📌 Overview

Based on global system settings, the status of a posted document cannot be changed under normal circumstances. This restriction exists to preserve the integrity of financial data that has already been posted to MIP's General Ledger.

There are no restrictions for documents in Unposted status.

To recall a document that has been transferred to MIP but remains in Unposted status:

1. Navigate to Document Search.
2. Select the document.
3. Click Change Status.
4. Change the status from Level 14 (Transferred) back to the pre-transfer level (typically Level 10).

This action will:

• Move the document back to the specified pre-transfer level.
• Remove the transferred document from the MIP unposted session.

Warning:
If multiple documents were sent under the same invoice number and you undo the transfer of one document, all documents that were merged into the single invoice must be re-transferred.

🔍 Important Distinction: Posted vs. Unposted Documents

• Unposted documents

  • Can have their status changed.

  • Can be re-transferred to MIP after modifications.

• Posted documents

  • Cannot be re-transferred to MIP.

  • Have restricted status changes due to their presence in MIP's General Ledger.

Once a document is posted, the original transfer to MIP is final and cannot be repeated.

⚠️ When Changes Are Required for Posted Documents

If changes must be made to a Microix document that has already been posted to MIP, the process below may be followed only if:

• The same changes have already been made directly in MIP, and

• The intent is to keep Microix and MIP data in sync.

This process should be used sparingly and with appropriate authorization.

🛠 Procedure to Change a Posted Document’s Status

1. Disable the global setting (GSID 55)

   • Temporarily turn off global settings 55 "Do not allow to change status once document (ENC, API) transferred and posted in MIP".

2. Revert the document status

   • Navigate to Document Search.

   • Use the Change Status button.

   • Change the status to the level prior to transferring to MIP Accounting.

3. Apply necessary updates

   • Make the required changes to the document.

   • Change the status back to “Transferred to MIP.” using the steps outlined in section 2.

   • Note: The document cannot be re-transferred to MIP because the original transfer was already posted.

4. Restore standard controls

   • Disable the global setting to prevent changes to posted document statuses.

🚨 Key Notes and Warnings

• Posted documents cannot be re-transferred to MIP.

• This process does not create a new posting in MIP.

• Changes must already exist in MIP to avoid data discrepancies.

• Always restore global settings after completing changes to avoid unintended system behavior.

✅ Summary

System restrictions on posted documents are intentional and necessary for financial control. While exceptions can be made through a temporary global setting, they should only be used to maintain alignment between Microix and MIP and must be carefully managed.