# SAP Business One Version and Feature Pack Upgrade Checklist

> Source: https://netray.co/tools/sap-b1-version-upgrade-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Plan, back up, upgrade server components, company databases and clients, then test: a step list for SAP Business One 10.0 feature pack upgrades.

## Category

sap

## Erp

SAP Business One

## Audience

- SAP Business One consultant
- ERP administrator
- IT manager

## Tool

**Kind:** checklist

**Groups:**

#### 1. Plan

**Items:**

**Text:** Confirm the supported upgrade path from your current version and patch level to the target 10.0 feature pack in the Upgrade Guide

**Critical:** true

**Text:** Check the Platform Support Matrix for the target: SQL Server or SAP HANA version, operating system, client OS

**Critical:** true

**Text:** Get confirmation from each add-on vendor that their version is released for the target feature pack

**Critical:** true

Check Crystal Reports for SAP Business One and other report tools are supported for the target

Confirm the license key is valid for the target version

Read the release notes and the What's New for the feature packs you skip

Agree a downtime window and a rollback decision point

#### 2. Prepare

**Items:**

**Text:** Full backup of the common database (SBO-COMMON on SQL Server, SBOCOMMON on HANA) and every company database

**Critical:** true

**Text:** Run a test upgrade on copies of the company databases on a test server

**Critical:** true

Run the pre-upgrade checks in the upgrade wizard on the test copy and fix reported data issues

Document user-defined fields, tables and objects and the SBO_SP_TransactionNotification and SBO_SP_PostTransactionNotice code

Export customised print layouts and saved queries for comparison

Log all users out and close all clients

Stop integration services: DI API based services, Service Layer, Job Service and scheduled imports

#### 3. Upgrade

**Items:**

**Text:** Upgrade server components first: System Landscape Directory, License Manager and server tools

**Critical:** true

**Text:** Upgrade the company databases with the upgrade wizard and keep the upgrade log

**Critical:** true

Upgrade or reinstall add-ons in Extension Manager

Upgrade clients via automatic client upgrade or the client installer

Reinstall the matching DI API (32 or 64 bit as your integrations need) on integration servers

Upgrade Service Layer and analytics components where installed

#### 4. Verify

**Items:**

**Text:** Check the version and patch in Help > About SAP Business One

**Critical:** true

Post a test sales order, delivery, A/R invoice, purchase order and goods receipt

Test approval procedures and alerts

Test formatted searches, saved queries and dashboards

Print or preview the main print layouts and Crystal reports

**Text:** Test every integration (DI API, Service Layer, imports) end to end

**Critical:** true

Check user authorizations, including new authorization entries the feature pack adds

#### 5. Post

**Items:**

Review patch notes for known issues in the installed patch

Keep the pre-upgrade backups until the business signs off

Record the new version, patch and add-on versions in system documentation

Plan the next patch cycle

**Scoring Note:** Steps follow the general flow of the SAP Business One 10.0 Upgrade Guide. Component names and the order of steps can differ between the SQL Server and SAP HANA versions; follow the guide for your exact target feature pack.

## Content

**Intro:** This checklist covers upgrading SAP Business One to a newer 10.0 feature pack or patch, on SQL Server or SAP HANA. It walks through the upgrade path, platform and add-on checks, backups, server components, company databases, clients and testing.

**Sections:**

#### How to use it

**Body:** Always do the full sequence once on a test server with copies of the company databases. That trial tells you whether add-ons work, how long each database takes and which data issues the pre-upgrade checks report. Then repeat in production in the same order: server components, company databases, add-ons, clients and integration components. Export the checklist with dates and versions so the next upgrade starts from a known baseline.

#### Versions and feature packs

**Body:** SAP Business One 10.0 is delivered as feature packs named by year and month (for example FP 2305) plus patch levels in between. The current version and patch are listed on the SAP Business One release pages and in the release notes on the SAP Support Portal. Not every old version can upgrade directly to the latest feature pack; the Upgrade Guide lists the supported source versions, and older systems may need an intermediate step.

**Bullets:**

- Check: Upgrade Guide upgrade path table.
- Check: Platform Support Matrix.
- Check: add-on vendor release statements.

#### Worked example

**Body:** A company on 10.0 with SQL Server runs three add-ons and a nightly DI API import. The trial upgrade shows one add-on needs a new version, and the pre-upgrade check reports inconsistent documents in one company that are fixed first. In production the team stops the import service, backs up SBO-COMMON and both companies, upgrades the server components, upgrades both companies with the wizard, installs the new add-on, lets clients auto upgrade, then tests the import and the main print layouts before releasing users.

#### Common mistakes

**Body:** Upgrading without a test run, forgetting the common database in the backup, upgrading before add-on vendors are ready, and leaving integration services running so they reconnect during the upgrade. Another frequent problem is a DI API mismatch on integration servers: the DI API version must match the upgraded server.

**Cta:** If you want users to ask SAP Business One questions in plain English, with the data staying on your own server, we can add that after the upgrade.

**Faq:**

#### How do I upgrade SAP Business One?

**Answer:** Check the upgrade path and platform matrix, confirm add-ons, back up the common and company databases, run a test upgrade, then upgrade server components, company databases with the upgrade wizard, add-ons, clients and the DI API, and test before releasing users.

#### What is the current SAP Business One version?

**Answer:** The current product line is SAP Business One 10.0, delivered as feature packs named by year and month (for example FP 2305) with patch levels in between. The newest feature pack and patch level are listed in the release notes on the SAP Support Portal and the SAP Business One help portal.

#### Can I skip feature packs when upgrading?

**Answer:** Often yes, if your source version is in the supported upgrade path of the target Upgrade Guide. Read the release notes of the skipped feature packs, because changes accumulate and affect add-ons, layouts and authorizations.

#### Do add-ons need upgrading too?

**Answer:** Usually. Each partner add-on is built for specific versions, so confirm a released version for your target feature pack before you upgrade and deploy it through Extension Manager afterwards.

## Search terms

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