check the Zip Attachments box if you want to compress the files you are attaching. 3. In the Attach File column, select the file and click Add. Repeat this for each file you want to attach. Note: Files in the Attachments Sent folder and the Attachments Received folders are not available to select here. 4. When you are finished composing your email, click Merge & Send.

How to attach a file to an email message Work Flow

1. Go to Setup > Sales > Sales Management > Sales Territories > List. 2. Click the Edit link for the territory you want to change. 3. On the Configure Rule Definitions subtab, add or change the rules included in a territory. 4. On the Lead Assignment subtab, change the sales reps assigned to the territory. 5. Click Save. Note: You can also go to Setup > Sales > Sales Management > Sales Territories to change a territory. From this page, click the territory name's link. Click Edit to make changes, and then click Save.

How to make changes to a Territory Work Flow 1. ______>_____>_____ _________>______ ______>____

1. Create case types ■ the kind of support issue reported (ex: Concern, Problem, Question, etc) ■ Setup > Support > Case Types > New 2. Create case origin types ■ how a support case is reported (ex: Phone, Web, Email, etc) ■ Setup > Support > Case Origin Types > New 3. Create case statuses ■ how close a case is to being closed (ex: not started, in progress, etc) ■ Setup > Support > Case Statuses > New 4. Create case priorities (ex: high, medium, low, etc) ■ Setup > Support > Case Priorities > New 5. Create case issues (ex: install, maintenance, upgrades, etc) ■ Setup > Support > Case Issues > New 6. Create case ■ Lists > Support > Case > New ○ Escalate case on case record if needed under escalations subtab ○ Email case out on communications subtab ○ Bill time to case on Time Tracking subtab

Identify how to set up and use Case Management 1. Create C T -______ > _____ > ____ _____ > _____ 2. Create C O T -______ > _____ > ____ _____ _____> _____ 3. Create C S -______ > _____ > ____ _____ > _____ 4. Create C P -______ > _____ > ____ _____ > _____ 5. Create C I -______ > _____ > ____ _____ > _____ 6. Create C -______ > _____ > ____ > _____

1. Check the browser version. -Verify that the browser version is supported by NetSuite. For more information, see Supported Browsers for NetSuite. -Ensure that you are using the latest version of the browser. -Do not use trial, development, or early adoption browser versions. 2. Check whether the problem is occurring when using other supported browsers.

Identifying Browser Performance Issues 1. 2.

There are no universal requirements for the amount of RAM a computer must have or how fast it must be to run NetSuite. The requirements depend on the way your computer is being used and on the other applications running on your computer. For example, your computer may be able to run NetSuite but may not be powerful enough to run NetSuite with your Voice Over Internet Protocol (VoIP) application. Or, your computer is powerful enough to run your VoIP application and NetSuite at the same time, but it cannot create a sales order that contains 200 line items. 1. On your computer, open the Task Manager. 2. Click the Processes tab. 3. Click Memory to sort the processes based on memory usage, or RAM.

Identifying Client Performance Issues 1. 2. 3.

If the calculated forecast does not match what a sales rep anticipates for their sales numbers, they can override the forecast with the Forecast Editor.

If the calculated forecast does not match what a sales rep anticipates for their sales numbers, they can override the forecast with the ____ _____.

If you are experiencing performance issues, pages that load slowly, or frequent time-outs, try accessing NetSuite from a location outside of the firewall. If you determine that the firewall may be a problem, try making the following changes to the firewall: 1. Set up the firewall to allow all traffic to and from www.netsuite.com and any of the applicable URLs found in Understanding NetSuite URLs. 2. Open the following ports: Port 80 for non-secure HTTP pages Port 443 for secure HTTPS pages Port 1708 for SuiteAnalytics Connect access

If you are experiencing performance issues, pages that load slowly, or frequent time-outs, try accessing NetSuite from a location ______ of the firewall. If you determine that the firewall may be a problem, try making the following changes to the firewall: 1. 2.

use NetSuite's email editor.

If you are not familiar with working with HTML, what is the simplest way of creating an email signature containing rich-formatted text, images and links?

If you use SuiteFlow for purchase approvals, the steps to approve a purchase are dependent on the way the workflow is set up.

If you use SuiteFlow for purchase approvals, the steps to approve a purchase are dependent on what?

If you use weighted forecasting, the calculated amount for each opportunity or estimate is multiplied by the probability of close. For example, an opportunity with a total of $1000 and a 40% probability of close would have a weighted forecast amount of $400.

If you use weighted forecasting, the calculated amount for each ____ or ____ is multiplied by the ______ ___ ____.

Setup > Sales > Preferences > Sales Preferences.

If your company uses the Multiple Projected Amounts preference, you can designate a range of projected values for each opportunity. Set this preference at Work Flow

Important: Global search is designed to return the best matches quickly, not to return every possible match. For searches with a large number of possible matches, global search limits results to maintain speed and ease of use. To return every possible match in result sets over 300 records, you should use a record type search instead.

Important: Global search is designed to return the best matches _____, NOT to return every possible match. For searches with a large number of possible matches, global search limits results to maintain speed and ease of use. To return every possible match in result sets over 300 records, you should use a ____ ____ search instead.

Important: Voiding authorizations from within NetSuite is supported only for CyberSource and MerchantE gateway integrations. If the gateway integration does not support voiding, you must manually void the transaction through your merchant account at the payment gateway.

Important: Voiding authorizations from within NetSuite is supported only for ________ and _______ gateway integrations. If the gateway integration does not support voiding, you must manually ____ the transaction through your merchant account at the payment gateway.

Important: 2FA is required for the Administrator role and other roles with highly privileged permissions.

Important: 2FA is required for the _________ role and other roles with highly privileged permissions.

Important: When an employee leaves your company, you should 1. modify the person's record to reflect the termination date 2. remove any previously granted user roles and access permissions. You can also 3. inactivate the employee record if you want to prevent it from appearing in lists or as choices anywhere in your account. 4. You must also specify a termination date. If you use the Termination Reason Tracking feature, you must specify a termination category, termination reason, termination details, and if the termination is regretted.

Important: When an employee leaves your company, you should....

1. Locations 2. Inventory 3. Advanced Shipping 4.Advanced Receiving You must also enable Locations, Inventory, Advanced Shipping and Advanced Receiving. Note: After you have enabled the Multi-Location Inventory feature and distributed items, you cannot turn the feature off without contacting Customer Support. Note: Enabling this feature creates the system-generated Transfer Orders and Inventory In Transit accounts.

In order to track inventory for multiple locations (Multi-Location Inventory), what features must you also enable?

No, it is a non-posting transaction Important: The form you choose when you enter an authorization guides whether the return is processed as a refund or a credit, along with other account settings, as described below.

Is a return authorization a posting transaction?

If the credit card information transfers to the customer refund, you can apply the refund only to the credit memo associated with the original transaction. You cannot apply the refund to other credit memos, transactions, or customer deposits.

Issuing Credit Card Refunds If the credit card information transfers to the customer refund, you can apply the refund ONLY to the _____ ____ associated with the ___ ____. You cannot apply the refund to other ___ ___, ______, or _____ ____.

On cash sale refunds, NetSuite defaults the credit card information from the cash sale to the customer refund only when the credit memo or return authorization is for a single cash sale and the cash sale was paid by credit card.

Issuing Credit Card Refunds On cash sale refunds, NetSuite defaults the credit card information from the cash sale to the customer refund ONLY when the credit memo or return authorization is for a _____ cash sale AND the cash sale was paid by ____ ____.

Selling item groups can help streamline your inventory workflow because it saves time creating sales transactions. You can create groups for items that you frequently sell together, then you can enter them on sales as one unit.

Item Groups How can selling item groups help streamline your inventory work flow?

The price of a group item is dependent on its members' prices. Each of the group's members has a price determined on its item record. The price of the members are totaled to calculate the price for the group.

Item Groups The price of a group item is dependent on its ____ ____. Each of the group's members has a _____ determined on its item record. The price of the members are _____to calculate the price for the ______.

Item groups can be inventory items, assemblies, kits, and service items.

Item groups can be ___ items, _____, ____, and ______ items.

Join a NetSuite community (User Groups) to communicate with other customers and Certified Consultants to ask questions and trade tips. As a member of a community, you can start your own discussions or respond to discussions initiated by other members. The communities are monitored by NetSuite Certified Consultants and Support Specialists to ensure that you are receiving the best advice possible.

Join a ____ ____ (User Groups) to communicate with other customers and Certified Consultants to ask questions and trade tips. As a member of a community, you can start your own discussions or respond to discussions initiated by other members. The communities are monitored by NetSuite Certified Consultants and Support Specialists to ensure that you are receiving the best advice possible.

Assembly inventory items non-inventory items assemblies service items other charges Kit/Package inventory items non-inventory items assemblies kits service items Item Group inventory items non-inventory items assemblies kits service items

Key Differences Between Kits, Groups, and Assemblies Item types that can be included in Assembly items, Kit/Package items, and Item Groups.

Assembly item price is independent of its members' prices Kit/Package item price is independent of its members' prices Item Group item price is dependent on its members' prices

Key Pricing Differences Between Kits, Groups, and Assemblies

One difference between kits and groups is that the price of a kit is not dependent on its components' prices. It can also be assigned several price levels.

Kit/Package Items One difference between kits and groups is that the price of a kit is ____ _____ on its components' prices. It can also be assigned several ____ _____.

1. Lead 2. Task NetSuite does not transfer fields on the lead record to the task record. For example, Company Name on a lead record becomes Company Name on the prospect and Company on an opportunity.

Lead conversion mapping NetSuite does not transfer fields on the _____ record to the ____ task record.

1.Subsidiary -(NetSuite OneWorld accounts only) Restrict your access to those records from the subsidiary you select. The restrictions apply to the user interface, searches, and reports for the duration of your current session. 2. Include Sub-Subsidiaries - (NetSuite OneWorld accounts only) Check this box to include records from child subsidiaries, in addition to the selected parent subsidiary for the current login session. When you select your root subsidiary above, it does not make sense to check this box. Records from all the sub-subsidiaries are available by default. 3. Department -Restrict your access to those records from the department you select. The restrictions apply to the user interface, searches, and reports for the duration of your current session. The next time you log in, your original settings will be restored. 4. Include Sub-Departments -Check this box to include records from sub-departments of the selected department for this session. 5. Include Unassigned -Check this box to include records that do not have a designated department in this session. 6. Location -Restrict your access to those records from the location you select. The restrictions apply to the user interface, searches, and reports for the duration of your current session. The next time you log in, your original settings will be restored. 7. Include Sub-Locations -Check this box to include records from sublocations of the selected location for this session. 8. Include Unassigned -Check this box to include records that do not have a designated location in this session. 9. Class -Restrict your access to those records from the class you select. The restrictions apply to the user interface, searches, and reports for the duration of your current session. The next time you log in, your original settings will be restored. 10. Include Sub-Classes -Check this box to include records from sub-classes of the selected class for this session. 11. Include Unassigned -Check this box to include records that do not have a designated class in this session.

List Personal Preferences for Restricting Views 1. S 2. I S-S 3. D 4. I S-D 5. I U 6. L 7. I S-L 8. I U 9. C 10. I S-C 11. I U

1. Telephony Option -Select TAPI to use Telephony Integration with a TAPI-enabled phone or software for TAPI integration, such as Artisoft's® TeleVantage. Select CTI to use a NetSuite partner for integration: Contivio or Five9. 2. TAPI Device 3. CTI URL -Enter the URL for the CTI partner with whom you have an account. 4. Prefix to Dial Out -Enter any numbers that should be dialed before the number in a phone number field. For example, you may need to dial 9 or 1 before you dial out of your phone system

List Personal Preferences for Telephony Subtabs 1. T O 2. T D 3. C U 4. P t D O

1. Reporting -report by period -show reports in grid -Customize font on financial reports -Print company logo -Display report title on screen -display report description -Default bank account -Calculate forecasts as weighted 2. Search -Show list when only one result -Quick search uses keywords -Popup search uses keywords -Include Inactives in global & quick search - Popup auto suggest -Global search auto suggest -Page search -Global search sort by Name/ID -Global search customer prefix includes leads and prospects -Global search includes Transaction numbers 3. PDF -PDF page orientation -PDF font size 4. Export -CSV export character encoding 5. KPI and Snapshot -Accounting book -KPI scorecard with period specific consolidation rates

List Subtabs for Analytics Personal Preferences 1. R - - - - - - - - 2. S - - - - - - - - - - 3. P - 4. E - 5. K and S - -

1. Lead Status - Select the default status assigned to new lead records. 2. Prospect Status - New - Select the default status assigned to prospects who do not yet have a transaction associated with them. 3. Prospect Status - Opportunity - Select the default status assigned to prospects who have an opportunity created for them. 4. Prospect Status - Estimate - Select the default status assigned to prospects who have an estimate created for them. 5. Customer Status - Select the default status assigned to customers.

List customer STATUS preferences within General Sales Force Automation Preferences 1. 2. 3. 4. 5.

1. Sales Role 2. Contact Role 3. Contact Category 4. Win-Loss Reason -Use Win-Loss reasons to indicate why an opportunity is won or lost. Note: This list is available only if you use the Opportunities feature. 5. Partner Category/Role 6. Note Type 7. Sales Readiness -Sales readiness describes how close a lead, prospect, or customer is to making a purchase. This list shows in the Sales Readiness field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records. 8. Buying Time Frame -Buying time frame indicates when a customer intends to purchase. This list shows in the Buying Time Frame field. On the Sales subtab, click Qualification. You can view this from opportunities, leads, prospects, and customer records. 9. Buying Reason -This list tracks why a lead, prospect, or customer wants to purchase. This list shows in the Buying Reason field. On the Sales subtab, click Qualification. You can view this field from opportunities, leads, prospects, and customer records. 10. Lead Source -This defines how new leads come to your company.

List field options for CRM Lists 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

1. First selection 2. Second selection 3. Third Selection 4. Include links in HTML Alerts 5. Respect Quick Date Portlet Settings 6. E-mail 7. Send an On-Demand Alert from this Role 8. Click Here to send a test email message to <your email>.

List tabs for Personal Preferences for Alerts 1. First 2. Second 3. Third 4. include 5. Respect 6. Email 7. Send 8. Click

1. Calendar -Edit Activities from calendar -send invitation emails -Restrict invitees to employees -Default event access setting for new events -default reminder type -default reminder time -Play audio with popup event reminders 2. Tasks & Phone calls -Default priority for tasks -Default new tasks public -Default new phone calls public 3. Sync -Default sync category

List the Subtabs for Personal Preferences for Activities 1. C - - - - - - - 2. T & P C - - - 3. S -

1. Standard Sales Roles - Choose the level of restriction you want to place on standard sales roles. Choose one of the following: -Unrestricted - Sales reps and managers can view and edit records and transactions to which they have access, regardless of the records assigned to them. -Restrict Editing Only - Sales reps and managers can view but not edit records and transactions that are not assigned to them or their subordinates. The standard Sales Person role has employee restrictions set to self and subordinates only. The standard Sales Manager role has employee restrictions set to self, subordinates, and unassigned. -Restrict Editing and Viewing - Sales reps and managers can only view or edit records and transactions assigned to themselves or their subordinates. 2. Restrict by Transaction Sales Rep Only - Check this box to have sales reps see transactions for customers they are assigned to IF they are the rep selected on the transaction. -If you clear this box, each sales rep can see all transactions for customers. This is true even if the sales rep is not the sales rep selected on a particular transaction. 3. Default Estimate Expiration (in days) - Enter the number of days after you enter an estimate that you want the estimate to expire, by default. You can change the expiration date on an estimate. 4. Default Sales Effective Date to Linked Sales Effective Date - Check this box if you want the sales effective date on credit transactions to default to the sales transaction from which it is created. For example, when you create a refund from a cash sale, the sales effective date from the transaction defaults on the refund. If you clear this box, the sales effective date is set to the transaction date. Note: With this preference, if you change the transaction date of the credit transaction, the sales effective date changes to this new credit transaction date. For more information, see Sales Effective Date. 5. Consider "Starts With" Matches in Lead Conversion - Check this box if you want companies that begin with the same name as leads to be presented as possible duplicates. These possible duplicates appear on the Convert Lead page. For more information, see Lead Conversion. 6. Allow Overassignment in Sales Teams - Check this box to allow the total contribution percentage for sales team members with sales rep sales roles to total to more than 100%. -If you check this box, you can enter Adjustment reps at the bottom of this page. For more information, see Creating a Sales Team. 7. Preferred Lead Form - Select the custom form you want selected by default when you enter a lead record. 8. Preferred Prospect Form - Select the custom form you want selected by default when you enter a prospect record. -You can create new custom entry forms. For information, see Custom Forms. ****************If you use the Alternate Sales Amount (ASA) feature, you can also set the following preferences: 9. Default Alternate Sales Amount to First Year Revenue - Check this box to automatically calculate ASA as the first year's revenue for a line item. -If you do not use revenue recognition, NetSuite assumes that the sales amount entered is based on a 12-month term. In this case, the ASA is the same as the sales amount. -If you use revenue recognition, first year revenue is based on the Rev. Rec. Start, Rev. Rec. End and Rev. Term in Months fields. 10.Alternate Sales Amount Name - Enter the name to use for alternate sales amounts. This name appears on transactions, quotas, forecasts, and reports that include ASA.

