Things to Consider Before Going 'Live'

This is a list of things to do before the scheduled live date.  The purpose of this document is to ensure the live date will go as smoothly as possible by having a checklist to guide you on what must be completed and tested. One of the most overlooked aspects of going live is verifying that all documents can be printed properly on each desired printer.  It will be much easier and less stressful to correct potential printing problems now rather than waiting until the morning you go live.  You should not use the demo company for generating and testing any forms or reports. 

 

General Ledger:

• Verify the automatic interface General Ledger accounts….found in 4/32/5 (Setup Automatic Interface).

 

• It is not necessary to have Beginning Balances entered into Profits Plus before going live, but they must be entered before the Financial Statements can be printed for the  ‘going live’ month (be sure all test data has been cleared before entering balances).

 

 

Accounts Receivable:

• Verify Customer Master list….found in 2/17…have all new customers been added since the customers were originally entered?

 

• Review tables in Modify Application Tables…found in 2/32/17.

 

• Review parameters in Modify Parameter Files…found in 2/32/22.

 

• Review with personnel Cash Receipts, Sales Entry & Editing (posting and adding new invoice/debit/credit entries)

 

• Review Customer Inquiry (Task 27) and other tasks.

 

• Print a Statement

 

• Once test data is cleared and all invoices from prior system are entered, verify that the A/R Aged Trial Balance total on Profits Plus agrees with the total on the AR Aging from previous system.

 

 

Accounts Payable:

• Verify Vendor Master list….found in 3/17…have all new vendors been added since the vendors were originally added?

 

• Review tables in Modify Application Tables….found in 3/32/17

 

 

• Review parameters in Modify Parameter Files….found in 3/32/22

 

• Review with personnel Voucher Entry & Editing (entry and posting)

 

• Print checks (and post)

 

• Review Vendor Inquiry (Task 27) and other tasks

 

• Once test data is cleared and all invoices from prior system are entered, verify that the A/P Aged Trial Balance total in Profits Plus agrees with the total on the A/P aging on the previous system.

 

 

Inventory:

• Product Codes and Report Classes identified and placed on the items.

 

• Verify all items are entered (along with appropriate warehouse and supplier records).

 

• Discount tables set up properly (placed on field #30 of the items) and tested.

 

• Contract Pricing set up properly and tested

 

• Review Physical Inventory Procedures and timing with personnel

 

• Review tables in Modify Application Tables….found in 5/32/17

 

• Review parameters in Modify Parameter Files….found in 5/32/22

 

 

Order Processing:

• Review entering orders, credits and quotations with personnel

 

• Test pricing on orders

 

• Holding File – review report, posting

 

• Review tables in Modify Application Tables….found in 6/32/17

 

• Review parameters in Modify Parameter Files….found in 6/32/22

 

 

 

Purchase Order:

• Review entering Purchase Orders with personnel

 

• Review entering Receivers with personnel

 

 

• Review entering Vendor Invoicing with personnel

 

 

All Modules:

All test data must be cleared out before entering ‘valid’ data.  This can be done by either yourself or our staff.  

 

The ‘counters’ must also be set before going live (counters are, for example, your beginning sales order number, purchase order number, credit memo number, etc.)