# Kingdee K/3 Cloud to Cloud Galaxy Migration Checklist

> Source: https://netray.co/tools/kingdee-k3-cloud-to-cloud-galaxy-migration-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A practical checklist for upgrading or migrating a Kingdee K/3 Cloud estate to Kingdee Cloud Galaxy, covering scope, data, custom code, integrations, cutover and tax.

## Category

erp-migration

## Erp

Kingdee

## Region

China

## Audience

- ERP project manager
- Kingdee consultant
- IT director
- Finance controller

## Tool

**Kind:** checklist

**Scoring Note:** Tick every item you have completed. Items marked critical are the ones that most often stop a Kingdee cutover or force a rollback. Confirm exact upgrade paths and tooling with Kingdee or your implementation partner, because they depend on your K/3 Cloud release and deployment model.

**Groups:**

#### Scope and decision

**Items:**

**Text:** Record the exact K/3 Cloud release, patch level and deployment model (on-premise or hosted) in production

**Critical:** true

**Text:** Confirm the upgrade path and licence terms to Cloud Galaxy with Kingdee or your partner in writing

**Critical:** true

Decide in-place upgrade versus new-environment migration with a data load

List all legal entities, ledgers and organizations in scope for wave one

Define what is out of scope, such as archived years or retired product lines

Name a business owner for finance, supply chain, production and cost accounting

Agree success criteria: period close time, order cycle, inventory accuracy

#### Data and master data

**Items:**

**Text:** Run duplicate and obsolete checks on materials, customers and suppliers before moving anything

**Critical:** true

Freeze or reconcile open sales orders, purchase orders and production orders before cutover

**Text:** Reconcile inventory by warehouse and batch to the general ledger inventory account

**Critical:** true

Reconcile accounts receivable and payable sub-ledgers to control accounts

Map BOMs, routings and work centers and confirm version and effectivity rules

Decide how many closed accounting periods of history move over

Map units of measure and unit conversion groups, including multi-unit materials

Keep a field-level mapping sheet signed off by the data owner

#### Customizations and integrations

**Items:**

**Text:** Inventory all custom forms, plug-ins, workflows and reports built on K/3 Cloud

**Critical:** true

Classify each customization: replaced by standard, rebuilt, or retired

Check custom code against the Cloud Galaxy development framework and API versions

**Text:** List every interface: MES, WMS, OA, banks, tax systems, EDI and e-commerce

**Critical:** true

Re-test authentication, service accounts and API endpoints for each interface

Review custom reports and BI extracts for changed table or field names

Confirm third-party add-ons are supported on Cloud Galaxy

#### Finance, tax and compliance

**Items:**

**Text:** Confirm voucher templates, account sets and accounting policies still follow the entity's accounting standards

**Critical:** true

**Text:** Test fapiao issuance and the link to the tax invoicing platform end to end

**Critical:** true

Verify VAT rate and tax classification code mapping on materials and services

Check period-end processes: depreciation, cost calculation, currency revaluation

Preserve electronic accounting archives and audit trails from the old system

Align with your auditors on how the migration will be evidenced

Check bank interface and payment file formats still work

#### Testing, cutover and support

**Items:**

**Text:** Run at least two full mock migrations with timings and reconciliation reports

**Critical:** true

Execute user acceptance tests per business process with signed test scripts

Test security: roles, data permissions by organization, segregation of duties

Run performance tests on month-end cost calculation and MRP volumes

**Text:** Prepare a written cutover runbook with owners, times and a rollback decision point

**Critical:** true

Schedule cutover after a period close, not in the middle of a period

Train key users and super users before the second mock, not after go-live

**Text:** Plan hypercare for at least the first full period close

**Critical:** true

## Content

**Intro:** Moving from Kingdee K/3 Cloud to Kingdee Cloud Galaxy is rarely a simple version bump. Data quality, years of custom plug-ins, interfaces and tax invoicing all have to be re-proven. This checklist turns those risks into items you can tick off, share and export.

**Sections:**

#### How to use this checklist

**Body:** Work through the groups in order, starting with scope and decision, because the answers shape every later group. Tick an item only when there is evidence: a signed reconciliation, a test result or a written confirmation from Kingdee. The checklist marks critical items; if any critical item is open two weeks before cutover, escalate it. Export the list to PDF for steering committee reviews or to Excel to assign owners and dates next to each line.

**Bullets:**

- Assign one owner per item, not per group
- Attach evidence to critical items
- Re-run the checklist after each mock migration
- Keep the exported file with your project records

#### Why Kingdee migrations go wrong

**Body:** Most problems come from three places. First, master data that was never cleaned, so duplicates and inactive items travel into the new system. Second, custom development: plug-ins and workflows written years ago that nobody documented, which may not run against the newer framework. Third, integrations with MES, banks and tax platforms that are tested late. A migration is also a chance to retire customizations that standard Cloud Galaxy functions now cover, which lowers future upgrade cost.

#### Reconciliation is the real exit test

**Body:** A successful migration is proven by numbers. For each mock, reconcile inventory quantity and value by warehouse, receivables and payables by counterparty, and trial balance by account set. Keep a variance log and explain every difference before the next mock. Finance should sign the final reconciliation, not the project team. If a number moved because of a deliberate policy change, record that separately so auditors can follow it.

#### Common mistakes

**Body:** Teams underestimate user training, run only one mock, cut over in the middle of a period, and forget that bank and tax interfaces need their own credentials and test windows. Another frequent error is treating the project as technical only, when the real change is in how cost accounting, approvals and permissions behave. Plan business sign-off at every stage.

**Cta:** If you want help checking custom code, interfaces and reconciliations before cutover, Netray and its ERP partners can review your plan. Where policy allows, AI-assisted comparison can run on your own servers so project data stays in your control.

**Faq:**

#### Is Kingdee K/3 Cloud the same product as Cloud Galaxy?

**Answer:** They are closely related. Kingdee's cloud ERP line for mid-size enterprises has been marketed under different names over time, and Cloud Galaxy is the current branding for that line. Always confirm with Kingdee which release and licence your estate maps to, because upgrade paths depend on version.

#### Should we upgrade in place or migrate to a new environment?

**Answer:** In-place upgrades keep history and configuration but carry old problems with them. A new environment with a data load gives a clean start but needs strong reconciliation. Choose based on data quality, customization volume and downtime tolerance, and confirm the supported route with Kingdee.

#### How many mock migrations are enough?

**Answer:** Two full mocks is a sensible minimum, and a third is wise for complex multi-entity estates. Each mock should include timings, reconciliation and a defect list. The final mock should follow the real cutover runbook exactly, including the rollback decision.

#### Does this checklist replace Kingdee's own guidance?

**Answer:** No. It is a project management aid built from common migration risks. Kingdee and your implementation partner own the technical upgrade procedure, tooling and supported paths for your release, and their instructions take priority over any generic list.

## Search terms

kingdee k3 cloud migration, kingdee cloud galaxy upgrade, kingdee k3 cloud to cloud galaxy, kingdee upgrade checklist, kingdee erp migration plan, kingdee cloud galaxy implementation checklist, kingdee data migration checklist, kingdee custom development upgrade

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