Release Preview Test Plan for Busine...

TL;DR: The Release Preview Test Plan is designed to help businesses test their workflows effectively before upgrading to new NetSuite features. It facilitates thorough testing to prevent issues and ensure all functionalities work as intended.

Goals of the Release Preview Account

The primary purpose of a Release Preview account is to test business workflows. This process prevents potential issues and confirms that everything works as expected with newly released features. Users are not required to test the new features themselves, but to focus on their established workflows.

Download the Test Plan Template

To begin, you should download the Release Preview Test Plan Template. This Excel workbook includes a testing matrix, workflow worksheets, and examples. Alter it to suit your specific business testing needs. The template can be found here: Release Preview Test Plan Template.

Important Considerations

While testing in the Release Preview, be aware of the scheduled events running in your production account:

Disable Scheduled Events: Prior to the upgrade, these should be turned off to avoid interference.
Re-enable After Upgrade: Ensure to enable the events only after the upgrade is successfully completed.

Testing Areas

Here are recommended testing areas to include in your Release Preview:

Business Workflows: Identify and document key workflows to systematically test.
Custom Reports, Queries, and Forms: Verify that all custom reporting works as intended.
Other Customizations: Even minor customizations should not be overlooked.
SuiteScript Deployments: Check that any SuiteScript customizations function correctly.
SOAP Web Services Integrations: Test connections with any third-party services using SOAP integrations.
Installed SuiteApps (Bundles): Review all SuiteApps to ensure compatibility with the new release.
Web Store: For eCommerce businesses, it’s essential to test the online store functionality.
SuiteAnalytics Connect Connection: Validate reporting and analytics functionalities.

Comprehensive Workflow Documentation

Each workflow documented should include the following components:

Business Workflow Name: A unique identifier for the workflow.
Role: Specify the role used during testing.
Email: Provide an email for testing processes.
Steps: Detail the navigation needed to complete tasks.
Results: Include expected outcomes for the test cases.

Who This Affects

This testing plan is crucial for:

Administrators
Developers
Business Analysts
Quality Assurance Teams

Key Takeaways

A Release Preview Test Plan is vital for validating workflows during upgrades.
Remember to disable production scheduled events before upgrades.
Use the provided template for systematic testing across business workflows.

Frequently Asked Questions (4)

Does the Release Preview Test Plan require testing of new NetSuite features?

No, the Release Preview Test Plan is designed to focus on testing your established business workflows, not the new NetSuite features themselves.

What should be done with scheduled events during the Release Preview testing?

Scheduled events should be disabled in your production account before the upgrade to avoid interference, and then re-enabled only after the upgrade is successfully completed.

Is the Release Preview Test Plan template customizable to specific business needs?

Yes, the downloadable Excel workbook can be altered to suit your specific business testing needs, including adjustments to the testing matrix and workflow worksheets.

What areas should be included in the Release Preview Testing?

Testing should include business workflows, custom reports and forms, customizations, SuiteScript deployments, SOAP Web Services integrations, Installed SuiteApps, web store functionality, and SuiteAnalytics Connect connections.

Release Preview Test Plan for Business Workflows