List the general preferences within General Sales Force Automation Preferences 1. S S R 2. R B T 3. D E E 4. D S E D to L S E D 5. C " S W" M I L C 6. A O I ST 7. P L F 8. P P F *************************************If you use the Alternate Sales Amount (ASA) feature, you can also set the following preferences: 9. D A S A to F Y R 10. A S A N

1. Colors -Color Theme 2. Styles -Screen font -Compensate for large fonts -Register look on lists -Density Setting for Internet Explorer 3. Chart Themes -Chart Theme -Chart Background 4. Centers & Dashboards -Use Classic interface -Landing page -Show Portlet hint -Set Customer Dashboard as Default View on Customer Record 5. Entry Forms -Limit Entry Forms to Two Columns -Expand tabs on entry forms -Enable Rich text editing -Default rich text editor font -Default rich text editor font size -Sublist column name Tooltip 6. Accessibility -Display Default Theme with Optimal Color Contrast

List the subtabs for Personal Preferences for Appearance 1. C - 2. S - - - - 3. C T - - 4. C & D - - - - 5. E F - - - - - - 6. A -

1. Basic -Autofill transactions -Alphabetize Items Regardless of Type 2. Warnings -Duplicated number warnings -Inventory level warnings -Customer credit limit handling -Vendor credit limit warnings 3. Printing -Print using HTML -Print GL impact per subsidiary -Transaction Email Attachment Format -Horizontal Print Offset -Vertical Print Offset

List the subtabs for Personal Preferences for Transactions

1. Go to Setup > Support > Case Profiles. 2. Click View on the required profile. 3. Copy the NetSuite Inbound Email Address. Note: When you set up a new case profile, the NetSuite Inbound Email Address is generated when you click Save. From the profile list, click View to see it.

Locating NetSuite Addresses Work Flow Locate the NetSuite address attached to a case profile: 1. 2. 3.

1. Go to Setup > Support > Preferences > Support Preferences. 2.Click on the Inbound Email subtab. 3. Copy the NetSuite Address.

Locating NetSuite Addresses Work Flow Locate the general case capture NetSuite address: 1. 2. 3.

Important: If you lose your phone, buy a new phone, change your phone number, change your authenticator app, or change your verification code delivery method, you must reset (clear) your 2FA settings in NetSuite. After resetting, you will start the 2FA setup process again.

Logging In Using Two-Factor Authentication (2FA) Important: If you lose your phone, buy a new phone, change your phone number, change your authenticator app, or change your verification code delivery method, you must ____ (___) your 2FA settings in NetSuite.

If no data appears when using Login Audit trail, then the user did not complete any transactions during the period you are viewing.

Login Audit Trail Overview If no data appears when using Login Audit trail, then the user ____ ___ complete any transactions during the period you are viewing.

1. Create a sales order. Go to Opportunities > Transactions > Sales Orders > New. 2. In the Custom Form field, select Sales Order — Cash Sale or a customized version of the Sales Order — Cash Sale form. 3. Click the Billing subtab. 4. Select a billing schedule if you want to automatically generate cash sales according to a billing schedule. 5. Check the Recurring Payment box. 6. Enter any other information for this transaction. 7. Do one of the following: -Under Actions, click Memorize if you want to generate cash sales from this sales order through a memorized transaction. Important: Do not memorize this transaction if you selected a billing schedule on the transaction. 8.Click Save if you selected a billing schedule on this list. *If you use a CyberSource payment gateway, you can choose to clear the Recurring Payment box for all authorization requests sent to this gateway. To do this, check the Disable Sending the Recurring Flag in Requests box on the credit card processing profile record. This might be required for some payment gateways.

Mark a transaction as a recurring payment: Work Flow 1. Create a sales order. Go to ________>___________>____ ________>_____ 2. 3. 4. 5. 6. 7. 8.

Lists > Mass Update > Saved Mass Updates.

Mass Changes or Updates After you have saved a mass update, it is available at _____>_____ _______>_________ _____ _________

1. It must support inline editing. 2. It must be displayed on your preferred form for the record type being updated. 3. It must be stored. 4. It must NOT have a sourcing relationship. 5. It must NOT be encrypted. 6. It must NOT be an Email custom field. 7. If it is an Item custom field, the field script ID must NOT end with 'description'.

Mass Updating Custom Fields To be available for mass update, a custom field must meet the following criteria: 1. MUST 2. MUST 3. MUST 4. Must NOT 5. Must NOT 6. Must NOT 7. Must NOT

Matrix items cannot be created for groups or kits.

Matrix Items Matrix items cannot be created for ____ or ____.

The maximum number of the total combinations of matrix options is 2000.

Matrix Items The maximum number of the total combinations of matrix options is ___.

1. You can create matrix items by using the Matrix Item Assistant. This functionality lets you create an item and all of the available options in single step-by-step interface. 2. If you do not use the assistant, you can manually create matrix items. However, you must first set up matrix options using custom lists and fields. -Use a custom list to create a list of the available options for matrix items. A separate list is required for each option. For example, you sell CD-Rs in different sizes and colors. You need a list of size options and a separate list of color options. After you create your lists of options, you need to create a custom item field for each list. -Custom item fields are used on item records to select available options from your custom lists. You must create an item field for each option list. -If the item appears in your commerce web store, you should also set up a custom transaction item option, which allows users to select the option on the item's product details page (PDP).

Matrix Items There are two methods for creating matrix items: 1. 2.

1.inventory items 2. lot numbered inventory items 3. serialized inventory items 4. non-inventory items 5. other charge items 6. assembly items 7. service items

Matrix Items You can use the Import Assistant to import matrix options for the following items: 1. 2. 3. 4. 5. 6. 7.

C. The custom role has the Create permission level for the record type she is importing.

Maya is using a custom role that has the Import CSV File permission. On the Import Options page of the CSV Import Assistant, Maya can only select Data Handling of Add. What is the reason for this? A. The custom role has the Edit level permission for the record type she is importing. B. The custom role's permission level for Import CSV File is not set to Full. C. The custom role has the Create permission level for the record type she is importing. D. The custom role's permission level for Import CSV File is set to Create.

1. Customer 2. Vendor 3. Partner 4. Contact

Merging or Deleting Duplicate Records Four types of records support duplicate matching:

D. Do Not Restrict Employee Fields https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/bridgehead_4637690919.html

Mr. Boseman, a Sales Manager, wants to select another team's sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team? A. Allow All Records B. Do Not Restrict This Role by Device ID C. Allow Cross-Subsidiary Record Viewing D. Do Not Restrict Employee Fields

Go to the Support tab, and click Go to SuiteIdeas in the SuiteIdeas portlet.

Navigation Path to SuiteIdeas

1. Opportunities with no estimates attached OR with estimates that are not set to be included in the forecast 2. Estimates set to be included in the forecast that have not been converted to closed sales 3. Unbilled sales orders that have not been converted to cash sales or invoices 4. Cash sales and invoices within the time period you are forecasting *If you use weighted forecasting, the calculated amount for each opportunity or estimate is multiplied by the probability of close. For example, an opportunity with a total of $1000 and a 40% probability of close would have a weighted forecast amount of $400.

NetSuite calculates your sales forecast as the sum of the following: 1. Opportunities 2.Estimates 3.Unbilled 4.Cash

NetSuite includes a large number of standard reports that you can run to obtain detailed information about your business. For immediate access to reports' summary data, NetSuite enables you to add Report Snapshot portlets to your dashboard. Report Snapshot portlets offer quick looks at important business results every time you view your dashboard.

NetSuite includes a large number of standard reports that you can run to obtain detailed information about your business. For immediate access to reports' summary data, NetSuite enables you to add _____ ____ portlets to your dashboard. _____ _____ portlets offer quick looks at important business results every time you view your dashboard.

1. The opportunity has not been converted to a sales order, cash sale, or invoice. 2. The opportunity does not have an associated estimate marked to be included in the forecast. 3. The opportunity's expected close date is within the reporting period. 4. The estimate's probability of close exceeds the minimum forecast probability set at Setup > Sales > Preferences > Sales Preferences > Forecasts. Note: This preference is not available if you use the Advanced Forecasting feature.

NetSuite includes an opportunity in the sales forecast and pipeline if it meets the following requirements:

1. Direct Mail 2. Email 3. Phone 4. Print Ad 5. and Misc. Campaign channels describe the medium NetSuite uses to deliver a marketing campaign or campaign event.

NetSuite includes the following campaign channels by default: 1. D M 2. E 3. P 4. P A 5. M

NetSuite integrates with Coastal Software & Consulting, Inc. to allow the transfer of funds through the ACH Network for EFT and ACH Vendor Payment transactions. To set up ACH processing for these features, you need to apply for an account with Coastal and set up your company bank accounts.

NetSuite integrates with _____ _____ _ ____ ___ to allow the transfer of funds through the ACH Network for EFT and ACH Vendor Payment transactions.

NetSuite lets you void (reverse) authorizations by canceling the sales order.

NetSuite lets you void (reverse) authorizations by canceling the ____ ___.

NetSuite offers standard SuiteFlow workflows, available in SuiteApps, that you can use for approval routing. These workflows are ready to be installed and do not require you to create a custom SuiteFlow workflow. However, you can customize standard SuiteFlow workflows to better meet your requirements.

NetSuite offers standard _____ workflows, available in SuiteApps, that you can use for approval routing. These workflows are ready to be installed and do not require you to create a custom _____ workflow. However, you can customize standard _____ workflows to better meet your requirements.

NetSuite provides a system note search that you can use to retrieve system notes data. To use this search, go to Reports > New Search and click System Note System notes fields also are available to be used as filters and displayed as results for other record types' advanced and saved searches, including the following: contact, customer, employee, issue, item, project, opportunity, partner, transaction, and vendor.

NetSuite provides a system note search that you can use to retrieve system notes data. To use this search, go to _______ > ____ ____ and click ____ ____

1. Accuracy Reports - Forecast Accuracy reports provide another layer of checks and balances that you can use to sharpen your forecast based on past performance. See Forecast Accuracy Report and Calculated Forecast Accuracy Report. 2. Summary Reports - Summary reports such as the Sales Forecast vs. Quota Report bring together all of your forecast data. See Forecast Reports. 3. Detail Reports - Detail reports provide a granular look at your report data. For example, the Forecast by Sales Rep Summary Report lists each sales rep's forecast for the period you define.

NetSuite provides the following types of forecasting reports: 1. 2. 3.

1. a shopper submits an order in your Web store 2. you save an internal sales order with the Get Authorization box checked

NetSuite sends a request to your credit card processing gateway to authorize the card for payment and verify the billing address and the security code of the card, if available. An authorization request is sent when: 1. 2.

NetSuite uses System Notes to track any changes made to a record. A system note for a change on a record captures the date and time when the change was made, who made the change, the interface from which the change was initiated, the type of change, the field that was changed, and the old and new value in the record. System Notes cannot be edited by any system user, script or app. System notes are logged on custom records as well as standard records.

NetSuite uses ____ ____ to track any changes made to a record. A ___ ____for a change on a record captures the date and time when the change was made, who made the change, the interface from which the change was initiated, the type of change, the field that was changed, and the old and new value in the record. ___ _____ cannot be edited by any system user, script or app. ______ _____ are logged on custom records as well as standard records.

NetSuite uses the Accrued Purchases account to offset your A/P register. Using this account balances your A/P register for inventory that has been received but not paid for.

NetSuite uses the _______ ______ account to offset your A/P register. Using this account balances your A/P register for inventory that has been received but not paid for.

1. encrypted card numbers for full PCI compliance and secure data storage 2.seamless integration for card approval and funds capture for mail orders and telephone orders (MOTO), and Web store orders 3. payer authentication and level II and level III purchase card processing for processing cost optimization 4. payment holds to review orders for validity fraud management using CyberSource's Decision Manager 5. enhanced reporting by mapping sales order data to CyberSource reporting fields 6. soft descriptors for easy card statement identification

NetSuite's integrated credit card processing provides these benefits: 1. Encrypted 2. Seamless 3. Payer 4. Payment 5. Enhanced 6. Soft

SuiteCloud Developer Network (SDN)

NetSuite's third-party developer program

Note: To use the Import Assistant, you need full permission for the Import CSV File feature. The types of data that you can import with the Assistant depend upon your assigned role and permissions, and on your account's enabled features. For more information, see NetSuite Permissions Overview.

Note: To use the Import Assistant, you need full permission for the Import CSV File feature. The types of data that you can import with the Assistant depend upon your ____ ____ and_________, and on your account's ____ ______.

Note: You cannot delete an employee record that has any associated transactions.

Note: You cannot ________ an employee record that has any associated transactions.

1. Not include any date fields defined as filters on the Criteria subtab 2. Have only field with a summary type (such as group, sum, or count) defined on the Results subtab. 3. Have a date field defined as an available filter on the Available Filters subtab.

Notes on Using Saved Searches as Custom KPIs For a saved search to be used as a custom KPI that displays results for multiple date ranges in the Key Performance Indicators portlet, a KPI scorecard, a trend graph, or a KPI meter, the search definition must:

1. Users who entered transaction edits 2. Action taken for the transactions: create, change, or delete 3. Transactions date range, either relative (such as last month) or absolute 4. Amount of transactions, defined as an exact number or a range 5. Types of transactions 6. Accounts affected by transactions 7. Entity or entities involved in transaction, defined by name Can be customers, employees, partners, vendors, or other entities

On the View Audit Trail page, you can filter the report to limit audit trail results to a manageable number or to focus on a group of specific transactions. Filters can be based on: 1. 2. 3. 4. 5. 6. 7.

If the expected close date of an opportunity differs from its estimate, the estimate's close date determines whether it appears on a pipeline or forecast report.

Opportunities in the Forecast and Pipeline If the expected close date of an opportunity differs from its estimate, the estimate's ___ ____ determines whether it appears on a pipeline or forecast report.

If you want to include slow-loading portlets on a dashboard, you can avoid loading their data at initial page load by minimizing them.

Optimize Dashboard Portlets Configuration If you want to include slow-loading portlets on a dashboard, you can avoid loading their data at initial page load by ______ them.

If you want access to a portlet's information but do not need to see it on a dashboard, consider adding a shortcut in the shortcuts portlet.

Optimize Dashboard Portlets Configuration If you want access to a portlet's information but do not need to see it on a dashboard, consider adding a _____ in the ____ ______.

1. If you want access to a portlet's information but do not need to see it on a dashboard, consider adding a shortcut in the shortcuts portlet. For details, see Shortcuts Portlet. 2. If you want to include slow-loading portlets on a dashboard, you can avoid loading their data at initial page load by minimizing them. 3. To minimize a portlet, click the portlet's title. 4. The portlet stays minimized the next time you log in or refresh the dashboard. You need to click the title of the minimized portlet to display the data.

