Table of Contents
Cancel/Suspend
You can cancel or suspend entire purchase orders, line items on a purchase order, or individual copies that are attached to a line item.
The difference between canceling and suspending
Both cancelling or suspending line item both use “cancel reasons.” The process of cancelling or suspending purchase orders/line items/copies are the same whether you are intending to cancel or suspend; the only difference is what cancel reason you choose.
When you choose a cancel reason with the prefix “Cancelled” it has a hidden meaning of “Keep Debits: No (False).” What this means is that your fund debits, (your encumbrance) for that item, are lifted and the money is returned to the fund. The intention is that you will never be receiving that item, and you no longer want your money to be encumbered for it. Usually the item is also cancelled with the vendor.
When you choose a cancel reason with the prefix “Delayed” it has a hidden meaning of “Keep Debits: Yes (True).” This means that the associated fund debits (your encumbrance) for that item, are kept. Therefore your money remains encumbered. The intention is that you will, at some point, receive this item and you would like the money to remain encumbered in your fund. Usually the item remains on order with the vendor. Common cancel reasons for suspending are items that are backordered or not yet published.
Cancel reasons are used to suspend or cancel line items.
Cancel reasons are PINES defaults. You can see a list of them here that includes whether they are Keep Debits? True or False. If for some reason you need an additional cancel reason, please open a Helpdesk ticket.
...A Purchase Order
You can cancel or suspend purchase orders where all line items are in a state of on-order.
Canceling/Suspending an entire purchase order is most appropriate when all line items need to use the same cancel reason. If you need to use different cancel reasons for different line items, or you only need to mark specific line items cancelled/suspended, you cannot use this method. See Cancel/Suspend Line Items.
Remember: The process to cancel vs. suspend a purchase order is the same. The only difference is which cancel reason you choose.
1. Open the purchase order.
2. Click Cancel order.
3. From the drop down menu that appears, select a cancel reason.
4. Click Cancel order.
5. A pop-up will appear asking you to confirm that you wish to cancel the purchase order. Click OK.
6. The status of the purchase order becomes canceled and:
For Cancels:
- All the line item bars change to white
- The funds no longer show as encumbered
For Suspends:
- All the line item bars change to blue
- The funds still show as encumbered
For backorders, you can and should still receive the items once they arrive at your library.
...Line Items
You can cancel or suspend line items that have a status of on-order.
Cancelling or suspending line items is most appropriate when:
- You need to use different cancel reasons for different line items
- You only need to cancel/suspend some line items in the PO, not all of them
- All the copies under one title can have the same cancel reason (i.e. You cannot cancel at the line item level if you have 3 copies under a title, with one to be backordered, one to be true cancelled, and one to remain on-order)
Remember: The process to cancel vs. suspend line items is the same. The only difference is which cancel reason you choose.
Do attempt to cancel at the line item level first. The majority of the time it works fine; the above information is only if you are impacted by the bug.
1. Open a purchase order.
2. Check the box(es) of the line item(s) you wish to cancel.
3. Using the main Actions menu, select Actions > Cancel Selected Line Items.
4. From the drop down menu that appears, select a cancel reason.
5. Click Cancel Line Items.
6. A pop-up will appear asking you to confirm that you wish to cancel the line item. Click OK.
For Cancels:
- The line item bar(s) change to white
- The funds no longer show as encumbered
For Suspends:
- The line item bar(s) change to blue
- The funds still show as encumbered
For backorders, you can and should still receive the items once they arrive at your library.
...Copies
You can cancel or suspend copies that are in a state of on-order.
Cancel a Copy
1. Open a purchase order.
2. Click the Copies link on the line item containing the cop(ies) you wish to cancel.
3. Click the Cancel link adjacent to the copy you wish to cancel. Copies must be canceled individually.
4. From the drop down menu that appears, select a cancel reason.
5. Click Cancel Copy.
6. A pop-up will appear asking you to confirm that you wish to cancel the copy. Click OK.
7. The status of the item becomes canceled.
The line item bar will only change to white and have a status of canceled if all copies for the line item have been canceled.
The funds for the particular copy will no longer be encumbered.
Suspend a Copy
1. Open a purchase order.
2. Click the Copies link on the line item containing the cop(ies) you wish to suspend.
3. Click the Cancel link adjacent to the copy you wish to suspend. Copies must be suspended individually.
4. From the drop down menu that appears, choose a cancel reason that keeps debits.
5. Click Cancel copy.
6. A pop-up will appear asking you to confirm to that you wish to cancel the copy. Click OK.
7. The status of the copy becomes canceled. The line item bar will only change to white and have a status of canceled if all copies for the line item have been canceled.
Because the copy has been suspended rather than truly canceled, the funds for the copy are still encumbered.
8. A suspended copy is resolved when the item arrives and is marked received.