🔄 Upgrade to Modern Requisition Module: What to Expect

📌 Important: On-Premise users will experience slight differences in the upgrade process.

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✅ Eligibility Criteria for Microix PO Modern

To qualify for the upgrade:

• ✔️ Currently using Requisition Module only
  (Exceptions apply if you own other Microix modules but plan to implement them in Modern later)
• ✔️ Environment: On-Premise or MIP MT Cloud Hosted
• ✔️ Must own a Web Pack

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📦 Included in the Upgrade

• 60-day trial of the following 3 add-ons:
• Invoice Capture
• Bank Feed
• Travel Reimbursement
• ⏳ Add-ons can be purchased at any time (before, during, or after trial)
• ⚙️ Setup time required for each add-on
• 🔗 Additional info: Sales - Microix Modern PO Trial Period – FAQs - Knowledge base

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🛠️ Upgrade Process Overview

🔧 Step 1: Microix Upgrade (After Hours – Minimal Impact)

• Modern Module Migration (~30 mins)
• Attachment Extraction (~5 mins per 5,000 attachments)

⚙️ Step 2: MIP Configuration (Business Hours – ~1 Hour)

• System paths and permissions setup
• Move attachments to permanent location
• ⚠️ Possible brief interruption to requisition or attachment access during this step

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🚨 Key Considerations Before Upgrading

• 🔁 No option to revert to Classic version once upgraded
• 📄 Custom reports/forms/layouts from Classic do not transfer
• 🖨️ Batch scanning not available in Modern
• 🔐 Users must reset passwords after upgrade
• 📧 All users must use domain-based email addresses
• 👤 Additional user licenses may be required

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📚 Training Options

🆓 Free Option:

• Your designated Microix Admin can leverage this Quick Start Guide, Modern Requisition Quick Start Guide to train staff internally.

💼 Paid Option:

• Purchase 4 hours of Admin-level Modern Training. This is ideal for teams seeking hands-on coordination during the upgrade process. The trained Admin can then lead staff training tailored to your organization’s workflow

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✅ Ready to Upgrade?

• Go to the Whats New and click on the Request|Schedule button to complete the form and reserve a spot in our upgrade schedule.   If you don’t receive a reply within two business days, please reach out to sales@microix.net so we can follow up with our team.

📘Helpful Resources:

· Visit  What's New 

· End of Feature Development Notice -Workflow Modules Modern - Workflow Modules Client – End of Feature Development Notice - Knowledge base

· Microix Modern Knowledge Base Articles-Workflow Modules Modern - Knowledge base

— The Microix Team
📧 sales@microix.net