Managing Attachments After a Document Has Been Transferred to MIP

Question

Can attachments be added or removed from a document after it has already been transferred to MIP Fund Accounting?

Answer

Yes. The process depends on whether you only need to add an attachment or whether you also need to delete or replace an existing attachment.

Adding Attachments After Transfer

If users only need to add additional attachments after a document has been transferred to MIP Fund Accounting, enable the following Global Setting:

Global Setting 903 – Allow adding attachments after transfer to MIP Fund Accounting

Once enabled, additional attachments can be added without changing the document's status.

Deleting or Replacing Attachments After Transfer

If an existing attachment needs to be deleted or replaced, the document must temporarily be returned to its pre-transfer approval level.

1. Navigate to Document Search.

2. Locate the document.

3. Change the document status from 14 (Transferred) to 10, or to the appropriate pre-transfer level used by your workflow.

4. Navigate to the Approval Document List and edit the document.

5. Locate the attachment that needs to be removed.

6. Right-click the attachment and select the option to delete it.

7. If necessary, click Add to upload the correct or replacement attachment.

8. Save the document.

9. Return to Document Search.

10. Change the document status back to 14 (Transferred).

The document is now returned to its transferred status with the corrected attachments.

Important

This process only changes the Microix document status temporarily so that the attachment can be maintained. It does not retransmit or repost the accounting transaction to MIP Fund Accounting.

If your organization uses different workflow levels or status values, return the document to the appropriate level immediately before transfer rather than relying specifically on status 10.