acq:cancelsuspend
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acq:cancelsuspend [2018/10/23 18:11] – [...A Purchase Order] tlittle | acq:cancelsuspend [2024/03/01 15:34] (current) – tlittle | ||
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You can cancel or suspend purchase orders where all line items are in a state of // | You can cancel or suspend purchase orders where all line items are in a state of // | ||
+ | <note important> | ||
Canceling/ | Canceling/ | ||
- | <fc # | + | <color # |
1. Open the purchase order. | 1. Open the purchase order. | ||
Line 51: | Line 52: | ||
6. The status of the purchase order becomes // | 6. The status of the purchase order becomes // | ||
- | <fc # | + | <color # |
* All the line item bars change to white | * All the line item bars change to white | ||
* The funds no longer show as encumbered | * The funds no longer show as encumbered | ||
Line 57: | Line 58: | ||
{{: | {{: | ||
- | <fc # | + | <color # |
* All the line item bars change to blue | * All the line item bars change to blue | ||
* The funds still show as encumbered | * The funds still show as encumbered | ||
Line 79: | Line 80: | ||
* 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, | * 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, | ||
- | <fc # | + | <color # |
+ | |||
+ | < | ||
+ | |||
+ | **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. | 1. Open a purchase order. | ||
Line 89: | Line 95: | ||
{{ : | {{ : | ||
- | 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: |
{{ : | {{ : | ||
Line 99: | Line 105: | ||
<note important> | <note important> | ||
- | 5. Click //Cancel Line Items.// | + | 5. Click **Cancel Line Items.** |
{{ : | {{ : | ||
Line 105: | Line 111: | ||
6. A pop-up will appear asking you to confirm that you wish to cancel the line item. Click OK. | 6. A pop-up will appear asking you to confirm that you wish to cancel the line item. Click OK. | ||
- | <fc # | + | <color # |
* The line item bar(s) change to white | * The line item bar(s) change to white | ||
* The funds no longer show as encumbered | * The funds no longer show as encumbered | ||
- | <fc # | + | <color # |
* The line item bar(s) change to blue | * The line item bar(s) change to blue | ||
* The funds still show as encumbered | * The funds still show as encumbered | ||
Line 117: | Line 123: | ||
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 ==== | ||
- | 1. Open a purchase order. | ||
- | 2. Check the box(es) of the line items you want to suspend. | + | ---- |
- | {{ : | + | ==== Canceling via Search ==== |
+ | 1. Go to Acquisitions> | ||
- | 3. Using the main Actions menu, select | + | < |
+ | | ||
+ | * Status | ||
+ | | ||
+ | | ||
+ | | ||
- | {{ : | + | Don't forget to go to the gear icon and choose "Save Grid Settings" |
+ | </ | ||
- | 4. From the drop down menu that appears, choose a **[[acq: | + | There are three common ways that you can search for copies |
- | 5. Click //Cancel Line Items.// | + | <color # |
+ | </color> | ||
- | 6. A pop-up will appear asking you to confirm that you wish to cancel the line item. Click OK. | + | 1. Set up your search terms as **Line |
+ | {{: | ||
- | 7. The line item will change to blue and the status will update to the chosen cancel reason. | + | 2. You can then type or copy & paste your line item ID. |
- | 8. Because the line item has been suspended rather than canceled, the funds for the line item are still encumbered. | + | 3. Click Search, then go to **[[acq: |
- | {{ :acq:manual:6_lineitem_cancelsuspend_40.png?nolink | + | <color # |
+ | </ | ||
+ | |||
+ | 1. Set up your search terms as:\\ | ||
+ | **Purchase Order - Purchase Order ID** [is] ____\\ | ||
+ | **Line Item - Status** [is NOT] " | ||
+ | |||
+ | {{:acq:pasted:20230623-091320.png?direct& | ||
+ | |||
+ | 2. Click Search, then go to **[[acq: | ||
+ | |||
+ | |||
+ | <color # | ||
+ | </ | ||
+ | |||
+ | If you have a list of line item IDs in a spreadsheet, | ||
+ | |||
+ | 1. Copy the list of line item IDs (confirm that they are __not__ the line item DETAIL id, which is different). | ||
+ | |||
+ | < | ||
+ | |||
+ | 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> | ||
+ | |||
+ | 4. Set up the search terms as: | ||
+ | |||
+ | **Line Item - ID** [matches a term from a file] | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 5. Click " | ||
+ | |||
+ | 6. Click Search, then go to **[[acq: | ||
+ | |||
+ | **{{anchor: | ||
+ | |||
+ | 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. | ||
+ | |||
+ | < | ||
+ | |||
+ | 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. | ||
+ | |||
+ | |||
+ | ---- | ||
- | 9. A suspended line item is resolved when all copies of the line item arrive and are received. | ||
===== ...Copies ===== | ===== ...Copies ===== | ||
Line 204: | Line 271: | ||
8. A suspended copy is resolved when the item arrives and is marked received. | 8. A suspended copy is resolved when the item arrives and is marked received. | ||
+ | |||
+ | |||
+ | // | ||
+ | |||
+ | ---- | ||
+ | |||
+ | |||
acq/cancelsuspend.1540318277.txt.gz · Last modified: 2018/10/23 18:11 by tlittle