Study Guide Ns Suitefoundation Exam

Study Guide
NetSuite SuiteFoundation Exam

Study Guide: March 2022
NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 1

Study Guide
Contents
General information about SuiteFoundation Exam: ..................................................................................... 4
Description of a Qualified Candidate: ........................................................................................................... 4
Maintaining Your Certification:..................................................................................................................... 4
Recommended Training and Background:.................................................................................................... 4
Subject Areas and Objectives Covered by the Exam: ................................................................................... 5
Study Suggestions ......................................................................................................................................... 6
Setup and Administration (1) ........................................................................................................................ 6
Identify the general functionality that can be controlled under Enable Features. .............................. 6
Identify the constraints and benefits with renaming records/transactions. ........................................ 6
Identification of features requiring NetSuite Support intervention. .................................................... 6
Identify the general functionality of classifications/subsidiaries on both transactions and reporting.7
Define the uses of these SuiteBuilder elements: Custom Forms, Custom Fields, Custom Record
Types (Intro), Subtabs. .......................................................................................................................... 7
Probe high level knowledge of tools and enable features. .................................................................. 7
NetSuite User Interface (2) ........................................................................................................................... 7
Identify the different navigation options within NetSuite.................................................................... 7
Identify options for optimizing browser experience and NetSuite system performance. ................... 7
Identify user-level preferences which modify the UI experience. ........................................................ 8
Identify differences in the Shortcut dashboard portlet over the Shortcut menu icon......................... 8
Identify tools for organizing daily activities, communicating, and sharing documents. ...................... 8
Standard NS process flows (3) ...................................................................................................................... 8
Identify how to set up Sales Force Automation.................................................................................... 8
Identify elements in progressing through the sales cycle. ................................................................... 8
Identify fields and settings which affect quota and forecast reporting................................................ 8
Identify how to set up and use Case Management. ............................................................................. 8
Identify how to set up and use marketing campaigns and SuitePromotions. ...................................... 9
Identify how Sales Order form impacts downstream transactions and future GL impact. .................. 9
Identify impact of controls on steps in order fulfillment. ..................................................................... 9
Identify supported payment methods. ................................................................................................. 9

Study Guide
Identify how Return Authorization form impacts downstream transactions and future GL impact. .. 9
Identify impact of controls on steps in Return Management and issuing refunds. ............................. 9
Identify Item Types and best uses. ....................................................................................................... 9
Identify the impact of inventory transactions on inventory levels. .................................................... 10
Identify the functionality of advanced inventory features and potential impacts of enabling them. 10
Define sales pricing strategy options. ................................................................................................. 10
Identify how billable items, time, and expenses flow to Invoice........................................................ 10
Identify setup of approval and routing options for purchasing. ......................................................... 10
Identify controls and steps in Accounts Payable transactions processes and their GL impacts. ....... 10
SuiteAnalytics (4) ........................................................................................................................................ 11
Identify options for finding records. ................................................................................................... 11
Define elements of building a saved search. ...................................................................................... 11
Understand uses of different types of Portlets. ................................................................................. 11
Define the use of the following data management tools: Inline Editing, Mass Updates, csv imports,
csv export, duplicate detection, Delete All Data. ............................................................................... 11
Maintenance, Resources, and Data Security (5) ........................................................................................ 11
Identify best practices in working with NetSuite Support. ................................................................. 11
Identify the resources to use to locate information on help, functionality, SuiteApp, enhancements,
or "Best Practices", user discussion. ................................................................................................... 12
Identify resources to learn about NetSuite Release Cycles and New Features. ................................. 12
Select options for controlling access to data when creating custom roles. ....................................... 12
Identify strategies in creating custom roles........................................................................................ 12
Define user authentication functionality. ........................................................................................... 12
Identify steps to set up security questions. ........................................................................................ 12
Identify features controlled from Settings Portlet. ............................................................................ 13
Identify ways of tracking changes to records in NetSuite. ................................................................. 13

Study Guide
General information about SuiteFoundation Exam:
Passing this exam confirms that you have the foundational knowledge necessary to navigate around the
NetSuite system and understand core NetSuite functionality. The credential awarded for passing this
exam is SuiteFoundation Certified.
Conditions:
• This will be a proctored examination.

