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NetSuite ERP Consultant Exam

Study Guide: October 2013

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.

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.

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

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.

4 IdentifytheconstraintsoffeaturesandfunctionalityrelatedtoJournalEntries. IdentifyhowexchangeratesareusedthroughoutNetSuite. Identifyconstraintsoftaxationfunctionality. IdentifyconsiderationswhensettinguprelatedEntityrecords. Givenarequirement,determinetheconfiguration/solutionforanorderprocess. Identifytheimplicationsofshippingsetupanduse. Determinetheconsiderationsforsetupandexecutionofthefulfillmentprocess. Givenascenario,determineappropriateinvoicingconfigurationandsetup. Comparethedifferencesbetweenthevariousrevenuerecognitionfunctionalities. Identifyrecommendedpracticesforcustomerpaymentsetupandprocessing. Givenarequirement,determinetheconfiguration/solutionforacustomerreturn process. Identifytheconstraintsinconfiguringcommissions. RecognizethefunctionalitydifferencesbetweenCustomerCenterandMy Account. SelecttheappropriateItemTypeforagivenusecase. Givenascenario,determineappropriateinventorymanagementoptions. IdentifythetransactionsandrecordsrelatedtobuildingAssemblies. Recognizehowvarioustransactionsaffectitemcosting. Givenarequirement,determinetheconfiguration/solutionforapurchaseprocess. Givenarequirement,determinetheconfiguration/solutionforavendorreturn process. RecognizetheelementsinconfiguringtheFixedAssetsModule. Givenascenario,selecttheappropriateDashboardportletcontent. RecognizewhichSQLexpressionswillyielddesiredsearchresults. Identifyconfigurationoptionsavailablewhencustomizingemailalertsforsaved searches. UsingExpressionBuilder,selecttheexpressionwhichwouldyieldthedesired results. Recognizewhichrecordtouseasthebasisofasearchtoyieldadesiredresult. Identifythefeatureinsavedsearchestoobtainthedescribedresults. Givenascenario,determinewhethertouseacustomsearchorareportformula? Givenascenario,determinewhentheAlternateDate/PeriodRangefeatureshould beused. Identifytheadvantagesofvariousmethodsofpublishingdashboards. Identifydatasecurityconsiderationswhenpublishingcustomrecordsto Customer/Vendor/PartnerCenters. Givenascenario,identifywhichscripttypetouse. Identifytoolsforrunningandtestingautomations. Identifycomponentsoftheworkflowinadiagram. RecognizeavailableSuiteFlowactions. Comparedifferencesbetweencustomform&fielddisplayoptionsandusescases whereappropriate

ERP:Order toCash (2)

ERP: Designto Build (3) ERP: Procureto Pay (4) Analytics and Dashboard (5)

Platform (6)

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.

5 Identifyimplicationsofvariousmethodsofrestrictinguserstoaparticularcustom form. Givenacustomformlayoutrequirement,determinewhichfeature(s)shouldbe used. Identifycustomfieldsettingsfordisplayingdatafromotherrecords. RecognizeNetSuiterecommendedpracticesforcreationanduseofcustomfields. Identifyimplicationsofchangingfieldpropertiesorvaluesinaliveenvironment. IdentifyNetSuiteaccountsettingswhichcanonlybechangedbysendingarequest toNetSuiteCustomerSupport. DeterminetheproperuseofadvancedoptionsinCSVImport. AnalyzeanerrorintheCSVImportprocesstodeterminetheappropriate resolution. Givenacustomerrequirement,determinemigrationstrategyfortransaction historyandopeningbalances. OrganizethestepsrequiredtosuccessfullycompleteanimportofCSVrecordsand sublistdata. Identifytheimplicationsofpermissionsrelatedtoaccessingandmanipulatingdata inbulk. RecognizerecommendedNetSuitepracticesforcreatingandassigningcustom roles.

Data Strategy (7)

Data Security (8)

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.

Sample Questions
Thesesamplequestionsareprovidedtogiveanideaoftheformatandstyleofquestionsonthe NetSuiteERPConsultantExam.Pleasebeawarethesequestionsarenotontheactualexamitself. SampleQuestion1:WhichthreerequirementscanbeaddressedusingstandardNetSuite functionalityinaccountingpreferences? A. B. C. D. E. AutomaticallyEmailDropShipP.O.s. SendOrderFulfilledConfirmationEmails. SendEmailConfirmationwhenSalesOrderUpdated. SendEmailConfirmationwhenSalesOrderCanceled. AutomaticallyEmailSalesReponSalesOrderApproval.

Correctanswer:A,B,D SampleQuestion2:Acustomerneedstoreportoutgoingorderinformationfromseveral warehouselocations.Foreachwarehouse,thereportneedstodisplaythefollowing: Numberoforders Numberoffulfillments Totalvalueoffulfilledorders Totalvolumefulfilled Whatisthemostefficientsolutiontofulfilltherequirements? A. B. C. D. UseacustomreportbasedonQuantityFulfilledMetrics. UseaSavedSearchusingSummaryfunctionalityontheResultsColumns. AddasublistoftransactionstoWarehouseLocationrecordswithatransactiontype filterdisplayedinthefooter. Developascriptedsolutioncreatingacustomrecordtocapturetheinformationevery timeanorderissavedandfulfilled.

Correctanswer:B

NetSuiteERPConsultantStudyGuide:October15,2013Copyright2013NetSuiteInc.