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CHECKLIST

Mock Go Live

Category	Process/Event	Comment	Complete Date
_	MOCK GO LIVE
Mock Go Live	Export files from legacy system: Open AR	_	_
Mock Go Live	Export files from legacy system: Open AP	_	_
Mock Go Live	Export files from legacy system: Inventory Quantities/Costs	_	_
Mock Go Live	Export files from legacy system: Coil quantities/costs/info	_	_
Mock Go Live	Import files into Adjutant: Open AR	_	_
Mock Go Live	Import files into Adjutant: Open AP	_	_
Mock Go Live	Import files into Adjutant: Inventory Quantities/Costs	_	_
Mock Go Live	Import files into Adjutant: Coil quantities/costs/info	_	_
Mock Go Live	Sort through all open transactions	_	_
Mock Go Live	Users key in open transactions	_	_
Mock Go Live	Export historical data for conversion	_	_

Parallel Testing

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

Pre Go Live

Category	Process/Event	Comment	Complete Date
_	PRE-GO LIVE
Pre Go Live	Full physical inventory	_	_
Pre Go Live	All coil tags printed and paired with inventory	_	_
Pre Go Live	All inventory barcoding and labeling complete	_	_
Pre Go Live	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

Category	Process/Event	Comment	Complete Date
_	GO LIVE
Go Live	Purge all transactional test data	_	_
Go Live	Export files from legacy system: Open AR	_	_
Go Live	Export files from legacy system: Open AP	_	_
Go Live	Export files from legacy system: Inventory Quantities/Costs	_	_
Go Live	Export files from legacy system: Coil quantities/costs/info	_	_
Go Live	Import files into Adjutant: Open AR	_	_
Go Live	Import files into Adjutant: Open AP	_	_
Go Live	Import files into Adjutant: Inventory Quantities/Costs	_	_
Go Live	Import files into Adjutant: Coil quantities/costs/info	_	_
Go Live	Sort through all open transactions	_	_
Go Live	Users key in open transactions	_	_
Go Live	Export historical data for conversion	_	_

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