Firm order cancellations.

The cancellation of a firm order is a three part process. Both the purchase order in the Acquisitions module and the bibliographic record in the Cataloging module need to be updated. Then the title must also be cancelled with the vendor.

In the Acquisitions Module:

Call up the purchase order for the title to be cancelled. Before you can cancel the item, you must change the fund to the current fiscal year ledger. Follow the procedures listed in the “Commitment Cleanup Project” document to change the fund.

Once the fund has been updated to the current fiscal year, you can proceed with the cancellation. Highlight the line item you wish to cancel and click on Recv/Mark

In the Mark Reason dropdown box, select Cancel, click on Mark and then Close.

Remove the highlight from the title line and highlight the marked record line and click Generate Cancel.

The cancellation in Acquisitions is now complete.

In the Cataloging module:

Call up the record in the Cataloging module. Add the notes: ‡k Suppressed ‡x cancelled to the mfhd’s 852 field, suppress the record and save (see example below).

The bibliographic record should also be suppressed as long as your cancelled holding is the only holding attached to that bibliographic record. If the bib record has multiple holdings, only your mfhd should be suppressed.

Vendor cancellation:

Contact the vendor via email to cancel the order if that is your current practice. You can also wait for the cancellation slip to be generated on the next day’s Acquisitions Voyager Reports, and then print and mail or fax a copy to the vendor.

Documentation with screenshot examples