If all suppliers, all categories and all processes are switched at the same time, the problems will be superimposed on each other, making it difficult to determine whether the data, permissions or business agreement are unclear. The scope of the trial run should cover a complete process and also include common exceptions. You cannot just select the smoothest order.

How to arrange records and operations

Choose a scope of cooperation with clear responsibilities, and agree on effective record sources for order confirmations, shipping notifications, receipts and reconciliations. Prepare field descriptions, account ranges, and exception handling contacts. During the trial run, key statuses are checked every day. If any discrepancies are found, evidence will be retained first, and then the process or mapping will be corrected.

The pilot is suitable for selecting partners with clear business relationships and willingness to jointly check records, including order taking, commitment, shipping, receipt and reconciliation. Before going online, agree on who will register exceptions, who will report them, and how to confirm and resolve them. During the trial run, the number and status of the same documents on both sides are compared, instead of just counting the number of logins. If it is found that the fields are understood differently, first revise the business description and then adjust the interface. At the end of the pilot, the links that have been cleared and the matters that still need to be handled offline will be listed, and the business differences will be re-confirmed before expanding to other partners.

Specific scenarios that need to be checked

For example, the pilot category has batch delivery, which should include some receipt and return scenarios. Acceptance is not only about the account being able to log in, but also about the completion of the business closed loop by both parties. Before expanding the scope, confirm how to query the original records and which operations still need to be completed offline, so that the switching boundary can be understood by the actual execution personnel.