NetSuite-Administrator NetSuite Certified Administrator Exam Questions and Answers

In NetSuite, to track and analyze the number of orders from a vendor that are late or not received, you would utilize a Transaction Search. Transaction Searches are versatile and powerful tools for examining a wide range of transactional data within NetSuite, including purchase orders, sales orders, invoices, and more. Specifically, for tracking late or unreceived orders from a vendor, you would filter the search results by setting criteria based on the transaction type (e.g., Purchase Orders), the vendor's name, and the status of the order (e.g., "Late" or "Pending Receipt"). This allows you to directly see transactions that are overdue or have not been fulfilled as expected. Transaction Searches can be customized to include fields that indicate the expected and actual receipt dates, providing clear visibility into delays or issues with vendor orders.References:

• NetSuite Help Center: Conducting Transaction Searches
• NetSuite SuiteAnswers ID 22802: How to Create a Transaction Search

The minimum length for a Strong password in NetSuite is "10 characters." NetSuite's security settings are designed to ensure that users create strong, secure passwords to protect their accounts and the system's data. A strong password is required to have a minimum of 10 characters, which may include a mix of letters, numbers, and special characters. This length is considered a good balance between usability and security, making it difficult for unauthorized parties to guess or crack passwords while still being memorable for users. Ensuring that passwords meet this minimum length requirement is a key aspect of NetSuite's overall security posture, helping to safeguard user accounts and sensitive business information.References: NetSuite Help Center, Security Practices and Password Policies documentation.

In NetSuite, when setting up custom fields, the "Normal" display type should be selected if the field is meant to be editable. This setting allows users to interact with and edit the information contained in the field during record entry and editing processes. The "Normal" display type is contrasted with other types such as "Disabled" (which prevents user interaction) and "Inline Text" (which displays the field as read-only text). Choosing "Normal" ensures that the field behaves like a typical input field within NetSuite's forms.

References:

NetSuite Customization Guide on "Custom Field Management."

Best practices for setting up custom fields in NetSuite.

If User A cannot edit a specific custom field while User B can, despite both using the same form, the most likely reason is that User A's role has been assigned only "View" permission for that custom field under the field's Access settings. In NetSuite, custom fields can have role-based access permissions defined that control whether a user can View, Edit, or have no access to the field. If User A's role is restricted to View permission, they would be able to see the field but not make changes to it, whereas User B's role might have Edit or Full permissions, allowing for modifications.References: NetSuite's official documentation on custom field management, specifically the sections dealing with setting role-based access permissions for custom fields.

In NetSuite, the "Add/Move content" mode allows users to modify a published dashboard by adding or moving portlets but prevents the removal of existing portlets. This mode is designed to provide a balance between allowing users some level of customization of their dashboards while maintaining certain controls over the dashboard's configuration. It ensures that critical information and tools remain accessible on the dashboard, supporting adherence to organizational standards and information-sharing practices while still offering personalization to meet individual user needs.References: NetSuite’s help center and documentation on dashboard configuration and customization, detailing the different modes available for dashboard modification and their specific restrictions or capabilities.

In NetSuite, access to Sandbox accounts is controlled by the permissions associated with each role. The Sandbox environment is primarily used for testing and development purposes, allowing users to make changes and test new features without affecting the live environment. The "Customer Center" role is designed to provide customers with access to their account information, orders, and other customer-specific data. This role is inherently external-facing and is not intended for internal administrative or development tasks, which includes accessing Sandbox environments. Therefore, the "Customer Center" role is never allowed access to Sandbox accounts because it is tailored for customer engagement and support, not for backend development, testing, or administrative tasks.References: NetSuite's official documentation on User Roles and Permissions, and Sandbox Account Access.

The Performance Details window in NetSuite is specifically designed to display detailed metrics about the performance of both the server and the client, including load times. This feature is crucial for administrators and developers to analyze and troubleshoot performance issues within the NetSuite environment. It provides insights into how long different processes take to execute, helping to identify potential bottlenecks or areas for optimization. The Account Center (Option A) is more broadly focused on account management and does not provide performance metrics. The Status Portlet (Option C) offers a quick view of system status but lacks the depth of information found in Performance Details. Similarly, the Performance Audit Log (Option D) logs performance-related events but does not offer the same real-time, detailed load time metrics as the Performance Details window.References: NetSuite Documentation on System Performance Tools.

