Cancellation Procedures

Be sure your Workflows are set correctly under Show Line Item Relations

Multi-Volume Monograph (three steps)

• Cancel the Order
  1. In the Acquisitions List Bar: Choose Orders.
  2. Click on Search Orders and search by whatever criteria you choose.
  3. Double click on the Order to be cancelled.
  4. Highlight the line item in the order to be cancelled.
  5. Click on Rec/Marc (on the lower left hand side of the screen).
  6. Click on the red box (the box will turn blue).
  7. In the Mark Reason drop down menu, choose Cancel.
  8. Click on Mark.
  9. Click on Close.
  10. Highlight the title and click on Quick Line Item.
  11. In the notes area of the pop-up, type the effective date of cancellation.
  12. Click on save.
  13. Save the purchase order.

• Generate the Cancellation
  1. In the purchase order, unhighlight the title of the book(s) to be cancelled, and highlight the "Marked" area underneath the title.
  2. Click on Generate Cancel.
  3. A text box appears "Are you sure . . . ?" Click on Yes to proceed with the cancellation.
  4. The line item status is changed to Cancelled in the purchase order.

• Bib/Mfhd Maintenance
  1. Highlight the cancelled item in the purchase order and click on MARC. This will bring up the bib record.
  2. Click on Get Holdings.
  3. Highlight the correct holdings record to be cancelled.
  4. Add note to the mfhd 852 $z cancelled with v.____.
  5. Do not suppress the bib or mfhd records.
  6. Check any changes to the holdings information in the OPAC to make sure they display as intended.