Cancel a Subscription

To cancel a subscription:

1. Display the subscription that you want to cancel in the Subscription Record workform or the Subscription List workform.

Note:
For information on using filters to view subscriptions on the Subscription List workform, see View the Subscription List.

2. Do one of the following actions:
   • If you are canceling the subscription from the Subscription List workform, right-click the subscription you want to cancel, and select Cancel from the context menu.
   • If you are canceling the subscription from the Subscription Record workform, select Tools, Cancel.

The Cancel Subscription dialog box appears.

3. To update the linked serial holdings records to one of these statuses, select Update linked serial holding records, and select Completed or Not Currently Received.
4. If there are purchase order line items linked to this subscription that you want to update to a status of Closed, select Update linked purchase order line items.
5. Click OK.

The Print dialog box appears.

6. Click OK to print the cancellation notice to send to the supplier.

When you cancel a subscription, the subscription status changes to cancelled, and you can change any linked serial holdings records’ statuses to completed or not currently received, and any linked purchase order line items to cancelled. If there are funds encumbered on the linked purchase order line item, the funds are disencumbered.

Related Information

• Printing cancellation notices in batch - Select Batch Print, Cancellation Notices from the Serials menu.
• Cancellation notice information - The subscription cancellation notice text is set in the Polaris Administration Serials parameter Notification: Subscription Cancellation Notice Text. It includes the date of the cancellation notice; the subscription title, ISSN, and subscription identifier; the supplier’s name, address, phone number, and account number; the name, address, and phone number of the subscription’s owner.