SAP QM Go-Live and Cutover Checklist (Free)

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

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Master data

Material masters have the QM view and inspection setup where requiredCRITICALInspection plans are created, released and assigned to materialsCRITICALMaster inspection characteristics reviewed and approved by qualityInspection methods and sampling procedures loadedCatalogs for defects, causes and usage decision codes agreedCRITICALVendor and QM info record data loaded where QM in procurement is used

Configuration and process

Inspection types and lot origins configured for each processCRITICALUsage decision codes post stock to the correct stock typesCRITICALNotification types, screens and workflows configuredDynamic modification rules tested with realistic lot sequencesQuality score and vendor evaluation settings agreedPrint layouts for inspection documents, certificates and labels approved

Integration

Goods receipt triggers an inspection lot as designedCRITICALProduction order and delivery triggers tested end to endInterfaces to MES, LIMS or test equipment tested with error casesStock posting from inspection stock reconciled with inventoryCRITICALCosting and finance impact of scrap and rework posting reviewedFiori apps and reports used by inspectors tested on target devices

Security and compliance

Roles separate results recording from usage decisions where requiredCRITICALPlant level authorizations tested with realistic usersChange documents and audit trail confirmed for key QM objectsCRITICALRegulated processes (for example electronic records) validatedTest equipment and calibration data handled per quality system

Data migration and cutover

Open inspection lots and notifications cutover rule agreedCRITICALMigration of master data rehearsed at least twice with reconciliationHistorical results archiving or access plan agreedCutover schedule includes freezes on plans and characteristicsRollback criteria and decision owner definedCRITICAL

Training and hypercare

Inspectors trained on results recording with their own partsCRITICALQuality engineers trained on usage decision and notificationsHypercare roster and issue triage defined for the first weeksDaily check of open lots and blocked stock during hypercareLessons learned and backlog captured after the first month

Tick what is done and signed off. Any unchecked critical item is a go-live risk to resolve or formally accept.

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How to use the checklist

Work through each group with the owner named beside it: quality for plans and catalogs, the functional team for configuration, the interface team for integration and the security team for roles. Tick items only when evidence exists, such as a test script result or a reconciliation report. Export the checklist to PDF or Excel for the go-live review and keep the critical unchecked items on the risk log until they are resolved or formally accepted.

Where QM go-lives usually go wrong

Most problems come from stock and master data, not from the inspection screens. Goods receipts that create lots for materials without a usable plan block stock. Wrong usage decision stock posting leaves good parts in inspection stock. Catalogs that nobody agreed make later reporting useless. Test the full path from trigger to stock posting with realistic data rather than only the QM screens in isolation.

Lots created for materials without a plan or with the wrong plan
Usage decision codes that post to the wrong stock
Open lots at cutover with no agreed rule
Roles that let one person record results and decide

Cutover choices for open inspections

For open lots you have three practical options: finish them in the old system before cutover, close them with a documented decision and migrate only the stock, or recreate them in the new system as new lots. Pick per process and per risk. Regulated products usually need the documented decision with traceable records. Whatever you choose, reconcile inventory in inspection stock before and after, because that is where mistakes show first.

Hypercare

In the first weeks watch open lots, blocked stock, lots without a plan and notifications without owners every day. Keep a short feedback loop with inspectors, since their workarounds reveal gaps in plans and screens. Plan for plan and characteristic corrections, and give the master data owner clear authority and a change process so fixes do not bypass quality approval.

Frequently Asked Questions

What is the biggest risk when going live with SAP QM?

Usually stock and master data: lots created without a valid inspection plan, or usage decisions that post to the wrong stock type, leave material blocked or released by mistake. Test the complete trigger to stock posting path with realistic data.

How should I treat open inspection lots at cutover?

Decide per process: complete them before cutover, close them with a documented decision and migrate the stock, or recreate them as new lots. Regulated products need traceable records. Reconcile inspection stock before and after the cutover.

How many test cycles does a QM go-live need?

It depends on scope, but plan for unit tests, an integrated end to end test with real parts and plans, a user acceptance test with inspectors, and at least two migration rehearsals. Any process with MES or lab interfaces needs extra error case testing.

Do we need separate roles for results and usage decisions?

Many quality systems require that the person recording results is not the only one deciding, and auditors look for it. Design roles accordingly in PFCG and confirm with your quality manager which processes need the separation.

If you want a read-only view of open lots, blocked stock and notification backlog during hypercare, we can set that up over your SAP data, on-premises if required.

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SAP QM Go-Live and Cutover Checklist