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 and resolve the issue with the Quote tab not appearing.
Check if the Quote object was renamed.
3. Cross-Reference Table Issue
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.
4. Test Quoting Functionality in Production
Test the new quoting program in production.
Ensure the system is ready for users to create quotes by January 1.
5. Finalize Naming Conventions
Clean up and standardize naming conventions for data imported into UAT and production.
6. Data Import
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
Ensure all code has 75% or more test coverage before deploying to production.
Document testing results for any customizations or integrations.
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