Hi All,
I am just wondering if there is a resource/check-list out there for customers pre and post upgrade?
For example, release all existing purchase returns, purchase receipts, related accounts payable bills and debit adjustments.
I was unable to find something on the Acumatica forums regarding this, but we are trying to streamline our Client processes surrounding upgrades.
Sincerely,
Sid
Best answer by Laura02
Hello,
I think I understand your question. I have not found an all-inclusive ‘cut-over’ check-list from Acumatica. I collected my own list from years of experience and I step through my list with every “Go Live”.
Releasing documents isn’t part of my checklist, per se. When I take a customer live, I migrate all their open documents to match the status of the same documents in the prior system. Once ACM is reconciled to old system, I don’t move forward to release anything into Acumatica that was on hold in the prior system… post-Go Live transaction activity is the responsibility of my client. My responsibility is to train them to handle their transactions in Acumatica.
My suggestion to you is to create your own checklist from your experience and your co-workers’ experience, perhaps with guidelines from Google search, etc.
To get you started, I’ve listed a few items I do include in my ‘go-live checklist’ are:
Edit: I see now, you asked about Version Upgrade, not cut-over … As Kbeatty21 said, it is not necessary to release documents before an upgrade. It is necessary to perform Sandbox testing of all processes and every custom screen. Creating your own checklists is also a good idea. Good luck!
+16Hi
Usually purchase returns, purchase receipts, related accounts payable bills and debit adjustments have no effect on the upgrade. There is no standard of how those should be released nor does it have an effect on the upgrade.
Are you thinking maybe a new Go-Live?
Here is an older community article on Upgrades:
+19Hello,
I think I understand your question. I have not found an all-inclusive ‘cut-over’ check-list from Acumatica. I collected my own list from years of experience and I step through my list with every “Go Live”.
Releasing documents isn’t part of my checklist, per se. When I take a customer live, I migrate all their open documents to match the status of the same documents in the prior system. Once ACM is reconciled to old system, I don’t move forward to release anything into Acumatica that was on hold in the prior system… post-Go Live transaction activity is the responsibility of my client. My responsibility is to train them to handle their transactions in Acumatica.
My suggestion to you is to create your own checklist from your experience and your co-workers’ experience, perhaps with guidelines from Google search, etc.
To get you started, I’ve listed a few items I do include in my ‘go-live checklist’ are:
Edit: I see now, you asked about Version Upgrade, not cut-over … As Kbeatty21 said, it is not necessary to release documents before an upgrade. It is necessary to perform Sandbox testing of all processes and every custom screen. Creating your own checklists is also a good idea. Good luck!
+19Additionally, there is a lot of good advice in this recent Post, about how to prepare for upgrade.
This is for on-prem/self-hosted only; you will need administrative access to the server and be able to RDP to the Windows layer, as well as admin-level access to your Sql Server database. The steps are generally this:
Maybe others can add best practices from their own experiences. This is by no means an official guide...so use at your own risk.
P.S. On second read I realized that this is more about the in-system steps for preparing for upgrade. Oh well...maybe this will be helpful to someone at some point.
Hi Suppal19,
The recommendations above nicely the pre and post checking, as well as the upgrade procedure.
I would just add something that I do as a caution: I usually go through the list of known issues of the build I am upgrading to. I do that for two reasons:
I hope this helps.
Hi everybody,
Thank you for the great responses, they were very helpful. I will definitely be including the suggestions along with some items we decide to test internally in a check-list to streamline our process.
Thank you for the prompt replies again!!
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