Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team?
How can a customer's custom negotiated sales price for items be set up to default on sales transactions?
What kind of custom field can Administrators create to add a column on the Item sublist of Sales Orders?
Maya is using a custom role that has the Import CSV File permission. On the Import Options page of the CSV Import Assistant, Maya can only select Data Handling of Add. What is the reason for this?
Which NetSuite record allows reserving time on your calendar for appointments by default?
What Subscription Status should the Administrator select so that customers receive email campaigns?
Which Documents > Mail Merge > Bulk Merge option is available for users to create bulk communications?
"Don and Mark both have the Consultant role. The role has the Create permission for Opportunities. Under the Global Permissions subtab of his Employee record, Don is provisioned Edit permission for Opportunities. Which statement is true?"
Where should additional restrictions be added to further refine the results of a Saved Search?
Which feature allows customers to view an online transaction history, get quotes, and make payments within NetSuite?
While editing a cash sale, a user must refresh the record to see the latest email received from the customer. What must the user also do to see the email without losing unsaved data on the cash sale?
An AP Clerk needs to pay multiple vendors, but encounters an unexpected error after navigating to the Pay Bills page.
The alternate solution is to use the Pay Single Vendor page, but this requires a great deal of time to pay the company's vendors.
What is the appropriate NetSuite Case Severity Level the user should select when submitting a Support Case?
Where can Administrators initiate a reset for another user's security questions?
Which transaction is created when clicking Refund in a Return Materials Authorization (RMA) record?
Which feature requires a user to agree to the Mass Messaging Application Terms of Service?
Which activity record type allows a user to reserve weekly conference calls with a project team?
ABC Company wants to enable the Advanced Revenue Management feature. Upon navigating to Setup > Company > Enable Features > Accounting tab, the feature is nowhere to be found. What might be the cause?
Where can statuses be mapped to actions for the progress of Lead to Prospect to Customer?
What Subsidiary type is used to eliminate revenue and expenses at the consolidated level, removing the effect of transactions between subsidiaries?
What settings can users change by clicking Set Preferences from the Settings portlet?
Which is considered the primary classification used to organize records in a NetSuite OneWorld account?
Which two statements are true about the functionality in Report Builder? (choose 2)
Which two methods can be used to restrict access to a file from the file cabinet? (Pick 2)
When creating a new Employee record, a user is unable to change the value in the Job Title field. What could be the cause?
A user just closed the record for a customer name Company A by mistake.
What is the recommended method to go directly back to the Customer record for Company A?