Kamar at 19:57, 2 October 2024

2024-10-02T19:57:00Z

Kamar at 19:56, 2 October 2024

2024-10-02T19:56:30Z

Kamar at 19:55, 2 October 2024

2024-10-02T19:55:52Z

Kamar at 19:49, 2 October 2024

2024-10-02T19:49:08Z

Kamar: Created page with "{toc} ==CHECKLIST== ===Mock Go Live=== {| border="3" bgcolor="WHITE" |- ! Category ! Process/Event ! ''Comment'' ! ''Complete Date'' |- | _ | style="color: ORANGE"..."

2024-10-02T19:46:23Z

Created page with "{toc} ==CHECKLIST== ===Mock Go Live=== {| border="3" bgcolor="WHITE" |- ! Category ! Process/Event ! ''Comment'' ! ''Complete Date'' |- | _ | style="color: ORANGE"..."

New page

{toc}

==CHECKLIST==

===Mock Go Live===
{| border="3" bgcolor="WHITE"
|-
! 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
| _
| _
|-
| Parallel Testing
| style="color: BLACK" | Users can create Purchase Orders using the Purchase Order Screen
| _
| _
|-
| Parallel Testing
| style="color: BLACK" | Users can create Purchase Orders using the Quick Buy Screen
| _
| _
|-
| 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
| _
| _
|-
| Parallel Testing
| style="color: BLACK" | Users can apply payments to AP Invoices
| _
| _
|-
| Parallel Testing
| style="color: BLACK" | Users can cut AP checks
| _
| _
|-
| 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
| _
| _
|}

{| align="left" background="" border="0" cellpadding="0" cellspacing="0" width="100%"
|-
| align="left" valign="top" width="50%" | [image|Adjutant|{UP}adjlogo.png]

| align="right" valign="top" width="50%" |
|}

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 | _
 |}
 [[Category:Go-Live Guides‏‎]]

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		+	[[Category:Go-Live Guides‏‎]]

← Older revision		Revision as of 19:49, 2 October 2024
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	==CHECKLIST==		==CHECKLIST==

Go Live Checklist - Revision history

Kamar at 19:57, 2 October 2024

Kamar at 19:56, 2 October 2024

Kamar at 19:55, 2 October 2024

Kamar at 19:49, 2 October 2024

Kamar: Created page with "{toc} ==CHECKLIST== ===Mock Go Live=== {| border="3" bgcolor="WHITE" |- ! Category ! Process/Event ! ''Comment'' ! ''Complete Date'' |- | _ | style="color: ORANGE"..."