Which of the following the system opens, depending on the content of the working area,

when you click the Open Help button in Acumatica ERP? Select all the correct responses.

A reference Help topic

The Help menu

A list of available guides and reference collections

The Educational Resources Help dashboard

Select all the correct statements about the Search form.

When you have entered a keyword or phrase in the Search box, the Search form opens.

The Search form opens in a new browser tab.

The Search form overlaps the form or dashboard that is currently opened in the working
area.

When you close the Search form, you go back to the form, report, or dashboard that is
currently opened.

When you have closed your search, you can click the back button in your browser to reopen
the Search form.

Select all the correct statements about the Recently Viewed workspace.

The system adds to the workspace records that have been recently created on a data entry
form.

The system shows records in the Favorite Records list when you open the workspace for the
first time.

The system refreshes the content of the workspace each time you click the Recently Viewed
button.

The Records list can display up to 500 records that you have recently opened.

The system adds to the workspace your recently opened reports and dashboards.
Which menu do you use to access the workspaces of Acumatica ERP?

The Company and Branch Selection menu

The User menu
The Main menu
The Working Area menu
The Workspace menu

Which accounts can you use to sign in to Acumatica ERP? Select all the correct responses.

Microsoft account

Acumatica ERP account

Amazon account

Microsoft Active Directory account

Google account

In which of the following cases can you switch between companies and branches as you are
working with the system?

Multiple companies and branches are configured in your Acumatica ERP instance.
Multiple companies and branches are configured in your Acumatica ERP instance, and you
have access to two or more of these companies and branches.
Multiple companies and branches are configured in your Acumatica ERP instance, and you
have access to at least one of these companies and branches.
Multiple tenants are configured in your Acumatica ERP instance, and you have access to
these tenants.

What can you enter in the Search box to find a data entry form? Select all the correct
responses.

A form name

The name of any box on the form

A form ID
 The name of any tab on the form

Select all the capabilities that may be available to you on the Acumatica ERP Sign-In page.

Signing in to the system

Selecting the tenant to which you want to sign in

Going to your company’s home page

Going to the Acumatica ERP corporate website

Selecting a company branch

Submitting to a system administrator a request for recovering your password

Select all the correct statements about the ability to change the business date in Acumatica
ERP.

Any user can change the business date on the Business Date menu if the Secure Business
Date feature is enabled on the Enable/Disable Features (CS100000) form.

Any user can change the business date on the Business Date menu if the Secure Business
Date feature is disabled on the Enable/Disable Features (CS100000) form.

Any user can change the business date on the Business Date menu.

If the Secure Business Date feature is enabled on the Enable/Disable Features (CS100000)
form, only a user that is assigned the BusinessDateOverride role can change the business date.

Which types of widgets can be included in a dashboard in Acumatica ERP? Select all the
correct responses.

A data table

A wiki page

A workspace

A chart

A form
Select all the correct statements about setting up filters in Acumatica ERP.

All the Acumatica ERP filters are form-specific.

A user that has access to the Filters (CS209010) form can share quick and advanced filters
with other users.

You can create and save filters that meet your needs.

A system administrator can apply a filter that is set up for a form to another form.

You can filter data in forms, reports, and dashboards.

Which of the following are among the main types of Acumatica ERP forms? Select all the
correct responses.

Preferences forms

Report forms

Document forms

Mass processing forms

Lists of records

Which of the following might be displayed on an Acumatica ERP dashboard in design

mode? Select all the correct responses.

A widget placeholder

A widget

The dashboard toolbar

The Design button

The Reset to Default button

The Edit button on the dashboard title bar

Select all the correct statements about managing dashboards on the Dashboards
(SM208600) form.

A user that has access to the form can personalize any dashboard.

You can specify the dashboard owner role for the selected dashboard on the form.

A user that has access to the form can grant other users access rights to creating dashboards.

A user that has access to the form can create a dashboard from scratch.

Which actions can be performed to a quick filter in the Sorting and Filtering Settings
dialog box? Select all the correct responses.

Specifying a filter condition

Selecting a value for a column that has a fixed set of options

Removing a filter

Defining the filter as shared among all users of the system

Which types of filters can be saved in Acumatica ERP? Select all the correct responses.

Quick filters

Ad hoc filters

Advanced filters

Simple filters

Any type of filter, if you are a system administrator

Select all the correct statements about adjusting the table layout in a form.

Your table layout settings are automatically applied to your user account for the current and
future user sessions.

Your table layout settings are available to you only on the device that you used to adjust the
table layout.
 Your table layout settings are automatically applied to each form that contains a table.

Your table layout settings are available to you from any browser or device.

You can restore the default table layout settings any time you want.

What is meant by adjusting the table layout in Acumatica ERP? Select all the correct
responses.

Changing the width of any column

Hiding columns

Changing cell height

Rearranging columns by dragging them

Displaying hidden columns

Where is the Column Configuration button located?

On the table toolbar

In the Column Configuration dialog box
In the header row of the table
On the form title bar

Which types of reports can you generate in Acumatica ERP? Select all the correct
responses.

Analytical reports

Basic reports

Standard reports

Printed forms

Select all the correct statements about Acumatica Open University.

Open University provides training courses only for partners.

You can sign in to Open University by using your Google or Microsoft account.
 You can take training courses in any order.

Open University provides end-user courses for different functional areas and the related
webinar recordings.

Each training course contains a set of assessment test questions.

Which of the following can a home page in Acumatica ERP display?

A sign-in page or a home page of a website

A form or a dashboard
A form, a dashboard, or a sign-in page
A form, a dashboard, or a home page of a website

How can you manage your favorite items?

Add a form to favorites by clicking the star icon right of the title of the form

Remove a form from favorites by clicking the star icon in the Favorites workspace

Add a form to favorites by dragging it to the Favorites workspace

Add a form to favorites by clicking a star icon left of the link to the form in a workspace

Arrange your favorites on the Favorites form

Select all the correct statements about a template for a report.

You can reuse a report template.

You can change a report template.

You can change a report template if a system administrator grants you permission to do so.

Another user can share a report template with you.

Only a system administrator can share your report template with other users.

Select all the correct statements about favorites.

In a workspace, the system indicates your favorite links by displaying a yellow star icon left
of each link.
 You can share your favorites with a user that has the same access rights to workspaces as
you do.

Favorites are personal, which means that your favorites are available to only you.

You can add items to your favorites by dragging them.

You can see all your favorite items in the Favorites workspace.

What information can you get from the Acumatica Community? Select all the correct
responses.

Open a support case

Download customization projects

Find information about known product issues

Find Help topics related to support cases

Read Knowledge Base articles

Which of the following can you do on the report form before you run a report? Select all
the correct responses.

Sort the report data on the Additional Sort and Filters tab of the report form

Specify the tabs of the report form

Set up a report template that contains the settings of an ad hoc filter

Select the layout of a printed form for a report

Modify the report parameters

What is Acumatica Open University?

A website providing a collection of Help topics that describe Acumatica ERP of multiple
versions
An Internet portal that provides free educational materials
A knowledge base that Acumatica support can use to resolve support cases
A website that has community forums for users and developers
What are your regional (locale) settings in Acumatica ERP? Select all the correct
responses.

Date and time format

Units of measure

Currency

Phone format

Number format