# Epicor Kinetic Go-Live Cutover Plan Template

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

## Short answer

A fill-in cutover plan covering system freeze, opening balance loads, validation and go/no-go decisions for an Epicor go-live.

## Category

epicor

## Erp

Epicor Kinetic

## Audience

- Epicor project manager
- Epicor consultant
- IT manager

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company

**Key:** company

**Type:** text

**Default:** Acme Precision Ltd

#### Project name

**Key:** project

**Type:** text

**Default:** Epicor Kinetic Phase 1

#### Go-live date

**Key:** golive

**Type:** date

**Default:** 2027-01-04

#### Legacy freeze date

**Key:** freeze

**Type:** date

**Default:** 2026-12-30

#### Project manager

**Key:** pm

**Type:** text

**Default:** A. Banerjee

#### Modules going live

**Key:** scope

**Type:** textarea

**Default:** Inventory, Production Management, Purchase Management, Order Management, Financial Management

#### Legacy system

**Key:** legacy

**Type:** text

**Default:** Legacy ERP and spreadsheets

#### Fallback trigger

**Key:** fallback

**Type:** textarea

**Default:** Cycle count variance above agreed tolerance, or any failure to ship on day one that cannot be resolved by noon.

**Blocks:**

#### Cutover Plan: {{project}}

**Body:** Company: {{company}}
Go-live: {{golive}}
Legacy freeze: {{freeze}}
Project manager: {{pm}}
Legacy system: {{legacy}}

#### Scope

**Body:** {{scope}}

#### Cutover sequence

**Table:**

**Columns:**

- Step
- Task
- Owner
- Planned time
- Done

**Rows:**

**0:** 1

**1:** Freeze legacy transactions

**0:** 2

**1:** Final legacy data extract

**0:** 3

**1:** Load opening inventory by bin and lot

**0:** 4

**1:** Load open purchase orders and sales orders

**0:** 5

**1:** Load open jobs and WIP

**0:** 6

**1:** Load AP and AR open items and GL opening balances

**0:** 7

**1:** Reconcile loads to legacy reports

**0:** 8

**1:** Release users and confirm security groups

#### Validation checks

**Table:**

**Columns:**

- Check
- Source value
- Epicor value
- Variance
- Signed off by

**Rows:**

**0:** Inventory value by warehouse

**0:** Open PO value

**0:** Open sales order value

**0:** WIP value

**0:** AP and AR control accounts

**0:** Trial balance

#### Go/no-go and fallback

**Body:** Fallback triggers:
{{fallback}}

#### Approvals

**Signatures:**

- Project manager
- Finance lead
- Operations lead
- IT lead
- Executive sponsor

**Notes:** Adjust the load sequence to your scope and data conversion tooling. Treat the table rows as prompts and add your own.

## Content

**Intro:** A go-live goes wrong when people do not know who loads what, in which order, and what number proves it worked. This plan puts the freeze, loads, reconciliations and fallback decision on one document that the whole team can sign.

**Sections:**

#### How to use the plan

**Body:** Enter project facts, edit the sequence table to match your scope, then export. Share it a few weeks before the freeze so owners can challenge their steps. Update the planned times after the final mock cutover rather than guessing. The signed version becomes the record of who accepted the opening balances.

**Bullets:**

- Run at least one mock cutover with the same plan
- Assign a named owner per step
- Agree the fallback trigger before the event, not during it

#### Order of loads

**Body:** Master data is already in place by cutover, so the final window deals with balances and open documents. Inventory goes first because purchase receipts, jobs and shipments all depend on stock existing in the right bin and lot. Open purchase and sales orders follow, then jobs with their WIP, and finally the financial opening balances. Loading open jobs before stock invites negative inventory on the first issue.

#### Validation and reconciliation

**Body:** Each load needs a number that ties back to a legacy report. Inventory value by warehouse, open order value and trial balance are the minimum. Record the variance and who accepted it. Small rounding differences are normal; unexplained differences are not. Do not open the system to users until finance signs the trial balance and operations signs inventory.

#### Common mistakes

**Body:** Teams underestimate how long reconciliation takes and run out of weekend. Others skip the fallback discussion and then argue about it at 3 a.m. Decide the triggers in advance and keep the legacy system readable, even read-only, for several weeks after go-live.

**Bullets:**

- Only one mock cutover or none
- No finance sign-off step
- Security groups not tested for real roles

**Cta:** If your cutover involves large data loads from several sources, we can help script validation queries and build reconciliation reports that run on your own infrastructure.

**Faq:**

#### How many mock cutovers should we run?

**Answer:** At least one full rehearsal, and two for complex multi-site projects. Each rehearsal should use this plan and produce a timed record, so the final window schedule is based on evidence rather than estimates.

#### Who signs the go/no-go?

**Answer:** Normally the executive sponsor decides with input from finance, operations and IT leads. The key is that the criteria are written down in advance, such as reconciliation thresholds and ability to ship orders.

#### Does this plan depend on a specific load tool?

**Answer:** No. It works whether you load with Data Management Tool, a custom integration or another approach. Edit the task wording to name the tool and template you use.

#### Can I use it for a phased rollout?

**Answer:** Yes. Create one plan per phase or site, and list only the modules and balances going live in that phase. Keep the validation table specific to that scope.

## Search terms

epicor go live plan template, epicor cutover plan, epicor implementation cutover checklist template, erp cutover plan template, epicor go no go, epicor kinetic go live

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