# Small Manufacturer MRP Go-Live Cutover Checklist > Source: https://netray.co/tools/small-manufacturer-mrp-go-live-cutover-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A cutover checklist covering data freeze, opening stock and open orders, training and rollback for a small plant going live on a new MRP. ## Category erp-migration ## Industry Discrete Manufacturing ## Audience - Plant manager - ERP project lead - Operations manager ## Tool **Kind:** checklist **Scoring Note:** Do not set a go-live date until all critical items are ticked. Review the list at a go/no-go meeting two days before cutover. **Groups:** #### Master data **Items:** **Text:** Item master cleaned: duplicates merged, units of measure confirmed **Critical:** true **Text:** Every active BOM reviewed and approved by engineering **Critical:** true Routings loaded with realistic setup and run times Work centers and shifts entered with available hours Suppliers loaded with lead times and minimum order quantities Customers and ship-to addresses loaded Costing method and standard costs agreed with finance #### Opening balances **Items:** **Text:** Physical inventory count done within 48 hours of the cutover **Critical:** true **Text:** Counted stock loaded by location and lot, then reconciled to the count sheets **Critical:** true Open sales orders loaded with remaining quantities only **Text:** Open purchase orders loaded with remaining quantities and dates **Critical:** true Work in progress converted to either finished or open jobs, with a rule agreed Opening stock value agreed with the accounting ledger Open invoices and payments handled in accounting, not the MRP #### People and training **Items:** **Text:** Every user trained on their own daily tasks with real records **Critical:** true Printed quick-reference sheet for receiving, issuing and shipping Roles and permissions set and tested per user group A named super user per shift Vendor support contacts and response times confirmed #### Process and tooling **Items:** Barcode labels and scanners tested on real parts **Text:** Test run of one job from quote to shipment, signed off **Critical:** true Integration with accounting tested with a sample day Reports and print forms checked: pick list, packing list, work order Backup and data export tested Old system set to read only after the cutover #### Cutover and fallback **Items:** **Text:** Freeze date and time communicated to sales, purchasing and the floor **Critical:** true Paper fallback process ready for the first two days **Text:** Go/no-go meeting held with a written decision **Critical:** true Rollback criteria defined: what failure means we return to the old way Daily review meeting set for the first two weeks Issue log opened with an owner for each item First month-end close planned with finance ## Content **Intro:** Most small plants go live on a new MRP over a weekend or a quiet week, and the risk sits in the data and the people, not the software. This checklist covers master data, opening balances, training and the fallback plan so cutover day is boring. **Sections:** #### How to use the checklist **Body:** Assign each group to an owner: engineering for BOMs, the warehouse lead for balances, finance for costs, the plant manager for people. Review it weekly during the project, then hold a go/no-go meeting two days before cutover. Items marked critical block the date. Keep the printed list on the wall and tick items with a name and a date. **Bullets:** - One owner per group - Weekly review before cutover - Critical items block the date - Record the decision in writing #### Opening balances done right **Body:** Count stock close to the freeze and load it by location and lot. Load only open quantities on sales and purchase orders, never history. Decide how work in progress is handled: finish the jobs on the old system, or reopen them with remaining operations. Reconcile the opening stock value with the ledger, because a mismatch on day one becomes a variance every month afterwards. #### People, not just data **Body:** Train each person on their own tasks using real parts, not a demo company. Name a super user for every shift, because the first questions come at 6 a.m. Plan a short daily meeting for two weeks to clear issues quickly. Expect productivity to dip in the first week and tell customers about possible delays in advance. #### Common mistakes **Body:** Loading dirty data to hit a date, skipping the final count, loading every historic order, training in a sandbox with fake parts, and having no rollback line. Also common is leaving the old system writable, so two sources of truth appear. Decide the point of no return and communicate it. **Cta:** If you want help planning data migration and cutover for an ERP or MRP, Netray can review your plan. **Faq:** #### How long before go-live should I count inventory? **Answer:** Count as close to the freeze as practical, ideally within 48 hours, and stop movements between the count and the load or log them to apply afterward. A count weeks earlier forces large corrections after go-live and undermines trust in the new system on day one. #### Should I migrate historical orders? **Answer:** Usually not. Load open orders and keep history in the old system or an export for reference. History adds migration cost and risk for little daily value. Migrate summary figures if reporting needs them, such as annual usage per part for planning. #### What is a sensible go-live window? **Answer:** Choose a quiet week away from month end, a major shipment or a customer audit. Many small plants cut over on a weekend and run the first week with extra support staff. Avoid going live in the last week of the quarter if finance depends on clean numbers. #### When should we roll back? **Answer:** Define criteria in advance, such as being unable to ship orders for a full day or stock errors that cannot be resolved by the daily meeting. Rollback is only practical in the first days, before new transactions pile up, so decide early and keep the old system intact. ## Search terms mrp go live checklist, erp cutover checklist, erp go live plan manufacturing, mrp implementation checklist small business, opening inventory balance erp, erp data migration cutover, mrp rollout plan, erp go live readiness --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json