acq:cancelsuspend
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acq:cancelsuspend [2018/10/23 18:12] – [Suspend a Copy] tlittle | acq:cancelsuspend [2020/03/20 10:44] – tlittle | ||
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+ | **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. | 1. Open a purchase order. | ||
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{{ : | {{ : | ||
- | 3. Using the main // | + | 3. Using the main // |
{{ : | {{ : | ||
- | 4. From the drop down menu that appears, select a [[acq: | + | 4. From the drop down menu that appears, select a **[[acq: |
{{ : | {{ : | ||
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<note important> | <note important> | ||
- | 5. Click //Cancel Line Items.// | + | 5. Click **Cancel Line Items.** |
{{ : | {{ : | ||
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For backorders, you can and should still receive the items once they arrive at your library. | For backorders, you can and should still receive the items once they arrive at your library. | ||
- | ==== Suspend a Line Item ==== | ||
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- | 1. Open a purchase order. | ||
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- | 2. Check the box(es) of the line items you want to suspend. | ||
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- | {{ : | ||
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- | 3. Using the main Actions menu, select **Actions-> | ||
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- | {{ : | ||
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- | 4. From the drop down menu that appears, choose a **[[acq: | ||
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- | 5. Click //Cancel Line Items.// | ||
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- | 6. A pop-up will appear asking you to confirm that you wish to cancel the line item. Click OK. | ||
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- | 7. The line item will change to blue and the status will update to the chosen cancel reason. | ||
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- | 8. Because the line item has been suspended rather than canceled, the funds for the line item are still encumbered. | ||
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- | {{ : | ||
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- | 9. A suspended line item is resolved when all copies of the line item arrive and are received. | ||
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- | // | ||
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- | ---- | ||
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===== ...Copies ===== | ===== ...Copies ===== |
acq/cancelsuspend.txt · Last modified: 2024/03/01 15:34 by tlittle