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Scope:  This document outlines the procedures that the Monographs Receiving Unit, LTS Olin follows when returning a monographic title to a vendor. The returning methods vary from vendor to vendor due to different business agreements. Judgement is needed in determining which method to use.

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 Unit: Monographs Receiving

Date last updated: 10/0712/20222023

Date of next review: October 20232024

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Return without Permission
Return with Permission (price of item must exceed $50.00)
Exceptions
Special Cases

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In the following situations an item is returned to the vendor automatically. No permission from the vendor is necessary. Please refer to Section C and D for exceptions.

• Error-in-shipment = Item supplied is not the item ordered.  
• Cancellation = Order was cancelled at least one month prior to the invoice date the item was received/billed.
• Defective = Item supplied is in damaged or imperfect condition.
• Duplicate shipment = Vendor supplied the same item on the same purchase order a 2nd time.
• Overpricing = cost of item was over $100 or 100% more than the price listed on the purchase order sent to vendor, and the selector rejects the item.
• Unwanted approval title = Item reviewed but not selected for the collection.

Process:

1. If the invoice is not yet paid and we do not expect anything in its place:  

• • • Receive the item, then generate a return letter
    • Return the item to vendor with the return letter
    • Line the entry off the invoice
    • Deduct the cost of the returned item from the total
    • Process the invoice at the new sum
    • Change the price to 0.00 on the purchase order
    • Add appropriate notes in the POL "Receiving note" field 

b2. If the invoice has been paid and we do expect a book to come in its place [i.e. an error in shipment or a defective item]:  

• • • Generate a return letter
      
    • Return item to vendor with return letter
    • Line the entry off the invoice
    • Deduct the cost of the returned item from the total
    • Process the invoice at the new sum
    • Change the price to 0.00 on the P.O.
    • Add appropriate notes in the POL "Receiving note" field
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3. If the invoice

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1. Process the credit memo in FOLIO
2. Generate a return letter
3. Return the item to vendor with a copy of the instant credit memo
4. Change the price to 0.00 on the purchase order 

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is paid

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:

• Request a credit from vendor via e-mail.
• Process in FOLIO as a credit (ex: -10.00) 
• Change the price to 0.00 on the purchase order

4. If the invoice is paid and a defective item is discovered:

• • Communicate with vendor to request a no-charge replacement
  • Inquire with the vendor whether the defective copy needs to be returned
  • If a no-charge replacement is not available, arrange a credit from the vendor
  • Proceed according to instructions in b or c above

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B. Return with Permission

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1. Unwanted duplicate = An item duplicates an existing library holding
2. Late Cancellation = Library's cancellation was sent less than a month prior to the invoice date of the supplied item

Process:
Communicate with vendor to request permission to return the item to vendor.

1. If permission is granted, follow appropriate instructions described in Section A.  
2. If permission is denied:
   
   • Pay for the item
   • If item cost is more than $100, give to unit supervisor
   • If item cost is less than $100, place it on the book sale truck in the Gifts Unit
     
     

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1. An item costs $50 or less and its supply was caused by a library error
2. An item was received on an established Blanket Order Plan

Process:

Annotate the flyer with "book sale" note and place it on the book sale truck in the Gifts Unit. Items with Echols flyers should be placed on the outgoing mail shelf in LTS.

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