The "Restrict By" folder permission that allows an Administrator to restrict a File Cabinet folder to specific users is the "Employee" option. This setting is used within NetSuite's File Cabinet to apply permissions on a user-by-user basis, offering a high level of granularity in access control. When a folder is restricted by "Employee," the administrator can specify exactly which individual users have access to the folder, as opposed to broader categories like groups, departments, or subsidiaries. This is particularly useful for sensitive or confidential information that should only be accessible to specific individuals within the organization. By selecting this option, administrators can ensure that only designated employees can view or modify the contents of a particular folder, enhancing security and compliance.References: NetSuite Help Center, File Cabinet documentation.

Advanced PDF/HTML Templates in NetSuite are designed to provide greater flexibility and customization options for the visual layout of printed or emailed documents. These templates support a variety of form types, including Transaction forms (such as invoices, sales orders, and purchase orders), Return forms (for managing returns and credits), and Remittance forms (used for detailing payment information to suppliers or vendors). The ability to use Advanced PDF/HTML Templates for these forms allows businesses to create professionally styled documents that can include custom fonts, logos, and layout designs, thereby enhancing the presentation and communication of important financial information both internally and externally.

References:

• NetSuite Help Center: Advanced PDF/HTML Templates
• NetSuite User Guide: Customizing Document Layouts

Selecting the "Lock New Bar" option on the Publish Dashboard page has the effect of removing the "Create New" button from the user's dashboard in NetSuite. This option is part of dashboard customization and governance, allowing administrators to streamline user interfaces based on role-specific needs and to prevent clutter or confusion by limiting the options available to users directly from their dashboard. By removing the "Create New" button, users are encouraged to follow predefined workflows for creating records or transactions, potentially reducing errors and ensuring data integrity by guiding users through the appropriate processes.References: NetSuite Help Center, Dashboard Customization and Publishing documentation.

The "Show Owner on Record" setting in the configuration of a custom record type is designed to display the user who created or "owns" the record directly on the record entry itself. When this option is enabled, the record will include a field that identifies the user who initially created the record, providing clarity on record ownership and accountability. This feature is particularly useful for tracking purposes, auditing, and managing records where individual responsibility or authorship is important to document and maintain visibility on within the organization.

References:

• NetSuite Help Center: Custom Record Configuration
• NetSuite User Documentation: Managing Custom Records

The Release Preview environment in NetSuite is designed to allow businesses to test new features and functionalities before they are rolled out in a live production setting. CSV Import is a functionality that is typically available for testing in this environment. This feature enables users to import data from CSV files into NetSuite, helping to verify that data import processes work correctly with any new updates or changes. This is crucial for ensuring that data management and integration capabilities will function as expected after an update is implemented.

References:

• NetSuite Help Center documentation on "Release Preview Environment."
• NetSuite training materials on testing procedures in the Release Preview environment.

To give users with the Sales Person role the ability to edit a Sales Order Saved Search, an Administrator must utilize the Audience tab within the Saved Search's settings. This tab allows for the configuration of who can view and, if permitted, edit the search. By selecting the "Allow Audience To Edit" option and then choosing the Sales Person role under Roles, administrators grant editing permissions specifically to users holding the Sales Person role. This approach ensures that only designated roles have the capability to make changes to the Saved Search, maintaining control over who can alter the search parameters or criteria. This functionality is particularly useful for collaborative environments where multiple users contribute to refining search results or criteria based on evolving business needs or insights derived from the search data.References:

• NetSuite Help Center: Managing Saved Search Audiences
• NetSuite SuiteAnswers ID 10234: Configuring Saved Searches for Specific Roles

When an employee record is deactivated in NetSuite, it does not automatically lead to the deletion or alteration of their login credentials. The deactivation of an employee record primarily affects the employee's visibility and active status within the NetSuite system, impacting areas such as assignments, visibility in lists, and other active engagements within the system. However, the deactivation process does not inherently deactivate their saved searches (Option A), delete their calendar events (Option C), nor does it automatically save their report schedules (Option B). The intention behind keeping the login credentials intact (Option D) is to allow for the possibility of reactivating the employee's account in the future without the need to recreate login details, reflecting a separation of concerns between account management and user authentication processes.References: NetSuite Help Documentation on Managing Employee Records.

