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acq:cancelsuspend [2023/06/23 13:34] – tlittleacq:cancelsuspend [2024/03/01 15:34] (current) – tlittle
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 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 **[[acq:cancelsuspend#line_items|Cancel/Suspend Line Items]]**. 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 **[[acq:cancelsuspend#line_items|Cancel/Suspend Line Items]]**.
  
-<fc #ff0000>**Remember: The process to cancel vs. suspend a purchase order is the same. The only difference is which cancel reason you choose.**</fc>+<color #ff0000>**Remember: The process to cancel vs. suspend a purchase order is the same. The only difference is which cancel reason you choose.**</color>
  
 1. Open the purchase order. 1. Open the purchase order.
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 6. The status of the purchase order becomes //canceled// and: 6. The status of the purchase order becomes //canceled// and:
  
-<fc #6495ed>**For Cancels:**</fc>+<color #6495ed>**For Cancels:**</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
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 {{:acq:manual:5_po_cancelsuspend_50.png?nolink |}} {{:acq:manual:5_po_cancelsuspend_50.png?nolink |}}
  
-<fc #6495ed>**For Suspends:**</fc>+<color #6495ed>**For Suspends:**</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
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   * 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)   * 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)
  
-<fc #ff0000>**Remember: The process to cancel vs. suspend line items is the same. The only difference is which cancel reason you choose.**</fc>+<color #ff0000>**Remember: The process to cancel vs. suspend line items is the same. The only difference is which cancel reason you choose.**</color>
  
 <note>There is an open bug that affects [[https://bugs.launchpad.net/evergreen/+bug/1053015|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 **[[acq:cancelsuspend#copies|Canceling and Suspending Copies]]** for more information.  <note>There is an open bug that affects [[https://bugs.launchpad.net/evergreen/+bug/1053015|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 **[[acq:cancelsuspend#copies|Canceling and Suspending Copies]]** for more information. 
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 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 #6495ed>**For Cancels:**</fc>+<color #6495ed>**For Cancels:**</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 #6495ed>**For Suspends:**</fc>+<color #6495ed>**For Suspends:**</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
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 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 #4682b4>**{{anchor:acqcancel_search_indiv:Option 1 - Search for individual line items}}** +<color #4682b4>**{{anchor:acqcancel_search_indiv:Option 1 - Search for individual line items}}** 
-</fc>+</color>
  
 1. Set up your search terms as **Line item ID** [is] ____ 1. Set up your search terms as **Line item ID** [is] ____
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 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 #6495ed>**Option 2: Search for line items in a particular PO** +3. Click Search, then go to **[[acq:cancelsuspend#acqcancel_search|Canceling Line Items in Search]]**. 
-</fc>+ 
 +<color #6495ed>**Option 2: Search for line items in a particular PO** 
 +</color>
  
 1. Set up your search terms as:\\ 1. Set up your search terms as:\\
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 {{:acq:pasted:20230623-091320.png?direct&700}} {{:acq:pasted:20230623-091320.png?direct&700}}
  
-<fc #6495ed>**Option 3: Batch search for line items from a spreadsheet** +2. Click Search, then go to **[[acq:cancelsuspend#acqcancel_search|Canceling Line Items in Search]]**. 
-</fc>+ 
 + 
 +<color #6495ed>**Option 3: Batch search for line items from a spreadsheet** 
 +</color>
  
 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. 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).+1. Copy the list of line item IDs (confirm that they are __not__ the line item DETAIL id, which is different).
  
 <note>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.</note> <note>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.</note>
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 5. Click "Choose File" and browse to where your Notepad file with line IDs is and select. 5. Click "Choose File" and browse to where your Notepad file with line IDs is and select.
  
-6. Click "Search".+6. Click Search, then go to **[[acq:cancelsuspend#acqcancel_search|Canceling Line Items in Search]]**.
  
 **{{anchor:acqcancel_search:Canceling Line Items in Search}}** **{{anchor:acqcancel_search:Canceling Line Items in Search}}**
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 Now that you've set up your search terms and located your line items, you can actually do the cancellations. 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.  
 + 
 +<note>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**.</note> 
 + 
 +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**. 
 + 
 +{{:acq:pasted:20230623-095040.png?direct&500}} 
 + 
 +4. From the following pop-up dialog, choose the appropriate cancel reason and then click Apply. 
 + 
 + 
 +---- 
  
 ===== ...Copies ===== ===== ...Copies =====
acq/cancelsuspend.1687527292.txt.gz · Last modified: 2023/06/23 13:34 by tlittle