• No written or online reference materials may be used during the exam.
• 80 minutes allotted to complete 65 multiple-choice questions.
Description of a Qualified Candidate:
The candidate can work with the NetSuite product and has a basic understanding of the following
concepts and features covered in the ERP: Fundamentals and NetSuite: Administrator Fundamentals
courses:
• Features and standard modules (i.e., CRM, ERP)

• Company and user preferences
• Relationship of users, roles, and permissions
• Customization options of the user interface
• Dashboards, reports, and searches
• Standard record types and how they are structured
• NetSuite product release process
Maintaining Your Certification:
For details about retake policy and ongoing requirements to maintain your certification or examination
status, see the NS Certification Policy available on the NS Certification webpage.
Recommended Training and Background:

Recommended Training Courses:
• ERP: Fundamentals (3 days)
• NetSuite: Administrator Fundamentals (2 days)
• NetSuite Certification: SuiteFoundation Exam Preparation (2 days)
• Sales Force Automation: Fundamentals (2 days)

Study Guide
• SuiteAnalytics: Financial Reports and Searches (2 days)
• Marketing Automation Workshop (2 days)
Recommended Skill Level:

Three to six months' experience administering the NetSuite application or equivalent knowledge.
Subject Areas and Objectives Covered by the Exam:

Below is a detailed list of test topics:
Subject Objective
Identify the general functionality that can be controlled under Enable Features.
Identify the constraints and benefits with renaming records/transactions.
Identification of NetSuite features requiring NetSuite Support Intervention.
Setup and
Identify the general functionality of classifications/subsidiaries on both transactions and
Administration
reporting.
(1)
Types (Intro), Subtabs.
Probe high level knowledge of tools and enable features.
Identify the different navigation options within NetSuite.
Identify options for optimizing browser experience and NetSuite system performance.
NetSuite User
Identify user-level preferences which modify the UI experience.
Interface (2)
Identify differences in the Shortcut dashboard portlet over the Shortcut menu icon.
Identify tools for organizing daily activities, communicating, and sharing documents.
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 and SuitePromotions.
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.
Standard NS Identify how Return Authorization form impacts downstream transactions and future GL
process flows impact.
(3) Identify impact of controls on steps in Return Management and issuing refunds.
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.

Study Guide
Identify options for finding records.

SuiteAnalytics
Define elements of building a saved search.
(4)
Understand uses of different types of Portlet types.
SuiteAnalytics
(4) Define the use of the following data management tools: Inline Editing, Mass Updates, CSV
imports, CSV export, Duplicate Detection.
Identify best practices in working with NetSuite Support.
Identify the resources to use to locate information on help, functionality, SuiteApp,
enhancements, or "Best Practices", user discussion.
Maintenance, Identify resources to learn about NetSuite Release Cycles and New Features.
Resources, and Select options for controlling access to data when creating custom roles.
Data Security Identify strategies in creating custom roles.
(5) Identify importance of setting up security questions.
Identify what can be controlled from Settings Portlet.
Define user authentication functionality.
Identify ways of tracking changes to records in NetSuite.
Study Suggestions
Setup and Administration (1)

Identify the general functionality that can be controlled under Enable Features.
How to Study: Review functionality that is turned on under Enable Features. Understand the impact of
turning each feature on or off. Do not worry about which subtab specifically. Contrast Enable Features
| General Preferences| Home > Set Preferences | Accounting Preferences.
Courses addressing this topic: ERP: Fundamentals, NetSuite Certification: SuiteFoundation Exam
Preparation
Identify the constraints and benefits with renaming records/transactions.

How to study: Search SuiteAnswers keywords: Renaming Record/Transactions. Review Topic in ERP
Fundamentals Course: Best practices: Renaming Records and Transactions, Naming conventions.
Courses addressing this topic: ERP Fundamentals: Module: Overview of Account Configuration and
Processes, SuiteFoundation Exam Preparation
Identification of features requiring NetSuite Support intervention.

How to study: Review these SuiteAnswers topics: Enabling the Multi-Location Inventory Feature; other
SuiteAnswers topic titles related to Enabled Features, or check the questions for features referenced,
then look for the matching SuiteAnswers topic
Courses addressing this topic: Administrator Fundamentals, SuiteFoundation Exam Preparation

Study Guide
Identify the general functionality of classifications/subsidiaries on both transactions and

reporting.
How to Study: Search SuiteAnswers keywords: Departments, Classes, Locations, Subsidiaries, Accounts.
SuiteAnswers Topics: Restricting Access to Records by Department. Considerations to think about: What
is unique about the D|C|L functions for reporting, and how do they work with NetSuite standard functions
like: reports, searches, budgets, roles/permission, commissions. How do they work with each other?
Preparation
Types (Intro), Subtabs.
How to Study: Review steps to create Custom Forms, Custom Fields, Custom Record Types (Intro),
Subtabs.
Courses addressing this topic: ERP: Fundamentals, NetSuite: Administrator Fundamentals, NetSuite
Certification: SuiteFoundation Exam Preparation
Probe high level knowledge of tools and enable features.