Optimize Dashboard Portlets Configuration When you are setting up a dashboard, consider the following ways to manage page loading performance:

On the Appearance subtab, in the Centers & Dashboards section, set the Landing Page preference to open NetSuite to a page other than the Home page. This preference can be set to open NetSuite on the page that a user visits most frequently.

Optimize Search and Performance Reporting One way to speed up page loading utilizing the Appearance subtab

The contains condition is one of the most resource-intensive search mechanisms.

Optimize Search and Performance Reporting The ____ condition is one of the most resource-intensive search mechanisms.

NetSuite provides powerful search capabilities that enable retrieval of the precise information needed, from a potentially vast amount of stored data. However, searching a large number of stored records can slow the retrieval of search results. Important: Keep in mind: 1. Use scheduled searches where possible, even for integrations where performance is currently acceptable. Scheduled searches run in the background and can help ensure results are delivered reliably even as data sizes grow over time. 2. Perform searches and reports on a limited time range (smaller is always better). 3. Avoid including system notes in your searches because they contain a lot of data. If you have any logic based on the record history, it is preferable to have a custom field on the record itself.

Optimize Search and Performance Reporting Ways to Optimize searches 1. SS 2. Limited 3. Avoid

1. If all of the records you want to retrieve begin with the value you are attempting to match, use "starts with" or "keywords" instead of "contains". -For example, if you are searching for all records for customers with names beginning with "PennyPack", such as "PennyPack Systems-NY" and "PennyPack Systems-SF", you can define search criteria of "Name/ID starts with PennyPack", rather than "Name/ID contains PennyPack". 2. If all of the records you want to retrieve contain words beginning with the value you are attempting to match, use "has keywords" instead of "contains". -For example, if you are searching for all records for customers with the word "Toys" in their names, you can define search criteria of "Name/ID has keywords TOYS".

Optimize Search and Performance Reporting Ways to avoid the "Contains" condition in searches to optimize performance 1. 2.

1. Check the Delay Loading of Sublists box to initially load NetSuite pages without data on subtabs. -When this box is checked, the data on each subtab is loaded only when the subtab is clicked, which shortens the initial page loading time. 2. . Set the Number of Rows in List Segments field to a lower number to speed the loading of pages containing long lists. -A segment size of 50 is a balanced option. When a page includes a long list of records, the list is divided into segments, with one segment loaded at a time. Lowering this preference decreases the size of each segment. 3. . Set the Maximum Entries in Dropdowns field to a lower number to speed the loading of pages containing dropdown lists with lots of options. -You should use a setting of 50 or less, unless larger menus are required. Any list with more results appears in a popup instead of a dropdown list. Using popups speeds page load time. -With dropdown lists, all values in a list are loaded when a user accesses a page. -With popup list fields, the lists are not loaded until a user searches for an item or clicks the list icon. Users can quickly search and automatically complete fields by entering the first few letters of the item and pressing the Tab key.

Optimize Search and Performance Reporting Ways to speed up page loading utilizing the General subtab in the Optimizing NetSuite section: 1. Check 2. Set 3. Set

Setup > accounting > preferences > inventory management preferences

Pathway to advanced inventory management preferences AFTER inventory management preferences has been enabled.

Restrict Invitees to Employees

Personal Preferences for Activities Check this box to choose only employees as invitees on event records.

Edit Activities from Calendar

Personal Preferences for Activities Check this box to open events in Edit mode when you click events on your calendar.

Default Event Access Setting For New Events You can change Event Access at any time on individual event records. 1. Public - Anyone can see public events, tasks, and calls. 2. Private - Only you and your account administrator can see events, tasks, and calls you mark as private. Other invitees with access to your calendar can also see private events. 3. Show as Busy - Events marked to show as busy show on your calendar as unavailable time. The details of these events cannot be seen by anyone except you and your account administrator.

Personal Preferences for Activities Choose an option for Event Access. Your selection determines how new events appear to others who have access to the calendar where you create events. What options are available? 1. 2. 3.

Send Invitation Emails 1. Internally - Send email only to employees and groups of employees in your NetSuite account. 2. To All Invitees - Send email to everyone invited to the event, including customers, contacts, partners, etc.

Personal Preferences for Activities Def Select recipients for email notification about events. What options are available? 1. 2.

Go to Home > Set Preferences, and click the Activities

Personal Preferences for Activities Work Flow

Third Selection

Personal Preferences for Alerts Select a third time to receive an email message containing the latest information about the events, reminders, key performance indicators, and report snapshots displayed in portlets on your Home page.

On-demand alerts 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.

Personal Preferences for Alerts What do On-Demand Alerts enable the user to do ?

Respect Quick Date Portlet Settings Clearing the box sends email alert results based on a different date.

Personal Preferences for Alerts Check this box so that email alert results are based on the date specified in your Dashboard View filter. What happens if you clear this box?

Include links in HTML Alerts

Personal Preferences for Alerts Check this box to INCLUDE LINKS to key performance indicators and reminders included in your alert email. When you click a link, a browser window opens where you can log in to NetSuite and view the report for that key performance indicator or reminder. You must also have the Email Using HTML box checked on the Transactions subtab of the Set preferences page to include links.

Send an On-Demand Alert from this Role On-demand alerts 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.

Personal Preferences for Alerts Check this box to enable on-demand alerts.

Second Selection

Personal Preferences for Alerts Select a second time to receive an email message containing the latest information about the events, reminders, key performance indicators, and report snapshots displayed in portlets on your Home page.

First Selection Note: By default, this value is set to 12:00 am. If you do not want to receive the email alerts, you can change this value to be blank.

Personal Preferences for Alerts Select an initial time to receive an email message containing the latest information about the events, reminders, key performance indicators, and report snapshots displayed in portlets on your Home page.

When you remove an Activities, Reminders, Key Performance Indicators, or Report Snapshot portlet from your home page, alert emails no longer include information from the portlet you removed.

Personal Preferences for Alerts What happens to alert emails when you remove an Activities, Reminders, Key Performance Indicators, or Report Snapshot portlet from your home page?

Sublist Column Name Tooltip When you are editing a sublist inline and you hover over a cell, the tooltip appears and shows the column name. If a sublist has many lines, you can view the column name when scrolling down the sublist.

Personal Preferences for Appearance Check this box to enable the Inline Editor Sublist Tooltip.

Show Portlet Hint

Personal Preferences for Appearance Check this box to display a popup notice when slow-loading dashboard portlets time out during dashboard loading. To improve page load time on the dashboard, minimize the slow-loading portlets.

Display Default Theme with Optimal Color Contrast

Personal Preferences for Appearance Check this box to display a theme with optimal contrast that can aid users with low vision to view the User Interface. Note: If this preference is selected, the Color Theme preference is disabled.

Register Look on Lists

Personal Preferences for Appearance Check this box to display lists of records and transactions as registers. This setting applies shading every other row in your list, making it easier to read.

Limit Entry Forms to Two Columns Check this box to limit the columns of fields on entry forms to two columns. By default, fields on entry forms are arranged in three columns.

Personal Preferences for Appearance Check this box to limit the columns of fields on entry forms to two columns. By default, fields on entry forms are arranged in ____ columns.

Chart Theme Options are: 1. Basic - provides limited color contrast (the default) 2. Colorful - provides more color contrast 3. Match Color Theme - Bold - harmonizes with your choices in the Colors section, using bolder shades 4. Match Color Theme - Light - harmonizes with your choices in the Colors section, using lighter shades

Personal Preferences for Appearance Defines a default appearance for data in all dashboard charts. (Can be overridden in individual portlets.) Options are: 1. 2. 3. 4. A thumbnail is displayed to represent the look of each Chart Theme option.

Chart Background Options are: 1. Lines (the default setting) 2. Bands 3. Grid

Personal Preferences for Appearance Defines a default display behind data in all dashboard charts. (Can be overridden in individual portlets.) Options are: Lines (the default setting) Bands Grid

Compensate for Large Fonts

Personal Preferences for Appearance Displays easier-to-read layouts if you have set your computer display to use large fonts.

Density Setting for Internet Explorer Select the density of your NetSuite pages. This setting is for Internet Explorer 10 and higher. The options are: Normal - 100% zoom Higher Density - similar to 80% zoom Very High Density - similar to 67% zoom Other browsers, such as Chrome and Firefox, enable you to set the zoom independently for each website.

Personal Preferences for Appearance Select the density of your NetSuite pages. This setting is for Internet Explorer 10 and higher. The options are: 1. 2. 3.

Landing Page If you do not make a selection in this dropdown list, your Home page is the initial landing page. The list of possible landing pages includes all standard tabs and custom tabs in your center. The page you select here is overridden if your account administrator sets the general company Landing Page preference to use a custom landing page created by a Suitelet.

Personal Preferences for Appearance Select the tab that you want to be the first page displayed when you log into your NetSuite account.

Go to Home > Set Preferences and click the Appearance subtab

Personal Preferences for Appearance Work Flow

The Telephony subtab appears on the Set Preferences page only if you use the Telephony Integration feature.

Personal Preferences for Telephony The Telephony subtab appears on the Set Preferences page only if you use the ________ ________ feature.

Alphabetize Items Regardless of Type

Personal Preferences for Transactions Check this box to list items in alphabetical order, regardless of item type, on transactions such as Sales Orders, Purchase Orders, and Inventory Adjustments. Clear this box to display items listed on transactions grouped by item type, and within each item type, listed in alphabetical order.

Print Using HTML

Personal Preferences for Transactions Check this box to print transaction forms in HTML format. Clear this check box if you prefer to print transactions forms in PDF format. Printing PDF forms requires Acrobat Reader.

Vendor Credit Limit Warnings

Personal Preferences for Transactions Check this box to receive a warning when you exceed the credit limit for a vendor.

Inventory Level Warnings

Personal Preferences for Transactions Check this box to see warnings when you sell inventory items with quantities at or below their reorder points. You must also set these minimum quantities in the Reorder Point field on item records at Lists > Items.

Transaction Email Attachment Format 1.HTML - Sends email attachments in HTML format. 2. PDF - Sends email attachments in PDF format. Note: If you select the HTML option as a transaction email attachment format, the system will not use the template set in custom transaction forms.

Personal Preferences for Transactions Choose the format for which transaction email attachments are sent. 1. 2.

Auto Fill Transactions

Personal Preferences for Transactions Def If you check this box, information on transaction pages is automatically filled in based on the last transaction for the entity you have chosen. If you use a custom form, NetSuite will load the same custom form as was used for the last transaction for the entity, as well. If you clear this box, click the Auto Fill button on transaction pages and information fills in based on the last transaction for the entity you have chosen. If you use a custom form, NetSuite will populate the custom form you currently have open with the information from the last transaction, and not the custom form that was used in the last transaction. The date and period information on any transaction remains current and all auto filled fields can be changed.

Vertical Print Offset

Personal Preferences for Transactions Enter a positive number in inches to move the text lower. Enter a negative number in inches to move the text higher.

Horizontal Print Offset

Personal Preferences for Transactions Enter a positive number in inches to move the text to the right. Enter a negative number in inches to move the text to the left.

Print GL Impact Per Subsidiary

Personal Preferences for Transactions Print separate GL impact statements for transactions with multiple lines assigned to different subsidiaries (for example, an intercompany journal). NetSuite will print a statement for each subsidiary in the transaction.

Customer Credit Limit Handling 1. Ignore - Enables you to enter sales orders and invoices that exceed the customer's credit limit without a warning. 2. Warn Only - Generates a warning when you enter a sales order or invoice that exceeds the customer's credit limit. The warning displays in a dialog box so you can choose to enter or cancel the transaction. 3. Enforce Holds - Blocks you from entering a sales order or invoice that exceeds the customer's credit limit.

Personal Preferences for Transactions Select your preferred method for handling customer credit limits: What three options do you have? 1. I 2. W O 3. E H

Go to Home > Set Preferences and click the Transactions

Personal Preferences for Transactions Work Flow

Most fields with a popup list also have a search link.

Popup and Dropdown Lists Most fields with a popup list also have a _____ ____.

Autocompleting Dropdown Lists Instead of selecting from a dropdown list, you can type the first letters of a value and the field is completed automatically. Accessing Related Records from Dropdown Lists Some dropdown lists include buttons to access related records, so you can quickly add, review, or change a record before you select it for a field. These buttons appear when you hover over the dropdown list. Click the new button to create a new record in a popup window. Click the open button to view or edit an existing record. The record opens in view mode in a new tab. Click Edit on the record to change to edit mode. Using Popup Lists You can use the Maximum Entries in Dropdowns preference to force popup lists instead of dropdown lists for fields with large numbers of possible values. To set this preference, go to Home > Set Preferences. The Maximum Entries in Dropdowns field is on the General subtab. Enter the maximum number of records you want to appear in a dropdown list. If the possible values in a list exceeds this number, the list automatically becomes a popup list. If the possible values do not exceed this number, a dropdown list appears. Tip: Enter 0 in the Maximum Entries in Dropdowns field to always use popup lists. To always use dropdown lists, enter a large number that exceeds the number of entries in any of your lists. Using Popup List Search Links Most fields with a popup list also have a search link. Click the Search icon, and a search window pops up. Enter criteria for the search, click Submit, and a list of items matching your search criteria appears. Select the item you want, and it is inserted into the field. For example, to create a sales order for a customer in Alaska, click Search next to the Customer:Project field. When the Customer Search window pops up, type AK in the state field, and click Submit. The pop up changes to show only your customers in Alaska. Click the name of the customer you want, and NetSuite inserts it into the Customer:Project field. On transaction forms, NetSuite searches the full name of the item or the name of the final subitem and autofills the item field with any matching names. For example, typing bas would find Summer:Picnic:Basket and Basket:Welcome. Note: After you inactivate a record, it will not show on transactions for selection in popup or dropdown lists. However, if the Search option shows in the popup or dropdown for a field, the search will return inactive records if the Inactive filter is set to Either or Yes. Inactive records in these search results can be added to transactions. To filter inactive records out of search results, be sure to set the Inactive filter to No in the search criteria. Popup Multi-Select Lists On fields that allow you to select multiple values, you can access popup multi-select lists. To quickly enter a single value in this type of field, type the first few letters and press Tab. To enter multiple values, click the double arrow button to display a popup with a complete list of records that you can select and search. Using Popup Auto Suggest NetSuite provides an auto suggest function for popup lists. As you type three letters or more, a list of suggested matching records displays. You can select from this list to quickly populate the field.

Popup and Dropdown Lists When you select from a long list of records to populate a NetSuite field, you can use various built-in functions to save time. Autocompleting Dropdown Lists Accessing Related Records from Dropdown Lists Using Popup Lists Using Popup List Search Links Popup Multi-Select Lists Using Popup Auto Suggest

To set this preference, go to Home > Set Preferences > General -The Maximum Entries in Dropdowns field is on the General subtab in the Optimizing Netsuite section. -Enter the maximum number of records you want to appear in a dropdown list. -If the possible values in a list exceeds this number, the list automatically becomes a popup list. If the possible values do not exceed this number, a dropdown list appears.

Popup and Dropdown Lists Work Flow Enable Maximum Entries in Dropdowns To set this preference, go to ________ > ___ __________ > _______

1. On the Appearance subtab, in the Centers & Dashboards section, set the Landing Page preference to open NetSuite to a page other than the Home page. This preference can be set to open NetSuite on the page that a user visits most frequently. -On the General subtab, in the Optimizing NetSuite section: 2. Check the Delay Loading of Sublists box to initially load NetSuite pages without data on subtabs. -When this box is checked, the data on each subtab is loaded only when the subtab is clicked, which shortens the initial page loading time. 3. Set the Number of Rows in List Segments field to a lower number to speed the loading of pages containing long lists. -A segment size of 50 is a balanced option. When a page includes a long list of records, the list is divided into segments, with one segment loaded at a time. Lowering this preference decreases the size of each segment. 4. Set the Maximum Entries in Dropdowns field to a lower number to speed the loading of pages containing dropdown lists with lots of options. -You should use a setting of 50 or less, unless larger menus are required. Any list with more results appears in a popup instead of a dropdown list. Using popups speeds page load time. -With dropdown lists, all values in a list are loaded when a user accesses a page. -With popup list fields, the lists are not loaded until a user searches for an item or clicks the list icon. Users can quickly search and automatically complete fields by entering the first few letters of the item and pressing the Tab key.

