# China ERP Go-Live Cutover Plan Template

> Source: https://netray.co/tools/china-erp-go-live-cutover-plan-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A cutover plan form with freeze windows, load sequence, rollback criteria and approvals, written for China plant go-lives.

## Category

erp-migration

## Region

China

## Audience

- ERP project manager
- Plant IT
- Finance controller

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Project name

**Key:** project

**Type:** text

**Default:** Plant 1 ERP Go-Live

#### Site

**Key:** site

**Type:** text

**Default:** Changzhou plant

#### Legacy freeze start

**Key:** freeze

**Type:** date

**Default:** 2027-06-25

#### Go-live date

**Key:** golive

**Type:** date

**Default:** 2027-07-01

#### Cutover lead

**Key:** lead

**Type:** text

#### Rollback decision time

**Key:** rollback

**Type:** text

**Default:** Sunday 18:00 local time

#### Holiday or closing constraint

**Key:** holiday

**Type:** textarea

**Default:** Avoid Spring Festival, National Day week and the month-end tax filing window.

**Blocks:**

#### Cutover Plan

**Body:** Project: {{project}}
Site: {{site}}
Cutover lead: {{lead}}
Legacy freeze: {{freeze}}
Go-live: {{golive}}

#### Calendar constraints

**Body:** {{holiday}}

#### Cutover steps

**Table:**

**Columns:**

- Step
- Owner
- Start
- End
- Done

**Rows:**

**0:** Stop legacy transactions

**0:** Final extract of open orders and balances

**0:** Load master data

**0:** Load opening inventory and balances

**0:** Reconcile to legacy totals

**0:** Switch interfaces on

**0:** Business smoke test

#### Rollback

**Body:** Decision time: {{rollback}}
Rollback is triggered if reconciliation differences exceed the agreed tolerance, if critical interfaces fail, or if shipping cannot be processed. Legacy remains read-only until the decision.

#### Approvals

**Signatures:**

- Finance controller
- Plant manager
- IT lead
- Project sponsor

**Notes:** Adjust to your plant calendar. Public holiday dates change each year, so confirm the official schedule before fixing a date.

## Content

**Intro:** Cutover is a few days of hard sequencing: stop, extract, load, reconcile, decide. This template makes the steps, owners and rollback rule explicit before the weekend begins.

**Sections:**

#### How to use it

**Body:** Fill the dates and calendar constraints, export, then add real step times and owners in a meeting with finance, the plant and IT. Print it for the cutover room. Tick off steps as they finish and note actual times; they become the baseline for the next plant rollout.

#### China calendar considerations

**Body:** Plan around Spring Festival, when plants and suppliers close for extended periods, and around the National Day week. Avoid the tax declaration window at month-end where possible. Many factories also work make-up weekends, which can collide with the cutover. Confirm shipping and customs availability for the chosen dates.

**Bullets:**

- Check supplier and carrier holiday closures
- Check month-end and VAT filing dates
- Plan translation support for night shifts
- Make sure bank interface testing is done

#### Common mistakes

**Body:** Teams skip the rollback rule and argue about it at 3 a.m. Agree tolerance in advance, such as inventory value variance and open order counts. Another mistake is loading opening balances before master data is frozen. Also remember paper: printed delivery notes and labels must work on the first morning.

**Cta:** Netray can discuss automating reconciliation queries between legacy and new ERP for your cutover weekend.

**Faq:**

#### How long is a typical freeze?

**Answer:** From several hours to a few days depending on volume and complexity. Plants with continuous production often cut over across a weekend.

#### Who decides on rollback?

**Answer:** Name one person, usually the project sponsor on the advice of finance and the plant manager, and record the time of the decision point.

#### Should I cut over at month-end?

**Answer:** Month-end simplifies opening balances but collides with closing work and tax filing. Many teams choose the first day of a period after a clean close.

#### Does this work for any ERP?

**Answer:** Yes. The steps are generic and apply to Kingdee, Yonyou, SAP, Oracle and others.

## Search terms

erp cutover plan template, go-live checklist erp china, erp cutover plan example, erp go live rollback plan, kingdee go live plan, yonyou go live cutover, erp cutover weekend plan

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