Overview

Partial payments allow you to process invoices when only part of a PO has been received or billed. This ensures accurate tracking in Microix and smooth integration with MIP Accounting.

Assumptions before starting:

1. Purchase Order has been created.

2. Purchase Order submitted to the vendor.

3. Partial goods/services received.

4. Partial invoice received.

5. Purchase Order is at the correct approval level.

⚙️ Pre-Requisites (Admin Only)

Important Rule

Only approvers whose workflow has both Go To and Else levels set to Level 12 – Documents Approved can create partial payments.

Administrator Tasks

• Review workflows to confirm approval routing was configured for document type "Invoice".

• Review global settings related to partial payment processing via Maintenance > Global Settings

• GSID 43 – Receiving Required

  • ON = must receive goods/services before payment.

  • OFF = can pay without receiving.

• GSID 124 – Partial Payment Document Status

• By default, partial payment status will be set to the purchase order status, if you need to set the partial pay to a different status, then enter a status between 0 and 10.

📝 Step-by-Step Procedure

Step 1: Locate & Approve PO

1. Go to Approve Documents.

2. Search and open the relevant PO.

3. Click Approve in the upper menu.

Step 2: Create Partial Payment

1. The Transfer to MIP form appears.

2. In Transfer Option, select APP Partial Pay.

3. A menu appears with partial payment options.

   • If GSID 43 = ON, select only received items/packing slips.

4. Click Process (bottom right).

Step 3: Finalize & Transfer

1. A new API screen opens with PO details prefilled.

2. Enter Invoice Number (top-right).

3. Add shipping/unique costs if applicable.

4. Click Attach to upload invoice documentation.

5. Click Approve.

6. Transfer to MIP form reappears with API prefilled.

7. Choose New or Existing MIP Session.

8. Review all details → click Process to transfer API to MIP.

💡 To delay transfer: click Save. You can reopen later, approve, and transfer to MIP Accounting

✅ Following this process ensures your partial payments are documented properly, linked to the original PO, and transferred seamlessly to MIP.