Order Notes and Quick Reminders for MIP|Momentive
General Processing
- 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.
- Normal processing time is within 24 hours during standard business hours, Monday through Friday, 9:00 AM–5:00 PM EST.
- If the agreed discount notes or any special instructions previously discussed with our team are missing from the order form, the order will be processed as normal.
----------------------------------------------------------------------------------------------------------------Summary of Modern Eligibility as of 03/03/26( Continue to check back for real time updates via https://www.microixcloud.com/)
New Microix Clients
- New clients—whether On‑Premise or in MIP MT Cloud—are eligible to purchase any Modern modules: Requisition, Inventory, Asset Tracking, Timesheet.
(Requisition is required to add Inventory or Asset Tracking.) - Classic should only be sold if the client needs the Budget Module (not yet available in Modern).
A waiver is required, even if they plan to upgrade later. - If Classic with concurrent licenses is sold, the order will be processed as Modern, and Microix will convert concurrent licenses to web licenses.
Notify the client that renewal/subscription pricing will adjust unless you update the order before submitting.
Existing Microix Clients
- Clients who own only Requisition and are hosted in MIP MT Cloud are eligible for the Modern upgrade.
They may add Inventory, Asset Tracking, and Timesheet during or after the upgrade. - Clients with multiple Classic modules (Inventory, Timesheet, Budget) are not eligible for the fast‑track upgrade while any of those modules remain in limited rollout.
- Classic Inventory and Timesheet are still in limited rollout and therefore block eligibility for multi‑module customers.
- On‑Premise clients are not eligible until the Modern Requisition rollout is available for On‑Premise environments.
If eligible, direct the client to start the upgrade process by submitting the Upgrade Request Form via https://www.microixcloud.com/. This will allow them to review and sign off on the breaking changes, and the option to schedule a walkthrough of modern and answer any question that may be included in theSales - 🛠️ Modern Upgrade Process Overview – What to Expect - Knowledge base link before they are added to the upgrade schedule.
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Modern Add‑On Order— Client Not on Modern
If we receive a Modern Add‑On order and the client:
- ❌ Is not on Modern
- ❌ Is not in Microix Professional Services
- ❌ Has not submitted a Modern Upgrade Request
Then the Add‑On cannot be processed until:
The client submits the formal Modern Upgrade Request to:
- Review and acknowledge all breaking changes
- Confirm they completed a walkthrough of Microix Modern
- Schedule their Modern upgrade before any Add‑On services begin
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📦 Software Orders
Classic Orders
- Receive confirmation email → decide if forwarding to client.
- Forward to BP if not listed on order form.
Modern Orders
- No confirmation email. Microix processes directly.
- New Orders: Contact Microix to begin registration.
- Add‑ons: Software updates next day (or register manually via KB).
- Consultant will coordinate if services are tied to add‑on.
- For MIP Cloud clients, ensure Microix is provisioned before consultant/admin engagement.
On‑Premise Modern Install (Consultants)
- Share technical resources (Sales – Modern – Technical Q&A KB).
- Send IT contact info to Rickie George (rgeorge@microix.net).
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📦 Hardware & Accessories
- Confirm correct “Ship To” address (no PO Boxes).
- In Stock: Tracking details emailed.
- Out of Stock: Lead time updates provided; tracking sent once shipped.
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👩💼 Microix Services
Momentive‑Engaged Services
- Confirm hours (non‑cancelable, non‑refundable).
- Engagement sent to Rebecca Kumpf.
- Consultant contacts client once provisioned in MIP Cloud.
BP or MIP Client Services
- Connect BP or MIP CS team to client for implementation/training.
Details to Confirm (PST Orders)
- Implementation: Is client ready? If yes → send agreement. If no → provide start date.
- Training: Confirm modules active before submitting.
- Add‑on Hours/Approvals: Include Rebecca Kumpf in submission.
Timeline Requests
- Share client’s proposed timeline with consultant during discovery call.
- If inflexible, confirm consultant availability before accepting.
- Factors: consultant availability, time of year, module complexity, client responsiveness.
🛠️ Support Department
- Active support plan required.
- Support does not cover implementation/training.
- For active projects → consult trainer or request quote.
Resources:
· Classic - Microix Support KB Articles
· Modern - Microix Support KB Articles
· Instant access to Microix Guides|Videos Resources
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🔄 Cancellation/Deactivation Quick Reference
Subscription MIP Cloud
- Customer completes MIP form with CAM → MIP sends to sales@microix.net.
Perpetual Migrated to MIP Cloud
- Cancellation: MIP form with CAM → sales@microix.net.
- Deactivation: Customer contacts Microix → DocuSign form issued → processed.
Perpetual On‑Premise
- Non‑renewal of M&S = loss of upgrades/support.
- Customer contacts Microix → DocuSign form issued → processed.