Post-Migration Validation: Ensuring Data Accuracy and Integrity

After migrating your data from Microsoft Dynamics GP to NetSuite, it’s crucial to validate the data to ensure everything has transferred accurately and completely. Here’s a detailed guide on how to validate your data post-migration: 

Data Integrity Checks 

Record Counts Start by comparing the number of records in Dynamics GP and NetSuite. This simple yet effective step helps ensure that no data has been lost during the migration. Make sure the counts match for all key data sets, such as customer records, vendor records, and inventory items. 

Field-Level Validation Next, dive deeper into the data by verifying key fields. Check that essential information like customer names, account numbers, and contact details have been accurately transferred. This step helps catch any discrepancies that might have occurred during the migration process. 

Financial Reconciliation 

Trial Balance Comparison One of the most critical aspects of data validation is ensuring financial data accuracy. Compare the trial balance reports from Dynamics GP and NetSuite. This comparison will help you verify that all financial data, including assets, liabilities, and equity, has been correctly migrated. 

Account Balances In addition to the trial balance, check individual account balances. Ensure that balances for all accounts, such as cash, accounts receivable, and accounts payable, are consistent between the two systems. This step is vital for maintaining financial integrity. 

Transaction Validation 

Sales and Purchase Orders Verify that all sales and purchase orders have been accurately migrated. Check that order details, such as quantities, prices, and dates, match between Dynamics GP and NetSuite. This validation ensures that your sales and procurement processes can continue without interruption. 

Invoices and Payments Ensure that all invoices and payments are correctly reflected in NetSuite. This includes both customer invoices and vendor payments. Accurate migration of this data is essential for maintaining cash flow and financial reporting. 

Functional Testing 

Business Process Testing Conduct end-to-end testing of key business processes, such as order-to-cash and procure-to-pay. This testing helps ensure that your business operations can continue smoothly with the migrated data. Involve end-users in this process to confirm that the system meets their needs. 

User Acceptance Testing (UAT) Have end-users perform their daily tasks in NetSuite to ensure that everything functions as expected. UAT is a critical step in validating that the system is ready for full-scale use. Gather feedback from users to identify any issues that need to be addressed. 

Report Validation 

Standard Reports Run standard financial and operational reports in NetSuite and compare them with reports from Dynamics GP. This comparison helps ensure that your reporting capabilities remain intact and that all data has been accurately transferred. 

Custom Reports If you have custom reports, validate them to ensure they produce accurate results with the migrated data. This step is essential for maintaining the insights and analytics your business relies on. 

Conclusion 

Validating your data after migrating from Microsoft Dynamics GP to NetSuite is a crucial step in ensuring a successful transition. By following these detailed steps, you can ensure that your data is accurate, complete, and ready for use in NetSuite. Proper validation helps maintain business continuity and sets the stage for a smooth and efficient operation in your new system. 

CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER

Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.

Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.

GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing support.