Canceling Orders

You can cancel a purchase order and all the line items contained within it, multiple line items, a single line item, or selected line item segments. If you are canceling an item that has been claimed, you can cancel the item from the Claim Alert List.

You can also set up Polaris to automatically cancel items after all claims have been generated. An overnight process identifies items that have been claimed and should be automatically canceled based on the claim/cancellation criteria on the individual purchase order line item. If all claims have been generated and the Auto Cancel box is checked on the purchase order line item, all segments with a status of Backordered, Exceptional Condition, Never Published, Out of Print, Returned, Return Requested, and Claimed will be changed to Canceled. The Claim workform is updated with the date the item was canceled, the time, the user ID, and the quantity for all segments changed to Canceled.

If you are canceling a line item that has one or more hold requests associated with it (and no other items can fill the hold requests), a warning message appears with the option to retain the holds or cancel them. You can retain the holds if you intend to reorder the item from a different supplier, or you can cancel the holds because you have decided not to reorder. When you cancel a hold along with the line item, you can automatically notify the patron that the hold request was canceled. See Request Pick-Up, Second Pick-Up, & Cancelled Request Notices.

After an order is canceled, you can delete the whole order, or you can delete specific line items. If there are titles you still want to order, you can copy them to another purchase order. Any hold requests still linked to purchase order line items are retained when they are copied.