To show the total number of Sales Orders created in the Results tab of a Transaction search in NetSuite, you should add "Field: Document Number" with "Summary Type: Count." This configuration counts each sales order, leveraging the unique document number assigned to each transaction as a basis for the count. By using the document number field in combination with the count summary type, the search will tally the total number of sales orders in the dataset, providing a straightforward metric for the volume of sales orders created. This is particularly useful for tracking sales activity, monitoring order volume over time, and assessing operational efficiency.References: NetSuite Help Center, Saved Searches Documentation.

The mode option that allows users to remove portlets added as part of a published dashboard is "Unlocked." When a dashboard is in Unlocked mode, users have the flexibility to add, move, or remove portlets according to their preferences or needs. This mode is designed to provide users with a level of personalization and control over their dashboard layout, ensuring that the information displayed is most relevant to their roles or tasks at hand. Conversely, a Locked dashboard restricts users' ability to modify its configuration, preserving the layout as specified by the administrator or the dashboard publisher. The Unlocked mode is particularly useful in dynamic work environments where individuals require the ability to tailor the information and tools accessible through their dashboards.References:

• NetSuite Help Center: Dashboard Personalization and Configuration
• NetSuite SuiteAnswers ID 29012: Understanding Dashboard Lock/Unlock Modes

The Administrator role is typically excluded from Access Reports in NetSuite. This exclusion is based on the principle that the Administrator role has overarching access to the entire NetSuite system, which includes all data and reports by default. Therefore, specific Access Reports, which are designed to audit or monitor the permissions and access levels of users within the system, are not applicable to the Administrator role due to its inherently unlimited access privileges. This setup helps maintain the integrity of the access control and reporting framework by acknowledging the unique status of the Administrator role within the system's hierarchy.References: NetSuite’s documentation on system roles and access control, including details on the specific access and exclusions associated with the Administrator role.

To limit a custom role so that it only uses a specific custom form when viewing a custom record, the appropriate configuration is to set the form as both "Preferred" and "Restricted" within the role's settings. This is done by accessing the role's configuration, navigating to the Forms section, and adjusting the settings for the Custom Record. By setting the form as "Preferred," the form is selected as the default option; "Restricted" ensures that it is the only form available to users with that role, effectively limiting their interface options to this specific form.

References:

• NetSuite Help Center on "Role Customization."
• NetSuite Administrator Guide on setting form preferences and restrictions for roles.

For roles that require two-factor authentication (2FA) in NetSuite, verification codes are typically received through an Authenticator Application. This method is secure as it generates time-based, one-time use codes on a device that the user controls. Authenticator apps such as Google Authenticator or similar are used, providing an added layer of security by ensuring that access to NetSuite accounts is protected against unauthorized access attempts that might bypass basic password security.

References:

• NetSuite Security Practices: Two-Factor Authentication Setup

The Performance Details log in NetSuite that represents the time it took for data to move back and forth between the client and the NetSuite server is referred to as the "Network" log. This log specifically measures the latency and round-trip time for data packets between the client's system and NetSuite's servers, which is crucial for understanding the efficiency and potential bottlenecks in data transmission over the network. This encompasses all aspects of data movement across the internet, including the time it takes for requests to leave the user's computer, reach NetSuite's servers, and for the response to travel back. It is an essential metric for diagnosing issues related to slow performance that might be caused by network issues rather than problems within NetSuite's server or the client-side processing.References: NetSuite Help Center, Performance Monitoring and Optimization guides.

