Shared Transactions Implementation overview
Overview
A typical Shared Transactions implementation goes live in about 4-6 weeks, followed by 30 days of post-go-live support. This article lists the milestones in the project, what happens on each call, and what your team does between calls, so you can plan the time.
Shared Transactions comes in two tiers. Standard includes segment allocations. Premium adds Intercompany Vendor Billing and Shared Payments. Items marked Premium only apply only if your license includes them.
Your availability sets the pace
Between calls, your team completes configuration and user acceptance testing (UAT). How quickly that work gets done is the biggest factor in how long the project takes.
Project at a glance
| Milestone | Format | Effort for your team |
|---|---|---|
| Kickoff and system configuration | 1-2 calls, about 60 min each | Medium |
| Training | 1-2 calls, about 60 min each | Medium |
| User acceptance testing (UAT) | Your team, with Netgain on hand for questions | High |
| Customization and troubleshooting | As needed | Medium |
| Go-live | Sandbox to production transfer, go-live call (30 min) | Low |
| Post-go-live support and closure | 30 days of support, then a closure call | Low |
The UAT phase is the most time-intensive for your team.
Kickoff
Netgain will hold a kickoff call to discuss the implementation timeline, scope, and methodology. Netgain requests the SuiteApp provision and installs the SuiteApp. Your team sets up roles and permissions.
- Complete the Product Discovery Questionnaire before configuration starts.
- Install the SuiteApp, or have Netgain install it. See Shared Transactions SuiteApp Installation.
- Decide on role permissions and configure in sandbox and production accordingly. See Roles and permissions.
- Provide NetSuite admin access to the Netgain team, if needed.
System configuration
On the kickoff call, or on a subsequent call, the Netgain consultant will walk you through system configuration.
Standard
Premium only
Before the call, confirm the prerequisites outlined in Intercompany setup.
Intercompany Vendor Billing topics:
- Adding the Netgain intercompany expense account on items
- Vendor bill naming preferences
- Segment sourcing
- Custom segment sourcing
Shared Payments topics:
- Segment sourcing
- Transaction line sourcing
- Due date and payment terms sourcing
Your team after the call:
Creates allocation templates and/or completes required system configuration.
Training
Netgain runs 1-2 training sessions of about 60 minutes each.
Standard
Premium only
User acceptance testing (UAT)
UAT is where your team confirms that templates and allocation results are correct before go-live. Netgain attaches a UAT test file to the project task. For each action in the file (column E), use the Knowledge Base instruction link (column I) and keep testing until your team is comfortable with every function you plan to use. See Shared Transactions UAT testing.
Your Netgain consultant is available for questions during testing. If testing turns up issues or you need customizations, Netgain schedules additional troubleshooting sessions.
Go-live
If you configured in a sandbox, then configuration needs to be copied to production. Additionally, roles and permissions need to be updated in production.
Carry over:
- Roles and permissions
- Shared Transactions system setup
- Shared Transactions templates and mass upload
- Sourcing
- Premium only: the intercompany prerequisites, Intercompany Vendor Billing setup, and Shared Payments setup
On the go-live call (30 min), Netgain confirms Shared Transactions is live in production and reviews post-go-live support and ongoing resources.
Post-go-live support and project closure
Netgain provides 30 days of post-go-live implementation support. At the end, the closure call covers:
- A recap of the work completed by both teams
- Final steps toward closure and sign-off
- Your Netgain contacts going forward
- A product review and implementation survey
- Other Netgain products that pair with Shared Transactions
After closure, Netgain removes its access to your NetSuite account. For ongoing help, email support@netgain.tech.
