SuiteFoundation Questions and Answers

Resize dashboard portlets.

Use of multiple browser tabs.

Use the smallest portlet level refresh.

Maximize the use of dashboard reports and searches.

Inactive

Center Type

Employee Restrictions

Two-Factor Authentication

Use the Application Performance Management to improve performance.

Run the same report in a different window while the original report is still running.

Double-click the Oracle NetSuite logo and look at Browser Time.

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

Save and New

Save and Copy

Save As

Save and Edit

Cash Sale

Item Fulfillment

Customer Refund

Cash Refund

Reports Snapshot

Key Performance Indicators

Account Reconciliation Summary

SMT Links

If created with a Credit Form, the record generates a Customer Deposit.

If created with a Credit Form, the record generates a Credit Memo.

If created with a Cash Form, the record generates a Credit Memo.

If created with a Cash Form, the record generates a Cash Sale.

The List portlet can be expanded to full-screen view.

The Available Reminders portlet is unlimited.

Custom Search portlet content automatically updates to the most recent data.

The Trend Graph portlet can allow up to one Key Performance Indicator only.

Reverse or delete all transactions related to customers and their secondary subsidiaries.

Inactivate Customer records with multiple transactions on different subsidiaries.

Remove all secondary subsidiaries from Customer records.

Set only one primary subsidiary and one secondary subsidiary in the Customer record.

Go to Customization > Forms > Subtabs, then drag and drop the subtabs.

Edit the field setup and then change the value of the Subtab field under the Display subtab.

Edit the record and then drag and drop the standard field to the desired subtab.

Customize a form and click Move Elements Between Subtabs.

Customize a separate role for each user.

Assign a custom role.

Assign a NetSuite standard role.

Use Global Permissions with standard roles

Statistical Accounts

Multiple Units of Measure

Lot Tracking

Bar Coding and Item Labels

CEO

Administrator

Issue Administrator

CFO

Web Site

Chat

Campaigns

Email

Mark File as Private

Mark Folder as Private

Restrict Folder to Group

Define Private Group in Audience

Clear "Available without login" checkbox

Vendor Record

Purchase Request

Employee Record

Accounting Preferences

Charge-Based Billing

Expense Billing

Bill Costs to Customers

Billing Operations

Custom Transaction Types can have auto-generated document numbers.

Custom Transaction Types cannot be imported via CSV.

Users can only create one custom form for each transaction type.

Custom Transaction Types cannot include Custom Transaction body fields.

Classes

Locations

Subsidiaries

Departments

Enable Features

Company Preferences

Accounting Preferences

User Preferences

Portlet controls are shown by default but can be hidden by the user.

Portlets with content that is calculated from current data includes an Export function.

All portlets can be expanded to full-screen view.

A pop-up may display, suggesting that portlets can be minimized to speed up dashboard loading time.

cu:-abc

cu:abc

cu:+abc

cu:abc+

Key Performance Indicators

KPI Meters

Dashboard and Reports

KPI Scorecards

Re-activate the record so that it appears in the Global Search results set.

Change the Display Type on the record.

Prefix the search keyword with the correct record type (for example, “cu” for Customer).

Enable the user preference Include Inactives In Global & Quick Search.

Standard Sales Order

Standard Sales Order - Invoice

Standard Sales Order - Deposit

Standard Sales Order - Progress Billing

Add Permissions

Enable Features

Create a Custom Record

Change Password

Personalize Dashboard

Pay By Reference

External Checkout

Offline

General Token

Vendor

Employees

Customer

Partners

Competitors

Field on a Custom Record

Custom Record

Custom Transaction Body Field

Custom Entity Field

Enter # in the Maximum Entries in Dropdowns field to always use popup lists.

To quickly enter a single value in a MultiSelect Popup List, type the first few letters of the value and press Tab.

Enter the record prefix followed by the first letters of a value to automatically populate a dropdown list.

When the Popup Auto Suggest preference is enabled, NetSuite suggests matching records after typing five (5) or more characters.

“Acme%”

cl: Acme Inc

Acme Inc

cu: Acme Inc

Use Shortcuts

Use Global Search

Use Recent Records

Use the Customers Menu Option

Assembly/Bill of Materials

Item Group

Kit/Package

Kit/Package Items

Item Pricing

Base Price

Price Level

Group Pricing

Account types

Units of Measure

Report types

Entities

Post journals to an elimination subsidiary.

Ensure the subsidiaries have the same parent.

Exclude one of the subsidiaries when reporting.

Set the same base currency in both subsidiaries.

Sections may have specific sorting.

Sections may have highlighted results.

Sections may contain subsidiary context.

Sections may be shared between financial reports.

Sections are defined by additional sorts, override layout sorts.

Vendor Return Authorization

Sales Order

Stand-alone Vendor Bill

Stand-alone Invoice

system.netsuite.com/status

netsuite.com

status.netsuite.com

www.netsuite.com/status

The Create access level allows editing records.

The Edit access level does not allow deleting records.

The Partial access level allows editing but not creating records.

The View access level does not allow printing records.

Training Resources

Sneak Peeks

Release Notes

Release Preview Test Plan

Modify forms to show sub item field.

Set the user preferences to only show last sub item.

From Setup Tab > Accounting setup > Items and transactions, set to only show last sub item.

From company set up enable features, under items and inventory, set to only show last sub item.

External Links Portlet

Bookmarks

Shortcuts Portlet

Personalize Dashboard