Netsuite Foundation Course Outline

Download as pdf or txt
Download as pdf or txt
You are on page 1of 2

1

NetSuite Suite Foundation


Version 1.2

Course Outline
 About the SuiteFoundation Exam
 Description of a Qualified Candidate
 Maintaining Your SuiteFoundation status
 Recommended Training and Background
 Subject Areas Covered by the Test

Setup and Administration


 Identify the general functionality that can be controlled under Enable
 Identify the general functionality of classifications/subsidiaries on both transactions and reporting
 Identify considerations in planning subsidiary structure
 Identify the capabilities and setup of sales taxes within the NetSuite Editions and bundles.
 Define the uses of these SuiteBuilder elements: Custom Forms, Custom Fields, Custom Record
 Types (Intro), Subtabs.
NetSuite User Interface
 Identify the different navigation options within NetSuite
 Identify options for optimizing browser experience and NetSuite system performance.
 Identify user-level preferences which modify the UI experience.
 Identify tools for organizing daily activities, communicating and sharing documents.
Standard NS process flows
 Identify how to set up Sales Force Automation
 Identify elements in progressing through the sales cycle.
 Identify fields and settings which affect quota and forecast reporting
 Identify how to set up and use Case Management.
 Identify how to set up and use marketing campaigns.
 Identify how Sales Order form impacts downstream transactions and future GL impact
 Identify impact of controls on steps in order fulfillment
 Identify supported payment methods
 Identify impact of controls on steps in Return Management and issuing refunds.

NetSuite Suite Foundation Course Outline: April 2019 .


2
 Identify Item Types and best uses

 Identify the impact of inventory transactions on inventory levels


 Identify the functionality of advanced inventory features and potential impacts of enabling them
 Define sales pricing strategy options
 Identify how billable items, time, and expenses flow to Invoice
 Identify setup of approval and routing options for purchasing
 Identify controls and steps in Accounts Payable transactions processes and their GL impacts.
 Identify NetSuite Site Builder webstore capabilities.
SuiteAnalytics
 Identify options for finding records.
 Define elements of building a saved search.
 Identify considerations for choosing between a custom report vs. a saved search.
 Identify elements unique to Financial Report Builder Interface.
 Define the elements of Report Builder Interface.
 Identify which SuiteAnalytics features require a custom search vs. a custom report
 Define the use of the following data management tools: Inline Editing, Mass Updates, csv imports,
csv export, duplicate detection, Delete All Data
Maintenance, Resources, and Data Security
 Identify how to locate NetSuite account number and NetSuite Support full menu routing options.
 Identify the resources to use to locate information on help, functionality, SuiteApp, enhancements,
or "Best Practices", user discussion.
 Identify resources to learn about NetSuite Release Cycles and New Features
 Select options for controlling access to data when creating custom roles.
 Identify strategies in creating custom roles
 Identify steps and considerations when adding a user.
 Identify order of steps to remove user access
 Define user authentication functionality
 Identify ways of tracking changes to records in NetSuite

NetSuite Suite Foundation Course Outline: April 2019 .

You might also like