ERP User Acceptance Testing Checklist
Ensure a smooth ERP go-live! Our UAT checklist guides you through rigorous testing, uncovering critical bugs and validating user workflows *before* launch. Minimize disruption, maximize adoption, and unlock the true potential of your ERP system.
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Test Environment Setup
Verify the test environment mirrors the production environment and necessary test data is loaded.
Environment Name
Environment Description
RAM Allocated (GB)
CPU Cores
Environment Setup Date
Operating System
Environment Configuration File
Functional Testing - Core Modules
Test critical business processes within modules like Finance, HR, Inventory, and Sales.
Sales Order Creation Quantity
Invoice Due Date Verification
Payment Method Selection
Order Notes/Comments Verification
Inventory Quantity on Hand
Tax Codes Applied (Select All)
Scheduled Task Execution Time
Data Integrity Verification
Confirm data accuracy and consistency throughout the system after transactions.
Initial Quantity in Stock (Item A)
Quantity After Transaction (Item A)
Quantity Discrepancy Detected?
Discrepancy Amount (If Applicable)
Discrepancy Description (If Applicable)
Account Reconciliation Successful?
Transaction Date Verified
Integration Testing
Validate data flow and functionality between integrated modules and external systems.
Number of Transactions Processed
Integration Tested (Yes/No)
Detailed Integration Test Results
Error Messages Encountered?
Supporting Documentation (Logs, Screenshots)
Data Reconciliation Difference (if any)
Reporting & Analytics Validation
Ensure reports are accurate, accessible, and meet business requirements.
Report Run Time (seconds)
Report Accuracy Verification Method
Report Output Review Comments
Report Validation Date
Report Data Sources Verified
Number of Records Processed
Security & Access Control Testing
Verify user roles and permissions are correctly configured and enforced.
Verify User Role Assignment
Confirm Password Complexity Policy Enforcement
Verify Account Lockout Threshold (Failed Login Attempts)
Confirm Two-Factor Authentication (2FA) Implementation
Describe any detected Access Control Anomalies
Validate Sensitivity of Data Access Permissions
Workflow & Approvals Testing
Test all workflows and approval processes to ensure they function as intended.
Workflow Initiated Successfully?
Approver Notified?
Approval Start Date
Approval Completion Date
Approval Route Deviation Count
Workflow Comments/Notes
Approval Rules Applied Correctly?
Tester Signature
User Interface (UI) & Usability Testing
Assess the ease of use and overall user experience of the ERP system.
Navigation Menu Clarity
Overall UI Aesthetics & Visual Appeal Feedback
Average Time to Complete Key Task (minutes)
Ease of Finding Information
Which UI elements are confusing or require improvement?
Suggestions for UI Improvements
Mobile Accessibility Validation
If applicable, test functionality and usability on mobile devices.
Device Type Tested
Screen Resolution (Width)
Screen Resolution (Height)
Network Connectivity
Observed Issues/Bugs
Overall Mobile Usability
Error Handling & System Recovery
Test error messages, system notifications, and recovery procedures.
Describe a common error encountered during testing.
Document steps to reproduce the error.
Error code (if applicable)
Date/Time Error occurred
Describe the system's response to the error.
Impacted areas
Recovery steps performed (if any)
Tester Signature
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