- Data migration – list data
- Chart of Accounts
- Financial Segments
- Expense Categories
- Employees
- Vendors
- Items
- projects
- Project Tasks
Data Migration – Transaction Data
- Historical Trial Balance (Consolidated)
- Open Trial Balance (Consolidated)
- Open AR
- Open AP
- Open Sales Orders
- Open Credit Memos
- Open Revenue Plans
- Open Vendor Credits
NetSuite Automatic Upgrade Process
- 100% of our customer are on the SAME RELEASE
- Two major upgrades per year
- Ongoing minor upgrades throughout the year
- Release preview environment
- Customizations carry forward
- Customer use cases incorporated in QA testing
Social Impact Starter – ACTIVATION
1 week
- Activation Introduction
- Fundamentals Training
- System Prep Config
- Migration Kickoff
- Data Migration Solve Data
- Discrepancies
- Data Review & Signoff
- Core Process
- Walkthrough Customer Success
- Check-in & Support
- Intro
- End User Training
4 week
- Go-Live Checklist
- Go-Live
- Post Go-Live Support
- Activation Completion & Next Steps
- Discussion
Data Migration Strategy
Current Data
- Activities
- Extraction Data
- Data Cleansing
- (Customer)
Configuration of NetSuite
Activities
- Data In Templates
- Update Data based on Personalization
- (Customer\NetSuite)
Data Loading
- Activities
- Verification of Data Against
- List Values
- Loading of Data Templates
- Error Resolution (NetSuite)
Data Validation
Activities
- Verify Data Through
- Reporting
- Verify Data Through Screen
- Values (Customer\NetSuite)
Customer Sign-Off
Activities
- Verify Data With Customer
- Customer Signs Off
- (Customer\NetSuite)
Solution Validation
NB: All these imports are using FLAT FILE IMPORT Character Separated Values text.csv as the method of import
Record – #max
Chart of Accounts – Up to 200
Accounting Segments – Up to 225 (Across all segment
values)
Employees – Up to 100
Customers – Up to 200
Vendors – Up to 100
Items (Inventory and Non-Inventory) – Up to 50
Data Migration VALIDATION
NB: All these imports are using FLAT FILE IMPORT Character MANUAL UPLOAD >-> text.csv Character Separated Values EXCEL
Record – #max
Opening Account Balances – 1 consolidated opening balance
Historical Trial Balances – Up to 12 consecutive period balances within current/last period
Open A/R and A/P – Up to 100 Transactions
Implementation Scope Validation
Financial Segmentation and Reporting
- Single Subsidiary (OneWorld Enabled)
- Segmentation : Department, Program (150)
- Chart of Accounts (200 Accounts)
- 12 Calendar Month Accounting Periods
- Single Currency (USD, CAD)
- Budgets (1 for Donation, 3 for Starter)
- Bank & Credit Card Reconciliation
- Journal Entries
- Period Close
- Financial Reporting
- Budget Reporting
- Print Checks
Item Management
- Non-Inventory Items (50)
- Revenue Item Management Strategy
- Expense Item Management Strategy