Custom Forms, Records, Transactions, And Segments

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| By Monica
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Monica
Community Contributor
Quizzes Created: 1 | Total Attempts: 134
| Attempts: 134
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  • 1/10 Questions

    When setting a preferred custom form, you are only allowed to select one (1) per transaction type.

    • True
    • False
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About This Quiz

This quiz focuses on customization in enterprise systems, covering topics like custom forms, records, and transactions tailored for specific business needs.

Custom Forms, Records, Transactions, And Segments - Quiz

Quiz Preview

  • 2. 

    If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    If an employee has a role that includes the Custom Record Type permission, it means that they have been granted the ability to edit custom record types. This permission allows them to make changes and modifications to all custom record types within the system. Therefore, the statement "If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types" is true.

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  • 3. 

    Employee Center roles have limited access to forms such that only one form is ever made available to this type of role, and the form set on the Role record takes precedence over the preferred form set here.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    Employee Center roles have limited access to forms, meaning that they are only able to access a restricted number of forms. In these roles, only one form is made available, and the form set on the Role record takes precedence over the preferred form set. This means that the form set on the Role record will be the one that is used, regardless of any other preferences. Therefore, the statement is true.

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  • 4. 

    Custom Segments can have GL impact and can appear on the GL Impact page.

    • True

    • False

    Correct Answer
    A. True
    Explanation
    Custom segments in accounting software allow users to create customized categories or groups to classify transactions and financial data. These segments can have a significant impact on the general ledger (GL) by affecting how transactions are recorded and reported. Additionally, custom segments can appear on the GL impact page, which provides a summary of the financial effects of various transactions. Therefore, the statement "Custom segments can have GL impact and can appear on the GL Impact page" is true.

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  • 5. 

     When creating address forms, Country field is not mandatory.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The statement is false because when creating address forms, the Country field is usually considered mandatory. This is because the country is an essential component of an address and is necessary for accurate delivery of mail and packages. Not including the Country field may lead to errors or delays in the delivery process. Therefore, it is important to include the Country field in address forms.

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  • 6. 

    What feature lets you create transaction types tailored to your business needs?

    • Custom Entry Form

    • Custom Records

    • Custom Transactions

    • Custom Fields

    Correct Answer
    A. Custom Transactions
    Explanation
    Custom Transactions is the feature that allows you to create transaction types tailored to your business needs. This feature enables you to define and customize the specific types of transactions that are relevant to your business processes, such as sales orders, purchase orders, invoices, or any other type of transaction. By customizing these transactions, you can ensure that they align with your unique business requirements and capture the necessary information for accurate record-keeping and reporting.

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  • 7. 

    Administrators and users with the _______________________ permission can create custom records that collect information specific to the needs of your business.

    • Custom Record Entries

    • Custom Records

    • Custom Sublists

    • Custom Forms

    Correct Answer
    A. Custom Record Entries
    Explanation
    Administrators and users with the "Custom Record Entries" permission can create custom records that collect information specific to the needs of your business. This permission allows them to enter data into the custom records and customize the fields and layout of the records to match the unique requirements of the business. Custom record entries are a way to store and organize data that is not captured by the standard record types in the system.

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  • 8. 

    The ______________________ feature lets you create custom classification fields similar to class, department, and location.

    • Custom Records

    • Custom Forms

    • Custom Sublists

    • Custom Segments

    Correct Answer
    A. Custom Segments
    Explanation
    Custom Segments feature in a system allows users to create custom classification fields, such as class, department, and location. This feature enables users to categorize and organize data based on their specific needs and requirements. Custom Segments provide flexibility in creating and managing custom fields, allowing users to tailor the system to their unique business processes.

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  • 9. 

    Any settings defined for a specified role does not override the preferred form settings on the forms page.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The settings defined for a specified role do override the preferred form settings on the forms page.

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  • 10. 

    For custom transaction forms, the Store Form with Record option is disabled by default.

    • True

    • False

    Correct Answer
    A. False
    Explanation
    The statement is false because for custom transaction forms, the Store Form with Record option is enabled by default.

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Quiz Review Timeline (Updated): Jan 30, 2023 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Jan 30, 2023
    Quiz Edited by
    ProProfs Editorial Team
  • Apr 08, 2020
    Quiz Created by
    Monica
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