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NetSuite ERP Consultant Exam

Study Guide: October 2013

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.
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Contents
AbouttheNetSuiteERPConsultantExam....................................................................................................2
DescriptionofaQualifiedCandidate:...........................................................................................................2
MaintainingYourCertification......................................................................................................................3
RecommendedTrainingandBackground:....................................................................................................3
SubjectAreasCoveredbytheTest:..............................................................................................................3
SampleQuestions.........................................................................................................................................6

About the NetSuite ERP Consultant Exam

ThisisthesecondexamrequiredforNetSuiteERPCertification,tobetakenaftertheSuiteFoundation
Examhasbeenpassed.

PassingboththeNetSuiteERPConsultantExamandtheSuiteFoundationExamcertifiesthatyouhave
theknowledgeandskillsnecessarytobeaCertifiedNetSuiteERPConsultant.SeeDescriptionofa
QualifiedCandidatebelow.

Conditions:

Thiswillbeaproctoredexamination.
Nowrittenoronlinereferencematerialsmaybeusedduringtheexam.

Description of a Qualified Candidate:

Thecandidatehastheequivalentexperienceofperforming510mediumscale,or23enterprise
NetSuiteERPimplementations,whichisroughlyequivalenttoatleast2yearsworthofNetSuite
implementationsinaconsultantrelatedrole.TheyareabletomatchNetSuiteERPsolutionstobusiness
requirements.ThispersoncanadviseonhowtochangestandardERPworkflows,whentousescripting
toolstomeetthebusinessneeds,andwhentoextendusethroughintegrations.Thisconsultantcan
explaintheimplicationsandbenefitsofNetSuiteconfigurationoptions.

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.
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Maintaining Your Certification

Fordetailsaboutretakepolicyandongoingrequirementstomaintainyourcertificationorexamination
statusseetheNSCertificationPolicyavailableontheNSCertificationwebpage.

Recommended Training and Background:

RecommendedTrainingCourses:

NetSuiteEssentials(5days)

SuiteAnalytics:FinancialReports(2days)

SuiteAnalytics:AdvancedSearches(2days)

SuiteFlow:WorkflowFundamentals(2days)

SuiteCloud:ExploringtheNetSuitePlatform(2days)

NetSuiteERP:PeriodandYearEndClose(2hours)

PartnerImplementationTraining(Selfpacedrecordedtraining,availablebyrequestfrom
partnertraining@netsuite.com)

RecommendedSkillLevel:

Equivalenttoatleast2yearsworthofNetSuiteimplementationsinaconsultantrelatedrole

Subject Areas Covered by the Test:

ThesearethebroadsubjectareascoveredontheExam:

ERP
Analytics
OneWorld
Platform
DataStrategy

Belowiseachsubjectareabrokenoutintomoredetail:

Section Objective
ERP: IdentifyAccountingPreferencestobeconfiguredtosupportacustomerspecific
Recordto requirement.
Report IdentifytheimplicationsofChartofAccountsSetup.
(1) Identifywhereandhowdefaultfinancialsegments(includingaccountsand
subsidiaries)aresetandusedontransactions.
RecognizeNetSuiterecommendedpracticesaroundperiodcloseand
accounting/taxperiodstructure.

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.
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IdentifytheconstraintsoffeaturesandfunctionalityrelatedtoJournalEntries.
IdentifyhowexchangeratesareusedthroughoutNetSuite.
Identifyconstraintsoftaxationfunctionality.
ERP:Order IdentifyconsiderationswhensettinguprelatedEntityrecords.
toCash Givenarequirement,determinetheconfiguration/solutionforanorderprocess.
(2) Identifytheimplicationsofshippingsetupanduse.
Determinetheconsiderationsforsetupandexecutionofthefulfillmentprocess.
Givenascenario,determineappropriateinvoicingconfigurationandsetup.
Comparethedifferencesbetweenthevariousrevenuerecognitionfunctionalities.
Identifyrecommendedpracticesforcustomerpaymentsetupandprocessing.
Givenarequirement,determinetheconfiguration/solutionforacustomerreturn
process.
Identifytheconstraintsinconfiguringcommissions.
RecognizethefunctionalitydifferencesbetweenCustomerCenterandMy
Account.
ERP: SelecttheappropriateItemTypeforagivenusecase.
Designto Givenascenario,determineappropriateinventorymanagementoptions.
Build
(3) IdentifythetransactionsandrecordsrelatedtobuildingAssemblies.
Recognizehowvarioustransactionsaffectitemcosting.

