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.

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...A Purchase Order

You can cancel or suspend purchase orders where all line items are in a state of on-order.

If you are cancelling (not suspending) an order or an item with a vendor that you use EDI with, you must contact the vendor first and cancel the items. If you cancel them in Acquisitions first, the vendor will not be notified. Manually contact them, get confirmation of what has been cancelled, then cancel in Acquisitions.

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.

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...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.

There is an open bug that affects attempting to cancel line items. You may get an error message “ACQ_NOT_CANCELABLE→The object is not in a cancelable state.” To resolve, each copy on a line item must be canceled. The status of the line item will remain on-order, but each copy will show a status of canceled. See Canceling and Suspending Copies for more information. 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.

Canceling in a PO

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.

If line items are being canceled for different reasons, they will need to be canceled separately so different cancel reasons can be used.

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.

Canceling via Search

1. Go to Acquisitions>General Search. This will open up the search for line items, which is what we want to cancel.

Before you start, make sure that you have the following columns showing: Item Count Status Cancel Reason PO ID PO Name Don't forget to go to the gear icon and choose “Save Grid Settings” to save your columns!

There are three common ways that you can search for copies to receive.

1. Set up your search terms as Line item ID [is]

2. You can then type or copy & paste your line item ID.

3. Click Search, then go to Canceling Line Items in Search.

Option 2: Search for line items in a particular PO

1. Set up your search terms as:
Purchase Order - Purchase Order ID [is]
Line Item - Status [is NOT] “Received” (select from drop down list)

2. Click Search, then go to Canceling Line Items in Search.

Option 3: Batch search for line items from a spreadsheet

If you have a list of line item IDs in a spreadsheet, you can upload these in one search even if they're on many different purchase orders.

1. Copy the list of line item IDs (confirm that they are not the line item DETAIL id, which is different).

Don't do more than 25-50 line item IDs per file. If the amount of line items you need to cancel is greater, break it into multiple uploads.

2. Paste into a Notepad file. There does not need to be commas between the line item IDs, only a line break or a space. For example:
100
101
102

3. Go to Acquisitions>General Search.

4. Set up the search terms as:

Line Item - ID [matches a term from a file]

5. Click “Choose File” and browse to where your Notepad file with line IDs is and select.

6. Click Search, then go to Canceling Line Items in Search.

Now that you've set up your search terms and located your line items, you can actually do the cancellations.

1. For each line item in your search results, double-check the number in the Item Count column. If it's anything other than 1, double check the quantity that you need to cancel.

So for example, if the Item Count is 3 and you need to cancel 3 copies, you're OK to proceed. However, if the Item Count is 3 and you need to cancel 2 copies, jump to Canceling Copies.

2. If your Item Count matches the number of items you need to cancel, you can check the checkbox next to that line item and move on to the next.

3. Once you have selected all line items that you want to receive, click the Actions button and then select Cancel Selected.

4. From the following pop-up dialog, choose the appropriate cancel reason and then click Apply.

...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.

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