When customizing a sales order form in NetSuite under the Linked Forms tab, the transaction types that may be assigned are those that logically follow a sales order in the transaction lifecycle. These include "Invoice" and "Cash Sale". An invoice is generated as a billing document issued to customers requesting payment for products or services delivered. A cash sale, on the other hand, is used for immediate payment transactions, where payment is received at the same time as the delivery of the product or service. Both transaction types are directly linked to sales orders as they represent different paths a sales order can take towards completion of the sales process. "Journal Entry" and "Credit Memo" do not directly follow from a sales order in the same way and are thus not typically assignable in this context.References: NetSuite Help Center documentation on customizing transaction forms and the sales process workflow.

The option "none - no default" under Employee Restrictions allows a user the highest visibility of data within NetSuite. This setting implies that there are no restrictions placed on the user regarding visibility into employee-related records and data. They can view information beyond their own and their subordinates', encompassing the entire organization without default limitations. This option is typically reserved for roles requiring comprehensive access to all levels of employee data for administrative or management purposes.References: NetSuite's official documentation on setting up user roles and permissions, focusing on the nuances of Employee Restrictions to ensure appropriate access levels are granted based on the role's requirements.

When the "Store Form with Record" setting is enabled on a form, it ensures that the specific form used to create or last edit the record is associated with that record for future views or edits. This setting effectively overrides any personal form preferences set by the user for viewing or editing records. If a record was last edited or viewed with a form that had this setting enabled, that form will be used again, regardless of the user’s default or preferred form settings. This feature is particularly useful for maintaining consistency and ensuring that specific form layouts or custom fields are always displayed for certain records.References: NetSuite User Guide and documentation, focusing on form customization and the implications of the "Store Form with Record" setting on user interactions with records.

The setting that allows a parent-child relationship among custom record values of the same record type in NetSuite is "Hierarchy." This setting enables the creation of hierarchical relationships within a single custom record type, allowing records to be organized in a structured manner, resembling a tree-like hierarchy. By utilizing the hierarchy setting, administrators can define records as parents or children of other records within the same type, facilitating organized data management and navigation. This is particularly useful for categorizing data, managing related records in a consolidated manner, and supporting more complex data structures within custom applications or processes built in NetSuite.References: NetSuite Help Center, Custom Record Documentation.V

Changing the language displayed in the NetSuite Help Center can be directly done from the Help Center interface without needing to alter any settings within the NetSuite account itself. Users can select their preferred language for the Help Center documentation by using the language dropdown menu located in the top right corner of the Help Center page. This feature is designed to make the Help Center more accessible to users worldwide, allowing them to access documentation in their preferred language easily. Options B, C, and D involve changes within the NetSuite system settings and are related to enabling features or managing roles and preferences within the NetSuite account, not directly affecting the language settings of the external Help Center website.References: NetSuite Help Center.

Core Administration Permissions in NetSuite are designed to provide a role with comprehensive permissions necessary for the administration and operation of the system, without granting access to sensitive employee information. This includes a wide range of permissions, from basic system setup and configuration to access to various records and reports, except for data considered sensitive, like personal employee details. This setup helps maintain privacy and security while ensuring that administrators can perform their tasks effectively.References: NetSuite's official documentation on user roles and permissions, specifically focusing on the configuration of Core Administration Permissions to balance system access and confidentiality.

An Administrator can use the "Login Audit Trail" tool to find the IP address of a user's last login in NetSuite. The Login Audit Trail is a feature within NetSuite's suite of security tools that tracks login attempts, successes, and failures, along with the IP addresses from which these attempts are made. This tool is invaluable for administrators for monitoring and analyzing access patterns, identifying unauthorized access attempts, and ensuring compliance with security policies. By reviewing the Login Audit Trail, administrators can quickly retrieve detailed information about user logins, including the IP address associated with each login event.References: NetSuite Help Center, Security and Audit Trail Documentation.

In NetSuite, access to transactions such as Vendor Bills can be restricted based on several parameters, including the role's permissions, department, class, and location restrictions. If a Custom A/P Clerk role is unable to access a Vendor Bill transaction, it's likely due to the role having specific restrictions that do not align with the attributes of the Vendor Bill in question. Department, Class, and Location restrictions are commonly used to limit access to transactions to ensure that employees only see data relevant to their specific department, class, or location. This is especially important in organizations with multiple departments or locations, where information compartmentalization is necessary for operational efficiency or security reasons. Options A, B, and D do not directly impact a role's access to transactions based on the role's permissions or restrictions.References: NetSuite Help Documentation on Role Permissions and Restrictions.

