1. Compile and Move Objects to Production
Finalize changes in UAT.
Move metadata (tables, objects, and program changes) to the production instance via change set.
2. Verify Quote Tab Setup
...
Investigate why the quantity field does not open until a second line is added in sales orders in UAT.
Confirm if unit prices are populating correctly and fix any discrepancies.
Need type ahead search for Cross Reference No.
1. Compile and Move Objects to Production - Bilal
Finalize changes in UAT.
Move metadata (tables, objects, and program changes) to the production instance via change set.
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4. Test Quoting Functionality in Production - LabelX
Test the new quoting program in production.
Ensure the system is ready for users to create quotes by January 1.
5. Finalize Naming Conventions - LabelX
Clean up and standardize naming conventions for data imported into UAT and production.
6. Data Import - no need, they will setup themselves.
Export clean data from UAT and import into production, especially for tables such as:
Items Table
Material Pricing Table (if ready and clean in UAT).
7. Finalize and Document Testing Results - no need
Ensure all code has 75% or more test coverage before deploying to production.
Document testing results for any customizations or integrations.