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Question about Pre-Upgrade Tasks: Necessary or Overkill?

edited Apr 9, 2025 9:30PM in Reporting and Analytics for ERP 9 comments

Summary

What tasks should be performed before a QPB?

Content

Hello,

 

Before every Quarterly Patch Bundle, we take these precautions and we are just wondering if they are actual needed or an overkill:

  1. We make sure that there are no in-flight transactions. We send out email communications saying that all invoice/expenses/ Journals and POs should be approved prior to the upgrade and we put in a cut off for the Wednesday before the upgrade, to submit any new transactions for approval. So basically we go to great lengths to ensure that there are no transactions in a "Pending Approval" state. Now we are wondering if this is necessary or an overkill.

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