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: Acquisitions, Ordering
Date last reviewed: 07 05/2103/21 24
Date of next review: May 20222025
A. Cancelling the Order for single line item orders:
- Search for your purchase order in the Orders app
- Click Actions - Close order
- Select "Reason" by clicking on the down arrow
- Add note for why it is being cancelled and click submit
- If you now click on the POL you will see:
- Move on to step "C"
B. Cancelling the Order when there are multiple line items:
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
Scroll down to PO line details, and from the drop-down menus, change status to Cancelled for both Receipt status and Payment status.
C. 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 the Instance, holding and item for the FOLIO record associated with the order.
- 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 holding and item associated with the order.
D. Notifying the Selector when cancellation is received from the vendor:
- E-mail the ordering selector to alert him/her of the cancelled title
- Include POL number, title, and Instance record number for the publication
- Discard the cancellation notification from the vendor.
- If the cancellation was at the request of the subject specialist you will email the vendor of the cancellation and copy the subject specialist.