Preferences the users can set to speed up page loading for optimum performance. Users can review available preference options at Home > Set Preferences. 1. L P 2. D L of S 3. N of R in L S 4. M E in D

Processing financial transactions through the ACH network is available only for accounts in the United States.

Processing financial transactions through the ACH network is available only for accounts in the ____ _____.

1. Go to Lists > Relationships > Vendors. 2. Click Edit next to the vendor record with which you want to associate a pricing schedule. 3. Click the Financial subtab. 4. Click the Pricing Schedules subtab, and then click New Pricing Schedule. The vendor quantity pricing schedule includes a Base Discount field. 5. After you complete the vendor quantity pricing schedule, click Save. Only one vendor can be associated with each quantity pricing schedule. You can, however, apply a schedule to any number of items.

Quantity Pricing Schedules Associate a pricing schedule with a vendor: Work Flow 1. Go to ______>_________>______ 2. 3. 4. 5.

Go to Lists > Accounting > Quantity Pricing Schedules > New.

Quantity Pricing Schedules Create a pricing schedule: Work Flow _____>____>____ ____ _____>___

1. Create your revised sales rules and territories. 2. Go to Lists > Mass Update > Mass Updates. 3. Click Sales Force Automation to expand the SFA mass update options. 4. Click Reassign Customers by Sales Territory Rules. 5. Define your search criteria to filter which customers you want to reassign based on current sales rules and territories. In the example above, you would filter the results by State/Province > any of > California. 6. Click Preview. 7. Clear the box in the Apply column next to customers you do not want to reassign. 8. Click Perform Update. Note: You can execute only one mass update at a time

Reassign customers to new sales territories Work Flow 1. Create 2. ____>___ ____>___ _____ 3. 4. 5. 6. 7. 8.

1. Go to Transactions > Payables > Receive Order. 2. In the Vendor field, select the vendor from the list, or select All to list all open purchase orders. 3. In the Process column, click Receive next to the purchase order you would like to receive. You can only receive one purchase order at a time. 4. Click the Items & Expenses subtab. 5. Click the Expenses subtab. 6. In the Mark Received column, check the box next to the expenses that have been accounted for. You cannot receive partial expenses. 7. When you have finished: -Click Save to save the information and return to the Transactions page. -Click Save & Bill to save the information and create a bill for this purchase order. When you are ready to pay the bill for this purchase order, go to Transactions > Payables > Pay Bills.

Receiving Expenses With Advanced Receiving Work Flow receive expenses with advanced receiving: 1. _____>______>____ ___ 2. 3. 4. 5. 6. 7.

Recording sales orders helps you track the following: 1. What your customer has ordered 2. What must be pulled from inventory 3. What you have already shipped 4. What still remains to be shipped ***Important: The total number of lines per transaction cannot exceed 500. Sales orders created by SOAP web services can have up to 1000 lines.

Recording sales orders helps you track the following: 1. 2. 3. 4.

1. Multi-Location Inventory 2. Advanced Inventory Management

Replenish Location by Transfer Order To use the Replenish Location by Transfer Order form, you must have these features enabled in your account: 1. 2.

1. Go to Transactions > Inventory > Replenish Location by Transfer Order.

Replenish a location by transfer order Work Flow ________>______ >______ _____ __ ______ _____

1.Account Detail 2. Balance Sheet 3. Balance Sheet Detail 4. Budget Income Statement 5. Budget Income Statement Detail 6. Budget vs. Actual 7. Cash Flow Statement 8. Cash Statement 9. Cash Statement Detail 10. Comparative Balance Sheet 11. Comparative Income Statement 12. Deferred Revenue By Customer 13. Deferred Revenue By Item 14. Deferred Revenue By State 15. Deferred Revenue Reclassification 16. Deferred Revenue Rollforward By Customer Summary 17. Deferred Revenue Rollforward Summary 18. Deferred Revenue Rollforward Transaction Details 19. Financial Layout Description 20. General Ledger 21. GL Audit Numbering 22. GST on Purchases Detail 23. GST on Purchases Summary 24. GST on Sales Detail 25. GST on Sales Summary 26. Income Statement 27. Income Statement Detail 28. Realized Exchange Rate Gains and Losses 29. Revenue By Customer 30.Revenue By Item 31. Revenue By State 32. Trial Balance 33. Unrealized Exchange Rate Gains and Losses 34. VAT on Purchases Detail 35. VAT on Purchases Summary 36. VAT on Sales Detail 37. VAT on Sales Summary

Report by Period: Financials Only Reports List the financial reports that properly execute when the Report by Period preference is set to Financials Only: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37.

date and subsidiary

Reports can be filtered by

1. Employee Restrictions: You can restrict a role's access to transaction, customer, and employee records, based on values in the employee, sales rep, and supervisor fields on these records. These restrictions may also limit the values that users logged in with this role can assign to these fields on records. These restrictions do not affect access to contact records. You can choose an option to allow viewing of records that are not available for editing due to these restrictions. 2. Department Restrictions: You can restrict this role's access to transaction, employee, partner, and optionally item records, based on values in the department field on these records. These restrictions may also limit the values that users logged in with this role can assign to the department field on records. You can choose an option to allow viewing of records that are not available for editing due to these restrictions. 3. Class Restrictions: You can restrict this role's access to transaction, employee, partner, and optionally item records, based on values in the class field on these records. These restrictions may also limit the values that users logged in with this role can assign to the class field on records. You can choose an option to allow viewing of records that are not available for editing due to these restrictions. 4. Location Restrictions: You can restrict this role's access to transaction, employee, partner, and optionally item records, based on values in the location field on these records. These restrictions may also limit the values that users logged in with this role can assign to the location field on records. You can choose an option to allow viewing of records that are not available for editing due to these restrictions. 5. (OneWorld only) Subsidiary Restrictions: You can limit the subsidiary values that users with this role can select for customer and vendor records, and to limit the transaction, customer, and vendor records that users with this role can edit, based on these records' selected subsidiaries. You can choose an option to allow viewing of records that are not available for editing due to these restrictions.

Restrictions are defined on roles, and apply to users to which roles are assigned. The following types of restrictions are available: 1. 2. 3. 4. 5.

Revenue - Cost of Goods Sold - Expenses = Net Income

Revenue - Cost of Goods Sold - Expenses = ____ ______

Keep Current Sales Rep For example, leads with no recent activity can be promptly addressed. If you clear the Sales Rep field, your sales team can manually reassign them.

Sales Territories Def This option lets you choose to maintain the sales rep or team selected on lead, prospects, or customer records.

Clear Sales Rep Assignment

Sales Territories Def This option lets you remove the assigned rep or team from leads, prospects, and customers who meet the territory's criteria. For example, leads with no recent activity can be promptly addressed. If you clear the Sales Rep field, your sales team can manually reassign them.

Sales managers can use the Manager Forecast Editor to enter override forecasts that roll up into reports viewed by successive levels of your organization. ***The Manager Forecast Editor uses the judgement and experience of sales managers to know how accurately individual reps report their sales and pipeline. No

Sales managers can use the ______ ____ _____to enter override forecasts that roll up into reports viewed by successive levels of your organization. Can Sales Reps see manager overrides to their forecasts?

Sales orders have no accounting impact until items are shipped or services are completed. After items on sales orders are shipped, the sales orders can be turned into invoices or cash sales to bill the customer. When sales orders are converted into bills, they automatically show the items, quantities, and prices from the order without having to re-enter the information.

Sales orders have ____ accounting impact until items are shipped or services are completed.

Saved searches, saved reports, and report schedules use the Analytics Audit Trail for auditing changes.

Saved searches, saved reports, and report schedules use the ____ ___ ___ for auditing changes.

Advanced Search

Search Overview Def Can filter records by formulas containing SQL expressions, and by join field values in related records, and you can sort results and group them into summary calculations.

Simple Search

Search Overview Def can filter retrieved records by one or more field values.

1. You can search for a single record by keywords, 2. return a set of records that match filters you define 3. customize the display of search results 4. export results to other applications, 5. email results to other users 6. save search definitions for reuse.

Search Overview NetSuite provides a variety of search tools that you can use to retrieve real-time data from your account. What kind of actions can you perform with Netsuite search tools? 1. You 2. Return 3. Customize 4. Export 5. Email 6. Save

1. Automatic, customizable emails of saved search results. You can designate saved search results to be emailed to users at regularly scheduled intervals and/or when results change. See Saved Search Email. 2. Display of saved search results in dashboard portlets. You can define saved searches as custom key performance indicators so that summary values are available for display in Key Performance Indicators, KPI Scorecard, KPI Meter, and trend graph portlets. You also can display saved search results columns in custom search portlets. See Custom KPIs. 3. Display of saved search performance details in the Search Performance Analysis dashboard. If you have the Application Performance Management SuiteApp installed in your account, you can use the Search Performance Analysis dashboard to view saved search performance details. See Analyzing Search Performance. The system maintains a rolling log of saved search execution information, that is maintained for 60 days.

Search Overview Saved search includes all of the functions of advanced search, and more, including the following: 1. 2. 3.

Use Saved Search to save a search definition that you and other users can run repeatedly for dynamically updated results. See Defining a Saved Search.

Search Overview Use ______ ____ to save a search definition that you and other users can run repeatedly for dynamically updated results.

1. Simple Search. To run a simple search, go to Reports > New Search and choose the type of records you want to find. On the search page that opens, you can filter retrieved records by one or more field values. See Defining a Simple Search. 2. Advanced Search. You can shift to advanced search mode by checking the Use Advanced Search box on a search page. On this page, you can filter records by formulas containing SQL expressions, and by join field values in related records, and you can sort results and group them into summary calculations.See Defining an Advanced Search.

Search Overview Use the following methods to return a set of records of a selected type, with values that match filters you have defined. 1. 2.

1. Date and time that the transaction change was executed 2. Name of the user who made the change 3. The action taken: create, change, or delete 4. Type of transaction 5. Internal ID 6. Transaction number 7. Posting date of transaction change. 8. Account affected 9.Amount

Select the desired filter options and then click Submit to open the Audit Results page. This list includes the following columns of data: 1. D & T 2. N 3. A 4. T 5. I 6. T 7. P 8. A 9. A

Reorder Point

Select this option to use Advanced Inventory Management settings for demand calculations instead of using Demand Planning. Orders are created based on replenishment reminders generated from the Order Items, Replenish Items, and Mass Create Work Orders pages.

1. Transactions 2. Lead, Prospect, and Customer Records 3. Campaigns 4. Partner Records

Selling with Promotion Codes NetSuite tracks promotion codes based on the following: 1. T 2. L, P, and C R 3. C 4. P R

Setup > Sales > Sales Preferences > click Forecast subtab

Set up Forecasting preferences Work Flow ______>_______>_______ ________> click _______ Subtab

Set up escalation rules and assignments to ensure that high priority cases are routed to the correct person at the right time.

Set up _____ ___ and ____ to ensure that high priority cases are routed to the correct person at the right time.

Go to Setup > Sales > Sales Management > Sales Territories > New.

Set up a Sales Territory Work Flow

Important: The following information is applicable only to users who are NOT using the Team Selling feature. Note: Only users with roles that have full access to employees can set up sales teams. 1. Go to Setup > Users/Roles > Employees. 2. Click Edit next to the name of an employee you want to include in your sales team. 3. Under Primary Information, in the Supervisor field, select the employee's supervisor. 4. Click the Human Resources subtab. 5. Under Job Information, check the Sales Rep box. 6. Click Save. 7. Repeat these steps for each employee included on your sales team.

Set up a sales team WITH OUT team selling enabled Work Flow 1. Go to _______ > ______/______ > _________

Or Setup > Sales > Sales management > Sales Team > New

Set up a sales team WITH team selling enabled Work Flow Go to _______> _______ > _____ ____________ > ____ _____ > ______

1. Go to Forecast > Setup > Establish Quotas. 2. Check the Team Quota box *** These are just the most important steps I think OR Transactions > Quote/Forecast > Establish Quotas and check Team Quota box?????????????

Set up a team quota Work Flow

1. Go to Home > Set Preferences. 2. Click the Alerts subtab. 3. Choose the times of day you want to receive your three email alerts. If you do not want to receive any of these email alerts, change the value for the First Selection dropdown list to be blank. 4. Check the Include Links in HTML Alerts box to enable you to click links in email alerts and open your account to the relevant information. 5. Check the Send an On-Demand Alert from the Role box to enable you to send email to [email protected] and automatically receive your email alerts. You must send email to this address from the email account you use to log in to NetSuite. 6. To receive email alerts when saved search data changes, select the record type that search is based on in the Record Type field. 7. In the Search field, select the name of the saved search. A search must have the Available as Alert box checked to appear in this list. Only Administrators can set searches to be available as alerts. For information about how saved searches are made available for alerts, see Enabling Saved Search Email Alerts. 8. Check the Send on Update box if you want to receive alerts both when new records are added and when current records are updated. 9. Click Add/Edit. 10. Repeat steps 6 - 9 to add up to five saved searches. 11. Click Save.

Set up email alerts Work Flow

1. Assign the Employee Center role to employees that need access to requisitions. 2. Designate supervisors and approvers on the employee record of each employee. 3. Set a purchase limit for each user or employee and purchase approval limit for each approver or supervisor. -If an employee has no purchase limit, you must enter 0 for the purchase limit. Do not leave the limit empty. -To make sure that users and approvers receive notifications, keep e-mail addresses up to date

Setting Requisition Approval Workflow Preferences Work Flow set requisition workflow preferences: 1. Assign 2. Designate 3. Set

1. Go to Setup > Company > Enable Features > Transactions 2. On the Transactions subtab, check these boxes: -Pick, Pack and Ship -Advanced Shipping 3. Click Save. To set preferences: Go to Setup > Accounting > Setup Tasks > Shipping.

Setting Up Pick, Pack, and Ship Work Flow Enable the Pick, Pack, and Ship Feature 1. Go to _______ > ________ > _______ _______ > ____________ 2. 3.

To use the Approval Routing feature, a user with the Administrator role must enable Approval Routing, assign roles to employees, designate an approver, and set approval limits.

Setting up Approval Routing To use the Approval Routing feature, a user with the Administrator role must enable _____ _____, _____ _____ __ _____, designate an _____, and set _____ _____.

1. Enable the Approval Routing feature. -Go to Setup > Company > Setup Tasks > Enable Features. -In the Employees subtab, check the Approval Routing checkbox. -Click Save. 2. Assign Assigning Roles to an Employee. 3. Designate Supervisors, Approvers, and Approval Limits on employee records. 4. Set Supervisors, Approvers, and Approval Limits. Note: To maintain the hierarchy of an approval routing, enter all expense reports and purchase requests through the Employee Center. This includes employees with other roles. For example, your A/P clerk has the ability to enter purchase requests in the A/P Clerk role. However, to maintain proper approval routing, your A/P clerk must change from the A/P Clerk role to the Employee Center to enter a purchase request. The A/P clerk's supervisor can then approve the purchase request by logging in to the Employee Center.

Setting up Approval Routing Use approval routing: Work Flow

1. Purchase Limit 2. Purchase Approver

Setting up Suiteflow Workflow-Based Approvals for Requisitions These fields are required for use with the requisitions workflow.

1. Enable the features: A. Go to Setup > Company > Enable Features > Transactions B. On the Transactions subtab, enable the Requisitions feature. C. On the SuiteCloud subtab, check the SuiteFlow box. D. Click Save. E. On the Employees subtab, check the Approval Routing box. F. Click Save. This feature must be enabled to use these fields on employee records: -Purchase Limit -Purchase Approver These fields are required for use with the requisitions workflow. 2. To enable the preference, on the Approval Routing subtab. A. Check the Requisitions box. 3. Use SuiteFlow to create a workflow to apply to your requisition: You can incorporate the following options into your requisitions workflow: -Hierarchical or custom routing rules -Email notifications that include links to drill down to records for approval -Approve and Reject buttons -Respecting approval limits -Updating the Approval Status and Next Approver field on records -Preventing records that are pending approval from being edited -Designating an alternate approver

Setting up Suiteflow Workflow-Based Approvals for Requisitions Work Flow Use SuiteFlow to process requisitions: 1. A. B. C. D. E. F. 2. A. 3.

