# SyteLine Upgrade Regression Test Checklist > Source: https://netray.co/tools/syteline-upgrade-regression-test-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A practical regression checklist for SyteLine upgrades across business processes, customizations, reports and integrations. ## Category syteline ## Erp Infor SyteLine ## Audience - SyteLine admin - Project manager - Key user ## Tool **Kind:** checklist **Groups:** #### Preparation **Items:** **Text:** Test environment is a recent copy of production data **Critical:** true **Text:** Upgrade steps and rollback plan are documented **Critical:** true **Text:** List of customizations (forms, IDOs, event handlers, reports) is current **Critical:** true Key users from each department are named and available Test scripts exist for each critical business process Baseline results from the current version are captured #### Inventory and purchasing **Items:** **Text:** Item create and maintain, including lot and serial tracked items **Critical:** true PO create, approve, print and send **Text:** PO receipt with and without inspection **Critical:** true Inventory move, adjust and cycle count **Text:** Costing of receipts matches expected cost type behavior **Critical:** true Vendor invoice matching and voucher creation #### Production **Items:** **Text:** Job create from order and manual creation **Critical:** true Job release and pick list printing **Text:** Material issue, labor posting and job move **Critical:** true Job receipt to stock and job closing **Text:** MRP or APS run completes and planned orders look reasonable **Critical:** true Shop floor and scheduling screens perform acceptably Cost roll and variance reports match baseline #### Sales and shipping **Items:** **Text:** Customer order create, change and cancel **Critical:** true Pricing, discount and tax calculation **Text:** Pick, pack and ship with documents printed **Critical:** true Invoice creation and posting Credit memo and return handling Export documentation or EDI orders where used #### Finance **Items:** **Text:** Journal entry and posting to the ledger **Critical:** true AR payment application and AP payment run **Text:** Period close steps complete without errors **Critical:** true Trial balance matches baseline totals Foreign currency revaluation, if used #### Customizations, reports and integrations **Items:** **Text:** Every custom form opens and saves correctly **Critical:** true **Text:** Event handlers and stored procedures fire as expected **Critical:** true Custom and standard reports render with correct data **Text:** Inbound and outbound integrations run end to end **Critical:** true Scheduled tasks and background processes are set up and running User security, roles and permissions work as before Performance on key screens and batch jobs compared with baseline **Scoring Note:** Do not accept the upgrade for go live until every critical item passes and any failures are logged with an owner and a decision. ## Content **Intro:** An ERP upgrade can pass technically and still break how people work. This checklist covers the regression tests that matter for a SyteLine or CloudSuite Industrial upgrade, from inventory and production to finance, customizations and integrations, with the critical items flagged. **Sections:** #### How to use the checklist **Body:** Tick items as the key users complete them in the upgraded test environment, and keep notes on anything that fails. Use it with scripted tests that name the exact transactions and data to use, because vague tests produce vague results. Export the completed list as evidence for the project steering group and keep it with the go live approval record. **Bullets:** - Assign each group to a named key user - Test with realistic data, not demo records - Log failures with screenshots and version information #### Where upgrades usually break **Body:** The common failures are not in the standard transactions. They are in custom forms and event handlers that depended on changed behavior, integrations that call IDOs or stored procedures with altered signatures, and reports with outdated data sources. Prioritize the customization and integration group even when the project plan allots most test time to standard processes. #### Comparing to a baseline **Body:** Capture results from the current version before the upgrade, for example a trial balance, an inventory valuation, a set of MRP planned orders and a few key reports. After the upgrade, compare totals and counts. Differences are not always errors, but each one needs an explanation. A baseline turns regression testing from opinion into evidence. **Cta:** Netray can help turn your customization and integration list into scripted regression tests and compare before and after outputs, with your team approving the results. **Faq:** #### How long should regression testing take for a SyteLine upgrade? **Answer:** It depends on the number of customizations, integrations and sites. Several weeks of scripted testing with key users is common for mid-sized manufacturers, and more for heavily customized systems. Plan at least two full test cycles. #### Who should perform the tests? **Answer:** Key users who do the work daily, with support from the admin or consultant. IT alone cannot judge whether a pick list or a costing result is right, so business users must sign off their own areas. #### Do I need to test standard functions Infor already tested? **Answer:** Test the standard processes you actually use, with your configuration and data. Infor tests the product generally, but your setup, custom code and integrations are untested until you run them. #### What if a critical test fails close to go live? **Answer:** Log it, assess the business impact, and decide between a fix, a workaround or a delay. Do not downgrade the item silently. The rollback plan should be ready if the issue affects shipping or financial close. ## Search terms syteline upgrade checklist, syteline regression testing, syteline upgrade test plan, cloudsuite industrial upgrade testing, syteline uat checklist, erp upgrade regression test, syteline post upgrade validation, syteline test scripts --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json