Inventory custom modules
Record every custom and third-party module, its owner, source, current version and whether it is still required. Unsupported code can become the main upgrade blocker.
Map integrations and scheduled jobs
APIs, imports, exports, payment links, devices and scheduled processes may depend on behavior that changed between versions.
Reconcile critical data before migration
Moving inconsistent data into a new version makes validation harder. Finance, inventory and master-data controls should be reconciled before cutover.
Test business processes, not only database conversion
A technically upgraded database is not production-ready until critical workflows, reports, permissions and integrations are validated with responsible users.
Plan rollback and cutover
Define the production freeze, final migration, validation checkpoints, rollback boundary and communications before the go-live window begins.
Hybrid ERP perspective: These guides explain implementation principles. A customer’s approved proposal and project documents define the actual solution, responsibilities and commitments.