ACQUISITIONS
Chapter 5. ORDERING
Canceling an Order
The Order Cancel screen provides the following information:
Order Cancel Screen
- The Transaction Information section shows the Order Number, bibliographic information (Title and Author), Vendor name, quantity and cost information (Cost per Unit, Quantity ordered, Total Cost and Discount percentage), the current Order Status and date Status last Updated, and the number of copies received to date.
- The Purchase Detail section shows the Branch and Location with which the ordered items are associated, the Fiscal Year in which the order was placed, the Fund with which the order is associated and the total amount of the fund Encumbered for the fiscal year, and the total number of items Ordered, Received, On Order (not yet received), Cancelled (by your library) and Vendor Cancelled.
To cancel one or more items not yet received (but not all items not yet received):
- Enter the number of items you wish to cancel in the Cancel Qty text box.
- Select the library address to be included on the Cancel Letter from the
Library Address On Cancel Letter menu.
- The Library Address On Cancel Letter menu lists all billing addresses defined for your library or consortium (see Billing Address for details).
- If you do not wish to print a Cancel Letter for the cancelled items, select the Do not print Cancel Letter checkbox.
- Click the Submit button to submit the cancellation and disencumber funds for the cancelled items.
NOTE: If you enter a quantity greater than the number of items not yet received, an advisory message displays when you submit the cancellation. Be sure the value entered in the Cancel Qty text box does not exceed the number of items not yet received.
To cancel all items not yet received:
- Select the Cancel all unreceived copies and disencumber funds checkbox.
- Select the library address to be included on the Cancel Letter from the
Library Address On Cancel Letter menu.
- The Library Address On Cancel Letter menu lists all billing addresses defined for your library or consortium (see Billing Address for details).
- If you do not wish to print a Cancel Letter for the cancelled items, select the Do not print Cancel Letter checkbox.
- Click the Submit button to submit the cancellation and disencumber funds for the cancelled items.
To mark all items not yet received as “Vendor Cancelled:”
- Select the Mark all as Vendor Cancelled checkbox.
- Select the library address to be included on the Cancel Letter from the
Library Address On Cancel Letter menu.
- The Library Address On Cancel Letter menu lists all billing addresses defined for your library or consortium (see Billing Address for details).
- If you do not wish to print a Cancel Letter for the cancelled items, select the Do not print Cancel Letter checkbox.
- Click the Submit button to submit the cancellation and disencumber funds for the cancelled items.