Best Practices for upgrade for Oracle applications upgrade
- Check the list of un validated invoices and try to validate all the payable invoices as much as possible.
- Try to release all the holds and create account entries for all the pending un-accounting transactions (All Invoice and payments including canceled).
- Transfer all accounting transactions to GL from sub ledgers and import all those transactions to GL.
- Import all the transactions to base tables from all interface tables from all modules.
- Take the backup of all form personalization and after upgrade validate all personalization and retest the functionality.
- Take the count and details all the invalid objects list and count as per module specific and overall.
- Take the list of all custom folder details in standard forms , delete and recreate in case of facing the issue to reach the functionality.
- Take the major document setup sequential numbering last used numbering details backup , in case of recreating the setups( check, po, pr etc.) or sequential numbering details.
- Try to post all the un posted transactions journals and check the list of gl balance backups to reconfirm the balances are coming ok after upgrade and to avoid the data corrupt issues.
- Check all the period close exceptions for the all sub ledger module and try to resolve the issue.
- Check the major report which is base for reconciliation for sub ledger to gl.
- List all the business customizations done in standard process and retest after upgrade is working properly or not to meet the business requirement as per prepared test cases and take the sign off by the user.
