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China ERP Go-Live Cutover Plan Template

Cutover is a few days of hard sequencing: stop, extract, load, reconcile, decide. This template makes the steps, owners and rollback rule explicit before the weekend begins.

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China ERP Go-Live Cutover Plan Template

Cutover Plan

Project: Plant 1 ERP Go-Live Site: Changzhou plant Cutover lead: [Cutover lead] Legacy freeze: 2027-06-25 Go-live: 2027-07-01

Calendar constraints

Avoid Spring Festival, National Day week and the month-end tax filing window.

Cutover steps

StepOwnerStartEndDone
Stop legacy transactions
Final extract of open orders and balances
Load master data
Load opening inventory and balances
Reconcile to legacy totals
Switch interfaces on
Business smoke test

Rollback

Decision time: Sunday 18:00 local time Rollback is triggered if reconciliation differences exceed the agreed tolerance, if critical interfaces fail, or if shipping cannot be processed. Legacy remains read-only until the decision.

Approvals

Finance controller / Date
Plant manager / Date
IT lead / Date
Project sponsor / Date

Adjust to your plant calendar. Public holiday dates change each year, so confirm the official schedule before fixing a date.

Cutover reconciliation help

Optional: discuss reconciliation queries for your cutover.

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

How to use it

Fill the dates and calendar constraints, export, then add real step times and owners in a meeting with finance, the plant and IT. Print it for the cutover room. Tick off steps as they finish and note actual times; they become the baseline for the next plant rollout.

China calendar considerations

Plan around Spring Festival, when plants and suppliers close for extended periods, and around the National Day week. Avoid the tax declaration window at month-end where possible. Many factories also work make-up weekends, which can collide with the cutover. Confirm shipping and customs availability for the chosen dates.

  • Check supplier and carrier holiday closures
  • Check month-end and VAT filing dates
  • Plan translation support for night shifts
  • Make sure bank interface testing is done

Common mistakes

Teams skip the rollback rule and argue about it at 3 a.m. Agree tolerance in advance, such as inventory value variance and open order counts. Another mistake is loading opening balances before master data is frozen. Also remember paper: printed delivery notes and labels must work on the first morning.

Frequently Asked Questions

How long is a typical freeze?

From several hours to a few days depending on volume and complexity. Plants with continuous production often cut over across a weekend.

Who decides on rollback?

Name one person, usually the project sponsor on the advice of finance and the plant manager, and record the time of the decision point.

Should I cut over at month-end?

Month-end simplifies opening balances but collides with closing work and tax filing. Many teams choose the first day of a period after a clean close.

Does this work for any ERP?

Yes. The steps are generic and apply to Kingdee, Yonyou, SAP, Oracle and others.

Netray can discuss automating reconciliation queries between legacy and new ERP for your cutover weekend.

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