The subtotal amount itself is not taxed even if the user is calculating taxes on the invoice. If taxable and nontaxable lines are being added together to create the subtotal, taxes are still calculated ONLY on the taxable line items.

Subtotal Items The subtotal amount itself is ___ ____ even if the user is calculating taxes on the invoice. The sales tax is still calculated on the individual lines that make up the subtotal. If taxable and nontaxable lines are being added together to create the subtotal, taxes are still calculated ONLY on the ____ ___ ____.

1. Replaces the Sales Rep field on sales transactions and on customer records with a Sales Team subtab 2. Replaces the Sales Rep box on employee records with a Sales Role field 3. Assigns existing employees marked as sales reps the Sales Rep sales role 4. Adds a Select Sales Team Members option to the Create Group page 5. Provides the Sales by Sales Team Summary and Detail and the Sales Orders by Sales Team Summary and Detail reports 6. Groups sales reports that organize data by sales rep by sales team, by default In addition, the Team Selling feature affects existing transactions and customers in the following ways: 7. Existing customers or sales transactions associated with a single sales rep display the rep on the Sales Team subtab for the customer or transaction. NetSuite marks this rep as the primary sales rep. 8. Existing customers or sales transactions associated with a sales group (created prior to Team Selling) display those group members on the Sales Team subtab. NetSuite defaults no primary sales rep.

Team Selling When you enable Team Selling, NetSuite: 1. Replaces the 2. Replaces the 3. Assigns existing 4. Adds a 5. Provides the 6. Groups sales In addition, the Team Selling feature affects existing transactions and customers in the following ways: 7. Existing customers or sales transactions 8. Existing customers or sales transactions

You can use sales territories to route new leads, prospects, and customers to sales teams for assignment.

Team Selling Def You can use ____ ______ to route new leads, prospects, and customers to sales teams for assignment.

The Audit Trail Subtab lists all audited changes and actions for the respective Saved Search, Saved Report, or Report Schedule.

The Audit Trail Subtab lists all audited changes and actions for the respective S___ S____, S____ R____, or R____ S_____.

1. Generation of payment files and direct debits using each bank's predefined file format 2. Support for standard bank payment formats 3. Ability to create your own custom payment formats 4. Automated creation of payment batches for approved bills 5. Scheduled automatic approvals of payment batches 6. Processing of multiple payment batches at the same time 7. Additional payment processing capabilities such as full reversal, partial reversal, and reprocessing 8. Support for multi-currency conversions that make it easier to pay suppliers across the globe in a single payment run using a single bank account 9. Generation of Positive Pay file formats containing details of checks issued irrespective of how they were produced 10. Ability to select transactions approved for payment using different combinations of filters

The Electronic Bank Payments SuiteApp provides the following features that are not supported in the standard Electronic Fund Transfer and ACH Vendor Payments features: 1. Generation 2. Support 3. Ability 4. Automated 5. Scheduled 6. Processing 7. Additional 8. Support 9. Generation 10. Ability

The Login Audit Trail captures and records the IP address at the BEGINNING of the user's session. It DOES NOT capture changes in IP addresses that might occur during a session, such as when a user connects to a Virtual Private Network (VPN) while the session is active. If the user logs out of NetSuite, then logs back in while the VPN is still open, the IP address of the VPN will be captured for that session.

The Login Audit Trail captures and records the IP address at the __________ of the user's session. It ______ ____ capture changes in IP addresses that might occur during a session, such as when a user connects to a Virtual Private Network (VPN) while the session is active. If the user logs out of NetSuite, then logs back in while the VPN is still open, the IP address of the VPN will be captured for that session.

1. Simple search mode, where you can select from a limited set of filters, including IP address, user name, date range, and role. 2. Advanced search mode, with more options, including filtering by formulas and join fields, display of formula and join fields as results, and sorting and grouping of results. Available join fields include Role, Employee, and in some cases, Customer, Partner, and Vendor fields. 3. Saved searches that you can define and run repeatedly. Saved searches offer all advanced search options, and more, including defining audiences and sending emails of search results. When you open the Login Audit Trail Search page it displays in the mode last used, initially simple search.

The Login Audit Trail offers the same capabilities as other NetSuite searches, including: 1. Simple 2. Advanced 3. Saved

The Mail Merge feature is best used for communication that does not need to be reported on.

The Mail Merge feature is best used for communication that ____ ____ need to be reported on.

Use the portlet to monitor your previous successful login, your previous failed login, the IP address associated with your login activity, the date when your password will expire, and other login information.

The My Login Audit portlet shows information about your login activity. You can add the My Login Audit portlet to your dashboard. Use the portlet to monitor your previous ________ ______, your previous _______ _____, the __ _______ associated with your login activity, the _______ when your password will expire, and other login information.

1. Total - Displays the total page load time (in seconds). Note: This total may not apply to reports, dashboards, centers, or saved searches. 2. Server - Displays the page load time (in seconds) and the percentage of the total page load time spent RETRIEVING INFORMATION FROM THE NETSUITE SERVER. This time includes server-side scripts and workflows, and it can also be affected by customizations such as custom fields and other custom elements. 3. Server Suite Script - Displays the server time that was spent on SERVER-SIDE SCRIPTING (in seconds and as a percentage of total server time). 4. Server Workflow - Displays the amount of SERVER TIME that was spent on WORK FLOWS (in seconds and as a percentage of total server time). 5. Network - Displays the total page load time for DATA TO TRAVEL FROM THE NETSUITE SERVERS TO THE COMPUTER (in seconds and as a percentage of total server time). If this row has the highest percentage in the list, the problem could be related to the internet service provider (ISP). See Troubleshooting Network Performance. 6. Client - Displays the total page load time for the COMPUTER TO RENDER THE PAGE (in seconds and as a percentage of total server time). If t

The Performance Details window includes the following data: 1.T 2.S 3. S S S 4. S W 5. N 6. C 7. P 8. E 9. T

The Transaction Audit Trail enables you to produce a report that provides a detailed history of all transactions entered into NetSuite. The audit trail provides 1. Date: the date and time the change was made. 2. Set By: the user who made the change. 3. Component Action: the action taken (update, delete, or create). 4. Component Type: the type of page component that was edited. 5. Component Name: the name of the edited page component.

The Transaction Audit Trail enables you to produce a report that provides a detailed history of all transactions entered into NetSuite. The audit trail provides 1. 2. 3. 4. 5.

The URL for accessing your Release Preview account is the same URL you use to access your production account: https://system.netsuite.com

The URL for accessing your Release Preview account is the _____ URL you use to access your production account: https://system.netsuite.com

The Email Case Capture feature automatically converts customer support messages your company receives into organized cases in NetSuite. An administrator can enable this feature at Setup > Company > Enable Features > CRM > Support.

The ____ ___ _____ feature automatically converts customer support messages your company receives into organized cases in NetSuite. Where can an administrator enable this feature at ?

The Advanced Inventory Management feature enables you to use item records to track Lead Time, Safety Stock, and Seasonal Demand for inventory. These automated calculations enable you to maintain an ideal stock level and minimize excess inventory.

The ____ ____ ____feature enables you to use item records to track Lead Time, Safety Stock, and Seasonal Demand for inventory. These automated calculations enable you to maintain an ideal ___ ____ and minimize excess ______.

The Adjust Inventory form enables you to change the quantity and value of an inventory item without entering a purchase order. For example, to account for clerical errors, changes in cost, thefts, or miscounts, you can enter an inventory adjustment.

The ____ ____ form enables you to change the quantity and value of an inventory item WITHOUT entering a purchase order.

The Duplicate Detection & Merge feature helps you find duplicate records in your NetSuite account and use the information in them to create a single record.

The _______ _________ & _____ feature helps you find duplicate records in your NetSuite account and use the information in them to create a single record.

1. Audit Trail Subtab - directly from the relevant Saved Search, Saved Report, or Report Schedule edit page, you can view the history of changes made to that search or report. See Audit Trail Subtab. 2. Audit Trail Search - You can create custom saved searches to display audit trail data covering all Saved Searches, Saved Reports and Report Schedules. See Audit Trail Search.

The analytics audit trail offers the following features: 1. 2.

1. A form, such as a customer record or transaction, takes a long time to finish loading. 2. A report takes a long time to display data on the page. Use the Performance Details window to determine if network time accounts for a large amount of the total time to load a slow page.

The following issues are symptoms of network performance problems: 1. 2.

1. Estimate 2. Liability Adjustment 3. Opportunity 4. Payroll Adjustment 5. Purchase Order 6. Return Authorization 7. Revenue Arrangement 8. Sales Order 9. Transfer Order 10 . Vendor Return Authorization 11. Work Order

The following transaction types are always non-posting: 1. E 2. L A 3. O 4. P A 5. P O 6. R A 7. R A 8. S O 9. T O 10. V R A 11. W O

50

The maximum length for a custom subtab's translation is ___ characters.

1. Customer - The customer to whom you are selling the goods or services. If you use the Projects feature, you can select a project or job. 2. Date - The date of the transaction. The current date is entered by default. 3. Status - The sales order status indicates the stage in the fulfillment process. The sales order status can be either Pending Approval or Pending Fulfillment. 4. Items - A sales order requires at least one item to be added in the Items tab.

The minimum information you must enter on a sales order is: 1. C 2. D 3. S 4. I

The standard Sales Person role has employee restrictions set to self and subordinates only. The standard Sales Manager role has employee restrictions set to self, subordinates, and unassigned.

The standard Sales Person role has employee restrictions set to _____ and ______ only. The standard Sales Manager role has employee restrictions set to _____, _____, and _______.

The value of an inventory asset account is the total value of the inventory assets you have on hand. Or in other words, if each of your microphones was worth 100 dollars, and you had five available at hand, the value of your inventory asset account would be 500 dollars.

The value of an inventory asset account is the total value of the ________ assets you have on hand.

The Custom Segments feature lets you create custom classification fields similar to class, department, and location.

The______ ______ feature lets you create custom classification fields similar to class, department, and location.

1. Invoices (which includes the charges, credits, billable expenses, time charges, and estimates that were included on the invoice) 2. Sales receipts 3. Refund receipts and their associated checks 4. Credit memos

These are examples of sales transactions that are posting: 1. 2. 3. 4.

1. Concern 2. Problem 3. Question

Three default case types are offered by NetSuite: 1. 2. 3.

1. worst case - for deals that are likely to close. 2. most likely - for deals that are somewhere in between the other two categories 3. upside - for deals that are not likely to close

Three-tiered Probability System When sales reps create opportunities and estimates, they place each record into one of three categories: 1. 2. 3.

Return a single result in edit mode. By default, a single record returned by a global search opens in view mode. You can override this default by capitalizing the first letter of a search prefix. (This prefix has no effect when the Show List When Only One Result preference is enabled.) Enter Cu:"Maximum Tires" to open this customer's record in edit mode. Enter In:115 to open invoice number 115 in edit mode. Note that you can open a suggested matching record in edit mode by clicking Edit that appears at right when your cursor is over the record in the suggested matches list box

Tips for Effective Global Searches Return a single result in edit mode. By default, a single record returned by a global search opens in view mode. You can override this default by ___the first letter of a search prefix. (This prefix has no effect when the Show List When Only One Result preference is enabled.)

Go directly to a customer dashboard. Use the dash: prefix with a customer name to open that customer's dashboard. Enter dash:Acme Supply in the Search field, then press Enter or click Go to open that company's customer dashboard.

Tips for Effective Global Searches Go directly to a customer dashboard. Use the _____: prefix with a customer name to open that customer's dashboard.

Include inactive records. Append a + to your keywords to include inactive records in a global search. Enter cu:max+ to search for both active and inactive customers with records containing the letters max. To always include inactive records, go to Home > Set Preferences, click the Analytics subtab, and check the Include Inactives in Global and Quick Search box.

Tips for Effective Global Searches Include inactive records. ____ _ _ to your keywords to include inactive records in a global search. How do you always include inactive records in Global Searches?

Add an extra colon between the prefix and the search string to open a new browser window displaying the results list page, or the single result record in either view or edit mode. Enter in::115% to open a new browser window displaying the list of invoices with invoice numbers starting with the digits 115. Enter In::115 to open a new browser window displaying invoice number 115 in edit mode.

Tips for Effective Global Searches Return search results in a new browser window.

Use a prefix of the entire record type name and enclose it in quotation marks to search for records only of that record type. This capability is useful when your account includes custom record types that contain the names of other record types, for example a custom record type named Customer Survey. In this case, use of the "customer" prefix causes the search to return only customer records, not customer survey records. Without the quotation marks, both record types would be returned.

Tips for Effective Global Searches Search for exact record type matches only.

Search for multiple text strings at the same time. You can use OR as a separator in keywords, to search for multiple text strings. Enter max OR macs OR machs to search for records containing any of these three strings in one search. Note that OR must be uppercase for it to be recognized as a separator.

Tips for Effective Global Searches Search for multiple text strings at the same time. You can use ___ as a separator in keywords, to search for multiple text strings.

Use % as a wildcard in numeric keywords. To avoid returning extremely large result sets for purely numeric keywords, global search returns exact matches only, unless you add the % wildcard. If you enter inv:115, only an invoice with invoice #115 is returned. If you enter inv:115%, all invoices with numbers starting with 115 are returned. If you enter inv:%115, any invoices containing 115 anywhere in the invoice are returned.

Tips for Effective Global Searches To avoid returning extremely large result sets for purely numeric keywords, global search returns exact matches only, unless you add the % wildcard. What happens if you enter inv:115? What happens if you enter inv:115%? What happens if you enter inv:%115?

1. Enter a Title 2. Populate the Events > Emails sublist

To create a Sales Campaign you only need to:

To help users to identify performance issues, you can ask them to double-click the Oracle NetSuite logo in the upper-left corner of any page in the NetSuite application to display the Performance Details window. This window displays performance details that can be helpful for troubleshooting. This information is different for each user.

To help users to identify performance issues, you can ask them to double-click the ____ ____ ___ in the upper-left corner of any page in the NetSuite application to display the _____ ____ window.

To send more than 100,000 email messages through marketing campaigns in a 30 day period, you must set up a campaign domain. Similarly, to send more than 10,000 email messages in any single campaign event (blast), you must also set up a campaign domain.

To send more than 100,000 email messages through marketing campaigns in a 30 day period, you must set up a ______ _____. Similarly, to send more than 10,000 email messages in any single campaign event (blast), you must also set up a _____ _____.

To set up case escalation rules, an administrator must enable the Automated Case Escalation feature. 1. Go to Setup > Company > Enable Features > CRM > check the Automated Case Escalation box

To set up case escalation rules, an administrator must enable the _____ ___ _____ feature. How do you enable this feature? 1. Go to _______>________>_______ _______>___> check the

On each record, you need to provide an email address, which serves as the user ID. Each record has an Access subtab, where you can enable the Give Access option and assign roles. For users to have access to NetSuite, they must also have a password. Users with the Administrator role can send an access notification email that includes a link that lets users create their own passwords.

To set up users with access to your NetSuite account On each record, you need to provide an ___ ___, which serves as the user ID. Each record has an Access subtab, where you can enable the Give Access option and assign ______. For users to have access to NetSuite, they must also have a ______. Users with the Administrator role can send an access notification email that includes a link that lets users create their own passwords.

To set up users with access to your NetSuite account, you must have the Administrator role to set up records for them, either employee, vendor, partner, or customer records, depending upon the type of users. To add a user, you need to set up a record for that user and on that record, explicitly indicate that access to NetSuite should be provided

To set up users with access to your NetSuite account, you must have the ______ role to set up records for them, either employee, vendor, partner, or customer records, depending upon the type of users. To add a user, you need to set up a record for that user and on that record, explicitly indicate that access to NetSuite should be provided

A/R (Accounts Receivable) To use credit memos, you must maintain customer balances using the A/R (Accounts Receivable) feature. An administrator can enable this feature at Setup > Company > Setup Tasks > Enable Features (Administrator).

