Sage 100

Does anyone have any MAS 90 testing procedures written up to get a client to test an upgraded version of MAS? I want them to run through a script of tests and sign off that it was completed. TIA

Here's what I use for my template. I usually change it depending on the upgrade version or the client.

Thanks @NicoleRonchetti I appreciate the help on this.

For our base level upgrade (no training or new features), we specify several standard reports to compare pre- and post-upgrade. Balance sheet, open SO, Open PO, IM detail and valuation, etc. Nicole's task list is a very good, different way to get at some other elements. Also, we explicitly state the length of time customer has to report upgrade-related issues. Longer times cost more. Anything after that is not covered in any upgrade project support. We also have learned to invert the approval. So, we run the before and after reports and send it to them. (Of course, we check them too.).If we don't hear anything in x days, then the customer has approved them. Basically, once you have verified that nothing funky happened to the data, your risk of something really hard to handle evaporates.

Yes. I have a separate list that I go through for myself. Typically I compare open po, open sales order reports, trial balances, etc myself. I like to make sure that the numbers balance on my own when comparing pre-migration & post migration data.

Excellent checklist! I did figure that if you had the 1st document you shared, you'd also have something like this.

This is the one that I use.

Wow very nice @CooperBlack !