1. Search for order you wish to cancel in the Orders app. You can search by title using a keyword search in the Search & filter panel with Order lines selected.



    2. Click on the title, which will bring you to the PO line details screen.



    3. From the PO line details panel, select Actions and then Edit from the drop-down menu in the upper-righthand corner of the screen.



    4. Type CANCELLED in the Receiving note field.



    5. Scroll down to PO line details, and from the drop-down menus, change status to Cancelled for both Receipt status and Payment status.



    6. Under Cancellation description, enter any additional information you might have about the cancellation including when it was cancelled.



    7. Click Save & close at the bottom of the screen. You will then be brought back to the PO line details screen.



    8. Click on the arrow in the upper-lefthand corner of the PO line details panel to navigate to the PO itself. 



    9. If this is the only title on the PO, take the following steps to close out the PO:

          a. From the Actions drop-down menu, select Close order.
              

          b. A pop-up box will appear. Select Cancelled from the Reason drop-down menu, and make any notes you might have about the cancellation in the Notes field. Click submit when done. You will              be brought back to the Purchase order screen and a toast will appear saying that the order was closed.
              


    10. Since a one-time order is generally set up to create an Instance, holdings and item, you will need to close them out in the Inventory app. Navigate to the Instance record by clicking on the PO line        of the title you are cancelling.
         


    11. From the PO Line details screen, click on the title at the top of the screen, which is linked to its Instance record.



    12. Click on the caret next to the holdings record associated with the cancellation to show the item record field. Next, click on the item record, which will take you to the item record screen.



    13. From there, click Actions in the upper-righthand corner of the screen and select Delete.



    14. A pop-up will appear asking you to confirm the deletion. Select Delete. Once confirming the deletion of the item record, you will be brought back to the Instance record.



    15. Next, the holdings record should be closed out. Click View holdings next to the holdings associated with the cancelled order.  



    16. Click Actions and select Edit from the drop-down menu.



    17. Toggle the Suppress from discovery check box.



    18. Scroll down to Location and type “CANCELLED” in the Call number field. Then click Save & close at the bottom of the screen.



    19. Click the X in the upper-lefthand corner of the screen to exit the holdings record.



    20. If the only holdings associated with the Instance record is the one that has been cancelled, suppress the Instance record by clicking Actions and then Edit from the drop-down menu of the                    Instance record.



    21. Toggle the Suppress from discovery checkbox and then click Save & close. 







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