AND SOLUTIONS RATED A+
✔✔what is the use to have a custom record? - ✔✔gives additional information to
standard records
✔✔Question on main line setting for transaction saved search criteria? - ✔✔tax lines
are shown when the main line option = false
✔✔what type of transaction search does not support main line filters? - ✔✔Journal entry
✔✔Where is the option for setting duration for cases? - ✔✔Lists > support > cases >
new > interactions tab > time subtab
✔✔Describe three scenarios where mass updates are possible? - ✔✔pricing updates,
role permissions, bulk emails, reassign sales and support reps, or update any field
using saved search
✔✔Where do you enable "allocate expenses"? - ✔✔enable features
✔✔quantity pricing - ✔✔assign different prices based on the quantity being sold, which
helps customers buy in bulk
✔✔multiple pricing - ✔✔set up different price levels for each item and service
✔✔price level - ✔✔when using multiple pricing feature, you can select different levels in
sales orders for different discounts
✔✔price groups - ✔✔specific price levels assigned to groups of items, used in quantity
pricing
✔✔to assign a price level to an item, what are the two things that have to be enabled? -
✔✔multiple prices have to be enabled and price level must be present
✔✔What is the maximum number of quantity based price levels that can be set on an
item record? - ✔✔Can assign values between 2-50
✔✔Which two options are true about multi-location inventory? - ✔✔it is a global setting
and can be disabled if the items have not yet been distributed to the locations
✔✔Kits vs item groups vs assemblies vs non-inventory matrix item - ✔✔a kit is a group
of items that can be assigned to a price level. Item groups are a group of items that pull
the individual item prices into the sales order. Assemblies are a group of raw materials
, that make up one item. Non-inventory matrix items are items that can be bought or sold
but cannot be added to a purchase order and cannot be kept in inventory.
✔✔how would the adjust inventory worksheet used on LIFO costed items be affected? -
✔✔Costing methods reset to average costing and costing history is lost
✔✔matrix items - ✔✔track inventory and pricing items separately based on item options
✔✔best method to track inventory - ✔✔multi-location inventory, even if multiple
locations are not currently used, this is better for potential company growth
✔✔Assemblies with what two costing methods can use Manufacturing WIP (found in
enable features)? - ✔✔Standard and Average costing, not lifo & fifo
✔✔what is a non-editable field after an item is created? - ✔✔costing method (doesnt
matter which one)
✔✔what is the limit on number of subitems that can be setup for matrix items? -
✔✔2000
✔✔Why is adjust inventory preferred over Adjust Inventory Worksheet - ✔✔lot
numbered and serialized inventory are visible in inventory and transaction costing
history is preserved using adjust inventory
✔✔an items physical inventory count is 15 but the system says 20, how can you correct
the inventory? - ✔✔enter 15 in adjust inventory WORKSHEET or enter -5
✔✔Item is not a mandatory field in opportunity, sales order, or lead (choose one) -
✔✔Lead (Opportunity)
✔✔What options are true for an employee to bill time to a customer? - ✔✔employee
must be marked billable (billable flag must be checked in the time tracking tab on the
employee record and project source must be checked in the human resources tab)
✔✔what is true about case rules creation? - ✔✔case rules are based on fields (account,
address, category, company name, etc)
✔✔How to set forecast quarterly/monthly - ✔✔setup > sales > sales preferences >
forecasts
✔✔What record has an expiration date? - ✔✔Quote
✔✔What record is internal to the company? - ✔✔Opportunity