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The Sign-Off Table
The ERP Release Sign-Off Playbook

Week 2 of 8

Who owns testing

Cloud ERP moves infrastructure and upgrades to the vendor. Testing stays with you. Sage Intacct updates every customer automatically each quarter and its pre-release checklist puts the review on the customer. Odoo tells customers to request an upgraded test database and test it before upgrading production. Acumatica says major upgrades need sandbox testing, customization validation and user training.

On-premises is ending too. Epicor has said its final on-premises Kinetic feature release is 2028.1, tentatively January 2028, with new features going to Epicor Cloud only. More teams are about to live on a vendor’s calendar for the first time.

This week: give every testing activity one accountable owner

  1. List the activities: unit, SIT, data import and migration, roles and permissions, performance, UAT, mock cutover, and regression for every vendor release.
  2. For each, name one accountable person: your team, the implementation partner, an ISV, or the vendor. Write "nobody" if that is the truth.
  3. Put ISV and partner regression in writing: who tests their add-on on each pre-release build, and how fast they fix it.
  4. Write the master test plan once, with numeric entry and exit criteria, and have the program director and business sponsor sign it.

Number of the week

Jan 2028

is Epicor’s tentative date for the final on-premises Kinetic feature release. After that, new features ship only to Epicor Cloud.

Source: Epicor press release (January 6, 2026)

Use this week

Next week: you cannot test everything every release. We rank your processes so you know what to test first.

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