More line ending fun.
[sitka/doc/acquisitions.git] / acq / acq-cancel-suspend.xml
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1<?xml version='1.0' encoding='UTF-8'?>
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-cancel-suspend">
4 <info>
5 <title>Cancel/Suspend Acquisitions</title>
6 <legalnotice>
7 <para><emphasis role="bold">Adapted with permission from original material by the <link
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen
10 Community</link></emphasis></para>
11 </legalnotice>
12
13
14
15 <abstract>
16 <para>You can cancel entire purchase orders, line items on a purchase order, and individual copies that are attached to a line item.</para>
17<para>You can also use cancel reasons to suspend purchase orders, line items, and copies. This is done by choosing a cancel reason for which debits are
18kept. For example, a cancel reason such as Publication Postponed, for which debits are kept, indicates that the item will still be purchased when published. The funds
7c7242ce
JP
19remain encumbered for the purchases while the purchase order, line item, or copy has the status of cancelled.</para>
20
21<note><para>If a hold has been placed for an item that is subsequently cancelled through acquisitions, the system will cancel the hold. The cancelled hold will appear
22in the patron's account under cancelled holds as a staff forced hold.</para></note></abstract>
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23
24
25 </info>
26
27
28<section xml:id="cansup-placeholder">
29</section>
30 <section xml:id="purchase-order-cansup">
31 <title>Cancelling and Suspending Purchase Orders</title>
32 <para>You can cancel or suspend purchase orders that are in a state of pending or on-order.</para>
33
34<para><link linkend="purchase-order-cancel">Cancel a Purchase Order</link></para>
35<para><link linkend="purchase-order-suspend">Suspend a Purchase Order</link></para>
36
37<simplesect xml:id="purchase-order-cancel">
38<title>Cancel a Purchase Order</title>
39
40<procedure>
41<step>
42<para>Open your purchase order.</para>
43</step>
44
45<step>
46<informalfigure>
47<para>Click <guibutton>Cancel order</guibutton>.</para>
48<para><mediaobject>
49<alt>screenshot of cancel order</alt>
50
51<imageobject>
52<imagedata fileref="media/purchase-order-cancel-1.png" scalefit="0"></imagedata>
53</imageobject>
54</mediaobject></para>
55</informalfigure>
56</step>
57
58<step>
59<informalfigure>
60<para>From the drop down menu that appears, select a cancel reason.</para>
61<para><mediaobject>
62<alt>screenshot of cancel order</alt>
63
64<imageobject>
65<imagedata fileref="media/purchase-order-cancel-2.png" scalefit="0"></imagedata>
66</imageobject>
67</mediaobject></para>
68</informalfigure>
69</step>
70
71<step>
72<informalfigure>
73<para>Click <guibutton>Cancel order</guibutton>.</para>
74<para><mediaobject>
75<alt>screenshot of cancel order</alt>
76
77<imageobject>
78<imagedata fileref="media/purchase-order-cancel-3.png" scalefit="0"></imagedata>
79</imageobject>
80</mediaobject></para>
81</informalfigure>
82</step>
83
84<step>
85<informalfigure>
86<para>A pop up will appear asking you to confirm that you wish to cancel the purchase order. Click <guibutton>OK</guibutton>.</para>
87<para><mediaobject>
88<alt>screenshot of cancel order</alt>
89
90<imageobject>
91<imagedata fileref="media/purchase-order-cancel-4.png" scalefit="0"></imagedata>
92</imageobject>
93</mediaobject></para>
94</informalfigure>
95</step>
96
97<step>
98<informalfigure>
99<para>The status of the purchase order becomes <guilabel>cancelled</guilabel> and all the line item bars change to white.</para>
100<para>The funds no longer show as encumbered for the purchase order.</para>
101<para><mediaobject>
102<alt>screenshot of cancel order</alt>
103
104<imageobject>
105<imagedata fileref="media/purchase-order-cancel-5.png" scalefit="0"></imagedata>
106</imageobject>
107</mediaobject></para>
108</informalfigure>
109</step>
110</procedure>
111
112</simplesect>
113
114<simplesect xml:id="purchase-order-suspend">
115<title>Suspend a Purchase Order</title>
116
117<procedure>
118<step>
119<para>Open your purchase order.</para>
120</step>
121
122<step>
123<informalfigure>
124<para>Click <guibutton>Cancel order</guibutton>.</para>
125<para><mediaobject>
126<alt>screenshot of cancel order</alt>
127
128<imageobject>
129<imagedata fileref="media/purchase-order-suspend-1.png" scalefit="0"></imagedata>
