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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