Sure Step Go Live Check List for AX
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Preparation for go-live:
- 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
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.
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
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