WMS - UAT

We are always asked what should I check and test during the UAT and we always say your normal operations, as it is important to be able to see your current methods and the new ones side by side.

Before you do this you should ensure you have everything setup that you need, below is a list of elements you need to check for yourself.

• Site Settings - check the settings on all of the tabs

• User Setup and Groups

• System Configuration entries, including the following :

  • Reprint Reason Codes

  • Rework Types

  • Sundry Charges

  • Unpick Reasons

  • Excise Setup including Tax Certificates, but important to check the rates

  • Commodity Code setup check the rates

  • Exchange Rates - update them

  • Frozen Reason Codes

When you are ready you should perform:

• Goods Inwards (varieties of products on different types of receipts making some DP and some UB)

• Goods Outwards (Order Types P, Duty Deferred, U, E, X and the internal ones such as Stock Control)

• Transfer Orders same warehouse and to one of your other warehouses if you have one

• Freeze stock

• Move Stock

• Print all documents

  • GI - check sheet, put away note, receipt advice

  • GO - pick note, bulk picking, delivery note and any additional paperwork

• Check the duty entries within Vision Bond are correct, print a W5D and check it out

• Check the following day for entries in invoicing for goods inwards and storage and are they correct, create an invoice and check it out and run the integrity report.

• Check EDI inbound and outbound