Receiving Module Go-Live Checklist
Overview
Use this checklist before going live with the Receiving module. All items must pass or have approved exceptions.
Module: Receiving Prepared By: _______________ Target Go-Live: _______________
1. Data Migration
Item Master
- All items loaded
- Item descriptions correct
- UOM (unit of measure) set
- Barcode data loaded
- Catch weight flags set
Sign-off: _______________ Date: _______________
Vendor Master
- All vendors loaded
- Vendor codes correct
- Lead times set
- Contact info loaded
Sign-off: _______________ Date: _______________
Customer Configuration
- WHCODE set correctly
- Expiration day rules loaded
- Warning thresholds set
- Override permissions set
Sign-off: _______________ Date: _______________
2. Functional Testing
WF-001: Standard PO Receiving
- Can open a PO
- Can enter quantities
- Date validation works
- Overage handling works
- Shortage handling works
- Damage entry works
- Labels print correctly
Sign-off: _______________ Date: _______________
WF-002: UCI Barcode Receiving
- Scanner connects
- Barcode parses correctly
- Item lookup works
- Date extracts correctly
- PO linking works
Sign-off: _______________ Date: _______________
WF-003: Super PO
- Can create Super PO
- Can add multiple items
- Single LP generated
- Label shows all items
Sign-off: _______________ Date: _______________
WF-005: No-PO Receiving
- Reason codes work
- Manager override works
- Records created correctly
Sign-off: _______________ Date: _______________
3. Integration Testing
Label Printers
- Printer 1 connected and working
- Printer 2 connected and working
- Backup printer tested
- Label format correct
Sign-off: _______________ Date: _______________
Barcode Scanners
- All scanners configured
- Scanner 1 tested
- Scanner 2 tested
- Spare scanner ready
Sign-off: _______________ Date: _______________
ERP Integration
- PO sync working
- Receipt data flows to ERP
- Inventory updates sync
- Error handling tested
Sign-off: _______________ Date: _______________
4. Configuration Validation
Feature Flags
| Flag | Expected | Actual | OK? |
|---|---|---|---|
| UCI_ENABLED | Yes | ||
| CATCH_WEIGHT | Yes | ||
| AUTO_LP | Yes | ||
| DATE_WARNING | 30 | ||
| DATE_ALERT | 45 |
Sign-off: _______________ Date: _______________
User Permissions
- Receiving Clerk role created
- Supervisor role created
- Override permissions set
- Test users can log in
Sign-off: _______________ Date: _______________
5. User Acceptance Testing
End User Tests
- Receiving Clerk 1 completed test
- Receiving Clerk 2 completed test
- Supervisor completed test
- All defects resolved or deferred
Sign-off: _______________ Date: _______________
Training Complete
- All receiving staff trained
- Quick reference cards distributed
- Support contacts posted
- Trainer available for go-live
Sign-off: _______________ Date: _______________
6. Performance Validation
Response Time
| Action | Target | Actual | OK? |
|---|---|---|---|
| Open PO | <2 sec | ||
| Save line | <1 sec | ||
| Print label | <3 sec | ||
| Barcode parse | <1 sec |
Sign-off: _______________ Date: _______________
Load Test
- 10 concurrent users tested
- Peak volume simulated
- No errors under load
Sign-off: _______________ Date: _______________
7. Go-Live Approval
Blockers
List any blocking issues:
| Issue | Owner | Status |
|---|---|---|
Deferred Items
List items deferred to post-go-live:
| Item | Reason | Target Date |
|---|---|---|
Final Approval
| Role | Name | Signature | Date |
|---|---|---|---|
| QA Lead | |||
| Project Manager | |||
| Business Owner | |||
| IT Manager |
Go-Live Contacts
| Role | Name | Phone |
|---|---|---|
| Project Lead | ||
| IT Support | ||
| Vendor Support |
Post Go-Live Checklist
Day 1:
- Monitor first receives
- Check for errors in log
- Verify ERP sync
- Support staff on floor
Week 1:
- Daily error review
- User feedback collection
- Performance monitoring
- Issue tracking
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