Infor M3 Upgrade Test Checklist: Technical, Process and Integration Tests
Upgrades go wrong in places nobody tested: a rarely used report, a partner message, a batch job. This checklist gives you a risk-ranked list of tests for an Infor M3 upgrade or update, from technical checks to cut-over.
0 of 32 items complete
9 critical items still open - these are the highest-risk gaps.
Preparation
Technical tests
Order to cash
Procure to pay and inventory
Production
Finance and reporting
Integrations and go-live
Do not go live with any critical item unchecked. Record a defect and a named owner for each unchecked item.
Upgrade regression approach
Optional: a short outline of how real transactions can be replayed to compare results before and after an M3 upgrade.
Optional. The tool and every export work without this. No spam.
How to use the checklist
Assign each group to an owner, tick items as they pass and attach evidence such as screenshots or document numbers. Critical items must pass before go-live. Add rows for your own flows: consignment, projects, rental, quality inspection or any process unique to your business. Export the completed list as PDF or Excel for the go and no-go meeting.
Where upgrades usually break
The usual suspects are customisations that depend on screen structure, integrations that depend on message formats or API versions, custom reports with changed tables and security roles that no longer cover new programs. Prepare by listing all customisations and interfaces first and testing those with real data. Standard processes tend to work, but still need a sample test, particularly where your settings are unusual.
- Scripts and extensions
- Integrations and EDI flows
- Custom reports and queries
- Security roles and menus
- Batch jobs and schedules
Common mistakes
Testing only with a happy path, using a stale or tiny dataset, and letting users test on their own without scripts are the most common errors. Another is leaving finance until last: reconciliation problems found in the last week are painful. Start early with a first cycle to find issues, then a clean second cycle for sign-off.
Frequently Asked Questions
How many test cycles does an M3 upgrade need?
Two is the practical minimum: a first cycle to find problems and a second clean cycle for sign-off. Complex landscapes with many integrations often add a third rehearsal for cut-over timing.
Who should perform the tests?
Business process owners and power users, supported by consultants. Developers test technical items, but only users can confirm that an order, a manufacturing order or a close step behaves as the business expects.
Do I need to test standard functions?
Yes, with a sample. Standard functions work in general, but your settings and data are unique. Use a small set of real transactions per process to find configuration surprises.
What belongs in the go and no-go decision?
Status of critical tests, open defects with severity, readiness of rollback, hypercare staffing and sign-off from process owners. If a critical test fails with no workaround, the answer is no-go.
Netray can help build a regression set from your real M3 transactions and compare outputs before and after an upgrade, with your team approving the findings.
Related Tools
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More Infor M3 & CloudSuite tools
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- Infor M3 Item Master Upload Worksheet
- Infor M3 Facility and Warehouse Structure Worksheet
- Infor M3 Fit-Gap Analysis Worksheet
- Infor M3 Interface and Integration Inventory Worksheet
- Infor M3 Functional Specification Template
- Infor M3 User Acceptance Test Script Template
- Infor M3 Implementation Effort Estimator
- Infor M3 Go-Live Readiness Checklist
New to Infor M3? Start with the Infor M3 guide and toolkit, or plan with Training Path Builder, Upgrade Path Planner, ERP Table and Field Explorer.
Keep exploring
Free tools
- Infor M3 H5 Script Review ChecklistA review checklist for H5 Client scripts covering design, coding, security, testing and upgrade risk.
- Infor M3 Go-Live Readiness ChecklistChecklist of items to confirm before an M3 go-live, grouped by data, testing, security and integration, and people and support.
- Infor M3 Core Database Tables ReferenceLook up the main M3 tables, their two-letter column prefix and the key fields you join on. Searchable and exportable.
ERP fixes and how-tos
- Infor M3 Business Engine upgrade checklist: customizations and integrationsPractical checklist for an Infor M3 Business Engine upgrade: inventory customizations, integrations, H5 personalizations, reports and a regression test plan.
- Infor Factory Track for M3: Shop Floor Data Collection ExplainedWhat Infor Factory Track does for M3 manufacturers: shop floor data collection feeding M3 orders, how the integration is structured and how to plan the setup.
- Infor M3 Standard Cost: How to Set, Roll Up and RevalueHow standard cost works in Infor M3 for manufacturers: calculating a cost from BOM and routing, updating the item cost, and revaluing stock and WIP safely.
Runs with your ERP
- Infor M3 Scheduling Workbench and M3: finite scheduling explainedHow Infor M3 Scheduling Workbench schedules against capacity and materials and writes orders back to M3 via PSMI, with setup, pitfalls and AI help.
- Infor EDI Managed Service and Infor M3 over IONHow Infor's EDI managed service connects to Infor M3 through ION with pre-built trading partner links: data flows, setup steps, pitfalls and a private AI layer.
- TrueCommerce EDI and Infor M3TrueCommerce managed EDI for Infor M3 (also VISUAL and other Infor ERPs): documents, data flows, setup steps, pitfalls, alternatives and where AI helps.
Guides
- Infor M3 Upgrade: Risk Assessment FrameworkAssess risks before upgrading Infor M3. Customization impact analysis, integration compatibility testing, and go/no-go decision framework.
- Infor M3 Upgrade and CloudSuite Migration PlanningInfor M3 upgrade and CloudSuite migration guide: modification inventory, extensibility rework, data strategy, testing waves, and 9 to 18 month timelines.
- Infor M3 Upgrade Path Planning: From Assessment to Go-Live with Minimal DisruptionPlan your Infor M3 version upgrade strategy. Assess customizations, test regression, manage data migration, and minimize downtime for M3 13.x to 2024.x upgrades.
AI on your ERP
- Infor M3 AI: A Practical Path from MI Programs to a Private AssistantInfor M3 AI explained: grounded natural-language answers over MI programs and MEC, agents for distribution and manufacturing, on-prem or EU private cloud.
- Infor M3 Supply Chain Planning With AI That Explains the MRP OutputAI for Infor M3 supply chain planning: explain MRP action messages, review planned orders, and trace shortages through MITBAL and MITMAS on private infrastructure.
Integrations
- How to use ChatGPT with Infor M3How to use ChatGPT with Infor M3: exports, custom GPT actions over the M3 API or ION, enterprise data controls, and when a private model is the safer choice.
- How to add an AI chatbot to Infor M3How to add an AI chatbot to Infor M3 for staff and customers: grounded in M3 data via the API, embedded in a portal or Teams, and able to run fully on-prem.