User Acceptance Plan

Functional Area Responsibility Status Approval

End to End [Enter Name] Not Started
Company & Org. Structure [Enter Name] Not Started
Prod - Service Offerings [Enter Name] Not Started
Relationships [Enter Name] Not Started
Relationship Interactions [Enter Name] Not Started
Purchase to Pay [Enter Name] Not Started
Sales - Order to Cash [Enter Name] Not Started
General Accounting [Enter Name] Not Started
Bank Management [Enter Name] Not Started
Other Activities [Enter Name] Not Started
Dashboards and Metrics [Enter Name] Not Started
Data Config [Enter Name] Not Started
Role Config [Enter Name] Not Started
User Acceptance Plan - [Company Name] Company and Organizational Structure Scenarios

Case # Area Scenario Steps Verification Testing Notes

CO#001 Chart of Accounts Add New Account Process 1. Log-in to NetSuite using Administrator role 1. Account is available for use on transactions 1. This test should be replicated for:
2. Navigate to Setup > Accounting > Chart of Accounts or Lists > 2. Account values are displayed on appropriate financial - All custom roles
Accounting > Accounts > New statements 2. [Enter other testing notes]
3. Enter new account information. 3. [Enter other verification criteria]
a. Account Name, Account Number, etc.
b. Click 'Save'
4. Change Role to [Enter Role]
5. Use account on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter Order),
and other transactions
b. Enter all transaction information
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met
CO#002 Segments Add New Department and 1. Log-in to NetSuite using Administrator role 1. Department and Sub-Department is available for use on 1. This test should be replicated for:
(Departments/Classes/ Sub-Department 2. Navigate to Setup > Company > Departments > New transactions - All custom roles
Locations) 3. Enter new department name. For sub-department, enter new sub- 2. Department and Sub-Department is reflected on 2. [Enter other testing notes]
department name and click on previously entered department in printed document
'Subdepartment of' dropdown list. Click 'Save' 3. [Enter other verification criteria]
4. Change Role to [Enter Role]
5. Use department/sub-department on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter Order),
and other transactions
b. Enter all transaction information
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met
CO#003 Segments Add New Class and Sub-Class (Activity) 1. Log-in to NetSuite using Administrator role 1. Class and sub-class is available for use on transactions 1. This test should be replicated for:
(Departments/Classes/ 2. Navigate to Setup > Company > Classes > New at the line-item level of sales transactions - All custom roles
Locations) 3. Enter new class name. For sub-class, enter new sub-class name 2. Class and sub-class is reflected on printed document 2. [Enter other testing notes]
and click on previously entered class in 'Subclass of' dropdown list. 3. [Enter other verification criteria]
Click 'Save'
4. Change Role to [Enter Role]
5. Use class/sub-class on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter Order),
and other transactions
b. Enter all transaction information
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met
CO#004 Segments Add New Location and Sub-Location 1. Log-in to NetSuite using Administrator role 1. Location and sub-location is available for use on 1. This test should be replicated for:
(Departments/Classes/ (Location might be renamed) 2. Navigate to Setup > Company > Location > New transactions - All custom roles
Locations) 3. Enter new location name. For sub-location, enter new sub-location 2. Location and sub-location is reflected on printed 2. [Enter other testing notes]
name and click on previously entered location in 'Sublocation of' document
dropdown list. 3. [Enter other verification criteria]
4. Click 'Save'
5. Change Role to [Enter Role]
6. Use location/sub-location on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter Order),
and other transactions
c. Enter all transaction information
d. Click on the arrow beside 'Save' and select 'Save & Print'
7. Ensure verification criteria is met
CO#005 Currencies Set Additional Currencies 1. Log-in to NetSuite using Administrator role 1. Base and additional currencies are available for use on 1. This test should be replicated for:
2. Navigate to Lists > Accounting > Currencies > New transactions - All custom roles
3. Enter currency name and select a currency format from the 2. [Enter other verification criteria] 2. [Enter other testing notes]
dropdown list. Leave Format in United States (English)
4. Enter a Default Exchange Rate for this currency. Check or leave
Automatic Update checked. Click on the arrow beside 'Save' and
select 'Save & New'
5. Change Role to [Enter Role]
6. Use new currency on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter Order),
and other transactions
b. Enter all transaction information
c. Click on the arrow beside 'Save' and select 'Save & Print'
7. Ensure verification criteria is met, and repeat above steps for the
other currencies
CO#006 Sales Tax Set Up Taxes 1. Log-in to NetSuite using Administrator role 1. Tax agencies are now defined per state [Enter other testing notes]
2. Navigate to Setup > Accounting > Set Up Taxes 2. [Enter verification criteria]
3. Ensure that tax agencies have been defined in the Vendors list
[Lists > Relationships > Vendors > General subtab > Category = Tax
agency]
4. Click on 'Add New State' to add a new state
5. Select the Preferred Tax Agency and Home Tax Code [Setup >
Accounting > Tax Codes] for the listed states
6. Click 'Save'
7. Ensure verification criteria is met
CO#007 Tax Reporting Verify Tax Reporting Framework 1. Log-in to NetSuite using Administrator role 1. Company-specific reports and searches, if any, are [Enter testing notes]
2. Navigate to Reports > Tax running as expected and without issues
3. Select a Report 2. Values are displayed as appropriate on all reports
4. Ensure verification criteria is met 3. [Enter other verification criteria]
User Acceptance Plan - [Company Name] Product/Service Offerings and Pricing Structure Scenarios

Case # Area Scenario Steps Verification Testing Notes

IM#001 Inventory and Non Add New Product or Service 1. Log-in to NetSuite using Administrator role 1. Item is available for use on transactions 1. This test should be replicated for:
Inventory Item 2. Navigate to Lists > Accounting > Items > New 2. [Enter other verification criteria] - All custom roles
3. Select Item type (Inventory for Merchandise, Non Inventory 2. [Enter other testing notes]
Item for Sales Item & FA).
4. Enter as much information for the item (product or service).
a. Item Name/Number, Display Name/Code, etc.
b. N.B.: Ensure that key and Account information is entered.
Click 'Save'
5. Change Role to [Enter Role]
6. Use product/service on a standard transaction
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order), Sales Order (Transactions > Sales > Enter
Order), and other transactions
b. Enter all transaction information
c. Click on the arrow beside 'Save' and select 'Save & Print'
7. Ensure verification criteria is met
User Acceptance Plan - [Company Name] Relationships Scenarios

Case # Area Scenario Steps Verification Testing Notes

RL#001 Customer Add New Customer 1. Log-in to NetSuite using Administrator role 1. Customer is available for use on transactions 1. This test should be replicated for:
2. Navigate to Lists > Relationships > Customers > New [Enter other verification criteria] - All custom roles
3. Enter Customer information 2. [Enter other testing notes]
a. Click 'Save'
4. Change Role to [Enter Role]
5. Use Customer on a transaction
a. Sales Order (Transactions > Sales > Enter Order)
b. Enter all transaction information. Add Customer to the
transaction.
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met

RL#002 Vendors Add New Vendor 1. Log-in to NetSuite using Administrator role 1. Vendor is available for use on transactions 1. This test should be replicated for:
2. Navigate to Lists > Relationships > Vendors > New [Enter other verification criteria] - All custom roles
3. Enter Vendor information 2. [Enter other testing notes]
a. Click 'Save'
4. Change Role to [Enter Role]
5. Use Vendor on a Purchase Order
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order)
b. Enter all transaction information. Add Vendor to the
transaction.
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met

RL#003 Contacts Add New Contact 1. Log-in to NetSuite using Administrator role 1. Contact is available for use on transactions 1. This test should be replicated for:
2. Navigate to Lists > Relationships > Contacts > New 2. Contact can be attached to multiple entities - All custom roles
3. Enter Contact information 3. [Enter other verification criteria] 2. [Enter other testing notes]
a. Click 'Save'
4. Change Role to [Enter Role]
5. Use Contact on a Purchase Order
a. Purchase Order (Transactions > Purchases/Vendors > Enter
Purchase Order)
b. Enter all transaction information. Add Contact to the
transaction.
c. Click on the arrow beside 'Save' and select 'Save & Print'
6. Ensure verification criteria is met

RL#004 Employees Add New Employee 1. Log-in to NetSuite using Administrator role 1. Employee is utilized successfully in the Project record 1. This test should be replicated for:
2. Navigate to Lists > Employees > Employees > New 2. Employees can log-in to NetSuite successfully - All custom roles
3. Enter Employee information: 3. [Enter other verification criteria] 2. [Enter other testing notes]
a. Basic information (Name, Phone, Fax, Email, Address,
department, location,etc.)
b. Access information (Assign Role, Password, etc.)
c. Payroll information (taxes, earnings, etc.)
d. Human Resources (Social Security, Supervisor, etc.)
e. Click 'Save'
4. Use the new employee on a Project
a. Assign employee as a Resource to a Project
b. Assign employee to a Task
c. Email an employee
5. New employee can log-in to NetSuite with the credentials
assigned
a. Sign out of Administrator role
b. Change Role to [Enter Role]
c. Sign in with the assigned employee email address and
password
d. Access is granted
6. Ensure verification criteria is met

RL#005 Groups Add New Group From List 1. Log-in to NetSuite using Administrator role 1. Group is available for use in marketing campaigns 1. This test should be replicated for:
2. Navigate to Lists > Relationships > Groups > New 2. Group is available for permissioning of reports - All custom roles
3. Under the From List column, click on 'Select Customers' 3. [Enter other verification criteria] 2. [Enter other testing notes]
4. Enter Customer Group information:
a. Basic information (Name, Owner, Comments, Restrictions
(if applicable), etc.)
b. Add Group members in the Members subtab
c. Files to be attached (if applicable) under the Files subtab
and Notes under the Notes subtab
d. Click on the arrow beside 'Save' and select 'Save & New'
5. With the above basic procedure as a guideline, create a new
Group by selecting from Contacts, Employees, Jobs, Partners and
Vendors
6. Change Role to [Enter Role]
7. Ensure verification criteria is met
RL#006 Groups Add New Group With Existing Saved Search 1. Log-in to NetSuite using Administrator role 1. Group is available for use in marketing campaigns 1. This test should be replicated for:
2. Navigate to Lists > Relationships > Groups > New 2. Group is available for permissioning of reports - All custom roles
3. Under the With New Search column, click on 'Search 3. [Enter other verification criteria] 2. [Enter other testing notes]
Customers'
4. Enter Customer Group information:
a. Basic information (Name, Owner, Comments, Restrictions
(if applicable), etc.)
b. Select the Saved Search to be used to populate the
Members list
c. Files to be attached (if applicable) under the Files subtab
and Notes under the Notes subtab
d. Click on the arrow beside 'Save' and select 'Save & New'
5. With the above basic procedure as a guideline, create a new
Group by selecting from Contacts, Employees, Jobs, Partners and
Vendors
6. Change Role to [Enter Role]
7. Ensure verification criteria is met
User Acceptance Plan - [Company Name] Relationship Interactions Scenarios

Case # Area Scenario Steps Verification Testing Notes

IN#001 Duplicate Detection Duplicate Detection 1. Log-in to NetSuite using Administrator role 1. Duplicates are handled based on the Merge Type
2. Navigate to Setup > Company > Duplicate Detection selected
IN#002 Messages Verify Messages (Create an Email Message) 3.
1. Determine which records
Log-in to NetSuite and fields you'd
using Administrator rolelike to detect duplicates 2.
1. [Enter verification
Emails are tracked incriteria]
the Messages tab (General subtab
on Navigate
2. by checking the Detect
to Lists [Record] Duplicates
> Relationships > Projects box.
> New Click 'Save' > Messages subtab)
4. Enter
3. Navigate to Lists
Project > Mass Update > Mass Duplicate Record Merge
information: 2. Email templates are in place
5. Select
a. Basic the type of record
information to viewProject
(Customer, by picking
Name, oneStatus)
in the Entities filter 3. [Enter other verification criteria]
at the bottom tab
b. General of the screen Resources). Assign the Employee that
(Contacts,
6.
wasCheck the in
created box in the as
RL#005 Master column next to the record to identify
a Resource
thec.main
Clickrecord
'Save'
7. Check the box in the Duplicate
4. Sign in with the Employee's credentials column next to theassigned
and keep record that
roleis
theInsame
5. as the
List View ofmain record
Projects, click 'Edit' beside the new Project that was
8. Check
just createdthe box in the Not A Duplicate column next to the record
that
6. is not
Click on the same
'Email' onasthethe main New
Create record
taskbar
9. Enter
7. In theaMerge Type Message
test Email field, select how to merge the selected records.
10.a.Click
ClickSubmit
'Preview'Selected
to check the email formatting
11.b.Ensure verification
Make changes criteria
to the email,is met
if necessary and then click 'Merge &
Send'
8. Ensure verification criteria is met

IN#003 Activities Create an Event 1. Select an existing Project 1. Events are tracked in the Activities tab (General subtab [Enter testing notes]
2. Sign in with the Employee's credentials and keep assigned role > Activities subtab)
3. In List View of Projects, click 'Edit' beside the Project 2. [Enter other verification criteria]
4. Click on 'Event' on the Create New taskbar
5. Enter a test Event
6. Ensure verification criteria is met

IN#004 Activities Create a Phone Call 1. Select an existing Project 1. Phone Calls are tracked in the Activities tab (General [Enter testing notes]
2. Sign in with the Employee's credentials and keep assigned role subtab > Activities subtab)
3. In List View of Projects, click 'Edit' beside the Project 2. [Enter other verification criteria]
4. Click on 'Phone Call' on the Create New taskbar
5. Enter a test Phone Call
6. Ensure verification criteria is met
User Acceptance Plan - [Company Name] Lead Generation Process: Lead to Order Scenarios

Sl No Area Scenario Role

LD#001 Setup preferences Set preferences for sales Full Access

LD#002 Sale rules Create sale rules Sales

Administrators

LD#003 Sale territory Create sale territories Sales

Administrators

LD#004 Territory Re-assignment Assign sale territory to sales rep/sales Sales

team Administrators

LD#005 Quota Set quota to sales rep Sales

Administrators

LD#006 Commission-Employee Employee commission schedules & plans Sales

Administrators

LD#007 Commission-Partner Partner commission schedules & plans Sales

Administrators

LD#008 Quota Sales quota definition Sales

Administrators
LD#009 Create Lead Create New Lead Full Access,

LD#010 Opportunities Opportunities opportunities schedules & Employee Centre

plans

LD#011 Estimate Estimate estimate schedules & plans Full Access & Sales
rep's

LD#012 Sale order order sale schedules & plans Employee Centre
Order Scenarios

Steps
1. Log-in to NetSuite
2. Go to Setup > Sales > Sales preferences
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit Purchase Request for Approval (if required)

1. Log-in to NetSuite
2. Go to Setup > Sales > Sale rules > New/List
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit Purchase Request for Approval (if required)

1. Log-in to NetSuite
2. Go to Setup > Sales > Sale territory > New/List
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit

1. Log-in to NetSuite
2. Go to Sales > Territory reassignment
3. Netsuite has provision to reassign customers/territory to sales rep's
through custom saved search and update through mass update option
3. Enter information:
a. set the criteria
b. Select Results fields to be report generated
c. Run or perform update

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit
1. Log in to NetSuite.
2. Go to List > Relationships > Customer
2. Select the LEAD customer (Click View)
3. Navigate New Icon + Lead
4. Enter lead name,lead status and other information
5. Save the record
1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information (Vendor, Employee, Date, etc.)
b. Items tab
c. Address
4. Submit Purchase Request for Approval (if required)

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information (Vendor, Employee, Date, etc.)
b. Items tab
c. Address
4. Submit

1. Log-in to NetSuite
2. Enter
3. Enter information:
a. Basic information ()
b. Items tab
c. Address
4. Submit
Verification Testing Notes NetSuite Assigned
Roles to To
Be Used
Status Iteration Issues Other
Identified Comment
s
User Acceptance Plan - [Company Name] Purchase Process: Purchase to Payment Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used Assigned To Status Iteration Issues Identified
PM#001 Purchase Process Order to Invoice Scenario #1 1. Log-in to NetSuite using Administrator role 1. Transaction is successfully processed
Requisition (Purchasing): 2. Navigate to Transactions > Purchases/Vendors > Enter 2. Verified accounting impact (only after order is
Create & Process Purchase Requisition Purchase Order processed)
and Simple Purchase Order 3. Enter Purchase Requisition information: 3. Notification was sent to the Approver
a. Basic information (Vendor, Employee, Date, etc.) If entering 4. Purchase order is prompted for approval on
a Purchase Request for an Employee, select the Employee's name Approver's side
b. Items tab (Expenses, Items, etc.) 5. Printed document presentation verified
c. Address, Messages and History subtabs optional for this
scenario
4. Submit Purchase Request for Approval (if required)
5. Sign-in with the Approver's credentials. If approval is not
needed, Change Role to the Approver's Employee Center
6. As the Approver, approve Purchase Requisition (click Approve
Purchase Requests). Before that, ensure that the Approver has
been allocated the correct Purchase and Purchase Approval Limit
in order to approve
7. At this point, the Purchase Request is converted into a
Purchase Order
8. Receive order (Transactions > Purchases/Vendors > Receive
Purchase Order)
9. Bill order (Transactions > Purchases/Vendors > Bill Purchase
Order)
10. Process payment to Vendor (Transactions >
Purchases/Vendors > Pay Single Vendor)
11. Now enter a simple Purchase Order and repeat
steps 3, and 8-10.
12. Ensure verification criteria is met for both Purchase
Request and Order

PM#002 Purchase Order, Process Order to Invoice Scenario #2 1. Follow steps 1-3 from PM#001 1. Transaction is successfully processed 1
Amortization (Purchasing): 2. Receive order (Transactions > Purchases/Vendors > Receive 2. Verified accounting impact
Schedule Create & Process Simple Purchase Order Purchase Order) 3. Verified auto-created journal entry according to
and Apply Amortization Schedule 3. Bill order (Transactions > Purchases/Vendors > Bill Purchase amortization schedule
Order) 4. Printed document presentation verified
4. Create and apply Amortization Schedule (Lists > Accounting >
Amortization Schedules > New)
5. Process payment to Vendor (Transactions > Purchases/Vendors
> Pay Single Vendor)
6. Ensure verification criteria is met for purchase order

PM#003 Purchase Receipts Receive and Bill a Purchase Order 1. Log-in to NetSuite using Administrator role 1. Partially received P.O. has status of Open
without Advanced Billing 2. Navigate to Transactions > Purchases/Vendors > Receive 2. Bill is created only for the items received
Purchase Orders 3. Inventory is updated with the received items
3. Select the vendor whose purchase order you want to receive
and bill
4. In the Bill column, check the box next to the purchase order
you are processing
5. Click Submit
6. To receive the order partially, click the line of the item to
partially receive
7. Click Edit and repeat for all other items. Click Save
8. Ensure verification criteria is met

PM#004 Purchase Bills Bill a Purchase Order with Advanced 1. Log-in to NetSuite using Administrator role 1. Bill is created for the P.O.'s identified
Receiving 2. Navigate to Transactions > Purchases/Vendors > Bill Purchase
Orders
3. Select a vendor to create bills for or select All to show all open
bills
4. In the Bill column, check the box next to the purchase orders
to bill
5. Click Submit after the bill appears and click Save
6. Ensure verification criteria is met

PM#005 Payments Record a Payment for a Customer 1. Log-in to NetSuite using Administrator role 1. If balance of invoice is completely paid after
2. Naviagate to Transactions > Customers > Accept Customer applying payment, invoice is Paid In Full. If not, the
Payments status of invoice is Open
3. Select the Customer or Job to accept payment from
4. Click the Apply sub-subtab (choice of applying payment to
Invoices, Credits or Deposits) and enter the amount received in
the Payment Amount field
5. Check the Auto Apply box if you want NetSuite to apply the
payment amount to the oldest outstanding invoices
6. Click the Payment Method subtab and select the customer's
payment method and other payment information
7. Click the History subtab to enter in contacts, activities, etc.
with this transaction
8. Click Save
9. Ensure verification criteria is met

PM#006 Vendor Returns Create a Vendor Return Authorization 1. Log-in to NetSuite using Administrator role 1. Vendor return authorization is recorded in the
from an existing Purchase Order 2. Navigate to Transactions > Purchases/Vendors > Enter Vendor Return Authorizations register in the COA
Purchase Order > List (non-posting)
3. Click View next to the P.O.
4. Click the Authorize Return button. Vendor Authorization screen
opens
5. Verify the items to be returned to the vendor by clicking on the
Items subtab
6. Click Save
7. Ensure verification criteria is met
PM#007 Credits Issue a Credit Memo and Apply to a 1. Log-in to NetSuite using Administrator role 1. Go back to the same list (Transactions >
Credit Transaction 2. Navigate to Transactions > Customers > Issue Credit Memos Customers > Issue Credit Memos > List) and click
3. Select the Customer to be issued a credit memo View next to the credit. The Apply subtab on the
4. Enter the date, accounting period, custom form, credit memo shows which bills were credited
department/class/location for this credit memo
5. Enter the customer's original P.O. number
6. Enter an optional memo to appear on the A/R register
7. Enter information for the remaining subtabs
a. Items subtab (Discount, Rate, Items sub-subtab, etc.)
b. Address subtab (Bill To Select, Bill To, etc.)
c. Messages and History subtabs
8. Click Save
9. Go to the list of Credit Memos and click Edit next to the memo
to be applied on the credit transaction
10. Click the Apply subtab and check the Apply box next to the
invoices/cash sales the credit should be applied to
11. Click Save
12. Ensure verification criteria is met

PM#010 Purchase Order Create an Invoice that was pre-approved 1. Log-in to NetSuite using Administrator role 1. Transaction is successfully processed
with a P.O. and is over the approved 2. Navigate to Transactions > Sales > Enter Invoices 2. Verified accounting impact
amount 3. Enter Invoice information: 3. Printed document presentation verified
a. Basic information (Customer, Date, Posting Period,
Department, P.O. #, etc.).
b. Items tab (Exchange Rate, Project, Item, Quantity, Tax
Code, etc.)
c. Address tab (Bill To Select or Bill To manually)
d. Messages tab optional for this scenario
e. History tab (Contacts, Tasks, Phone Calls, etc.)
f. Sales Team (Employee, Sales Role, Primary, Contribution %,
etc.)
g. Ensure that the Invoice Total is under the approved amount
of the P.O. before submitting
h. Click on the arrow beside 'Save' and select 'Save & Print'
4. Ensure verification criteria is met

PM#011 Purchase Process Order to Invoice Scenario 1. Log-in to NetSuite using Administrator role 1. Purchase Request is routed through workflow and
Requisition (Purchasing): 2. Navigate to Transactions > Purchases/Vendors > Enter then rejected by the supervisor at the end
Create & Process Purchase Requisition Purchase Order 2. No accounting impact
3. Enter Purchase Requisition information: 3. Notification was sent to the Approver (ask if Email
Create a Purchase Req with these a. Basic information (Vendor, Employee, Date, etc.) If entering was sent to the Approver
requirements: Above spending limit, a Purchase Request for an Employee, select the Employee's name
passed through to approval and gets b. Items tab (Expenses, Items, etc.)
rejected c. Address, Messages and History tab optional for this scenario
4. Submit Purchase Request for Approval
5. Sign-in with the Approver's credentials.
6. As the Approver, approve Purchase Requisition (click Approve
Purchase Requests).
7. Try to approve P.O. above the spending limit. Error message
should appear with the P.O.'s amount being past the supervisor's
approval limit. Reject the P.O.
12. Ensure verification criteria is met

PM#012 Reporting Verify Purchasing and A/P Reporting 1. Log-in to NetSuite using Administrator role 1. Company-specific reports and searches, if any, are
Framework 2. Navigate to Reports > Purchases for Purchasing Reports and running as expected and without issues
Reports > Vendors/Payables for A/P Reports 2. Values are displayed as appropriate on all reports
3. Select a Report
4. Ensure verification criteria is met
Other Comments
User Acceptance Plan - [Company Name] Purchase Process: Time & expenses Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used Assigned To Status Iteration Issues Identified
TE#001 Time entry - Track Enter time entry daily and route to 1. Log-in to NetSuite using Administrator role 1. Time entries are routed properly to supervisor and
time supervisor for approval 2. Navigate to Transactions > Employees > Track time > new approved
3. Enter time entry information: 2. Verify accounting impact
a. Basic information (Employee, Date, Job, Task, Service item, 3. Notification mail if any to approver and time
duration, Memo, location, etc.) creator on approval
b. Check 'Supervisor Approval' if required supervisor approval
for the time entry
d. Click 'Save'
4. Submit time entry for Approval
5. Sign-in with the Approver's credentials. Change Role to the
Approver's Employee Center
6. On the Home dashboard of the Approver, under Reminders
ensure that the 'Time entries to Approve' reminder is there. If not,
click on 'Set Up' and under the Show column, check 'Time entry to
Approve'. Click 'Save & Close'
7. Back at the Home dashboard, click on Refresh under
Reminders. The new 'Time entry recordds' should appear for
approval. Click on the reminder
8. Approve Time entry
9. Ensure verification criteria is met

TE#002 Time entry - Enter weekly time entry and route to 1. Log-in to NetSuite using Administrator role 1. Time entries are routed properly to supervisor and
Weekly Time supervisor for approval 2. Navigate to Transactions > Employees > Weekly Track tracking approved
tracking > new 2. Verify accounting impact
3. Enter time entry information: 3. Notification mail if any to approver and time
a. Basic information (Employee & Date-corresponding week) creator on approval
b. On subtab - Enter Time : Select multiple job/customer and
task details
d. Click 'Save'
4. Submit time entry for Approval
5. Sign-in with the Approver's credentials. Change Role to the
Approver's Employee Center
6. On the Home dashboard of the Approver, under Reminders
ensure that the 'Weekly Time entries to Approve' reminder is
there. If not, click on 'Set Up' and under the Show column, check
'Weekly Time entry to Approve'. Click 'Save & Close'
7. Back at the Home dashboard, click on Refresh under
Reminders. The new 'Weekly Time entry records' should appear
for approval. Click on the reminder
8. Approve Time entry

TE#003 Employee Enter an Expense Report that is billable 1. Log-in to NetSuite using Administrator role 1. Expense Report is routed through workflow 1
Expenses to the customer & route to a supervisor 2. Navigate to Transactions > Employees > Enter Expense successfully
for approval Reports 2. Verify accounting impact
3. Enter Expense Report information: 3. Notification was sent to the Approver (find out if
a. Basic information (Employee, Date, Purpose, etc.) Email was sent to the Approver)
b. Expense tab (Date, Category, Foreign Amount, etc.) Ensure
that the expenses are billed to a specific Customer
c. History tab (Tasks, Phone Calls, Events, etc.)
d. Click 'Save'
4. Submit Expense Report for Approval
5. Sign-in with the Approver's credentials. Change Role to the
Approver's Employee Center
6. On the Home dashboard of the Approver, under Reminders
ensure that the 'Expense Reports to Approve' reminder is there. If
not, click on 'Set Up' and under the Show column, check 'Expense
Reports to Approve'. Click 'Save & Close'
7. Back at the Home dashboard, click on Refresh under
Reminders. The new Expense Report should appear for approval.
Click on the reminder
8. Approve Expense Report
TE#004 Employee Enter an Expense Report that is over the 1. Log-in to NetSuite using Administrator role 1. Expense Report is routed through workflow and
Expenses limit and have it rejected by supervisor 2. Navigate to Transactions > Employees > Enter Expense then rejected by the supervisor at the end
Reports 2. No accounting impact
3. Enter Expense Report information: 3. Notification was sent to the Approver (ask if Email
a. Basic information (Employee, Date, Purpose, etc.) was sent to the Approver
b. Expense tab (Date, Category, Foreign Amount, etc.) Ensure
that the overall total of the expense report is over the limit of the
approving supervisor
c. History tab (Tasks, Phone Calls, Events, etc.)
d. Click 'Save'
4. Submit Expense Report for Approval
5. Sign-in with the Approver's credentials. Change Role to the
Approver's Employee Center
6. On the Home dashboard of the Approver, under Reminders
ensure that the 'Expense Reports to Approve' reminder is there. If
not, click on 'Set Up' and under the Show column, check 'Expense
Reports to Approve'. Click 'Save & Close'
7. Back at the Home dashboard, click on Refresh under
Reminders. The new Expense Report should appear for approval.
Click on the reminder
8. Try to approve Expense Report. Error message should appear
with the Expense Report's amount being past the supervisor's
approval limit. Reject the Expense
Report

TE#005 Reporting Verify Purchasing and A/P Reporting 1. Log-in to NetSuite using Administrator role 1. Company-specific reports and searches, if any, are
Framework 2. Navigate to Reports > Time & expenses reports running as expected and without issues
3. Select a Report 2. Values are displayed as appropriate on all reports
Other Comments
User Acceptance Plan - [Company Name] Sales Process: Order to Cash Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used
SP#001 Sales Orders - Bill Create & Process Sales Order 1. Log-in to NetSuite using Administrator role 1. Transaction is successfully processed
2. Navigate to Transactions > Sales > Enter Sales Orders 2. Data is properly captured within the sales order
3. Enter information for a Sales Order: 3. Sales order is prompted for approval
a. Select custom form 4. Verified accounting impact
b. Basic information (Customer, Date, Status, etc.)
c. Basic, optional information (Terms, Partner, Start Date, End
Date, PO #, etc.)
d. Items tab (Employee part of a Sales Team)
e. Address tab (Bill To and Ship To information)
f. Shipping and Messages tab (Ship Date, Customer Message,
etc.)
4. Submit Sales Order for approval (VP of Sales/PS or CFO)
5. Fulfill order (Transactions > Sales > Fulfill Sales Orders)
6. Invoice order (Transactions > Sales > Bill Sales Orders). Print
Invoice
7. Authorize return if any sales returns are to be managed
8. Ensure verification criteria is met

SP#002 Sales Orders - Cash Create & Process Cash Sale 1. Log-in to NetSuite using Administrator role 1. Transaction is successfully processed
2. Navigate to Transactions > Sales > Enter Cash Sales 2. Data is properly captured within the Cash sale and
3. Enter information for a Cash Sale: funds deposited
a. Select custom form 3. Cash Sale is prompted for approval, if any.
b. Basic information (Customer, Date) 4. Verified accounting impact
c. Items tab (Items, qty etc)
d. Select applicable discounts and coupon codes
e. Enter billing & shipping info as appropriately required
f. Select deposit account to deposit cash/check received
4. Submit Cash Sales for approval if any (VP of Sales/PS or CFO)
5. Ensure verification criteria is met

SP#006 Customer Payments Process Customer Payments 1. Log-in to NetSuite using Administrator role 1. Transaction is successfully processed
2. Navigate to Transactions > Sales > Create Invoices > List 2. Advanced payments are recorded as a customer
3. Filter status to Open to show only Open invoices deposit. Ensure that these payments are recorded in
4. Apply payment from customer against open invoices by clicking the G/L as a liability until the license and services are
'View' on the open invoice. If the balance on the invoice is delivered and do not affect the customer's A/R
completely paid, the status of the invoice will be Paid in Full. balance
Otherwise the status of the invoice will be left as Open. 3. [Enter other verification criteria]
a. Click on 'Accept Payment'
5. Ensure verification criteria is met

SP#011 Fulfillment Fulfill Sales Order 1. Log-in to NetSuite using Administrator role 1. Ensure that only sales orders that match the
2. Navigate to Transactions > Sales > Fulfill Sales Orders criteria set by the Filter By field have only been
3. Ensure that the Customer field is defaulted to display all fulfilled either fully or partially
available sales orders from all customers 2. [Enter other verification criteria]
4. Ensure that the applicable Filter By criteria has been set
5. Click Fulfill right beside the Order(s) to be fulfilled
6. On the Item Fulfillment page, enter information for the
Customer/Job, Address, Sales Order, Date, Ref. No., Ship via,
Shipping Cost, & Tracking Numbers.
7. Ensure that the quantities in the Quantity column match the
items to be shipped.
8. For the Serial/Lot Number field, enter the serial or lot number for
the item. Lot numbers should be entered like this: LOT#(Quantity)
9. Click 'Save'
10. Ensure verification criteria is met

SP#008 Reporting Verify Order to Cash Process Reporting 1. Log-in to NetSuite using Administrator role 1. Standard NetSuite reports and searches meet
Framework 2. Navigate to Reports > Order Management requirements
3. Select a Report 2. Accruent-created reports and searches, if any, are
4. Ensure verification criteria is met running as expected and without issues
3. Values are displayed as appropriate on all reports
User Acceptance Plan - General Accounting Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used
User Acceptance Plan - [Company Name] Bank Management Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used
User Acceptance Plan - [Company Name] Other Activities Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used Assigned To Status Iteration Issues Other Comments
OA#001 SuiteScript SuiteScript 1. Log-in to NetSuite using Administrator role 1. Verify if SuiteScript elements have been deployed [Enter testing notes] Identified
2. Navigate to area where SuiteScript has been added and are yielding expected results
3. Ensure verification criteria is met 2. [Enter other verification criteria]
OA#002 Ad hoc Create a monthly-generated report called 1. Log-in to NetSuite using the Administrator role 1. Report is successfully created with the correct [Enter testing notes]
Reporting [Enter Report Name]. 2. Navigate to Reports > New Report framework
Columns are as follows (L-R): 3. After placing the basic details of the report, click on 'More 2. [Enter verification criteria]
Customization' and add columns by doing a field search on the
[Enter column information] Report builder. Rename and delete columns

OA#003 CSV Import Verify successful import of Chart of 1. Log-in to NetSuite using the Administrator role 1. Chart of Accounts has been properly set up, with [Enter testing notes] 1
Accounts 2. Navigate to Setup > Accounting > Chart of Accounts correct account numbers and account names from the
3. Ensure verification criteria is met import
2. Ensure correct account types and starting balances
from the import
3. [Enter verification criteria]
OA#004 CSV Import Verify successful import of Contacts 1. Log-in to NetSuite using the Administrator role 1. Contacts have been set up properly with correct data [Enter testing notes]
2. Navigate to Lists > Relationships > Contacts from the import
3. Ensure verification criteria is met 2. Ensure contacts are associated to the appropriate
Customer/Lead/Prospect
3. [Enter verification criteria]
OA#005 CSV Import Verify successful import of Customers 1. Log-in to NetSuite using the Administrator role 1. Customers have been set up properly with correct [Enter testing notes]
2. Navigate to Lists > Relationships > Customers data from the import
3. Ensure verification criteria is met 2. Ensure contacts are associated to the appropriate
Customer
3. [Enter verification criteria]
OA#006 CSV Import Verify successful import of Employees 1. Log-in to NetSuite using the Administrator role 1. Employees have been set up properly with correct [Enter testing notes]
2. Navigate to Lists > Employees > Employees data from the import
3. Ensure verification criteria is met 2. [Enter verification criteria]
OA#007 CSV Import Verify successful import of Issues 1. Log-in to NetSuite using the Administrator role 1. Issues have been set up properly with correct data [Enter testing notes]
2. Navigate to Lists > Support > Issues from the import
OA#008 CSV Import Verify successful import of Items 3. Ensure to
1. Log-in verification criteria
NetSuite using is Administrator
the met role 2. [Enter
1. verification
Items have been set criteria]
up properly with correct names [Enter testing notes]
2. Navigate to Lists > Accounting > Items and other data from the import
3. Ensure verification criteria is met 2. Ensure their types are all correct
3. [Enter verification criteria]
OA#009 CSV Import Verify successful import of Leads 1. Log-in to NetSuite using the Administrator role 1. Leads have been set up properly with correct data [Enter testing notes]
2. Navigate to Lists > Relationships > Leads from the import
3. Ensure verification criteria is met 2. Ensure contacts are associated to the appropriate
Lead
3. [Enter verification criteria]
OA#010 CSV Import Verify successful import of Prospects 1. Log-in to NetSuite using the Administrator role 1. Prospects have been set up properly with correct [Enter testing notes]
2. Navigate to Lists > Relationships > Prospects data from the import
3. Ensure verification criteria is met 2. Ensure contacts are associated to the appropriate
Prospect
3. [Enter verification criteria]

OA#011 CSV Import Verify successful import of Vendors 1. Log-in to NetSuite using the Administrator role 1. Vendors have been set up properly with correct data [Enter testing notes]
2. Navigate to Lists > Relationships > Vendors from the import
3. Ensure verification criteria is met 2. [Enter verification criteria]

OA#012 Outlook Save Email Messages directly to records 1. Log-in to NetSuite using the Administrator role 1. Test email is saved within the default role under the [Enter testing notes]
Integration in NetSuite from Outlook 2. Ensure that Outlook Integration is enabled (Setup > Company Messages subtab
> Enable Features) 2. Using the NetSuite Options button in Outlook can be
3. Choose a Default Role in NetSuite on the Choose Role page used successfully to configure preferences within
4. Close Outlook and all other Outlook-related windows NetSuite
5. Download the installer under Home > Set Up Outlook 3. [Enter verification criteria]
Integration and follow the instructions on the page
6. Re-open Outlook
7. Type in a test email message and click on the Save in NetSuite
button that is now available in the toolbar
8. Log-in to your Default Role in NetSuite and see if the test email
message has been saved
9. Ensure verification criteria is met