130</imageobject>
131</mediaobject></para>
132</informalfigure>
133</step>
134
135<step>
136<informalfigure>
137<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See
138<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
139<para><mediaobject>
140<alt>screenshot of cancel order</alt>
141
142<imageobject>
143<imagedata fileref="media/purchase-order-cancel-2.png" scalefit="0"></imagedata>
144</imageobject>
145</mediaobject></para>
146</informalfigure>
147</step>
148
149<step>
150<informalfigure>
151<para>Click <guibutton>Cancel order</guibutton>.</para>
152<para><mediaobject>
153<alt>screenshot of cancel order</alt>
154
155<imageobject>
156<imagedata fileref="media/purchase-order-suspend-2.png" scalefit="0"></imagedata>
157</imageobject>
158</mediaobject></para>
159</informalfigure>
160</step>
161
162<step>
163<informalfigure>
164<para>A pop up will appear asking you to confirm that you wish to cancel the purchase order. Click <guibutton>OK</guibutton>.</para>
165<para><mediaobject>
166<alt>screenshot of cancel order</alt>
167
168<imageobject>
169<imagedata fileref="media/purchase-order-cancel-4.png" scalefit="0"></imagedata>
170</imageobject>
171</mediaobject></para>
172</informalfigure>
173</step>
174
175<step>
176<informalfigure>
177<para>The status of the purchase order becomes <guilabel>cancelled</guilabel> and all the line item bars change to white.</para>
178<para>Because the purchase order has been suspended rather than cancelled, the funds are still encumbered.</para>
179<para><mediaobject>
180<alt>screenshot of cancel order</alt>
181
182<imageobject>
183<imagedata fileref="media/purchase-order-suspend-3.png" scalefit="0"></imagedata>
184</imageobject>
185</mediaobject></para>
186</informalfigure>
187</step>
188
189<step>
190<para>A suspended purchase order is resolved when the items arrive and are received.</para>
191</step>
192</procedure>
193
194</simplesect>
195
196</section>
197
198
199<section xml:id="line-item-cansup">
200<title>Cancelling and Suspending Line Items</title>
201<para>You can cancel or suspend line items that are in a state of pending or on-order.</para>
202
203<para><link linkend="line-item-cancel">Cancel a Line Item</link></para>
204<para><link linkend="line-item-suspend">Suspend a Line Item</link></para>
205
206<simplesect xml:id="line-item-cancel">
207<title>Cancel a Line Item</title>
208
209<procedure>
210<step>
211<para>Open your purchase order.</para>
212</step>
213
214<step>
215<informalfigure>
216<para>Check the box(es) of the line item(s) you wish to cancel.</para>
217<para><mediaobject>
218<alt>screenshot of cancelling</alt>
219
220<imageobject>
221<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
222</imageobject>
223</mediaobject></para>
224</informalfigure>
225</step>
226
227<step>
228<informalfigure>
229<para>Using the main <guilabel>Actions</guilabel> menu, select
230<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
231<para><mediaobject>
232<alt>screenshot of cancelling</alt>
233
234<imageobject>
235<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
236</imageobject>
237</mediaobject></para>
238</informalfigure>
239</step>
240
241<step>
242<informalfigure>
243<para>From the drop down menu that appears, select a cancel reason.</para>
244<para><mediaobject>
245<alt>screenshot of cancelling</alt>
246
247<imageobject>
248<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
249</imageobject>
250</mediaobject></para>
251</informalfigure>
252</step>
253
254<step>
255<informalfigure>
256<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
257<para><mediaobject>
258<alt>screenshot of cancelling</alt>
259
260<imageobject>
261<imagedata fileref="media/cancel-lineitem-4.png" scalefit="0"></imagedata>
262</imageobject>
263</mediaobject></para>
264</informalfigure>
265</step>
266
267<step>
268<informalfigure>
269<para>A pop up will appear asking you to confirm that you wish to cancel the line item. Click <guibutton>OK</guibutton>.</para>
270<para><mediaobject>
271<alt>screenshot of cancelling</alt>
272
273<imageobject>
274<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
275</imageobject>
276</mediaobject></para>
277</informalfigure>
278</step>
279
280<step>
281<informalfigure>
282<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
283<para>The funds for the particular line item will no longer be encumbered.</para>
284<para><mediaobject>