ERP: Givenarequirement,determinetheconfiguration/solutionforapurchaseprocess.
Procureto Givenarequirement,determinetheconfiguration/solutionforavendorreturn
Pay process.
(4) RecognizetheelementsinconfiguringtheFixedAssetsModule.
Analytics Givenascenario,selecttheappropriateDashboardportletcontent.
and RecognizewhichSQLexpressionswillyielddesiredsearchresults.
Dashboard Identifyconfigurationoptionsavailablewhencustomizingemailalertsforsaved
(5) searches.
UsingExpressionBuilder,selecttheexpressionwhichwouldyieldthedesired
results.
Recognizewhichrecordtouseasthebasisofasearchtoyieldadesiredresult.
Identifythefeatureinsavedsearchestoobtainthedescribedresults.
Givenascenario,determinewhethertouseacustomsearchorareportformula?
Givenascenario,determinewhentheAlternateDate/PeriodRangefeatureshould
beused.
Identifytheadvantagesofvariousmethodsofpublishingdashboards.
Identifydatasecurityconsiderationswhenpublishingcustomrecordsto
Customer/Vendor/PartnerCenters.
Platform Givenascenario,identifywhichscripttypetouse.
(6) Identifytoolsforrunningandtestingautomations.
Identifycomponentsoftheworkflowinadiagram.
RecognizeavailableSuiteFlowactions.
Comparedifferencesbetweencustomform&fielddisplayoptionsandusescases
whereappropriate

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.
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Identifyimplicationsofvariousmethodsofrestrictinguserstoaparticularcustom
form.
Givenacustomformlayoutrequirement,determinewhichfeature(s)shouldbe
used.
Identifycustomfieldsettingsfordisplayingdatafromotherrecords.
RecognizeNetSuiterecommendedpracticesforcreationanduseofcustomfields.
Identifyimplicationsofchangingfieldpropertiesorvaluesinaliveenvironment.
IdentifyNetSuiteaccountsettingswhichcanonlybechangedbysendingarequest
toNetSuiteCustomerSupport.
Data DeterminetheproperuseofadvancedoptionsinCSVImport.
Strategy AnalyzeanerrorintheCSVImportprocesstodeterminetheappropriate
(7) resolution.
Givenacustomerrequirement,determinemigrationstrategyfortransaction
historyandopeningbalances.
OrganizethestepsrequiredtosuccessfullycompleteanimportofCSVrecordsand
sublistdata.
Data Identifytheimplicationsofpermissionsrelatedtoaccessingandmanipulatingdata
Security inbulk.
(8) RecognizerecommendedNetSuitepracticesforcreatingandassigningcustom
roles.

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.
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Sample Questions

Thesesamplequestionsareprovidedtogiveanideaoftheformatandstyleofquestionsonthe
NetSuiteERPConsultantExam.Pleasebeawarethesequestionsarenotontheactualexamitself.

SampleQuestion1:WhichthreerequirementscanbeaddressedusingstandardNetSuite
functionalityinaccountingpreferences?

A. AutomaticallyEmailDropShipP.O.s.
B. SendOrderFulfilledConfirmationEmails.
C. SendEmailConfirmationwhenSalesOrderUpdated.
D. SendEmailConfirmationwhenSalesOrderCanceled.
E. AutomaticallyEmailSalesReponSalesOrderApproval.
Correctanswer:A,B,D

SampleQuestion2:Acustomerneedstoreportoutgoingorderinformationfromseveral
warehouselocations.Foreachwarehouse,thereportneedstodisplaythefollowing:

Numberoforders
Numberoffulfillments
Totalvalueoffulfilledorders
Totalvolumefulfilled

Whatisthemostefficientsolutiontofulfilltherequirements?
A. UseacustomreportbasedonQuantityFulfilledMetrics.
B. UseaSavedSearchusingSummaryfunctionalityontheResultsColumns.
C. AddasublistoftransactionstoWarehouseLocationrecordswithatransactiontype
filterdisplayedinthefooter.
D. Developascriptedsolutioncreatingacustomrecordtocapturetheinformationevery
timeanorderissavedandfulfilled.
Correctanswer:B

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.