QUESTIONS AND SOLUTIONS RATED A+
✔✔A customer needs to report outgoing order information from several warehouse
locations - ✔✔Use a Saved Search using Summary functionality on the Results
columns
✔✔Which formula would require a custom search formula because it is not supported
by a custom report formula? - ✔✔(x+y)/40 (Supported includes: Percent Diff, Ratio, and
Difference)
✔✔Alternate Date Range options - ✔✔Date
✔✔What are 2 recommended practices when publishing dashboards - ✔✔Label
publishing roles to identy, Create separate publishing roles for each center
✔✔Custom record to track customer satisfaction survey. What data will show in the
Customer Center - ✔✔none - Custom records cannot be linked to the Customer Center
✔✔Enable Optimistic Locking - ✔✔causes the system to check for conflicting updates
when users attempt to save updates to a custom record instance
✔✔Enable Inline Editing - ✔✔allow records to be edited directly when they display as a
LIST
✔✔Enable System Notes - ✔✔tracks all changes made to a record
✔✔Allow Child Record Editing - ✔✔allow records to be edited directly when they display
as a SUBLIST
✔✔A company uses a custom transaction body field to track informatino on SO's. The
field should populate with the supervisor of the current user - ✔✔Set a dynamic default
of "Current User's Supervisor" on the Validation & Defaulting tab when setting up the
custom transaction body field
✔✔Which statement is true about custom fields with a display type of disabled - ✔✔A
mandatory field cnanot be disabled unless the field has a default value
✔✔T/F: A disabled field can display a default value - ✔✔FALSE
✔✔T/F: A disabled field is not available for transaction line (column) fields - ✔✔FALSE
, ✔✔T/F: If a field does not have a default, sourced, or custom information, it will not
display on a form - ✔✔FALSE
✔✔Hide or disable the custom form field - ✔✔Other users, like Admins, would not be
able to switch out of this custom form
✔✔Clear the Enabled checkbox for all other custom forms under Customize Role >
Forms - ✔✔Role could get access to other new custom forms
✔✔Use the Restricted checkbox under Customize Role > Forms - ✔✔This is the best
method
✔✔On the custom form, mark Preferred for the user's role - ✔✔User still has access to
other custom forms
✔✔printed and email versions of a custom HTML form look different, explain - ✔✔the
transaction form is not using the layout they just created in the Print Template field
✔✔What is the impact of using the "Filter Using" setting when creating a custom Trans
Body field, beyond allowing the user to source data onto the transaction? - ✔✔This field
allows the dynamic filtering of the list/record field by a particular attribute
✔✔There is an "in Transit" option for inventory during which time it is not counted as an
asset for either subsidiary - ✔✔FALSE
✔✔what is the format of a custom field ID recommended by NS -
✔✔custbody_[company identifier]_[field name]
✔✔What is the impact of changing an Asset account on item records - ✔✔If there are
transactions with that item in closed periods, the account cannot be changed on the
item record
✔✔Which two can be enabled by NS customer support - ✔✔Bulk Transaction Delete,
and Trigger a COGS recalculation
✔✔which csv option should be selected when importing to track custom fields? -
✔✔update and log system notes for custom fields
✔✔Order steps for CSV import - ✔✔1. plan, 2, segregate, 3 import customer, 4 import
contacts, 5 validate
✔✔What is the implication of: import invoices for the last two years - ✔✔it may require
creation of items no longer being sold, and it affects GL