Acumatica Go-Live Cutover Checklist (Free PDF)

0%

0 of 29 items complete

9 critical items still open - these are the highest-risk gaps.

Download checklist:

Data and balances

Chart of accounts, subaccounts and ledgers approved by the controllerCRITICALCustomers and vendors cleaned, de-duplicated and loadedStock items, item classes and units of measure loaded and spot checkedOpening trial balance loaded and agreed to the legacy systemCRITICALOpen AR and AP documents loaded and agreed to control accountsCRITICALOpen sales orders and purchase orders loaded with correct dates and quantitiesBills of material and routings loaded and verified for active products

Inventory and shop floor

Physical inventory counted at freeze, by warehouse and locationCRITICALInventory valuation reconciled to the general ledgerCRITICALLot and serial numbers loaded where trackedWork in process quantities and values calculated and enteredStandard or average costs approved for the costing method in useProduction orders open at cutover reviewed and either closed or recreated

Security and access

Roles mapped to screens and approved by process ownersCRITICALSegregation of duties reviewed for payments and journal entriesDefault accounts and posting rules tested for each transaction typeIntegration users created with least privilegeAdmin account passwords stored in a vault

Integrations and reports

Banking, tax and payment connections tested end to endCRITICALEDI, ecommerce and shipping connections tested with real samplesGeneric inquiries and reports used daily rebuilt and signed offScheduled processes and automation schedules configuredEmail templates and document layouts approved

Cutover, training and rollback

Cutover runbook with owners, times and dependencies agreedCRITICALLegacy system set to read only after the final extractEnd user training completed with role based exercisesRollback criteria and decision time agreed in writingCRITICALHypercare roster and issue triage routine in place for the first monthFirst period close plan with extra review of inventory and WIP

Every critical item must be complete before cutover. If more than a quarter of the remaining items are open one week before the date, reconsider the go-live date.

Cutover plan review

Optional: have an expert read through your cutover runbook.

Optional. The tool and every export work without this. No spam.

How to use the checklist

Assign an owner to each group and walk through the list at the go/no-go meeting. Tick items as they are verified, not just started. Export the list to PDF or Excel to attach to the project record. Items marked critical are the ones that, when missed, produce wrong financials or stop shipments on day one.

Why these areas

Balances must tie out because the first close will expose any gap. Inventory and WIP are the largest judgement areas in a manufacturer, and they drive cost of goods sold. Security matters because the new system is often more open than the old one. Integrations decide whether orders, payments and shipments flow without manual rework.

Tie every opening balance to a source report
Freeze inventory movement during the count
Rehearse the cutover at least once

Common mistakes

Teams skip a full dress rehearsal, load open orders with stale dates, forget unit of measure conversions, or leave the legacy system writable. Another frequent miss is no rollback criteria, which turns a problem into an argument. Decide the rules before the pressure begins.

Frequently Asked Questions

How long before go-live should we freeze data?

Plan a defined freeze window just long enough to extract, load and reconcile. For many small manufacturers this is a weekend or a month-end boundary, rehearsed beforehand.

Should we load history?

Usually load balances and open transactions, and keep history in an archive or reporting copy. Loading full history adds time and risk without much operational benefit.

When is a rollback appropriate?

When agreed criteria are missed, such as balances that do not reconcile or shipping blocked. Define the criteria and the decision time before cutover.

Does this apply to other ERPs?

Most of it does. Replace the Acumatica specifics, such as screens and roles, with your system's equivalents.

If you want an outside reviewer for your cutover plan, we can look at the runbook and data checks with your team.

Talk to an Expert Explore More Free Tools

Related Tools

Other ERPs

More ERP Migration & Selection tools

See all

Acumatica Go-Live Cutover Checklist for Manufacturers