Order Notes and Quick Reminders for MIP|Momentive  

To ensure smooth processing, we will include a screenshot of your submission order form or a brief recap. This helps confirm that the information on the order form is accurate and not carried over from a previous submission.

11/24/25 -Policy on Classic Version New Orders

• Classic orders only accepted when Timesheet or Budget modules are required (not yet in Modern).

• Classic will be discontinued June 30, 2026; no further updates or enhancements.

• Incompatible with Office 365 OAuth2 SMTP and relies on an older .NET Framework ending support next year.

• Customers must sign a waiver acknowledging risks; issues will require upgrade to v2025 (may involve training and licensing changes, as Modern does not support concurrent licensing).

Customer acknowledgement required for installation of Workflow Modules Classic when eligible for Workflow Modules Modern in the following environment

• MIP Multitenant
• MIP Single Tenant
• On-Prem

Please be advised that we will need to obtain a formal acknowledgement from the customer confirming the following:

• They are eligible for the Modern version of the software.
• They are electing to install a prior (Classic) version instead.
• They understand that the Classic version has a sunset date of June 30, 2026.
• They acknowledge that there will be no further upgrades or enhancements provided for the Classic version.
• They understand that concurrent licenses are discontinued when migrating to the Modern version.

This acknowledgement is required to help reduce the risk to Microix in the event the customer later questions or challenges why an older version was provided instead of the Modern version. Please ensure that this acknowledgement is received prior to processing any sale for a customer who qualifies for the Modern version.

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Software Orders

Classic Orders

• If your order includes software, you will receive a confirmation email with further instructions. Once received, decide whether it should be forwarded to your client.
• For orders placed on behalf of a Microix Business Partner (BP) not listed on the order form, please forward the confirmation to them if needed.

Modern Orders

• If your order includes software, you will NOT receive a confirmation email. Microix will process the order, and then:

• New Microix Orders: Contact Microix when ready to begin product registration.

• Add-on Microix Orders: The client’s software will automatically update the next day to reflect the new purchase. If they are unable to wait, they can use the Knowledge Base (KB) to manually register the product.

https://microix.info/modern/KB/View/22910-how-to-re-register-your-product-to-receive-new-user-counts-or-modules
 If services are tied to the add‑on, a Microix consultant will reach out to coordinate the session.

Note for NEW Classic & Modern Orders- If the client is hosted on MIP Cloud, ensure Microix is provisioned and ready for the assigned consultant and/or admin.

🛠️ On-Premise Modern Install Instructions for Microix Consultants

Before scheduling the discovery meeting with the client:

Step 1: Share Technical Resources

Provide the client’s IT contact with the following link to review:
Sales - Modern -Technical Q&A  - Knowledge base

Step 2: Initiate Installation Coordination

To schedule the Modern install or address any related technical questions, the assigned Microix consultant will send the organization’s IT contact information to:
Rickie George – rgeorge@microix.net

Hardware & Accessory Orders

Confirm the correct “Ship To” address is listed on the order form (cannot ship to PO Boxes).

• In Stock: You’ll receive tracking details via email to forward to your client once items ship.
• Out of Stock: Our team will provide lead time updates. Tracking details will follow once shipped.

Microix Services

If services are tied to the new purchase:

• Momentive-Engaged Services
• Confirm submitted hours are correct. These are non-cancelable, non-refundable, and cannot be credited for unused time.
• The engagement will be sent to Rebecca Kumpf. Once Microix has been provisioned in MIP Cloud and MIP CS notifies Microix (if applicable), then a Microix consultant will reach out to the client.
• BP or MIP Client Services-Provided

• Connect the BP or MIP CS team to the client for implementation or training support.

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Momentive-Engaged Services Details to Confirm (Unless Already Noted on the Order Form)

For Implementation PST Orders

• Is the client ready to start Microix services?
• If yes, we’ll send the engagement agreement to Rebecca.
• If no, please provide the estimated start date.
• Is Microix provisioned in MIP Cloud for this client (if applicable)?

For Post/Refresher Training PST Orders

• Confirm that the module(s) are fully active and functional before submitting the order.

For PST Approval of Additional Add-on Hours or Email Approvals

• Include Rebecca Kumpf (rebecca.kumpf@communitybrands.com) when submitting to Microix so she is aware.