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: 05/19/23
Date of next review: May 2024
A. Cancelling the Order for single line item orders:
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 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
D. Notifying the Selector when cancellation is received from the vendor: