PS Global Consulting
Signed in asSalesSwitch role
Sales scoping

Scope a NetSuite deal

Tell us about the client and the deal, tick the modules and activities they need, add any customization, integration or optional work with its BSP, then submit. Fields marked * are required; New version fields are the ones a scope change usually moves.

7Modules

Grouped by package. Ticking a module puts all of its activities in scope; open it to untick single activities.

8Customization, integration and optional work

Kept apart from the master template. Describe the work and attach its BSP; the Solution Reviewer sizes it. Every line sits in the Solution Build phase.

TypeActivity *DescriptionPhaseBSPRemove