COMPILATION 2026 CERTIFICATION
EVALUATION QUESTIONS AND FULL
SOLUTION GUIDE GRADED A+
⩥ Shipping item limited to 1 subsidiary (e.g. if UPS is a shipping item,
create multiple versions for each sub).
Answer: Can create multiple shipping items for the same service to
allow for using a carrier across multiple subs
⩥ What causes a credit card hold? Choose 2 (AVS, CCV, Soft
Descriptor).
Answer: Address Verification (AVS), Card Verification Value (CVV)
⩥ Which can be shared across subsidiaries? (Vendors, Customers,
Warehouse Location, Bins, Items, etc.).
Answer: GL Accounts, Tax Nexuses, Vendors, Customers, Warehouse
Location, Bins, Items
⩥ What is the email hierarchy for saved searches?.
Answer: 1. Specific Recipients
2. 'Recipients from results' tab sends emails to specific recipients baed
on search filters
, 3. Targeting recipients based on search filters (alternate)
⩥ Fixed Asset record.
Answer: 1. Include in Reports checkbox to include asset type in Asset
Summary Report - all assets are included in the report by default
2. You can set asset depreciation parameters on the asset record
⩥ If 'Restrict Ability to Reject Proposals' is selected, what is the
outcome?.
Answer: Only administrators have access to the 'Reject' Proposal' button
⩥ Why would a custom field that has been added to a custom form but
doesn't show up on the mapping screen?.
Answer: Make sure the custom form is selected in advanced CSV
settings
⩥ What are the differences between inventory adjustment, inventory
worksheet, and the various input methods?.
Answer: 1. Inventory Adjustment - Manual & Web Services
- Inclusive of previous stock count, maintains LIFO & FIFO costing
2. Inventory Worksheet - Manual & CSV Import
- Resets the inventory count to the amount entered on the worksheet