To use credit memos, you must maintain customer balances using the _______ feature.

To use the bin record, the Bin Management feature must be enabled at Setup > Company > Enable Features. On the Items & Inventory tab, check the Bin Management box.

To use the bin record, the Bin Management feature must be enabled at .....

Total Revenues - Total Expenses = Net Income

Total Revenues - Total Expenses = ____ ______

1. Close all the applications you are not using. If you need to run more than one application, consider increasing your computer resources (RAM). 2. Check your firewall application or other threat detection software. Some of these applications check the page before loading it in your browser, which can cause a delay. Adding a new rule to explicitly allow traffic from and to *.netsuite.com domains may reduce latency. For more information, see NetSuite IP Addresses, or consult the documentation of your firewall or threat protection software provider. 3. Remove any spyware that could be using your computer's resources. 4. Determine whether the issue is only happening for one type of form. Try to determine what is different about the form compared to other forms that load more quickly. 5. Test using different browsers. Use the browser that displays the page faster. 6. Determine whether there are add-ons running in your browser, such as antivirus add-ons, anti-spam add-ons, or phishing add-ons. Eliminate browser add-ons, one by one, to identify the cause of the issue.

Troubleshooting Client Performance Issues 1. 2. 3. 4. 5. 6.

True If your company does not use the Approval Routing feature the request becomes a purchase order as soon as the immediate supervisor approves it.

True or False If your company DOES NOT use the Approval Routing feature the request becomes a purchase order as soon as the immediate supervisor approves it.

1.Create a sales order from an existing estimate -If you have entered an estimate that contains information about a potential customer order, you can convert the estimate into a sales order. Then, NetSuite uses the exact information from the estimate to create the sales order. You do not need to re-enter the information. -To view existing estimates, go to Opportunities > Transactions > Estimates. 2.Create a new, individual sales order. -You can enter information onto a sales order form without an existing estimate. -To enter a sales order, go to Opportunities > Transactions > Sales Orders > New.

Two ways to create sales orders 1. 2.

1. go to Transactions > Sales > Fulfill Orders > Lists, 2. click Edit next the record you want to edit, and then do one of the following: A. To unpick one or more items - but not all items - clear the Fulfill box next to each item, and then click Save to confirm the changes. The unpicked items are removed from the item fulfillment. You can continue to fulfill the other picked items. B. To unpick all items, select Delete from the Actions menu. The item fulfillment record is deleted from the system.

Unpicking Items Already Picked Work Flow If you have picked items to fulfill an order, but then need to "unpick" or cancel the picking of the items, you must edit the item fulfillment record. Edit an item fulfillment 1. _____>_____>______ ____> _____

Use campaign offers to create groups of marketing campaigns where you assign individual campaigns to a particular offer. Campaign offers let you create reports that provide the combined revenue or activity of a group, rather than individual campaign performance.

Use ______ _____ to create groups of marketing campaigns where you assign individual campaigns to a particular offer. ____ ____ let you create reports that provide the combined revenue or activity of a group, rather than individual campaign performance.

Use the Sales Forecast vs. Quota report to view your sales reps' success with their quotas throughout each sales period. NetSuite updates this report with each sales transaction so that you and your sales reps know exactly how close they are to their quotas.

Use the ____ ____ __ ___ report to view your sales reps' success with their quotas throughout each sales period. NetSuite updates this report with each sales transaction so that you and your sales reps know exactly how close they are to their quotas.

Use the Advanced Receiving feature to receive orders separately from bills. With Advanced Receiving, you can receive items and expenses before receiving a bill.

Use the ____ _____ feature to receive orders separately from bills. With ____ ______, you can receive items and expenses before receiving a bill.

Time Phased

Used to create orders based on item demand plans instead of the Advanced Inventory Management settings.

1. Include Inactives in Global & Quick Search - Enable this option to include inactive records in results returned for keywords entered in the Search field or in the Quick Search portlet. By default this option is disabled, and only active records are returned for these searches. 2. Global Search Auto Suggest - When this option is enabled, NetSuite suggests matches for the text you enter in the Search field, automatically as you type. You can select from the list of suggested records to go directly to the record you need. This option is enabled by default. For more information, see Notes about Global Search Auto Suggest. 3. Global Search Sort by Name/ID - Enable this option to sort global search results by name. This option is disabled by default, and global search results are sorted by record type, and then by name within each record type. 4. Global Search Customer Prefix Includes Leads and Prospects - Enable this option to cause records for customers in all stages to be returned when you use the cu global search prefix, including leads, prospects, and customers. By default this option is disabled, and the cu prefix returns records only for customers, not for leads or prospects.

User Preferences for Global Search 1. 2. 3. 4.

Users with the Administrator role can give Release Preview access to other users.

Users with the _______ role can give Release Preview access to other users.

1. saved in your case queue 2. saved on the customer's record 3. assigned to a support rep using rules and territories

Using Email Case Capture When cases are submitted, each case is automatically: 1. 2. 3.

Setup > Company > Enable Features. On the Company subtab in the Data Management section, check the Inline Editing box and click Save.

Using Inline Editing Work Flow Enable Inline List Editing

1. Use the Edit switch at the top of the page to turn on inline editing. When editing is off, the switch displays an x. When editing is on, the switch has a green check.

Using Inline Editing Work Flow Use Inline Editing (After it has been enabled)

1. Setting up the Blanket Purchase Order Approval Workflow 2. Using SuiteFlow for Journal Entry Approvals 3. Setting up the Purchase Contract Approval Workflow 4. Purchase Order Approval Workflow Setup 5. Requisition Approval Workflow Setup 6. Revenue Recognition Approval Workflow 7. Installing the Vendor Bill Approval Workflow

Using Standard SuiteFlow Workflows (SuiteApps) for Approval Routing The following transactions are available for Standard SuiteFlow Workflows: 1. Setting 2. Using 3. Setting 4. Purchase 5. Requisition 6. Revenue 7. Installing

1. the employee's expense limit or purchase limit 2. the employee's designated supervisor or approver 3. the approval limit of the supervisor or approver For example, an employee enters a purchase request for a new computer that costs $5000.00. According to our approval routing rules, the employee's supervisor must approve all purchase orders costing more than $500.00. After approval the request is forwarded to purchasing for processing.

Using the Approval Routing Feature After an employee enters an expense report, purchase request, or time transaction, the approval routing workflow may require additional processing depending on the following: 1. 2. 3.

1. Blanket Purchase Order Approval Workflow 2. Approving an Expense Report 3. Invoice Approval Workflow 4. Journal Entries 5. Purchase Contract Approval Workflow 6. Purchase Order Approval Workflow SuiteApp 7. Requisition Approval Workflow 8. Revenue Arrangement Approval Routing 9.Vendor Bill Approval Workflow

Using the Approval Routing Feature You can incorporate the Approval Routing feature into your workflow to process the following transaction types: 1. B P O A W 2. A an E R 3. I A W 4. J E 5. P C A W 6. P O A W S 7. R A W 8. R A A R 9. V B A W

go to Transactions > Customers > View Credit Card Transactions (Administrator).

View customer credit card transactions Work Flow

1. The selected payment processing profile must support the void request. 2. The authorization must not be expired or captured.

Voiding Credit Card Transactions For the authorization to be voided, the sales order must meet the following conditions: 1. 2.

click Cancel Order. If the sales order is pending fulfillment, click Close Order.

Voiding Credit Card Transactions To void a payment authorization, on a sales order with Pending Approval status Work Flow

1. Accept - The sales order is canceled, and funds are released. 2. Hold - The sales order is canceled, but funds are not yet released. The payment gateway sends subsequent request to NetSuite to update the voiding result. 3. Reject - The sales order is canceled in NetSuite, but the hold is not removed. When this happens, contact the payment gateway and void the authorization manually.

Voiding Credit Card Transactions -- Status of the Voiding Operation Depending on the gateway's response, the void operation can have one of the following results: 1. 2. 3.

SuiteIdeas is only available to users with the NetSuite Support Center role or the NetSuite Support Center (Basic) role.

Voting for Enhancements SuiteIdeas is only available to users with the ____ ____ ___ role or the NetSuite Support Center (_____) role.

When you want a feature or functionality added to NetSuite, visit SuiteIdeas to submit a new enhancement request or vote for an existing idea

Voting for Enhancements When you want a feature or functionality added to NetSuite, visit __________ to submit a new enhancement request or vote for an existing idea

1. Go to the Support tab, and click Go to SuiteIdeas in the SuiteIdeas portlet. Note: If you do not see the Go to SuiteIdeas button in the SuiteIdeas portlet, ask your account administrator if you can be given access. See Accessing the NetSuite Account Center. The SuiteIdeas site opens in a new tab or window, depending on your browser preferences. 2. Click one of the following links within the SuiteIdeas site: -Search to see if your idea has been requested by others. -Browse for ideas by categories.

Voting for Enhancements search and vote for enhancements: Work Flow 1. 2.

A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr Note: Unlike drop shipments, special orders are received into your inventory and do impact assets and inventory costing. Receiving a special order item INCREASES the value of the item's asset account. Selling it INCREASES the value in its Cost of Goods Sold (COGS) account. If you sell items that are customized by your vendor, you can track custom item orders as special order items. Then, the sales order is not fulfilled with regular stock. It is fulfilled only when the linked order for the special item is received from the vendor. For example, an office supply retailer sells custom engraved signs. A customer places an order for a sign engraved with Bob's Widget Service. The retailer places the order with the sign vendor for the custom sign. The sales order cannot be fulfilled with regular stock. It is fulfilled only when the Bob's Widget Service sign is received from the vendor. Debit Asset account - Receiving a special order item INCREASES the value of the item's asset account. Debit COGS - Selling it INCREASES the value in its Cost of Goods Sold (COGS) account. Cost of goods sold is not an asset (what a business owns), nor is it a liability (what a business owes). It is an expense. Expenses is an account that contains the cost of doing business. Expenses is one of the five main accounts in accounting: assets, liabilities, expenses, equity, and revenue. Expenses are recorded in a journal entry as a debit to the expense account and a credit to either an asset or liability account. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N2242662.html

What GL accounts are impacted by Special Orders?

A. Elimination Subsidiary When subsidiaries transact, you may have to eliminate the revenue and expenses at the consolidated level to remove the effect of transactions between subsidiaries. For example, intercompany transaction balances may require elimination for the following reasons: Sales and services between subsidiaries Inventory transfers between subsidiaries Loans between subsidiaries You use elimination subsidiaries to post journal entries that balance consolidated books. These journal entries, called elimination journal entries, reverse the impact of the intercompany transactions. Each elimination journal entry posts to an elimination subsidiary. You create an elimination subsidiary (as a child of the parent subsidiary) for any subsidiary that has child subsidiaries. Set the currency to the same currency as the base currency of the parent subsidiary.

What Subsidiary type is used to eliminate revenue and expenses at the consolidated level, removing the effect of transactions between subsidiaries? A. Elimination Subsidiary B. Consolidation Subsidiary C. Parent Subsidiary D. Child Subsidiary

1. entity 2. item 3. transaction 4. CRM

What are the 4 standard record types?

1. Standard Sales Order - A standard sales order lets you create an invoice or a cash sale, based on whether you enter billing terms or a payment method. See The Standard Sales Order Form for more information. 2. Standard Sales Order - Cash Sale - When you bill this type of sales order, NetSuite creates a cash sale transaction. 3. Standard Sales Order - Invoice - When you bill this type of sales order, NetSuite creates an invoice. 4. Standard Sales Order - Progress Billing - You can bill progress sales orders at intervals according to the fulfillment progress of the goods or services. See Creating Progress Sales Orders for more information.

What are the 4 types of predefined sales order forms?

For example, if you enter both forms with a quantity of +10 widgets, see how each form performs the adjustment: -The Inventory Adjustment form is INCLUSIVE of the previous stock total, so it ADDS 10 to the previous inventory count. -The Inventory Worksheet is EXCLUSIVE of the previous stock level. It RESETS the inventory count to 10 on the date of the worksheet, regardless of the previous count. **For serialized or lot-numbered items, you can use the Inventory Adjustment form only. Warning: You should not delete or change any inventory transactions dated prior to an inventory distribution, as this can cause difficulties maintaining accurate inventory data.

What are the differences between the Inventory Adjustment and Inventory Worksheet?

Tax/accounting periods and language

What are the only things you can change to a subsidiary after it is created/saved?

1. Classes § Classes are useful for wider segments within your business. For example, you can create a department for your sales team, and create classes to track information on sales transactions such as new customers and repeat customers. Sales orders would then indicate whether the transaction was created for a new or repeat customer. This is useful in tracking where income and expenses are generated. 2. Locations § Associate transactions or employee with a place 3. Departments § Departments are listed first on transactions, and are useful when designating transactions and employees as part of an internal team. For example, you can create a department for each team of employees dedicated to a certain area of business, and then track income and expenses by each department over any period

What are the three types of classifications?

1.Non-inventory items for sale - can be bought, sold, and consumed but are not added to a purchase order or kept in inventory. Non-inventory items for sale can only be sold to customers and entered on customer-facing transactions, such as sales orders, cash sales, or invoices. 2. Non-inventory items for purchase - can only be bought and entered on vendor-facing transactions such as purchase orders and vendor bills. These items are purchased by your organization but not resold, such as office supplies. 3. Non-inventory items for resale - can be bought and sold and appear on all applicable transaction types. This includes drop-ship items that you do not store but sell directly from the vendor.

What are the three types of non-inventory items 1. 2. 3.

1.Services for Purchase - services your business buys but doesn't sell to customers 2. Services for Resale - services your business buys and then sells to customers 3. Services for Sale - services your business sells but doesn't buy For example, Wolfe Software creates a service item called Installation. Because Wolfe's employees are providing the service, this service is considered a Service for Sale. When entering time records, employees can select this item to identify the amount of time they spent installing software for a customer. Then, Wolfe Software can invoice the installation time to the appropriate customer.

What are the three types of non-inventory items 1. 2. 3.

1. Conversion by Status Change and Sales Transactions -In this workflow, lead records represent the individuals or companies you are selling to. NetSuite maintains the data on the lead record as it moves up through the sales cycle from lead to prospect to customer. This workflow is often seen in business-to-consumer (B2C) sales organizations. 2. Conversion with the Lead Conversion Feature -In this workflow, a lead is an employee or other individual ASSOCIATED with a company you want to sell to. The lead record tracks information about the company you want to sell to. It also tracks information about the individual contact you are speaking with regarding the deal. This workflow is common in a business-to-business (B2B) sales process or in companies with longer sales cycles.

What are the two primary workflows for the conversion of leads?

If you stop using the Team Selling feature, NetSuite maintains the sales team data for transactions entered when you used the feature. This ensures that commission payments and quota calculation remain accurate. Important: If you change the sales rep on one of these transactions, NetSuite omits the team selling information and updates commission data with changed rep.

What does Netsuite do if you stop using the Team Selling feature? What does this ensure?

1. IP Address 2. login activity 3. date and time of login 4. user name 5. view list of transactions completed during user's session-failed logins

What info is captured and recorded when using the Login Audit Trail? 1. I 2. L 3. D 4. U 5. V

You choose the journal account affected

What is different about a check's impact on the GL in NS (vs. other transactions)

When you make a deposit with your bank, the deposit increases the total amount of money in a bank account. For example, you have checks from customers that paid invoices this week. The total of all the checks is $2,500. When you take the checks to the bank and deposit them into your checking account, record the $2,500 deposit in NetSuite to track the balance in your checking account. When you record the deposit, the payment posts to the journal accounts affected by the deposit. Recording a deposit increases the total amount of money you have in your Checking account. The deposit also decreases the total amount of money due to be deposited in your bank account. The deposit posts a $2,500 decrease in the Undeposited Funds account. A = L + SE ^ v v^ v^ DC DC DC Rev = Cr Exp = Dr Divs = Dr 1. Debit Checking 2. Credit Undeposited Funds

What is the GL impact of bank deposits?