285<alt>screenshot of cancelling</alt>
286
287<imageobject>
288<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
289</imageobject>
290</mediaobject></para>
291</informalfigure>
292</step>
293</procedure>
294
295</simplesect>
296
297<simplesect xml:id="line-item-suspend">
298<title>Suspend a Line Item</title>
299
300<procedure>
301<step>
302<para>Open your purchase order.</para>
303</step>
304
305<step>
306<informalfigure>
307<para>Check the box(es) of the line item(s) you wish to suspend.</para>
308<para><mediaobject>
309<alt>screenshot of cancelling</alt>
310
311<imageobject>
312<imagedata fileref="media/cancel-lineitem-1.png" scalefit="0"></imagedata>
313</imageobject>
314</mediaobject></para>
315</informalfigure>
316</step>
317
318<step>
319<informalfigure>
320<para>Using the main <guilabel>Actions</guilabel> menu, select
321<menuchoice><guimenu>Actions</guimenu><guimenuitem>Cancel Selected Lineitems</guimenuitem></menuchoice>.</para>
322<para><mediaobject>
323<alt>screenshot of cancelling</alt>
324
325<imageobject>
326<imagedata fileref="media/cancel-lineitem-2.png" scalefit="0"></imagedata>
327</imageobject>
328</mediaobject></para>
329</informalfigure>
330</step>
331
332<step>
333<informalfigure>
334<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See
335<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
336<para><mediaobject>
337<alt>screenshot of cancelling</alt>
338
339<imageobject>
340<imagedata fileref="media/cancel-lineitem-3.png" scalefit="0"></imagedata>
341</imageobject>
342</mediaobject></para>
343</informalfigure>
344</step>
345
346<step>
347<informalfigure>
348<para>Click <guibutton>Cancel Line Items</guibutton>.</para>
349<para><mediaobject>
350<alt>screenshot of cancelling</alt>
351
352<imageobject>
353<imagedata fileref="media/suspend-lineitem-1.png" scalefit="0"></imagedata>
354</imageobject>
355</mediaobject></para>
356</informalfigure>
357</step>
358
359<step>
360<informalfigure>
361<para>A pop up will appear asking you to confirm that you wish to cancel the line item. Click <guibutton>OK</guibutton>.</para>
362<para><mediaobject>
363<alt>screenshot of cancelling</alt>
364
365<imageobject>
366<imagedata fileref="media/cancel-lineitem-5.png" scalefit="0"></imagedata>
367</imageobject>
368</mediaobject></para>
369</informalfigure>
370</step>
371
372<step>
373<informalfigure>
374<para>The line item will change to white and the status will update to <guilabel>cancelled</guilabel>.</para>
375<para>Because the line item has been suspended rather than cancelled, the funds for the line item are still encumbered.</para>
376<para><mediaobject>
377<alt>screenshot of cancelling</alt>
378
379<imageobject>
380<imagedata fileref="media/cancel-lineitem-6.png" scalefit="0"></imagedata>
381</imageobject>
382</mediaobject></para>
383</informalfigure>
384</step>
385
386<step>
387<para>A suspended line item is resolved when all copies of the item arrive and are received.</para>
388</step>
389
390</procedure>
391
392</simplesect>
393
394</section>
395
396
397 <section xml:id="copies-cansup">
398 <title>Cancelling and Suspending Copies</title>
399 <para>You can cancel or suspend copies that are in a state of pending or on-order.</para>
400
401<para><link linkend="copies-cancel">Cancel a Copy</link></para>
402<para><link linkend="copies-suspend">Suspend a Copy</link></para>
403
404<simplesect xml:id="copies-cancel">
405<title>Cancel a Copy</title>
406
407<procedure>
408<step>
409<para>Open your purchase order.</para>
410</step>
411
412<step>
413<informalfigure>
414<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to cancel.</para>
415<para><mediaobject>
416<alt>screenshot of cancelling</alt>
417
418<imageobject>
419<imagedata fileref="media/copies-cancel-1.png" scalefit="0"></imagedata>
420</imageobject>
421</mediaobject></para>
422</informalfigure>
423</step>
424
425<step>
426<informalfigure>
427<para>Click the <guilabel>Cancel</guilabel> link adjacent to the copy you wish to cancel.</para>
428<para><mediaobject>
429<alt>screenshot of cancelling</alt>
430
431<imageobject>
432<imagedata fileref="media/copies-cancel-2.png" scalefit="0"></imagedata>
433</imageobject>
434</mediaobject></para>
435</informalfigure>
436</step>
437
438<step>
439<informalfigure>
440<para>From the drop down menu that appears, select a cancel reason.</para>
441<para><mediaobject>
442<alt>screenshot of cancelling</alt>
443
