acq:cancelsuspend
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Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
acq:cancelsuspend [2023/06/23 13:27] – [Canceling via Search] tlittle | acq:cancelsuspend [2024/03/01 15:34] (current) – tlittle | ||
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Canceling/ | Canceling/ | ||
- | <fc # | + | <color # |
1. Open the purchase order. | 1. Open the purchase order. | ||
Line 52: | 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 58: | 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 80: | 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 # |
< | < | ||
Line 111: | 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 142: | Line 142: | ||
There are three common ways that you can search for copies to receive. | There are three common ways that you can search for copies to receive. | ||
- | <fc # | + | <color # |
- | </fc> | + | </color> |
1. Set up your search terms as **Line item ID** [is] ____ | 1. Set up your search terms as **Line item ID** [is] ____ | ||
Line 150: | Line 150: | ||
2. You can then type or copy & paste your line item ID. | 2. You can then type or copy & paste your line item ID. | ||
- | <fc # | + | 3. Click Search, then go to **[[acq: |
- | </fc> | + | |
+ | <color # | ||
+ | </color> | ||
1. Set up your search terms as:\\ | 1. Set up your search terms as:\\ | ||
Line 159: | Line 161: | ||
{{: | {{: | ||
- | <fc # | + | 2. Click Search, then go to **[[acq: |
- | </fc> | + | |
+ | |||
+ | <color # | ||
+ | </color> | ||
If you have a list of line item IDs in a spreadsheet, | 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). | + | 1. Copy the list of line item IDs (confirm that they are __not__ |
< | < | ||
Line 183: | Line 188: | ||
5. Click " | 5. Click " | ||
- | 6. Click "Search". | + | 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. | ||
+ | |||
---- | ---- | ||
+ | |||
===== ...Copies ===== | ===== ...Copies ===== |
acq/cancelsuspend.1687526873.txt.gz · Last modified: 2023/06/23 13:27 by tlittle