How to study: Review: Installed Bundles, SuiteApps, SuiteFlow. Not asking about specific subtabs on
Enable features.
Courses addressing this topic: ERP Fundamentals, Administrator Fundamentals, SuiteFoundation Exam
Preparation
NetSuite User Interface (2)

Identify the different navigation options within NetSuite.
How to Study: Understand how NetSuite Roles and Centers affect the top-level tab navigation in NetSuite.
Know these navigation tools within NetSuite: Shortcuts | Recent Records | Centers | Portlets | Global
Search | Quick Search
Identify options for optimizing browser experience and NetSuite system performance.
How to Study: SuiteAnswers Topics: Identifying Performance Issues; Improving Server Performance;
Improving Client Performance; Using a Trace Route to Troubleshoot Performance Issues; Adjusting
Browser Settings

Study Guide
Identify user-level preferences which modify the UI experience.

How to Study: SuiteAnswers Topics: Enabling the Show Internal IDs Preference; Setting Preferences for
Appearance; Improving Server Performance; Using Popup and Dropdown Lists
Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation
Identify differences in the Shortcut dashboard portlet over the Shortcut menu icon.
How to study: Search SuiteAnswers Keyword: Shortcuts Portlet, Portlet Types Table. Review differences
between Shortcuts menu icon and Shortcuts dashboard portlet. Review Shortcuts dashboard portlet.
Review different types of portlets and their possibilities.
Courses addressing this topic: SuiteAnswers: Portlet Types Table; Shortcuts Portlet
Identify tools for organizing daily activities, communicating, and sharing documents.
How to Study: Know these features: Events, Tasks, Email, File Cabinet. Review options under Home > Set
Preferences > Activities. SuiteAnswers Topics: Sending Email from NetSuite (and linked topics); Sending
Email from Records
Courses addressing this topic: ERP: Fundamentals, NetSuite: Administrator Fundamentals
Standard NS process flows (3)

Identify how to set up Sales Force Automation.
How to Study: Know how to set up these features: Lead routing through Sales Territories assigned to
Sales Reps, online customer form, Customer type (Individual vs. Company), Contact Records. Know
settings available under CRM Lists.
Courses addressing this topic: Sales Force Automation: Fundamentals
Identify elements in progressing through the sales cycle.

How to Study: Know how Lead Conversion works. Understand how Sales Preferences interact with Lead
| Prospect | Customer records, and Sales Transactions.
Identify fields and settings which affect quota and forecast reporting.
How to Study: Recognize fields on the Quote/Estimate record. Know what settings under Sales
Preferences affect Forecasts. Understand how Quotas are set and assigned, and how Forecasts can be
edited or overwritten.
Identify how to set up and use Case Management.

How to Study: Understand how these Support features are set up and used: Case routing, case forms
setup, online case form, customer center

Study Guide
LCS Pass Course addressing this topic: Call to Resolution (Case Management)
Identify how to set up and use marketing campaigns and SuitePromotions.

How to Study: Understand how Marketing Campaigns are set up and tracked in NetSuite, including these
components: Groups | Promotions | Promo Codes | Email or Marketing Templates | Campaign Metrics |
Lead Nurturing| SuitePromotions.
Courses addressing this topic: Marketing Automation Workshop, NetSuite Certification: SuiteFoundation
Exam Preparation
Identify how Sales Order form impacts downstream transactions and future GL impact.
How to Study: SuiteAnswers Topics: Entering a Sales Order; Creating Invoices or Cash Sales from Sales
Orders; The Standard Sales Order Form; Understanding Sales Transaction G/L Impact
Preparation
Identify impact of controls on steps in order fulfillment.

How to Study: Understand how these features work: fulfill, pick/pack/ship, accounting preferences
around fulfillment, advanced shipping, drop-ship, special order, invoice in advance of fulfillment
Preparation
Identify supported payment methods.

