Cancel a Whole Order

To cancel an entire purchase order when none of the titles were supplied:

1. Open the Purchase Order workform for the purchase order with a status of released, continuing, or prepaid.

Tip:
If a standing order An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher. or subscription with a status of Continuing has never been received, it can be canceled. However, if any part or issue has already been checked in via Serials, the Cancel option is not available.

2. Select Tools > Cancel from the menu bar.

A message asks if you are sure you want to cancel the purchase order.

3. Click Yes to confirm that you want to cancel the purchase order.

If there is a bibliographic-level hold placed on any purchase order line item and the linked item is the only one that can satisfy the hold request, a message appears.

4. If the cancel linked hold requests message appears, do one of the following steps:
• To cancel the line item and its associated hold requests, click Yes.
• To cancel the line item but retain the hold requests, click No.
• To stop the cancellation of the line item and retain the hold requests, click Cancel.

When the purchase order is canceled, Purchase Order Canceled Successfully appears in the status bar, and the following events occur:

• Funds are disencumbered.
• The status of the purchase order, line items, and segments is changed to canceled.
• The linked on-order item records are deleted.
• The Display in PAC checkbox in the linked bibliographic record is cleared (if there are no other linked records).

Note:
If the canceled order was prepaid, a credited status appears in the linked invoice line items, an unexpend transaction occurs in any linked funds, on-order items are deleted, and if checked, the Display in PAC checkbox is cleared (if there are no other linked records).