1. Preferred vendor on item record 2. You must have a preferred vendor to automatically drop ship something otherwise how would the system know which to order from 3. Purchase price could be a second choice -If there are multiple options to be true rather than one, sales price could work as well but you don't need sales price for drop ship but could be a third option. Purchase price takes priority though

What must be true to automatically drop ship an item from a sales order?

1. Personalize Dashboard 2. Set Preferences 3. Publish Dashboard List 4. Change Email 5. Change Password 6. Update Security Questions

What options are listed on the settings portlet? 1. P 2. S 3. P 4. C 5. C 6. U

Email address

What serves as the user ID in Netsuite?

Restrict View Important: If you use NetSuite OneWorld, some reports do not support consolidation and can return results for only one subsidiary at a time. Before you can run one of these reports, you must set your user preferences to restrict your view to a single subsidiary. -Some standard reports return errors when you attempt to run them before setting this preference.

What subtab of the Set Preferences page allows the user to limit your access to information for the specific class, location, department, or subsidiary you select?

when approval routing is set up, all expense reports must be entered through the Employee Center to maintain the hierarchy of approval routing

When approval routing is set up, all expense reports must be entered through the _____ ____ to maintain the hierarchy of approval routing

D. KPI Scorecards

When enabled, which feature allows users to track multiple Key Performance Indicators (KPIs) with different date ranges? A. Key Performance Indicators B. KPI Meters C. Dashboard and Reports D. KPI Scorecards

Elimination subsidiaries are required. You create elimination subsidiaries in the same manner that you create other subsidiaries except that you check the Elimination box on the subsidiary record.

When subsidiaries within a company transaction do business with one another (sales, inventory transfers or loans between subsidiaries) what is required?

When you drop ship an item, the item is sent directly from your vendor to your customer No

When you drop ship an item, the item is sent directly from your vendor to your ____. Is the item processed in your inventory?

1. Bar Coding and Item Labels 2. Lot Tracking 3. Matrix Items 4. Pick, Pack, and Ship 5. Serialized Inventory 6. Multiple Units of Measure

When you enable Advanced Inventory Management, what other features does Netsuite automatically enable? 1. Bar 2. Lot 3. Matrix 4. Pick 5. Serialized 6. Multiple

When you need to replenish stock at multiple locations, you need to know the best way to divide the available quantity of stock. The Replenish Location by Transfer Order page enables you distribute inventory across locations to allocate the right quantity for each store at the right time. For items that have designated reorder points and preferred stock levels, distribution managers can review inventory shortages across multiple locations and create transfer orders that move items from one location to any locations where shortages are found.

When you need to replenish stock at multiple locations, you need to know the best way to divide the available quantity of stock. The _____ ____ __ ___ ___ page enables you distribute inventory across locations to allocate the right quantity for each store at the right time. For items that have designated reorder points and preferred stock levels, distribution managers can review inventory shortages across multiple locations and create transfer orders that move items from one location to any locations where shortages are found.

1. What browser are you using? Do you have any add-ons installed? 2. Are you using a firewall? If so, what is the name and version of the firewall software or device? What ports are open? 3. Are you using a proxy for your HTTP connections? If so, what is the name and version of the software? For more information, see Optimize Firewalls and Proxy Servers. 4. Are you using an antivirus or anti-spyware application? If so, what is the name and version of the software? 5. Include your public IP address in the case. To get this information, go to http://www.whatismyip.com.

When you report a network performance issue to NetSuite Customer Support, what questions do you need to answer? 1. B 2.F 3.P 4.A 5. I

When you select from a long list of records to populate a NetSuite field, you can use various built-in functions to save time. These functions include autocompletion and popup lists. Many fields also include links to search, edit, and create related records

When you select from a long list of records to populate a NetSuite field, you can use various built-in functions to save time. These functions include ______ and _____ lists. Many fields also include links to _____, ____, and _____ related records

When you set up a campaign email domain, all links and other references to netsuite.com are instead replaced with your domain. Important: If you do not host your web store with NetSuite, you should not use your web store or site domain as your email domain.

When you set up a campaign email domain, all links and other references to netsuite.com are instead replaced with ____ ____.

1. Pending Approval - The expense is in the approval queue. 2. Approved - The expense has been given approval for processing. 3. Rejected - The expense has not been approved and will not be processed.

When you use SuiteFlow for requisition approvals forms include an Approval Status field. The Approval Status field reflects the state of the transaction in the approval process. Requisitions may have one of the following statuses: 1. 2. 3.

1. Advanced Bin / Numbered Inventory Management 2. Advanced Inventory Management 3. Bin Management 4. Landed Cost

When you use the Advanced Inventory Management feature, the following features are accessible, but not automatically enabled: 1. 2. 3. 4.

prospect, contact, and opportunity records.

When you use the Lead Conversion feature, NetSuite maps information on the lead record to the resulting.....__, ___, and __.....records.

1. Which return authorization form is selected in the Custom Form field on the authorization. Standard forms available include the following: -Standard Return Authorization - Credit - A return using this form generates a credit memo for the returned item. The credit memo can later either be applied to an account balance or refunded to the customer. -Standard Return Authorization - Cash - A return using this form generates a refund for the returned item. A cash form return authorization cannot later be processed as a credit memo. 2. Your setting for the Refund in Advance of Return preference. 3. Whether the Advanced Receiving feature is enabled. -If you have enabled the Advanced Receiving feature, you must credit a return before you can refund a return. A. First, a credit is created from the return authorization in the authorized amount. B. Next, from the credit, a refund is created, also in the authorized amount. -If you do not use the Advanced Receiving feature, you can create a refund directly from an authorization without creating a credit memo first

Whether the return process results in a credit or a refund is dependent on three things: 1. Which 2. Your 3. Whether

A. Roles

Which Select All checkbox under the Audience subtab defaults to checked when a Saved Search is set to Public? A. Roles B. Employees C. Partners D. Subsidiaries

C. Campaigns

Which Source can automatically create Lead records? A. Web Site B. Chat C. Campaigns D. Email

A. https://system.netsuite.com

Which URL accesses the release Preview Environment? A. https://system.netsuite.com B. https://beta.netsuite.com C. https://release-preview.netsuite.com D. https://system.beta.netsuite.com

D. Change Password E. Personalize Dashboard

Which actions can users perform from the Settings portlet? (Choose two.) A. Add Permissions B. Enable Features C. Create a Custom Record D. Change Password E. Personalize Dashboard

C. The field must be displayed on the preferred form for the record type being updated. True D. The field must support inline editing. True https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_N666653.html

Which criteria are required for a field to be available for Mass Update? (Choose two.) A. For custom fields, the field must not be stored and must have a sourcing relationship. B. For standard fields, the field must have dependencies on other fields. C. The field must be displayed on the preferred form for the record type being updated. D. The field must support inline editing.

D. Custom Segments

Which feature enables users to create custom Classifications in NetSuite? A. Custom Divisions B. Custom Sections C. Custom Classifications D. Custom Segments

1. Seasonal Demand 2. Build Point 3. Reorder Point 4. Reorder Multiple 5. Preferred Stock Level 6. PLanning Item CAtegory 7. Safety Stock Days

Which fields are not available when selecting the Time Phased option? 1. 2. 3. 4. 5. 6. 7.

1. Picked - The items on the order have been picked from inventory and are waiting to be packed and shipped. This is a non-posting transaction. 2. Packed - The items on the order have been packed and are waiting to be shipped. This is a non-posting transaction. 3. Shipped - The items have been shipped out, and the order is completely fulfilled. This is a posting transaction. Non-posting transactions are saved, but the transactions are not reflected on report totals. Also, they don't affect the customer's balance, or the accounts receivable balance. Posting transactions affect report totals, the customer's balance, and the accounts receivable balance immediately.

Which of the possible fulfillment statuses are posting or non posting transactions?

Conversion by Status Change and Sales Transactions -In this workflow, lead records represent the individuals or companies you are selling to. NetSuite maintains the data on the lead record as it moves up through the sales cycle from lead to prospect to customer. This workflow is often seen in business-to-consumer (B2C) sales organizations.

Which of the two primary workflows for the conversion of leads is common among business-to-consumer (B2C) sales organizations?

Conversion with the Lead Conversion Feature -In this workflow, a lead is an employee or other individual associated with a company you want to sell to. The lead record tracks information about the company you want to sell to. It also tracks information about the individual contact you are speaking with regarding the deal. This workflow is common in a business-to-business (B2B) sales process or in companies with longer sales cycles.

Which of the two primary workflows for the conversion of leads is common in a business-to-business (B2B) sales process or in companies with longer sales cycles ?

Key performance indicators (KPIs)

Which portlet displays summary data from reports or saved searches for selected date ranges, with options to show comparisons between date ranges and to highlight results not meeting defined thresholds?

Trend graphs

Which portlet shows a graphical representation of Key Performance Indicator data?

C. Sales Order

Which record is a non-posting transaction? A. Return Receipts B. Credit Memo C. Sales Order D. Statement Charges

C. Inactive classifications still appear to provide historical reporting and to avoid unbalanced totals.

Which statement explains why an inactive classification still appears in Financial Reports? A. The Administrator customized the report using the Financial Report Builder to include the inactive classification. B. The accounting preference Include Inactive Classifications is checked. C. Inactive classifications still appear to provide historical reporting and to avoid unbalanced totals. D. Inactive classifications show, but with the identifier (Inactive).

C. Two-Factor Authentication is required for highly privileged NetSuite roles (e.g., Sales Administrator).

Which statement is true about Two-Factor Authentication? A. The user must enter a verification code that is sent to their email address every time they log in. B. The duration of the trusted device can only be set to Per Session. C. Two-Factor Authentication is required for highly privileged NetSuite roles (e.g., Sales Administrator). D. Users need separate Two-Factor Authentication setups for each account.

B. The Edit access level does not allow deleting records.

Which statement is true about access levels for NetSuite permissions? A. The Create access level allows editing records. B. The Edit access level does not allow deleting records. C. The Partial access level allows editing but not creating records. D. The View access level does not allow printing records.

A. A credit memo created from a return authorization has no impact on inventory, however, a stand-alone credit memo does impact inventory

Which statement is true about customer credit memos and inventory items? A. A credit memo created from a return authorization has no impact on inventory, however, a stand-alone credit memo does impact inventory B. A credit memo created from a return authorization reduces inventory quantity. C. A credit memo created from a return authorization impacts inventory, while a stand-alone credit memo does not impact inventory D. A stand-alone credit memo reduces inventory quantity A credit memo is a transaction that decreases the amount a customer owes you. You can use a credit memo to reverse a charge you billed to a customer. For example, a customer returns part of an order after you've issued an invoice. Enter a credit memo to decrease the amount of this open invoice. If a customer receives a credit memo after having paid an invoice, this memo can be applied to any of the customer's open or future invoices.

B. To quickly enter a single value in a MultiSelect Popup List, type the first few letters of the value and press Tab.

Which statement is true when using popup and dropdown lists in NetSuite? A. Enter # in the Maximum Entries in Dropdowns field to always use popup lists. B. To quickly enter a single value in a MultiSelect Popup List, type the first few letters of the value and press Tab. C. Enter the record prefix followed by the first letters of a value to automatically populate a dropdown list. D. When the Popup Auto Suggest preference is enabled, NetSuite suggests matching records after typing five (5) or more characters.

Selected

Which subsidiary restriction type limits a role's access to a selected subsidiary on their Employee record?

C. Open Bill with Payment Hold When a bill is entered and saved with a payment hold status, it will have a GL impact on the accounts payable account. The other options do not have a direct impact on the accounts payable account. Entering a bill will have GL impact on accounts payable regardless of payment hold

Which transaction will have a GL Impact on Accounts Payable? A. Pending Bill Purchase Order B. Cancelled Bill C. Open Bill with Payment Hold D. Fully Billed Purchase Order

A. Account types D. Entities

Which two can users rename on the Rename Records/Transactions page? (Choose two.) A. Account types B. Units of Measure C. Report types D. Entities

D. Print Using HTML

Which user-level preference lets you choose whether to print records in PDF or HTML format? A. Print Template B. PDF Language C. PDF Page Orientation D. Print Using HTML

Membership is available to general access users with current NetSuite accounts. Users with Center roles, such as Customer Center, Partner Center, and Vendor Center, are not eligible for membership. NetSuite communities are not available to users of Test Drive accounts.

Whom is NetSuite Communities (User Groups) membership available to?

With escalation rules, you set criteria to search cases. You then create escalation assignments to group these rules. When a case matches the criteria you set, it is automatically assigned to the person or group you have selected for the escalation assignment. Wolfe Electronics sells a warranty plan that guarantees the customers' cases will be resolved within 24 hours. They set up an escalation rule that uses their custom warranty field on customer records. They create an additional rule that includes all cases that have been open greater than or equal to 12 hours. ****Note: Case escalations are processed by NetSuite in five minute intervals. Any case escalation rules based on shorter time periods may not be processed when expected.

With ____ ____, you set criteria to search cases. You then create _____ _____ to group these rules. When a case matches the criteria you set, it is ____ ____ to the person or group you have selected for the ____ _____.

With the Purchase Card Data module, NetSuite identifies when payment is made with a purchase card and sends the additional Level III order line-item data. This enables you to take advantage of potential lower card processing fees. The Purchase Card Data module is currently available for use only with the following processing solutions: CyberSource Acquiring (using GPN) MerchantE

With the _____ ___ ____ module, NetSuite identifies when payment is made with a purchase card and sends the additional Level III order line-item data. This enables you to take advantage of potential lower card processing fees.

Setup > Support > Case Profiles

Work Flow Enable Case Profiles

An administrator can enable this feature at Setup > Company > Enable Features > CRM > Support.

Work Flow Enable Email Case Capture ____>_____>____ ______>____>______

To use the mail merge feature, an administrator must go to Setup > Company > Enable Features, and click the CRM subtab.

Work Flow Enable Mail Merge

1. Go to Customization > Forms > Subtabs. 2. Click the tab for the type of record for which you want to create a new subtab. 3. In the Title field, enter a name for the sublist. 4. If required, in the Translation field, enter translations for this subtab. Before you can add translations, you need to select translation languages at Setup > Company > General Preferences, on the Languages subtab. This subtab lists both system-supported languages that can be used for the NetSuite user interface (and are available at Home > Set Preferences), and additional languages that can used for website translations only (and are not available at Home > Set Preferences). You should enter translations only for system-supported languages, because these are the only languages that can be displayed in the user interface. For details, see Configuring Multiple Languages.

Work Flow To create a custom subtab from the Custom Subtabs page: 1. Go to ________ > ________> _________

Setup > Users/Roles > View Login Audit Trail.

Work Flow View Login audit trail

Go to Opportunities > Transactions > Sales Orders > New.

Work Flow create a standard sales order: Go to _________ > _________ > ______ ________ > ____.

Setup > Company > Auto-generated numbers The Transaction Numbers subtab, formerly named Transactions subtab, at Setup > Company > Auto-Generated Numbers is NOT visible by default. If you must configure transaction type options, you can display the Transaction Numbers subtab. Go to Setup > Company > General Preferences and check the Show Transaction Numbering Setup box.

Work Flow Enable Auto-generated numbers to allow numbering schemes for your different records

Setup > Company > Rename records/transactions

Work Flow Rename Records/Transactions

To view system notes for multiple transactions, filtered by field values, go to Transactions > Management > View Audit Trail.

Work Flow View audit trail for multiple transactions

Transactions >Customers>Issue credit memos

Workflow Credit Memo

You can assign only one campaign offer to a marketing campaign.

You can assign only _____ campaign offer to a marketing campaign.

Quick Find Links. You can click a Quick Find icon in the header of many individual records to quickly find a record of the same type.

You can click a ____ ____ icon in the header of many individual records to quickly find a record of the same type.

You can edit a saved search if: 1. The saved search has been marked as Allow Audience to Edit, 2. You are the owner, or 3. You are an account administrator.