444<imageobject>
445<imagedata fileref="media/copies-cancel-3.png" scalefit="0"></imagedata>
446</imageobject>
447</mediaobject></para>
448</informalfigure>
449</step>
450
451<step>
452<informalfigure>
453<para>Click <guibutton>Cancel copy</guibutton>.</para>
454<para><mediaobject>
455<alt>screenshot of cancelling</alt>
456
457<imageobject>
458<imagedata fileref="media/copies-cancel-4.png" scalefit="0"></imagedata>
459</imageobject>
460</mediaobject></para>
461</informalfigure>
462</step>
463
464<step>
465<informalfigure>
466<para>A pop up will appear asking you to confirm that you wish to cancel the copy. Click <guibutton>OK</guibutton>.</para>
467<para><mediaobject>
468<alt>screenshot of cancelling</alt>
469
470<imageobject>
471<imagedata fileref="media/copies-cancel-5.png" scalefit="0"></imagedata>
472</imageobject>
473</mediaobject></para>
474</informalfigure>
475</step>
476
477<step>
478<informalfigure>
479<para>The status of the copy becomes cancelled. The line item bar will only change to white and have a status of <guilabel>cancelled</guilabel>
480if all copies for the line item have been cancelled.</para>
481<para>The funds for the particular copy will no longer be encumbered.</para>
482<para><mediaobject>
483<alt>screenshot of cancelling</alt>
484
485<imageobject>
486<imagedata fileref="media/copies-cancel-6.png" scalefit="0"></imagedata>
487</imageobject>
488</mediaobject></para>
489</informalfigure>
490</step>
491</procedure>
492
493</simplesect>
494
495<simplesect xml:id="copies-suspend">
496<title>Suspend a Copy</title>
497
498<procedure>
499<step>
500<para>Open your purchase order.</para>
501</step>
502
503<step>
504<informalfigure>
505<para>Click the <guilabel>Copies</guilabel> link on the line item containing the copy or copies you wish to suspend.</para>
506<para><mediaobject>
507<alt>screenshot of cancelling</alt>
508
509<imageobject>
510<imagedata fileref="media/copies-cancel-1.png" scalefit="0"></imagedata>
511</imageobject>
512</mediaobject></para>
513</informalfigure>
514</step>
515
516<step>
517<informalfigure>
518<para>Click the <guilabel>Cancel</guilabel> link adjacent to the copy you wish to suspend.</para>
519<para><mediaobject>
520<alt>screenshot of cancelling</alt>
521
522<imageobject>
523<imagedata fileref="media/copies-cancel-2.png" scalefit="0"></imagedata>
524</imageobject>
525</mediaobject></para>
526</informalfigure>
527
528</step>
529
530<step>
531<informalfigure>
532<para>From the drop down menu that appears, select a cancel reason for which debits are kept. See
533<link linkend="cancel-reasons-defaults">Sitka Cancel Reason Defaults</link> for which cancel reasons keep debits.</para>
534<para><mediaobject>
535<alt>screenshot of cancelling</alt>
536
537<imageobject>
538<imagedata fileref="media/copies-cancel-3.png" scalefit="0"></imagedata>
539</imageobject>
540</mediaobject></para>
541</informalfigure>
542</step>
543
544<step>
545<informalfigure>
546<para>Click <guibutton>Cancel copy</guibutton>.</para>
547<para><mediaobject>
548<alt>screenshot of cancelling</alt>
549
550<imageobject>
551<imagedata fileref="media/copies-suspend-1.png" scalefit="0"></imagedata>
552</imageobject>
553</mediaobject></para>
554</informalfigure>
555</step>
556
557<step>
558<informalfigure>
559<para>A pop up will appear asking you to confirm that you wish to cancel the copy. Click <guibutton>OK</guibutton>.</para>
560<para><mediaobject>
561<alt>screenshot of cancelling</alt>
562
563<imageobject>
564<imagedata fileref="media/copies-cancel-5.png" scalefit="0"></imagedata>
565</imageobject>
566</mediaobject></para>
567</informalfigure>
568</step>
569
570<step>
571<informalfigure>
572<para>The status of the copy becomes cancelled. The line item bar will only change to white and have a status of <guilabel>cancelled</guilabel>
573if all copies for the line item have been cancelled.</para>
574<para>Because the copy has been suspended rather than cancelled, the funds for the copy are still encumbered.</para>
575<para><mediaobject>
576<alt>screenshot of cancelling</alt>
577
578<imageobject>
579<imagedata fileref="media/copies-cancel-6.png" scalefit="0"></imagedata>
580</imageobject>
581</mediaobject></para>
582</informalfigure>
583</step>
584
585<step>
586<para>A suspended copy is resolved when the copy arrives and is received.</para>
587</step>
588
589</procedure>
590
591</simplesect>
592
593</section>
594
595
596</chapter>