# NetSuite Release Preview Regression Test Checklist

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

## Short answer

A checklist for testing your customizations, integrations, reports and manufacturing flows in the Release Preview account before each twice-yearly NetSuite upgrade.

## Category

netsuite

## Erp

NetSuite

## Audience

- NetSuite administrator
- SuiteScript developer
- Integration engineer
- Finance systems lead

## Tool

**Kind:** checklist

**Groups:**

#### Plan

**Items:**

**Text:** Read the release notes for the upcoming release, including the deprecation and changed-behavior sections

**Critical:** true

Find your account's scheduled upgrade date in the release information NetSuite shows administrators and in the upgrade notice emails

Confirm the Release Preview account is available and who can access it

Set the Release Preview email preference so test runs do not email customers or vendors

Name an owner for each area below and agree a sign-off date before the upgrade

Pull your script and workflow inventory to decide what to test

#### Customizations

**Items:**

**Text:** Run user event and client scripts on key records: sales order, purchase order, item fulfillment, invoice, work order

**Critical:** true

Run scheduled and map/reduce scripts and compare output with production

Run critical SuiteQL and N/query queries and compare row counts and values

Search your code for APIs or options named in the release's deprecation notes

Test SuiteFlow workflows on the same records, including approvals

Print key Advanced PDF/HTML templates: invoice, packing slip, purchase order, pick ticket

Open custom forms and check field placement and sourcing

#### Integrations

**Items:**

**Text:** Call every REST and SOAP integration and RESTlet against the Release Preview account and check responses

**Critical:** true

Check SOAP endpoint versions used against the supported list in the release notes

Confirm token-based authentication signs with HMAC-SHA256, as HMAC-SHA1 signatures are no longer accepted

Check OAuth 2.0 client credentials certificates and their expiry dates

Test iPaaS connectors and EDI flows end to end

Check whether a newer SuiteAnalytics Connect driver is offered for the release

#### Reporting

**Items:**

Run saved searches with formula fields and compare results

Check scheduled saved search emails still send and render

**Text:** Run financial reports (income statement, balance sheet, custom layouts) and tie totals to production

**Critical:** true

Open KPI and dashboard portlets used by management

Open SuiteAnalytics workbooks and datasets that people depend on

Note any report that is slow or does not load, with the filters used

#### Manufacturing, inventory and sign-off

**Items:**

Run a work order from creation through assembly build and close

Check standard cost and costing recalculation results on a sample of items

Run MRP or supply planning on a copy and compare suggested orders

Test WMS and mobile scanning flows if used

Record pass or fail with evidence for every item and raise cases with NetSuite support for regressions

Sign off, then watch the first business day after the production upgrade with owners on call

**Scoring Note:** Critical items are the ones that stop shipping, invoicing or the close: scripts on key records, integration authentication and financial reports.

## Content

**Intro:** NetSuite upgrades every account twice a year and gives administrators a Release Preview account to test in first. This checklist turns that window into a structured regression test of your scripts, integrations, reports and manufacturing flows.

**Sections:**

#### How to use it

**Body:** Start the Plan group as soon as the release notes are published, not when the preview opens. Assign each later group to an owner, attach evidence (screenshots, row counts, response codes) to each item, and export the list to Excel to track it. The items are deliberately about your account, not NetSuite's standard features: Oracle tests its own product, while your scripts, integrations, forms, templates and reports are only tested by you. If time is short, finish the critical items first, because they are the ones that stop orders, receipts, invoices or the close.

#### How Release Preview works

**Body:** Before an account is upgraded, NetSuite makes a Release Preview account available: a copy of production taken at a point in time and running the new version. It is separate from your sandboxes and is not refreshed on demand, so data you enter there is test data only. Your scheduled upgrade date, and when the preview is available, are communicated to administrators ahead of the release; take the dates from those notices, not from a previous release. The same email preference subtab used for sandbox accounts controls whether Release Preview sends email, so set it before running scripts or workflows that notify people.

#### Worked example

**Body:** Before an upgrade, a manufacturer's admin reads the deprecation notes and searches the code for the APIs listed. Two integrations still call a SuiteTalk SOAP endpoint version listed as no longer supported, so they are moved to a supported endpoint and retested. In the preview, the invoice PDF template renders a blank tax line, traced to a template field that now returns a different format; it is fixed and printed again. The work order to assembly build test passes. One saved search with a CASE formula times out with wide date filters, so it is narrowed. Sign-off is recorded the week before the upgrade and the team watches the first morning's orders.

#### Common mistakes

**Body:** Testing only standard features, which Oracle already tests. Not reading the deprecation section until something breaks. Testing integrations against the sandbox instead of the Release Preview account, so the new version is never exercised. Leaving Release Preview email open, so customers get test invoices. Treating a slow report in preview as a production fact without comparing the same filters. Skipping the post-upgrade watch, when the first real volume finds what testing missed.

**Cta:** If you want your team to ask NetSuite in plain English which scripts, searches and integrations touch an area named in the release notes, on infrastructure you control, we can set that up.

**Faq:**

#### Where are the latest NetSuite release notes?

**Answer:** Oracle publishes the release notes for each NetSuite release in the NetSuite Help Center, usually ahead of the Release Preview window. They include new features, changed behavior and a deprecation section. Read the deprecation and changed-behavior sections first, as those are where regressions in your customizations come from.

#### Is Release Preview the same as a sandbox?

**Answer:** No. A sandbox is a copy of production you refresh and use for development on the current version. Release Preview is a separate account on the upcoming version, copied from production at a point in time, used to test before your scheduled upgrade. Do your regression tests in Release Preview.

#### Does the sandbox get updated to the new release?

**Answer:** Sandbox accounts are upgraded to new NetSuite releases too, on a schedule NetSuite communicates to administrators. Check the upgrade notices for your sandbox and production dates, and plan development work so you are not deploying from a sandbox on a different version than production for long.

#### Why is a NetSuite report not loading after an upgrade?

**Answer:** Common causes are a formula or join that behaves differently in the new version, wider data volumes than the report was built for, or a role permission change. Reproduce it with the same filters in Release Preview, narrow the date range, remove formulas one at a time and raise a support case if it is a regression.

## Search terms

netsuite release preview, netsuite recent release notes, latest netsuite release notes, netsuite sandbox update, update netsuite sandbox, netsuite upgrade testing checklist, netsuite report not loading

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