Migrate data and verify an upgrade

A migration includes business records, permissions, print layouts and local device settings. Signing in successfully is only the first check.

Applies to：Back Office / Enhanced Edition

Steps

Record product counts, stock, receivables, payables, account balances and representative document numbers at an agreed cut-off.
Preserve the original backup and test the upgrade or import in a separate company. Restore is not a routine import operation.
Compare the same date range and warehouse. Investigate duplicate barcodes, unit conversions, inactive products and outstanding balances.
Import layouts into the matching document type, save and preview them. Recheck local printers, till registration and connections on each new computer.
Synchronize pending offline sales and take a final backup before switching. Avoid recording the same live business in both systems.

Check the result

Control totals and sampled documents agree, and every difference has an explanation.

Notes and troubleshooting

Compatibility with every legacy field or integration is not assumed; validate the actual migration project.