NetSuite SuiteFoundation flashcards
NetSuite SuiteFoundation · Build recall with a focused review session.
31 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Center tab
- A top-level navigation area in the NetSuite UI, such as Lists or Transactions, that reveals a menu of links and activities for that functional area.
- Global search
- A keyword search across record types in the account; it returns matching records and is distinct from the Recent Records list of personally opened records.
- Recent Records
- A per-user list of records you have recently opened, providing quick navigation back to prior work without re-running a search.
- Internal ID
- A stable numeric identifier assigned to every record; it can be used in URLs and saved-search criteria to reference a specific record.
- Records Catalog
- A directory listing every record type available in the account, including each type's internal ID and a direct navigation link.
- Role-based field visibility
- A record's subtabs, buttons, and fields render according to the user's role permissions, so a missing field may reflect access rather than customization.
- Saved Search
- A reusable, filterable query on a record type whose results can be grouped, summarized, exported, or displayed in portlets and dashboards.
- Enable Features
- The account-level settings page that turns platform and module capabilities on or off; disabling a feature after data exists can be blocked or destructive.
- Custom field types
- Custom fields can be text, date, currency, checkbox, or List/Record; a List/Record field stores the internal ID of a source record.
- Custom record type
- A user-defined record structure that extends the data model, supporting its own fields, forms, and permissions like a built-in record.
- Custom segment
- A user-defined classification dimension that behaves like Class or Department, enabling filtering and grouping in searches and reports.
- Effective permissions
- A user's access is the union of permissions from all assigned roles; individual roles may further restrict access by subsidiary or department.
- Field sourcing
- A custom field setting that pulls its value from a related record; if the source conditions are not met, the field remains blank.
- Workflow initiation
- The trigger that starts a workflow, such as On Create, On View, or a scheduled run, which determines when its states and transitions execute.
- Application bundle
- A packaged set of customizations installed into target accounts; bundles can be updated or uninstalled and are managed through SuiteBundler.
- Order-to-cash flow
- The sequence Sales Order to Item Fulfillment to Invoice to Payment, where each step affects different GL accounts and inventory quantities.
- Procure-to-pay flow
- The sequence Purchase Order to Item Receipt to Vendor Bill to Bill Payment, where receipts raise inventory and bills create the payable.
- Inventory item
- An item type that tracks quantity on hand and valuation; receiving and fulfilling it changes stock levels and posts to inventory accounts.
- Non-inventory item
- An item type used for goods bought or sold without stock tracking; transactions with it do not change quantity on hand.
- Service item
- An item type representing labor or services; it never carries inventory and posts revenue or expense without affecting stock quantities.
- Inventory costing method
- The valuation approach applied to inventory, such as Standard, Average, FIFO, or LIFO, which determines how cost of goods sold is calculated.
- Journal entry
- A manual double-entry posting directly to the general ledger that bypasses subledgers and adjusts account balances by debits and credits.
- Accounting period
- A defined date range used for posting and reporting; locking a period prevents further transactions from posting into it.
- Lead conversion
- The CRM process of turning a Lead into a Prospect or Customer, creating the customer record while preserving the original source relationship.
- Opportunity stage
- A configurable sales phase associated with a probability of close, which feeds weighted forecast reporting across the pipeline.
- Activity record
- A task, call, or event linked to CRM records; activities aggregate on dashboards by owner and date for follow-up tracking.
- Summary saved search
- A saved search whose result columns use Group, Count, Sum, or Average, collapsing rows by the group-by column to produce aggregate output.
- Financial report
- A report type driven by the chart of accounts and account hierarchies, typically rendered for a selected period range and subsidiary.
- Dashboard portlet
- A configurable dashboard component that displays a saved search, KPI, or list; its content and refresh frequency are set by the user.
- SuiteAnalytics Workbook
- An analysis tool built on datasets that supports pivots, charts, and calculated measures beyond the capabilities of saved searches.
- Scheduled report
- A report configured to run on a recurrence and be emailed or saved to the File Cabinet; the schedule is owned by its creator.