You can edit a saved search if: 1. 2. 3.

You can give NetSuite access to employees by checking the Give Access box on the Access subtab of the Employee record. You assign roles to an employee on the Roles subtab of the Access subtab

You can give NetSuite access to employees by checking the ____ ____ box on the _____ subtab of the Employee record. You assign roles to an employee on the ____ subtab of the ______ subtab

1. Customer Refund page - for information, see Refunding an Open Balance. 2. Cash Refund page - for information, see Refunding a Cash Sale.

You can issue credit card refunds from: 1. 2.

You can use NetSuite Demand Planning to analyze your stock demand needs. This feature also lets you determine your replenishment requirements, and then create orders according to a supply plan that will add stock as needed. This information can be crucial for items with demand that fluctuates throughout the year.

You can use NetSuite ___ ___ to analyze your stock demand needs. This feature also lets you determine your replenishment requirements, and then create orders according to a supply plan that will add stock as needed. This information can be crucial for items with demand that ______ throughout the year.

You can use a specialized mass update to add, remove, or change the level of a permission for multiple roles at the same time, instead of editing each role individually. This mass update is available to users with the Manage Roles permission. Users cannot modify permissions for standard roles, so this mass update can only be applied to custom roles. Also, this mass update is not available to customized Customer Center, Employee Center, Partner Center, or Vendor Center roles.

You can use a specialized ___ ___ to add, remove, or change the level of a permission for multiple roles at the same time, instead of editing each role individually. This ___ ___ is available to users with the M___ R_____ permission.

You can use record type prefixes in global search keywords, to narrow search results to records of a single type. A search prefix is made up of some or all of the letters of a standard or custom record type name plus a colon or caret, for example: cu: or cu^ for customer searches, em: or em^ for employee searches, bu: or bu^ for budget searches.

You can use record type ____ in global search keywords, to narrow search results to records of a single type. A ___ ____ is made up of some or all of the letters of a standard or custom record type name plus a colon or caret, for example: cu: or cu^ for customer searches, em: or em^ for employee searches, bu: or bu^ for budget searches.

1. Filters used to select records to be updated 2. Results columns to be displayed for an update 3. Audience for an update 4. Schedule to use for running the update (account administrators only) 5. Field values to be updated for each record

You can use the Mass Updates functionality to find multiple records, with outdated information and update all field values simultaneously of these records. If you have the Mass Updates permission, you can go to Lists > Mass Update > Mass Updates, where you can select from the mass update list to run a Mass Update page. This page is similar to a Saved Search, where you can define the: 1. F 2. R 3. A 4. S 5. F

You can use the Web Site Content Manager to quickly add or edit the content in your Site Builder site. Go to Commerce > Site Builder > Content Management > Content Manager. From a single page in NetSuite, the Content Manager lets you create tabs, categories, item records. You can also organize these elements across multiple Site Builder websites.

You can use the ___ ___ ____ ___ to quickly add or edit the content in your Site Builder site.

You can use the Advanced Inventory Management (AIM) feature to automate demand-based inventory replenishment. After you select the Reorder Point replenishment method, you enter inventory management settings on item records. NetSuite then anticipates future demand for the item and adjusts suggested item ordering. Based on previous purchases and sales of items, your account calculates appropriate reorder points and preferred stock levels for items. Note: Items that use the Reorder Point replenishment method for Advanced Inventory Management calculate demand differently from items that use Demand Planning. Demand Planning uses demand plans and supply plans to configure replenishment for items set to use the Time Phased replenishment method.

You can use the ____ ____ ___feature to automate demand-based inventory replenishment.

You can use the Financial Report Builder to customize NetSuite financial statements, including their columns, filters, sorting, and audience. The Financial Report Builder's most significant feature is the Edit Layout page. The Edit Layout page provides you with fine-grained control of your customized financial statements. In addition to report-level and column-level customizations, you can make edits per section or row. Sections are subsets of financial data, typically filtered and grouped by account type.

You can use the _____ ___ ____ to customize NetSuite financial statements, including their columns, filters, sorting, and audience.

You can use the Maximum Entries in Dropdowns preference to force popup lists instead of dropdown lists for fields with large numbers of possible values. Tip: Enter 0 in the Maximum Entries in Dropdowns field to always use popup lists. To always use dropdown lists, enter a large number that exceeds the number of entries in any of your lists.

You can use the ______ ____ __ ______ preference to force popup lists instead of dropdown lists for fields with ______ ______ of possible values.

You cannot disable the Pick, Pack, and Ship feature when you have existing fulfillments in Picked or Packed status.

You cannot disable the Pick, Pack, and Ship feature when you have ____ ____ __ __ _ ____ ___

\When fulfilling an order WITHOUT the Advanced Shipping feature, an invoice is created automatically for sales order lines when the lines are marked as shipped. When the Advanced Shipping feature is enabled, you first fulfill the sales orders by marking lines as picked, packed, and shipped. You then bill the sales order in a separate transaction.

Your pick, pack, and ship fulfillment workflow will be different depending on whether the Advanced Shipping feature is enabled. When fulfilling an order WITHOUT the Advanced Shipping feature, an ______ is created automatically for sales order lines when the lines are marked as _______. When the Advanced Shipping feature is ENABLED, you first ____ the sales orders by marking lines as picked, packed, and shipped. You then ______ the sales order in a separate transaction.

The Electronic Bank Payments SuiteApp (formerly called NetSuite Electronic Payments) enables you to process bank payments of your vendor bills, employee expenses, partner and employee commissions, and customer refunds, and also enables you to receive bank payments from customers.

__ ______ ____ _____ ____ (formerly called NetSuite Electronic Payments) enables you to process bank payments of your vendor bills, employee expenses, partner and employee commissions, and customer refunds, and also enables you to receive bank payments from customers.

Demand Planning uses demand plan and supply plan records to track anticipated supply and demand.

___ ____ uses demand plan and supply plan records to track anticipated supply and demand.

Replenishing a location by transfer order enables you to quickly create a large number of transfer orders to distribute goods out of a source warehouse into multiple stores or warehouses.

____ _ _____ __ ___ ___ enables you to quickly create a large number of transfer orders to distribute goods out of a source warehouse into multiple stores or warehouses.

Online case forms help customers contact you with enquiries, and help your support team resolve problems and offer customers the best service possible. Online forms are created using either NetSuite default form template or a custom HTML template you upload. You can link to the form from your website or from the Customer Center.

____ ___ ____ help customers contact you with enquiries, and help your support team resolve problems and offer customers the best service possible. ___ ____ are created using either NetSuite default form template or a custom HTML template you upload. You can link to the form from your website or from the Customer Center.

Inline list editing enables you to update records quickly by changing data directly in a record's row on the list page.

____ ____ ____ enables you to update records quickly by changing data directly in a record's row on the list page.

Analytics Audit Trail searches display audit trail data covering changes to all saved searches, custom reports, report schedules, and financial report layouts. For example, you can use this type of search to determine whether a saved search has been deleted.

____ ____ ____ searches display audit trail data covering changes to all saved searches, custom reports, report schedules, and financial report layouts. For example, you can use this type of search to determine whether a saved search has been ______.

Customer return management is the process of tracking information about items that customers return to you.

____ ____ _____ is the process of tracking information about items that customers return to you.

Description items have no amount field. They are ONLY used to add text to transactions. They can be used on both purchase and sales transactions. Note: Description items are not available for use in NetSuite web stores, use information items instead.

____ ____ have no amount field. They are ONLY used to add text to transactions. They can be used on both purchase and sales transactions.

CSV import is the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite. The CSV import 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.

____ ____ is the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite. The ___ ___ 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.

Case profiles, let you create additional support addresses and route support issues to a particular product area, team, or in OneWorld, subsidiaries. Go to Setup > Support > Case Profiles. Wolfe Electronics has been receiving email from customers at [email protected], and responding to them directly using Outlook. As the business has grown this has become cumbersome and time consuming. They set up case capture and three case profiles—Phones, PC, and Home. Now support email is automatically routed to the correct product team and appears in the relevant case list in NetSuite.

____ ____, let you create additional support addresses and route support issues to a particular product area, team, or in OneWorld, subsidiaries. Work Flow

Team quotas measure the sales made by the manager and all of their subordinates.

____ _____measure the sales made by the manager and all of their subordinates.

Cost of goods sold is the total amount your business paid as a cost directly related to the sale of products. Depending on your business, that may include products purchased for resale, raw materials, packaging, and direct labor related to producing or selling the good.

_____ __ ____ ____ is the total amount your business paid as a cost directly related to the sale of products. Depending on your business, that may include products purchased for resale, raw materials, packaging, and direct labor related to producing or selling the good.

Core Administration Permissions is a feature that can be enabled for a role and gives the role access to a functionality that is currently only accessible to the standard Administrator role. You can use Core Administration Permissions to customize a role so that it behaves almost like the Administrator role, while also restricting access to other areas of NetSuite using role permissions and restrictions. For example, with Core Administration Permissions you can create a role specifically for an IT administrator who is responsible for the general administration of the system, but who should not have access to sensitive employee information.

_____ ____ ____ is a feature that can be enabled for a role and gives the role access to a functionality that is currently only accessible to the standard Administrator role. You can use ____ _____ _____ to customize a role so that it behaves almost like the Administrator role, while also restricting access to other areas of NetSuite using role permissions and restrictions.

Inventory Worksheets enable you to enter changes to the quantity or value of inventory items other than lot numbered items, serial numbered items, or inactive items. You can enter adjustments for up to 1,000 line items at a time.

_____ ____ enable you to enter changes to the quantity or value of INVENTORY items other than lot numbered items, serial numbered items, or inactive items. You can enter adjustments for up to ______ line items at a time.

Groups, assemblies, and kit/packages are all item types that combine multiple items together to sell.

_____, _______, and ___/_______ are all item types that combine multiple items together to sell.

SuiteApps are applications or bundles that extend NetSuite for specific industry and business needs. They are developed by Oracle NetSuite, or by members of the SuiteCloud Developer Network (SDN), a third-party developer program. NetSuite customers also can develop their own SuiteApps to meet their specialized requirements, or engage Professional Services to do so.

_______ are applications or bundles that extend NetSuite for specific industry and business needs. They are developed by Oracle NetSuite, or by members of the SuiteCloud Developer Network (SDN), a third-party developer program. NetSuite customers also can develop their own ________ to meet their specialized requirements, or engage Professional Services to do so.

Promotions enable you to track the source of revenue and to offer discounts in the form of coupons. Each promotion has a promotion code that can be applied to transactions and campaigns. Each promotion has a promotion code that can be applied to transactions and campaigns.

___________ enable you to track the source of revenue and to offer discounts in the form of coupons.

SuiteApps are applications or bundles that extend NetSuite for specific industry and business needs.

_______are applications or bundles that extend NetSuite for specific industry and business needs. They are developed by Oracle NetSuite, or by members of the SuiteCloud Developer Network (SDN), a third-party developer program. NetSuite customers also can develop their own ____ to meet their specialized requirements, or engage Professional Services to do so.

1. Go to https://system.netsuite.com to log in to NetSuite. 2. Change roles to the Release Preview Administrator role.

access the Release Preview account from the URL: Work Flow 1. 2.

§ Opportunities are internal and Quotes are external § Opportunities is what we think we can offer someone § Quotes is what a company is interested in

o Opportunities vs. Quotes

1. Go to Reports > New Search. 2. Click Analytics Audit Trail.

run an Analytics Audit Trail search: Work Flow

1. Enable the credit card feature by going to Setup > Company > Enable Features > Transactions > in the Payment Processing section, check the Credit Card Payments box. 2. Establish a merchant account with a payment gateway. See Establishing a Merchant Account. 3. Set up an account with a credit card gateway. See Setting Up a Merchant Account with a Payment Gateway. 4. Add the credit card gateway in NetSuite. See Setting Up Payment Processing Profiles in NetSuite. 5. Set NetSuite payment processing preferences relating to credit cards, at Setup > Accounting > Accounting Preferences, on the Items/Transactions subtab. See Items/Transactions Accounting Preferences, Payment Processing. 6. If you have a web store, follow the instructions for assigning a credit card processing profile to your web store in Set Up Credit Card Payments Online.

set up credit card processing in NetSuite: Work Flow 1. Enable Feature --___>_____>____>______________________________________ 2. 3. 4. 5. 6.

1. Go to Reports > Saved Searches > All Saved Searches. 2. Click Edit next to the required saved search in the list. 3. Click the Audit Trail subtab to view a history of all changes.

view the Audit Trail of an individual Saved Search: Work Flow 1. Go to __________ > _____ _______ > ____ ______ ______ 2. 3.

1. preferred vendor on item record, 2. check drop ship box on item record, 3. and then make sales order

§ What three things do you need to make drop ship happen:

o Drop down you can choose o Which one can expire? Estimate o Which one can be approved? Sales Order o Which one doesn't make item mandatory? Opportunity

· Estimate vs. opportunity vs. sales order Which one can expire? Which one can be approved? Which one does NOT make item mandatory

· Inline Editing o Edit records directly from their corresponding lists and from search results. (Not Enabled by Default Once Turned On) o This can be enabled or disabled universally or for specific custom records CAN delete records, update editable fields CANNOT add, merge, or restrict access to records, or edit a formula custom field

· Inline Editing Can? Cannot?

■ Setup > Company > Enable Features > Inline Editing ■ Edit Record directly from their corresponding lists and from search results ■ NOT turned on by default after enabling ■ Know that you cant edit every field on a record

○ Inline Editing

○ SuiteBuilder is a point-and-click UI customization tool. ○ Custom Forms: to control user access to viewing and entering information. Forms are customized to fit business requirements that standard forms do not support. For example, you may want to rename fields, add custom fields, rearrange or remove fields or create a new form to capture a custom record. ○ Custom Fields: to capture information specific to your business requirements, e.g. a custom field to capture the distance from an employee's residence to their work office. ○ Custom Record Types: When a standard record type (Entity, Transaction, CRM, & Item) doesn't fit the business need, a custom record should be created. They are used for needs such a tracking customer service surveys, tracking contracts associated with a customer, tracking IT hardware assigned to employees, etc. ○ Custom Subtabs: Used to organize custom fields on standard record type records. Subtabs can also be added to custom record types, but those are not referred to as "custom subtabs," just subtabs.

● Define the uses of these SuiteBuilder elements: Custom Forms, Custom Fields, Custom Record Types (Intro), Subtabs ?

○ Sales reps qualify Leads to determine their commitment to buy ○ A qualified lead is converted to a prospect ○ The prospect purchases and is converted to a Customer ○ Use several statues, with probabilities, per stage for accurate tracking of lead-to-prospect and prospect-to-customer conversions **○ Know that sales preferences is how you make changes, not the answer choice "sales rules" ******Know Estimates/Quotes, Opportunities, and Sales Orders. ■ Ex). Items are not required for this ■ Opportunities are internal records

● Identify elements in progressing through the sales cycle

○ A quota is a goal set for a sales rep for a specified period ○ Forecast is the expected amount of sales for a specified period ○ Different Forecast/Quota Reports include ■ Reports > Forecast > ● Forecast vs. Quota (by Class, Department, or Location) ● Forecast by Sales Rep ● Forecast by Customer ● Forecast by Item ● Forecast by Outstanding Customer ● Forecast by Status Summary ○ Reports can be filtered by date and subsidiary ○ Forecasts can include opportunities, estimates, and orders ○ Settings ■ minimum probability of sale to forecast a sale ■ uses quotes in forecast ■ calculate forecasts as weighted

● Identify fields and settings which affect quota and forecast reporting

1. Setup > Company > Enable Features > CRM > Marketing Automation 2. Lists > Marketing > Marketing Campaign > New 3. Setup > Marketing > Marketing Preferences

● Identify how to set up and use marketing campaigns 1. ______ > ______ > ______ _______ > ___ > _______ _____ 2. _____ > _____ > ______ ______ > __ 3. ____ > _____ > ______ ______

○ Setup > Company > Enable Features > CRM > Sales Force Automation

● ldentify how to set up Sales Force Automation