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D Handling the Printed Cancellation Letter  

Since the cancellation is triggered by a vendor notification, it is not necessary to mail a printed cancellation letter to the vendor. Consequently, printed cancellations resulting from vendor reports are discarded. If a cancellation needs to be sent to the vendor, leave a note in the "Stop Box" indicating:

  • Purchase order number
  • Vendor name
  • Number of line items cancelled from Purchase order

The cancellation will be sent the following day by the designated staff member. Example: "SEND CANCELLATION: PO 132443 Harrass/e 2 line items".



 

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E.  Notifying the Selector  

  • E-mail the ordering selector to alert him/her of the cancelled title
  • Include PO number, title, and bibliographic record number for the publication in the e-mail.If the selector would like a copy of the item from the Out of Print (OP) market, modify PO information appropriately.
  • If the selector does not want a copy from the OP market, discard the cancellation notification from the vendor.

 


Scope:  This document outlines the procedure that LTS Acquisitions staff follow when processing a cancellation for materials that were not supplied by the vendor or that the subject specialist requested we cancel.

Contact: Masayo Uchiyama

Unit:

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 Acquisitions, Ordering

Date last reviewed: 07/21/

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21 

Date of next review: May 2022

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A.  Cancelling the Order  

In the FOLIO POL (purchase order line), make a notation in the line item Receiving note and Cancellation description by clicking Actions-Edit with the following information:

  • The reason the title was cancelled: Example: Out-of-Print (or "OP") Out-Of-Stock Indefinitely (or "OSI") Publication Abandoned (or "PA")
  • The phrase, "Order Cancelled" (or "OC") or just "CANCELLED"

  • Your netID and Today's date Example: OP - CANCELLED - lat3 7/21/21

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.  Adjusting the Inventory Records   

  • Click on the hyperlink in your POL to take you to the Inventory app
  • When the cancelled title is associated with a title that has only one location, suppress

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  • the Instance, holding and

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  • item for the

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  • FOLIO record associated with the order

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  • .
  • Add appropriate note in the holdings call number prefix "CANCELLED" by clicking Actions-Edit and add the same note in the Holding note field as you did on your POL.
  • When the cancelled title is associated with a bibliographic record that has multiple locations, suppress ONLY the

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  • holding and item associated with the order.   

  

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Since the cancellation is triggered by a vendor notification, it is not necessary to mail a printed cancellation letter to the vendor. Consequently, printed cancellations resulting from vendor reports are discarded. If a cancellation needs to be sent to the vendor, leave a note in the "Stop Box" indicating:

  • Purchase order number
  • Vendor name
  • Number of line items cancelled from Purchase order

The cancellation will be sent the following day by the designated staff member. Example: "SEND CANCELLATION: PO 132443 Harrass/e 2 line items".

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Notifying the Selector when cancellation is received from the vendor:


  • E-mail the ordering selector to alert him/her of the cancelled title
  • Include

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  • POL number, title, and

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  • Instance record number for the publication

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  • Discard

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  • the cancellation notification from the vendor.