How to Study: SuiteAnswers keywords: EFT, ACH, PayPal, Customer Payments, Credit Card Processing,
Merchant Accounts, Electronic Payments
Identify how Return Authorization form impacts downstream transactions and future GL
impact.
How to study: Search SuiteAnswers keywords: Return Authorization (RMA) Forms
Courses addressing this topic: ERP Fundamentals, SuiteFoundation Exam Preparation
Identify impact of controls on steps in Return Management and issuing refunds.

How to Study: SuiteAnswers topics: Customer Returns Process (and related topics within); Customer
Return Management Workflow; Preferences for Customer Returns; Refunding a Cash Sale; Apply Credit
Memo to a Cash Sale; Receiving a Customer Return
Identify Item Types and best uses.

How to Study: SuiteAnswers--know all the Item Types and the differences between them (how are they
configured, how are they tracked for inventory, costing, G/L, Sales?) : Inventory, Non-Inventory, Service,

Study Guide
Group, Kit/Package, Assembly, Matrix Item, Serialized, Lot-Numbered NOT ON EXAM: Lot numbered;
Units of Measure; Manufacturing
Preparation
Identify the impact of inventory transactions on inventory levels.

How to Study: Know how all the transactions from Estimate to Invoice to Return can impact Inventory
counts. NOT ON EXAM: Standard costing, Cost variance.
Identify the functionality of advanced inventory features and potential impacts of enabling
them.
How to Study: This only goes as far as Units of Measure, Multi-Location Inventory, Bins, Assemblies, Kits,
Packages. NOT ON EXAM: Demand Planning or Manufacturing.
Define sales pricing strategy options.

How to Study: Understand these features: Quantity Pricing, Price Levels, Pricing Groups, Pricing
Schedules, Multi-currency pricing, Customer-specific Pricing.
Identify how billable items, time, and expenses flow to Invoice.

How to Study: SuiteAnswers Topics: Billing Expenses to Customers, Understanding Time Tracking
Courses addressing this topic: N/A
Identify setup of approval and routing options for purchasing.

How to Study: Look at the standard out of the box approval process for Purchase Requests. What are
the controls? How does NetSuite determine when approval is required, and who can approve a Purchase
Request? NOT ON EXAM: Purchase Requisitions and Custom Approval Routing
Preparation
Identify controls and steps in Accounts Payable transactions processes and their GL impacts.
How to Study: Understand how "Advanced Receiving" feature changes the Accounts Payable workflow.
Understand which transactions impact accounting. Identify impact of changing price on Vendor Bill, after
Items have been received. NOT ON EXAM: Blanket PO, 3-way match feature
Courses addressing this topic ERP: Fundamentals, NetSuite Certification: SuiteFoundation Exam
Preparation

Study Guide
SuiteAnalytics (4)
Identify options for finding records.

How to Study: SuiteAnswers keywords: Global Search, Reports, Lists
Courses addressing this topic: ERP: Fundamentals, SuiteAnalytics: Financial Reports & Searches
Define elements of building a saved search.

How to Study: Understand these elements of a custom saved search: criteria, results, available filters,
audience, highlighting, formula. Know how these Home > Set preferences settings change the way Saved
Searches behave: Show Inactive, Show List when only 1 result, main line for transactions NOT ON EXAM:
summary types, SQL, joins, html,
Courses addressing this topic: SuiteAnalytics: Reports & Searches, SuiteAnalytics: Financial Reports &
Searches
Understand uses of different types of Portlets.

How to study: Search SuiteAnswers Keywords: Portlet Types Table (e.g. KPIs, KPI Meter, KPI Scorecard,
My Login Audit portlet etc.)
Courses addressing this topic: ERP Fundamentals, SuiteAnalytics Series - Essential KPIs and Dashboard
Metrics (All Releases)
Define the use of the following data management tools: Inline Editing, Mass Updates, csv
imports, csv export, duplicate detection, Delete All Data.
How to Study: Research each of these keywords in SuiteAnswers
Courses addressing this topic: NetSuite: Administrator Fundamentals, NetSuite Certification:

SuiteFoundation Exam Preparation
Maintenance, Resources, and Data Security (5)
Identify best practices in working with NetSuite Support.