The most secure action an administrator can take to protect the company from unauthorized access to NetSuite data is to use Two-Factor Authentication (2FA). 2FA adds an additional layer of security by requiring users to provide two forms of identification before gaining access to the system. The first factor is something the user knows (like a password), and the second factor is something the user has (such as a mobile device for receiving a verification code). This method significantly reduces the risk of unauthorized access because even if a password is compromised, without the second form of verification, access is not granted. Setting the NetSuite Password Policy to Strong (Option A) and requiring password changes every few days (Option B) are good practices but don't provide the same level of security enhancement as 2FA. Requiring users to answer security questions upon login (Option C) adds a layer of security but is still based on knowledge factors and can be less secure than a possession factor used in 2FA.References: NetSuite Security Practices and Documentation.

The New Release portlet in NetSuite serves as the central information center for all release-related information. This portlet provides users with updates, resources, and important dates concerning upcoming NetSuite releases. It is designed to help users prepare for new features and changes, offering access to release notes, sneak peeks, training materials, and more. While SuiteAnswers (Option A) is a valuable resource for a wide range of NetSuite questions and documentation, and the Release Notes (Option B) themselves are a crucial component of release information, they are part of the broader set of resources found within the New Release portlet. The NetSuite Account Center (Option C) provides account-specific information but does not focus specifically on release information. Therefore, the New Release portlet is correctly identified as the information center for release-related content.References: NetSuite Release Notes and Documentation.

In NetSuite's licensing structure, a user's access is counted against an Employee Center license when they only have access to the Employee Center role. The Employee Center role is designed for employees to access non-administrative functions such as entering timesheets, checking pay stubs, and accessing other personal or HR-related information. This role does not consume a Full License, as it's intended for broader employee usage without needing access to the full range of NetSuite's capabilities. If a user is assigned additional roles beyond the Employee Center role, such as the Administrator role or any custom role, their access would typically consume a Full License due to the broader permissions and system access provided by these roles. Therefore, the scenario where a user's access only counts against an Employee Center license is when they are exclusively assigned the Employee Center role.References: NetSuite's licensing and user role documentation.

To send a list of total sales for the day, by customer, to the CEO daily, the administrator should "Create a Transaction Saved Search filtered by Sales Orders, grouped by Customer and Amount. Schedule as a daily event at 6:00 PM and select the CEO as recipient." This process involves creating a saved search that filters transactions to only include sales orders from that day, organizes them by customer, and sums up the sales amounts. Scheduling this saved search to run daily at a specified time and configuring it to automatically send the results to the CEO ensures that the executive receives a timely, concise report of daily sales activity, segmented by customer, without manual intervention.References: NetSuite Help Center, Saved Searches and Scheduling Reports documentation.

In the standard Vendor Center role in NetSuite, the default permission level for Purchase Orders is typically set to "View." This setting allows vendors to see purchase orders related to them but restricts them from creating, editing, or deleting these records. This default permission is designed to provide vendors with necessary visibility into their transactions with the company while maintaining control over the creation and modification of purchase orders by the company’s internal staff.References: NetSuite’s documentation on standard roles and permissions, particularly the Vendor Center role and its default permissions for accessing and managing Purchase Orders.

The Maintenance Complete Email Notification is specifically designed to inform users about the completion of scheduled maintenance activities within NetSuite. By default, these notifications are sent to active account Administrators. This ensures that the individuals responsible for the overall management and maintenance of the NetSuite account are promptly informed when maintenance activities have been concluded, allowing them to take any necessary actions post-maintenance and to inform other users as necessary. Option A includes an additional condition that is not a default setting, and Option B describes a preference that does not exist specifically for maintenance notifications. Option D, referring only to the Primary Contact, is too narrow as all active Administrators, not just the Primary Contact, need to be aware of the maintenance status to manage the account effectively.References: NetSuite Help Documentation on Maintenance Notifications.