Sure Step Go Live Check List for AX



style="display:inline-block;width:728px;height:90px"
data-ad-client="ca-pub-1564485619783574"
data-ad-slot="1552071245">


 
 
 
 
 
 
Preparation for go-live:

    If possible, the ?Go-live? day should be scheduled for the end of the year, quarter, or month. It is generally easier from a data conversion and history stand-point to go-live after the legacy system has been reconciled. The Legacy system refers to the current ERP system, which can include a Microsoft Dynamics solution being optimized or upgraded, and will be replaced by the Microsoft Dynamics solution. This check list is a generic guideline for going live on a Microsoft Dynamics solution. Project and/or product specific modifications to this checklist may be necessary.

  • Finalize Microsoft Dynamics AX 2012 Solution setup.
  • Make a hard copy (tape) backup of Microsoft Dynamics solution environment
  • Export all of the Microsoft Dynamics solution setup files, if applicable.
  • Create backup copies of the Microsoft Dynamics solution databases, if applicable.
  • Perform test conversion/upgrade of data
  • Complete all the steps mentioned in Microsoft Dynamics AX 2012 upgrade guide
  • Train end users

Conversion of financial data:

  • Verify data in the legacy system say AX 2009
  • Print applicable reports from the legacy system say AX 2009
  • Extract data from the legacy system say AX 2009

Verification of financial data in Microsoft Dynamics:

  • Print financial reports in Microsoft Dynamics
  • General ledger trial balance for each period and year
  • AR Balances/Aging
  • AP Balances/Aging
  • Inventory Valuation report
  • Open Sales Orders
  • Open Purchase Orders
  • Open Production Orders
    • Validate new system financial reports from AX 2012 against legacy system reports.
    • Verify other applicable data in the Microsoft Dynamics system
  • Inventory Quantities
  • Project Balances and Budgets
  • Bill of Material structure.
  • Human Resources (HR) benefits and deductions
  • Etc?

Going live

  • Make a hard copy (tape) backup of the Microsoft Dynamics solution
  • Create a complete backup of the Microsoft Dynamics solution databases
  • Export all of the Microsoft Dynamics solution setup files, if applicable.
  • Verify adequacy of the Database Maintenance Plan
  • Validate replication functionality, if applicable.
  • Close General ledger
  • Complete final setup

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>