Prepare an update of edoc invoice cockpit (checklist)

If you update edoc invoice cockpit to a higher version, there are some tasks you should perform before and after the update.

In this article you will find tasks that you should perform by default so that edoc invoice cockpit can be used properly afterwards.

Recommendation

Create a checklist for updates for your specific configurations.

Before the update

Compile the scripts of the configuration. The code is executed at runtime and must therefore be compiled before an update: How do I compile the configuration scripts?
Export the configuration. If necessary, you can import the export again after the update to ensure that the configuration is restored: Backup and restore edoc invoice cockpit configuration
(Optional). If you are using batch tasks, delete the batch tasks.

Check all settings in the administration under Parameters.
Check the index properties.
Compile the configuration scripts: How do I compile the configuration scripts?
(Optional). If you have used batch tasks and deleted them before the update, create the batch tasks again.
Export the configuration as a backup as part of your backup strategy. If necessary, you can import the export again after the update and thus ensure that the configuration is restored: Backup and restore edoc invoice cockpit configuration
Check the process chains by creating test data manually.