ERP Testing Checklist
An ERP
testing checklist is essential for ensuring that complex business
systems—integrating finance, HR, and supply chain—function correctly before
go-live.
1.
Pre-Testing & Planning
- Define Scope: Identify which modules
(e.g., Finance, CRM, Inventory) are being tested and which are out of
scope.
- Establish Environment: Set up a dedicated test
environment that mirrors the production environment (hardware, software,
and network).
- Team Readiness: Assemble a
cross-functional team including Project Managers, QA engineers, and key
business users.
- Test Data Management: Create sanitized,
anonymized test data that reflects real-world scenarios.
2.
Functional Testing Checklist
Verify that
each module performs its core business tasks as intended:
- Finance: Test General Ledger,
Accounts Payable/Receivable, and financial reporting accuracy.
- Supply Chain: Validate inventory
tracking, warehouse management, and procurement flows.
- Order Management: Verify the full
order-to-cash lifecycle, including pricing and shipping rules.
- HR/Payroll: Check employee record
management, benefit calculations, and payroll processing.
3.
Integration & Data Testing
- Data Migration: Meticulously compare
migrated data samples from legacy systems to the new ERP to ensure no loss
or corruption.
- Module Interconnectivity: Confirm that data flows
seamlessly between modules (e.g., a Sales Order updates Inventory levels
and Finance records).
- Third-Party Integration: Test connections to
external APIs, e-commerce platforms, or banking gateways.
4.
Non-Functional Testing Checklist
- Security: Verify role-based access
controls (RBAC), multi-factor authentication (MFA), and data encryption.
- Performance & Load: Simulate peak user loads
to identify system bottlenecks and ensure stability under pressure.
- Usability: Have end-users test the
interface for intuitiveness and navigation ease to encourage adoption.
5. Final
Validation (UAT & Go-Live)
- User Acceptance Testing (UAT): Conduct end-to-end
business process rehearsals with actual employees.
- Regression Testing: Rerun critical tests after
any bug fixes or configuration changes to ensure no new issues were
introduced.
- Backup & Recovery: Document and test
procedures for data backup and system rollback in case of failure.
- Training & Sign-off: Confirm all users have
completed training and obtain formal stakeholder approval for go-live.