How to Study: SuiteAnswers topic: Check the NetSuite Account number and environment that you're
logged in.; Support Phone Menu Routing Options
Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Prep

Study Guide
Identify the resources to use to locate information on help, functionality, SuiteApp,

enhancements, or "Best Practices", user discussion.
How to Study: Know these resources: SuiteAnswers, Learning Center, Help User Guides, User Group,
status.netsuite.com, Suiteapp.com, SuiteIdeas (Enhancement Center). SuiteAnswers keywords:
SuiteApps; SuiteIdeas, Best Practices, User Group. SuiteAnswers Topics: Tips for Effective Global
Searches.
Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Prep
Identify resources to learn about NetSuite Release Cycles and New Features.
How to Study: SuiteAnswers Topics: Release Preview Notifications; More New Release Resources;
Preparing for Testing
Select options for controlling access to data when creating custom roles.
How to Study: SuiteAnswers keywords: data access by role, Restrict CSV import and export permissions,
and Delete All Data. SuiteAnswers topic: Best Practices for NetSuite Administrators (Intermediate) -
SuiteWorld 2012

Identify strategies in creating custom roles.

How to Study: How do you control access to sensitive data when constructing custom roles? Which
permissions are especially sensitive? Is it better to create custom roles or use standard out-of-the-box
roles? How do you test this control? SuiteAnswers topic: Best Practices for NetSuite Administrators
(Intermediate) - SuiteWorld 2012

Define user authentication functionality.

How to Study: SuiteAnswers Topics: Updating Security Questions; Getting Access When You Forget Your
Password; Two-Factor Authentication

Identify steps to set up security questions.

How to study: Search SuiteAnswers topics: Setting Up Security Questions; If You Forget the Answers to
Your Security Questions.
Courses addressing this topic: ERP Fundamentals, Administrator Fundamentals

Study Guide
Identify features controlled from Settings Portlet.

How to study: Search SuiteAnswers topics: Settings Portlet
Courses addressing this topic: ERP Fundamentals, Administrator Fundamentals, SuiteFoundation Exam
Preparation
Identify ways of tracking changes to records in NetSuite.

How to Study: There are several different ways to track changes besides System Notes. Think about the
major record types in NetSuite, and how you would track any changes that might have been made in the
system. What audit functions exist? What happens if the change made impacts the General Ledger?
What happens to the history of a field if the field type is changed?

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Study Guide

NetSuite SuiteFoundation Exam

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 1

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 2

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 3

General information about SuiteFoundation Exam:

• This will be a proctored examination.

Description of a Qualified Candidate:

• Features and standard modules (i.e., CRM, ERP)

Maintaining Your Certification:

Recommended Training and Background:

• ERP: Fundamentals (3 days)

• NetSuite: Administrator Fundamentals (2 days)

• NetSuite Certification: SuiteFoundation Exam Preparation (2 days)

• Sales Force Automation: Fundamentals (2 days)

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 4

• SuiteAnalytics: Financial Reports and Searches (2 days)

• Marketing Automation Workshop (2 days)

Recommended Skill Level:

Subject Areas and Objectives Covered by the Exam:

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 5

Identify options for finding records.

Setup and Administration (1)

Identify the constraints and benefits with renaming records/transactions.

Identification of features requiring NetSuite Support intervention.

Courses addressing this topic: Administrator Fundamentals, SuiteFoundation Exam Preparation

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 6

Identify the general functionality of classifications/subsidiaries on both transactions and

Probe high level knowledge of tools and enable features.

NetSuite User Interface (2)

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 7

Identify user-level preferences which modify the UI experience.

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Courses addressing this topic: ERP: Fundamentals, NetSuite: Administrator Fundamentals

Standard NS process flows (3)

Courses addressing this topic: Sales Force Automation: Fundamentals

Identify elements in progressing through the sales cycle.

Courses addressing this topic: Sales Force Automation: Fundamentals

Courses addressing this topic: Sales Force Automation: Fundamentals

Identify how to set up and use Case Management.

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 8

Identify how to set up and use marketing campaigns and SuitePromotions.

Identify impact of controls on steps in order fulfillment.

Identify supported payment methods.

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Courses addressing this topic: ERP Fundamentals, SuiteFoundation Exam Preparation

Identify impact of controls on steps in Return Management and issuing refunds.

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Identify Item Types and best uses.

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 9

Identify the impact of inventory transactions on inventory levels.

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Define sales pricing strategy options.

Courses addressing this topic: NetSuite Certification: SuiteFoundation Exam Preparation

Identify how billable items, time, and expenses flow to Invoice.

Courses addressing this topic: N/A

Identify setup of approval and routing options for purchasing.

NetSuite SuiteFoundation Exam Study Guide: March 2022 | Copyright © 2022 10

Identify options for finding records.