Cancellation Procedures

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

Newspapers (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. Suppress the bib record.
  3. Click on Get Holdings.
  4. Suppress the mfhd and add to the 852 $x Subscription cancelled effective _______.
  5. Notify newspaper room to discard issues.

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     © 2007 Yale University Library
     This file last modified 08/24/06

     Send comments to Marsha Garman