Shared Transactions for NetSuite Implementation Standard Scope of Services

Shared Transactions for NetSuite Implementation Standard Scope of Services

Last Updated:
March 21, 2025

1. OVERVIEW

This Standard Scope of Services outlines the professional services (“Professional Services”) that Netgain Solutions, Inc. (“Netgain”) will provide to the Customer (“You”). It is governed by the applicable agreement (“PS Terms”) between the Parties. If there is any conflict between this Standard Scope of Services and the PS Terms, this document will take precedence for its subject matter.

Upon execution, this Standard Scope of Services becomes part of the PS Terms. Modifications or amendments must be agreed upon in writing by both Parties.

1.1. Professional Services Period

The Professional Services must be completed within 90 days from the signature date of the Quote/Order Form (“Professional Services Period”). If additional services are required beyond this period, a new Quote/Order Form and Standard Scope of Services must be agreed upon in writing.

1.2. Term and Termination

Netgain’s obligation to provide Professional Services under this Standard Scope of Services ends when:

  1. The PS Terms expire or are terminated;
  2. The agreed Professional Services are completed; or
  3. The 90-day Professional Services Period expires.

2. SCOPE OF SERVICES

2.1 Shared Transactions Implementation Assumptions and Exclusions:  

  1. Netgain will perform services in one sandbox and one production environment. Additional environments require inclusion in this document or a Change Order.
  2. Netgain will provide up to 2 hours of training, which can be recorded upon request. Additional training sessions require a Change Order.
  3. API integration support is not included unless specified in this document or a Change Order.
  4. Netgain will not require access to the Customer's environment, as system configuration and template upload is completed by the Customer, unless otherwise desired by client and stated in this Statement of Work.
  5. Netgain Shared Transactions follows NetSuite best practice of using one intercompany payable and one intercompany receivable account for intercompany transactions. Intercompany allocations with subsidiary specific payable/receivable accounts are not supported.

2.2 Shared Transactions Implementation Activities

The following activities will be performed when a standard implementation for Shared Transactions is purchased. The primary responsibility for each activity will reside with Customer, Netgain, or both, as outlined in the Scope of Services below, unless separately indicated within the quote.  

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including allocation methods Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer’s NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Template Population Allocation Templates Populate document with desired allocation templates to be uploaded into NetSuite Customer
System Configuration System setup walkthrough Provide walkthrough of all setup items that need to be configured, including roles and permissions and system setup Netgain
Completion of system setup Configuration of system settings, including I/C accounts, native segments, system features, and deployed transactions Customer
Custom segments Configuration of custom segments and deployment to allocation methods Customer
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data upload Upload of allocation templates, either via CSV upload or manual entry Customer
Data validation Confirm that data in system is correct and corresponds to underlying support Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Knowledge base articles Review knowledge base articles to confirm understanding of system operation Customer
Production Deployment System setup Confirm system setup is configured as desired Customer
Transfer of templates Transfer of allocation templates to production environment Customer
Data validation Confirm that data in system is correct and corresponds to underlying support Customer
Go-Live Go-Live call Attend and participate in call to walk through go-live process Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30 days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer
Last Updated:
March 21, 2025

1. OVERVIEW

This Standard Scope of Services outlines the professional services (“Professional Services”) that Netgain Solutions, Inc. (“Netgain”) will provide to the Customer (“You”). It is governed by the applicable agreement (“PS Terms”) between the Parties. If there is any conflict between this Standard Scope of Services and the PS Terms, this document will take precedence for its subject matter.

Upon execution, this Standard Scope of Services becomes part of the PS Terms. Modifications or amendments must be agreed upon in writing by both Parties.

1.1. Professional Services Period

The Professional Services must be completed within 90 days from the signature date of the Quote/Order Form (“Professional Services Period”). If additional services are required beyond this period, a new Quote/Order Form and Standard Scope of Services must be agreed upon in writing.

1.2. Term and Termination

Netgain’s obligation to provide Professional Services under this Standard Scope of Services ends when:

  1. The PS Terms expire or are terminated;
  2. The agreed Professional Services are completed; or
  3. The 90-day Professional Services Period expires.

2. SCOPE OF SERVICES

2.1 Shared Transactions Implementation Assumptions and Exclusions:  

  1. Netgain will perform services in one sandbox and one production environment. Additional environments require inclusion in this document or a Change Order.
  2. Netgain will provide up to 2 hours of training, which can be recorded upon request. Additional training sessions require a Change Order.
  3. API integration support is not included unless specified in this document or a Change Order.
  4. Netgain will not require access to the Customer's environment, as system configuration and template upload is completed by the Customer, unless otherwise desired by client and stated in this Statement of Work.
  5. Netgain Shared Transactions follows NetSuite best practice of using one intercompany payable and one intercompany receivable account for intercompany transactions. Intercompany allocations with subsidiary specific payable/receivable accounts are not supported.

2.2 Shared Transactions Implementation Activities

The following activities will be performed when a standard implementation for Shared Transactions is purchased. The primary responsibility for each activity will reside with Customer, Netgain, or both, as outlined in the Scope of Services below, unless separately indicated within the quote.  

Phase Activity Description Implementation Responsibility
Planning & Kickoff Project preparation Documentation of team and availability for project Customer
NetSuite configuration Set up applicable users and GL accounts in NetSuite Customer
Accounting decisions Determination of key accounting decisions impacting the implementation, including allocation methods Customer
Alignment meeting Attend and participate in alignment meeting to ensure all parties are agreed on timeline and process Both
SuiteApp access Provision the purchased SuiteApp for use in customer’s NetSuite instance Netgain
SuiteApp deployment Download of NetClose SuiteApp and applicable custom transactions and setup items required Netgain
Weekly touchpoint Discuss open tasks and next steps in weekly touchpoint call Both
Template Population Allocation Templates Populate document with desired allocation templates to be uploaded into NetSuite Customer
System Configuration System setup walkthrough Provide walkthrough of all setup items that need to be configured, including roles and permissions and system setup Netgain
Completion of system setup Configuration of system settings, including I/C accounts, native segments, system features, and deployed transactions Customer
Custom segments Configuration of custom segments and deployment to allocation methods Customer
Configure user roles in Sandbox Enable access to product records and transactions based on provided project template Netgain
Configure user roles in Production Enable access to product records and transactions based on provided project template Customer
Data upload Upload of allocation templates, either via CSV upload or manual entry Customer
Data validation Confirm that data in system is correct and corresponds to underlying support Customer
Training and Testing Lead training Provide up to 2 hours of training on general functionalities of the system Netgain
Attend trainings Confirm all applicable individuals attend training sessions Customer
User acceptance testing Complete UAT cases to determine system is working as desired Customer
Knowledge base articles Review knowledge base articles to confirm understanding of system operation Customer
Production Deployment System setup Confirm system setup is configured as desired Customer
Transfer of templates Transfer of allocation templates to production environment Customer
Data validation Confirm that data in system is correct and corresponds to underlying support Customer
Go-Live Go-Live call Attend and participate in call to walk through go-live process Both
Post Go-Live Support First 30-day support Implementation consultant to answer any technical questions for first 30 days post go-live Netgain
Lifetime support Netgain knowledge base and support channel to be used to answer any applicable customer questions Customer

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