NetSuite SuiteFoundation study plan

Map the NetSuite navigation model: trace the path from the home dashboard to a record, a list, and a saved search without using global search

Define each core record type (customer, vendor, item, transaction, employee) and state one business purpose for each

Demonstrate role switching and explain how a role's permissions change the visible menu and available actions

Configure personal preferences (locale, date format, email, dashboard content) and verify the effect on the UI

Explain the difference between a customization made in the UI and one made in SuiteScript, and identify which is appropriate for a given requirement

Identify the major setup areas under Setup (company, accounting, sales, support) and describe what each governs

Create a custom field on a standard record, add it to a form, and confirm it appears in the correct place

Describe how subsidiaries, departments, classes, and locations segment data differently and give an example of each

Build a custom record type with at least three fields and one custom list-backed field

Configure role permissions for a custom role and verify access by switching to that role

Explain how form layout, preferred form, and role-based form assignment interact

Describe the customization governance implications of custom segments versus custom fields

Trace the order-to-cash flow from sales order through fulfillment, invoice, and payment, naming the record created at each step

Trace the procure-to-pay flow from purchase order through item receipt, bill, and bill payment

Explain how item types (inventory, non-inventory, service, kit) affect the transactions they can appear on

Distinguish between accounting periods, subsidiaries, and currencies when posting a transaction

Describe how inventory costing methods affect the value of an item and identify where the method is set

Explain the purpose of the chart of accounts, and classify five sample accounts by type

Describe how a journal entry differs from a system-generated transaction and when each is used

Identify the reports that reconcile a transaction flow (e.g., sales order register, A/R aging) and state what each proves

Build a saved search on a transaction record with at least two criteria and two result columns, then export it

Explain the difference between a saved search, a report, and a dashboard portlet, and choose the right tool for three scenarios

Create a custom dashboard with at least three portlets and describe what each surfaces

Describe the CRM record model (lead, prospect, customer) and how a lead converts to a customer

Build a report from a saved search and schedule it for delivery

Explain how analytics datasets differ from saved searches and when each is preferred

Describe how a case or support record flows from creation to closure and which roles touch it

Re-test navigation paths from week 1 and log any that were misremembered

Complete a timed full-length practice set and score each domain separately

Re-study the two weakest domains using only the gaps identified in the practice set

Re-derive the order-to-cash and procure-to-pay flows from memory without notes

State the purpose of every major Setup area without reference