I’m hoping that I can get some recommendations from here regarding the 2020.2 release. We have a legacy NetSuite instance and a new instance that is currently being implemented. The legacy instance will be upgraded in August and the new instance in October. What’s a recommended test plan to ensure that we find any upgrade issues proactively/before the push to production? I know that there is a release preview environment, is it a matter of running our business processes there and documenting the results? Thanks!

Check out SuiteAnswers 50298. It provides a test plan and template that you can tailor for your company, designed to complete in the release preview. We used this template and for each workflow we assigned different NetSuite roles for testing. Each test case is a different task they complete in NS. We basically delegated different users in the company that have different roles and tasks. We then had them complete testing their basic tasks in NetSuite, and then log the results/system behavior for each task. This way we could catch any major issues that could affect the day-to-day duties from the new release.

@Chloë that makes sense. Thanks for the recommendation.