| ERP: Record to Report (1) |
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- Identify the Features and Preferences which need to be configured to support a customer specific requirement.
- Identify the Best Practices of setting up the NetSuite Chart of Accounts.
- Identify how NetSuite Segments are handled in NetSuite, and when to use custom segments.
- Recognize NetSuite recommended Best Practices around period end close, including when Multi-Book is used.
- Identify the constraints of features and functionality related to Journal Entries.
- Identify how exchange rates are used throughout NetSuite.
- Identify how NetSuite taxes are configured.
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| ERP: Order to Cash (2) |
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- Identify considerations when setting up related Entity records.
- Given a requirement, determine the configuration/solution for an order process.
- Identify the implications of shipping setup and use.
- Determine the considerations for setup and execution of the fulfillment process.
- Given a scenario, determine appropriate invoicing configuration and setup and
- when consolidated invoicing feature is appropriate.
- Understand the different components of the ARM or Basic Rev Rec module and be able to set it up to adapt to the recognition method elected by the user.
- Identify recommended practices for customer payment setup and processing.
- Given a requirement, determine the configuration/solution for a customer return process.
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| ERP: Design to Build (3) |
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- Select the appropriate Item Type for a given use case.
- Given a scenario, determine appropriate inventory management options.
- Identify the transactions and records related to building Assemblies.
- Identify options in pricing.
- Recognize how various transactions affect item costing.
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| ERP: Procure to Pay (4) |
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- Given a requirement, determine the configuration/solution for a purchase and receiving process.
- Given a requirement, determine the configuration/solution for a Vendor Bill, Bill Payments.
- Given a requirement, determine the configuration/solution for a vendor return process.
- Recognize the elements in configuring the Fixed Assets Module.
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| Analytics and Dashboard (5) |
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- Given a scenario, select the appropriate Dashboard portlet content.
- Recognize which SQL expressions will yield desired search results. (CASE, DECODE, NULLIF, Date functions)
- Identify configuration options available when customizing email alerts for saved searches.
- Using Expression Builder, select the expression which would yield the desired results.
- Recognize which record to use as the basis of a search to yield a desired result.
- Identify the feature in saved searches to obtain the described results.
- Given a scenario, determine whether to use a custom search or a report.
- Identify the advantages of various methods of publishing dashboards.
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| Platform (6) |
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- Given a situation identify whether a SuiteScript or SuiteFlow required to meet a customer requirement.
- Identify components of the workflow in a diagram.
- Recognize available SuiteFlow actions.
- Compare differences between custom form & field display options and uses cases where appropriate.
- Identify various methods of restricting users to a particular custom form.
- Given a custom form layout requirement, determine which feature(s) should be used, including Advanced PDF.
- Given a situation identify when to use SuiteBundler.
- Identify custom field settings for displaying data from other records.
- Recognize NetSuite recommended practices for creation and use of custom fields.
- Identify implications of changing field properties or values in a live environment.
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| Data Strategy (7) |
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- Determine the proper use of advanced options in CSV Import.
- Understand the use of CSV templates and saved mappings.
- Analyze an error in the CSV Import process to determine the appropriate resolution.
- Given a customer requirement, determine migration strategy for transaction history and opening balances and inventory counts.
- Organize the steps required to successfully complete an import of CSV records and sublist data.
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| Data Security (8) |
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- Identify the implications of permissions related to accessing and manipulating data in bulk.
- Recognize recommended NetSuite practices for creating and assigning custom roles.
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