NetSuite NetSuite-Administrator Dumps

To send a list of total sales for the day by customer to the CEO daily, the most effective and streamlined approach is to create a sales by customer report with "today" as the filter. This report will dynamically update to reflect each day's sales, ensuring that the information is current and accurate. Once the report is created, it can be scheduled as a daily event to run at 6:00 PM, with the CEO designated as the recipient of this report. This scheduling ensures that the CEO receives a concise and timely summary of the day's sales activity by customer, enabling informed decision-making and oversight. Options A and C suggest creating a transaction saved search, which could also achieve a similar outcome but might not be as direct or simple as setting up and scheduling a report specifically designed for sales analysis. Option D is incomplete and lacks sufficient detail to be considered a valid response.References: NetSuite Help Documentation on Reports and Saved Searches.

To add a custom KPI Meter portlet to the dashboard in NetSuite, the first step involves creating and adding a custom Saved Search that will serve as the data source for the KPI Meter. This Saved Search can be designed to track specific metrics or key performance indicators relevant to the business or user needs. Once the Saved Search is configured and saved, it can then be selected within the KPI Meter portlet settings on the dashboard. This process allows for the customization of the KPI Meter with specific data points that are not available through the standard KPIs, providing a tailored and insightful dashboard component.References: NetSuite’s user documentation and Help Center articles on configuring dashboard portlets, specifically the sections detailing how to utilize Saved Searches in creating custom KPI Meters.

To prevent the creation of duplicate records from online form submissions in NetSuite, two key preferences can be utilized:

• On the Select Fields tab, select the Search column field: By enabling the Search column for specific fields on the Select Fields tab, the system can perform searches based on the data entered in those fields to check for existing records that match the criteria. This helps prevent duplicates by comparing incoming form data against existing records.
• On the Setup Workflow tab, select Use Duplicate Detection Criteria: This setting activates duplicate detection rules that you have defined for your system or specific record type. When this preference is set, the system uses these predefined criteria to identify and prevent duplication during the form submission process.

Both of these settings are crucial for maintaining data integrity and preventing the accumulation of redundant records in the database.

References:

• NetSuite Online Form Configuration Guide.
• Best practices in managing duplicate records in NetSuite.