# Infor M3 Upgrade Test Checklist: Technical, Process and Integration Tests

> Source: https://netray.co/tools/infor-m3-upgrade-test-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A structured test checklist for an M3 upgrade or update, covering technical checks, core processes, integrations and cut-over.

## Category

infor-cloudsuite

## Erp

Infor M3

## Audience

- M3 project manager
- M3 test lead
- M3 functional consultant

## Tool

**Kind:** checklist

**Groups:**

#### Preparation

**Items:**

**Text:** Release notes and known issues for the target version are read and impacts listed

**Critical:** true

**Text:** Customisations register is up to date: scripts, extensions, reports, interfaces

**Critical:** true

Test environment is a recent copy of production data, with sensitive data masked as policy requires

Test scope, owners and exit criteria are agreed in writing

Business-critical processes are ranked by risk

Backup and rollback plan for production is documented and rehearsed

#### Technical tests

**Items:**

**Text:** Users can sign in through the expected identity provider, with roles intact

**Critical:** true

Menu, bookmarks and personalisations work after upgrade

H5 scripts and extensions run without errors

Batch jobs and schedules start and finish in expected time

Printers, document output and email notifications work

Performance of the main programs is acceptable at normal user load

#### Order to cash

**Items:**

**Text:** Customer order entry, allocation, pick, delivery and invoice complete end to end

**Critical:** true

Pricing, discounts and tax calculate correctly on a sample of real orders

Credit check and customer blocks behave as before

Returns and credit notes work

Customer order statuses move as documented for your flow

#### Procure to pay and inventory

**Items:**

**Text:** Purchase order, receipt and supplier invoice matching complete end to end

**Critical:** true

Stock transactions, transfers and counts post correctly

Replenishment and planning runs produce expected proposals

Lot and serial tracking works on a sample item

#### Production

**Items:**

**Text:** Manufacturing order creation, release, reporting and completion work

**Critical:** true

Material issue and receipt backflush give expected quantities

Costing and variance postings are reasonable against previous period

#### Finance and reporting

**Items:**

**Text:** Posting to general ledger and subledger reconciles

**Critical:** true

Period close steps run in the test environment

Standard and custom reports return the same totals as before

#### Integrations and go-live

**Items:**

**Text:** Inbound and outbound EDI and MEC flows tested with partner or simulator

**Critical:** true

API consumers and middleware are tested against the new version

**Text:** Go and no-go meeting held with sign-off from process owners

**Critical:** true

Hypercare roster and issue triage process are in place

Users have been told the downtime window and any changed screens

**Scoring Note:** Do not go live with any critical item unchecked. Record a defect and a named owner for each unchecked item.

## Content

**Intro:** Upgrades go wrong in places nobody tested: a rarely used report, a partner message, a batch job. This checklist gives you a risk-ranked list of tests for an Infor M3 upgrade or update, from technical checks to cut-over.

**Sections:**

#### How to use the checklist

**Body:** Assign each group to an owner, tick items as they pass and attach evidence such as screenshots or document numbers. Critical items must pass before go-live. Add rows for your own flows: consignment, projects, rental, quality inspection or any process unique to your business. Export the completed list as PDF or Excel for the go and no-go meeting.

#### Where upgrades usually break

**Body:** The usual suspects are customisations that depend on screen structure, integrations that depend on message formats or API versions, custom reports with changed tables and security roles that no longer cover new programs. Prepare by listing all customisations and interfaces first and testing those with real data. Standard processes tend to work, but still need a sample test, particularly where your settings are unusual.

**Bullets:**

- Scripts and extensions
- Integrations and EDI flows
- Custom reports and queries
- Security roles and menus
- Batch jobs and schedules

#### Common mistakes

**Body:** Testing only with a happy path, using a stale or tiny dataset, and letting users test on their own without scripts are the most common errors. Another is leaving finance until last: reconciliation problems found in the last week are painful. Start early with a first cycle to find issues, then a clean second cycle for sign-off.

**Cta:** Netray can help build a regression set from your real M3 transactions and compare outputs before and after an upgrade, with your team approving the findings.

**Faq:**

#### How many test cycles does an M3 upgrade need?

**Answer:** Two is the practical minimum: a first cycle to find problems and a second clean cycle for sign-off. Complex landscapes with many integrations often add a third rehearsal for cut-over timing.

#### Who should perform the tests?

**Answer:** Business process owners and power users, supported by consultants. Developers test technical items, but only users can confirm that an order, a manufacturing order or a close step behaves as the business expects.

#### Do I need to test standard functions?

**Answer:** Yes, with a sample. Standard functions work in general, but your settings and data are unique. Use a small set of real transactions per process to find configuration surprises.

#### What belongs in the go and no-go decision?

**Answer:** Status of critical tests, open defects with severity, readiness of rollback, hypercare staffing and sign-off from process owners. If a critical test fails with no workaround, the answer is no-go.

## Search terms

M3 upgrade checklist, Infor M3 upgrade testing, M3 regression test plan, M3 update test checklist, M3 upgrade project plan, Infor M3 cutover checklist, M3 UAT checklist

---
Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json