Go Live Checklist

Modified on Thu, 17 Mar 2016 12:30 by Greg Andrews Categorized as IMPLEMENTATION (New Client), System Manager
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==CHECKLIST==

===Mock Go Live===
{| border="3" bgcolor="WHITE"  
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! Category 
! Process/Event 
! ''Comment'' 
! ''Complete Date''
|-  
| _ 
| style="color: ORANGE" | ''' MOCK GO LIVE'''
|- 
| Mock Go Live 
| style="color: BLACK" | Export files from legacy system:  Open AR
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Export files from legacy system:  Open AP
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Export files from legacy system:  Inventory Quantities/Costs
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Export files from legacy system:  Coil quantities/costs/info
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Import files into Adjutant:  Open AR
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Import files into Adjutant:  Open AP
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Import files into Adjutant:  Inventory Quantities/Costs
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Import files into Adjutant:  Coil quantities/costs/info
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Sort through all open transactions
| _
| _
|- 
| Mock Go Live
|  style="color: BLACK" | Users key in open transactions 
| _
| _
|- 
| Mock Go Live
| style="color: BLACK" | Export historical data for conversion
| _
| _
|}


===Parallel Testing===
{| border="3" bgcolor="WHITE"  
|-  
! Category 
! Process/Event 
! ''Comment'' 
! ''Complete Date''
|-  
| _ 
| style="color: BLUE" | '''PARALLEL TESTING '''
|- 
| Parallel Testing__
| style="color: BLACK" | Users can create Sales Orders from the Sales Order screen and from the Project Screen
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create Purchase Orders using the Purchase Order Screen
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create Purchase Orders using the Quick Buy Screen
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can receive Purchase Orders
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create Production Work Orders
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can assemble and complete Production Work Orders using scanners
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create Shipping Events
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can load Shipping Events using scanners
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Usesr can create Invoices
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can apply cash to Invoices
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create and apply AR Credits
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create and reschedule tasks
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can create Projects
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can fire routes from projects
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can apply payments to AP Invoices
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can cut AP checks
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| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can add, edit, and delete Contact records
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can add, edit, and delete Customer and Vendor records
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users can adjust and manage inventory quantities
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have previewed and verified costst for inventory on Hand Report
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have previewed GL Distribution Reports, Balance Sheet, Income Statements, and Cash Flow Statements
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have previewed AP Aging, Check Register, and AP Approvals Reports
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have previewed AR Aging, Customer Statements, and Cash Receipt Reports
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have verified GL routing to the correct cost and revenue accounts
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | User security is setup correctly
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users understand how and when accounting batches are generated and posted
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users know how to create a basic journal entry
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users know how to close a GL period
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users have reviewed the sales tax due report
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Scanners tested in live environment throughout the plant where they will be used
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Barcode printers setup and tested in live environment in plant
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Sufficient scanners and zebra printers procured for all wireless users
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | All forms reviewed and approved (includes order confirmation, purchase order, invoice, quote form, PWO forms, check form, etc.)
| _
| _
|- 
| Parallel Testing
| style="color: BLACK" | Users know how to create a new Item Master record
| _
| _
|}

===Pre Go Live===
{| border="3" bgcolor="WHITE"  
|-  
! Category 
! Process/Event 
! ''Comment'' 
! ''Complete Date''
|-  
| _ 
| style="color: GREEN" | '''PRE-GO LIVE '''
|- 
| Pre Go Live
| style="color: BLACK" | Full physical inventory
| _
| _
|- 
| Pre Go Live
| style="color: BLACK" | All coil tags printed and paired with inventory
| _
| _
|- 
| Pre Go Live
| style="color: BLACK" | All inventory barcoding and labeling complete
| _
| _
|- 
| Pre Go Live
| style="color: BLACK" | Come up with an internal schedule for all resources involved with the Adjutant Go Live that outlines all tasks that need to be done for each user
| _
| _
|}

===Go Live===
{| border="3" bgcolor="WHITE"  
|-  
! Category 
! Process/Event 
! ''Comment'' 
! ''Complete Date''
|-  
| _ 
| style="color: red" | '''GO LIVE '''
|- 
| Go Live
| style="color: BLACK" | Purge all transactional test data
| _
| _
|- 
| Go Live
| style="color: BLACK" | Export files from legacy system:  Open AR
| _
| _
|- 
| Go Live
| style="color: BLACK" | Export files from legacy system:  Open AP
| _
| _
|- 
| Go Live
| style="color: BLACK" | Export files from legacy system:  Inventory Quantities/Costs
| _
| _
|- 
| Go Live
| style="color: BLACK" | Export files from legacy system:  Coil quantities/costs/info
| _
| _
|- 
| Go Live
| style="color: BLACK" | Import files into Adjutant:  Open AR
| _
| _
|- 
| Go Live
| style="color: BLACK" | Import files into Adjutant:  Open AP
| _
| _
|- 
| Go Live
| style="color: BLACK" | Import files into Adjutant:  Inventory Quantities/Costs
| _
| _
|- 
| Go Live
| style="color: BLACK" | Import files into Adjutant:  Coil quantities/costs/info
| _
| _
|- 
| Go Live
| style="color: BLACK" | Sort through all open transactions
| _
| _
|- 
| Go Live
| style="color: BLACK" | Users key in open transactions
| _
| _
|- 
| Go Live
| style="color: BLACK" | Export historical data for conversion
| _
| _
|} 
 





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