Custom Forms, Records, Transactions, And Segments

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| By Monica

Monica

Community Contributor

Quizzes Created: 1 | Total Attempts: 134

Questions: 10 | Attempts: 134 | Updated: Jan 30, 2023

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Questions and Answers

1.

Any settings defined for a specified role does not override the preferred form settings on the forms page.
- A.
  
  True
- B.
  
  False
Correct Answer
B. False

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

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2.

When setting a preferred custom form, you are only allowed to select one (1) per transaction type.
- A.
  
  True
- B.
  
  False
Correct Answer
A. True

Explanation
When setting a preferred custom form, you are indeed only allowed to select one form per transaction type. This means that for each type of transaction (such as invoices, sales orders, or purchase orders), you can only choose a single custom form to be used consistently. This limitation ensures consistency and avoids confusion in the transaction process.

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3.

Administrators and users with the _______________________ permission can create custom records that collect information specific to the needs of your business.
- A.
  
  Custom Record Entries
- B.
  
  Custom Records
- C.
  
  Custom Sublists
- D.
  
  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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4.

The ______________________ feature lets you create custom classification fields similar to class, department, and location.
- A.
  
  Custom Records
- B.
  
  Custom Forms
- C.
  
  Custom Sublists
- D.
  
  Custom Segments
Correct Answer
D. 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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1
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5.

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.
- A.
  
  True
- B.
  
  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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6.

When creating address forms, Country field is not mandatory.
- A.
  
  True
- B.
  
  False
Correct Answer
B. 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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7.

If an employee has a role that includes the Custom Record Type permission, they have edit access to all custom record types.
- A.
  
  True
- B.
  
  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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8.

What feature lets you create transaction types tailored to your business needs?
- A.
  
  Custom Entry Form
- B.
  
  Custom Records
- C.
  
  Custom Transactions
- D.
  
  Custom Fields
Correct Answer
C. 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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9.

For custom transaction forms, the Store Form with Record option is disabled by default.
- A.
  
  True
- B.
  
  False
Correct Answer
B. 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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10.

Custom Segments can have GL impact and can appear on the GL Impact page.
- A.
  
  True
- B.
  
  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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Current Version
Jan 30, 2023

Quiz Edited by
ProProfs Editorial Team
Apr 08, 2020

Quiz Created by
Monica

Custom Forms, Records, Transactions, And Segments

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

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

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

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

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.

When creating address forms, Country field is not mandatory.

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

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

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

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