OA#013 Printing Mailing Print Mailing Label 1. Log-in to NetSuite using the Administrator role 1. Mailing labels are printed fine [Enter testing notes]
Labels 2. Navigate to Transactions > Management > Print Checks & 2. [Enter verification criteria]
Forms > Mailing Labels
3. Filter Type
4. Enter the Starting Label and No. of Labels to be printed
5. Select the Label and Address Types for the set
6. Enter in a Name/Number, Group or Saved Search to further
filter the data to be printed
7. Check off the line items to be printed under the Print column
8. Click Print
9. Ensure verification criteria is met

OA#014 Mass Updates Update Item Prices 1. Log-in to NetSuite using the Administrator role 1. Item prices have been updated according to the [Enter testing notes]
2. Navigate to Lists > Mass Update > Mass Updates > Items > criteria specified
Update Item Prices 2. [Enter verification criteria]
3. Enter a Title of Action and Amount for this mass update
4. Fill in bottom fields as if creating a saved search
5. Hit Preview and go back and click Return To Criteria from the
preview page to edit criteria if need be
6. Click Save and the Perform Update to run the mass update
7. Ensure verification criteria is met

OA#015 Alerts Set up an Alert using a Saved Search 1. Log-in to NetSuite using the Administrator role 1. Email alert is sent with the time indicated in the First [Enter testing notes]
2. Navigate to Home > Set Preferences > Alerts Selection field
3. Select a time under First Selection to be the closest time to 2. [Enter verification criteria]
when this test case is performed
4. At the bottom, select a Record Type with a saved search in it.
5. Click Add
6. Click Save
7. Ensure verification criteria is met

[Enter Other Activities Scenario] [Enter Steps] [Enter verification criteria] [Enter testing notes]

[Enter Other Activities Scenario] [Enter Steps] [Enter verification criteria] [Enter testing notes]

[Enter Other Activities Scenario] [Enter Steps] [Enter verification criteria] [Enter testing notes]
User Acceptance Plan - [Company Name] Dashboard and Metrics Scenarios

Case # Area Scenario Steps Verification Testing Notes NetSuite Roles to Be Used Assigned To Status Iteration Issues Other Comments
DM#001 Key Verify Key Performance Indicators (KPI's) 1. Log-in to NetSuite using Administrator role 1. Company-specific KPI's are running as expected and [Enter testing notes] 1 Identified
Performance 2. Navigate to the Home Dashboard without issues
Indicators 3. Ensure verification criteria is met 2. Correct values are reflected on the KPI's
3. [Enter other verification criteria]

[Enter Dashboard and Metrics [Enter Steps] [Enter verification criteria] [Enter testing notes]
Scenario]
[Enter Dashboard and Metrics [Enter Steps] [Enter verification criteria] [Enter testing notes]
Scenario]
[Enter Dashboard and Metrics [Enter Steps] [Enter verification criteria] [Enter testing notes]
Scenario]
User Acceptance Plan - [Company Name] Data Configuration Scenarios

Case # Area Scenario

DC#001 List Data List Data Test Import of Records
Migration

DC#002 Transaction Verify transactional data

Data Migration
Configuration Scenarios

Steps
1. Log-in to NetSuite using Administrator role
2. Navigate to Setup > Import/Export > Import CSV Records
3. On the Import Assistant, select the appropriate Record Type
from the drop down list according to the data component to be
imported.
4. Select the CSV file to be imported with only 10-15 records (or
less) representing the test data. Click 'Next
a. Select Subtype if importing Items
b. Click 'Next'
5. From the Import Options page, Select 'Add' as the Data
Handling option. Click 'Next'
6. Map the CSV file fields with NetSuite's fields
7. Type a name for this import and start the import
8. If CSV import is successful, repeat steps 2-6 for the rest of the
list data components. These are as follows:

- Employees
- Customers
- Vendors
- Items
- etc. [Enter data component]

9. Ensure verification criteria is met

1. Log-in to NetSuite using Administrator role

2. Ensure verification criteria is met
Verification Testing Notes
1. All fields are correctly mapped in alignment with [Enter testing notes]
NetSuite's fields
2. [Enter other verification criteria]

1. Verify General Ledger balances [Enter testing notes]

2. Verify Open Accounts Receivable
3. Verify Open Accounts Payable
4. Verify Deferred Revenue
5. [Enter other verification criteria]
NetSuite Roles to Be Used Assigned To Status Iteration Issues
1 Identified
Other Comments
User Acceptance Plan - [Company Name] Role Configuration Scenarios

Case # Area Scenario

RC#001 NetSuite Verify Custom Roles are associated with
Centers, Role the correct Center
Restrictions
Configuration Scenarios

Steps
1. Log-in to NetSuite using Administrator role
2. Assign all created custom roles to yourself
3. Change roles by clicking on Change Role at the top right-hand
corner of the page and log-in to the first custom role
4. Ensure verification criteria is met and if met, change roles again
to the next role, and so on
5. If not, change role to Administrator
6. Navigate to Setup > Users/Roles > Manage Roles and modify
the appropriate role
7. Ensure verification criteria is met
Verification Testing Notes
1. Appropriate tabs are shown according to the Center [Enter testing notes]
type
2. Appropriate forms are shown according to the role
permissions
3. Appropriate transaction forms are shown according to
the role permissions
4. Appropriate lists are shown according to the role
permissions
5. [Enter verification criteria]
NetSuite Roles to Be Used Assigned To Status Iteration Issues
Identified
Other Comments