Test Environment in Acubiz: Prerequisites

Ordering and setting up a test environment is not included in the standardized subscription or license agreement and is therefore billed separately.

Financial Prerequisites

Costs will generally occur for:

• Setup: One-time fee for creating the test environment.
• Operation: Ongoing subscription fee for the test environment during the agreed period.

Additional services (billed by time spent):

• Consulting assistance for clarification and changes in the setup.
• Configuration and customization of the test environment.
• Creation of test data (e.g., credit card transactions).
• Purchase of supplementary add-on products as needed.
• Consulting assistance for implementation and rollout of changes in the production environment (PROD) once the testing phase is completed.

Please contact Acubiz for a specific estimate.

Data and Functionality in the Test Environment

Once the agreement is approved, the test environment will be created as an identical copy of your current production environment (PROD) in terms of configuration and setup.

Note regarding transaction data: The copy from PROD does not include transaction data. The test environment will generally be empty of transactions. It is the customer's own responsibility to create test transactions to validate export results. However, it is possible to purchase consulting time for creating test credit card transactions.

Typical Use Scenarios

A test environment is primarily used to quality-assure major configuration changes before they are rolled out in the production environment. Typical scenarios include:

1. Transition to a New ERP or Accounting System

This often involves extensive changes in the Acubiz setup. Relevant tasks may include:

• Updating account numbers and cost types.
• Adjusting credit card postings (provisions and monthly invoices).
• Updating employee postings (new creditor numbers and clearing accounts).
• Establishing a new dimension structure (levels and values).
• Developing and customizing new export formats.
• (Also see the separate guide: "Switching ERP Systems")

2. Implementation of Partial or Full Automation

• Automatic synchronization of user master data.
• Automatic maintenance of dimension master data.
• Automatic data exchange to the ERP system via file transfer or API.

3. Change of Payroll System

• Updating employee numbers.
• Adjusting export formats.
• Changing and validating payroll codes.

4. Testing New Features and Training

• Verifying new Acubiz features without risk of affecting production data.
• Training and onboarding of new super users or administrators in a risk-free environment.

Task and Responsibility Allocation

It is important to emphasize that test execution and the described setup changes are generally carried out by the company itself, unless otherwise agreed in writing.

Access and Rights: Access to the test environment is granted to existing users with the same permission profile as in PROD. Upon delivery, you will receive access credentials for:

• Standard Environment: Web administration and Acubiz App.
• Add-ons (if agreed): MFT (SFTP) and Acubiz API access.

Data Update from PROD (Refresh)

Subsequent updates of data from the production environment to the test environment are not included in the standard agreement but can be ordered as needed. The price for a data update is calculated individually based on the number of companies in your specific Acubiz solution.