Cancelling Orders upon Notification

To cancel an order once the vendor notifies you that it cannot be filled, you must be assigned permission 079 (Cancel upon vendor notification). See Permissions Used by Sierra for more information.

You can use the Cancel by Vendor feature when a vendor reports that a title will not be supplied or when the library issues a cancellation without needing to generate a letter. Cancelling in this manner disencumbers the funds for the order and, in the order record, changes the status to 'z' and creates an internal note; no cancellation letter is generated. For cancellations that do require a letter, see Claiming and Cancelling.

  1. Choose Place Orders from the Function drop-down list.
  2. Retrieve the record for which you have received notification.
  3. Change to the Cancel by Vendor feature by choosing Tools | Function | Cancel by Vendor. The record is view-only in Cancel by Vendor.
  4. Fill in the date in the Cancel Date box. You can also leave the date blank.
  5. Choose the Cancelled by Vendor button.
  6. (Optional) enter a cancellation reason of up to 35 characters. Sierra appends this reason to the internal note in the order record. Then choose OK. The Cancel button cancels the cancellation.
  7. If your library has the Bibliographic Suppression upon Cancellation feature enabled, the system asks if you want to suppress the bibliographic record when the order is the only attached record. Choose Yes to suppress the bibliographic record or No to return to the order record display without suppressing the bibliographic record.
NOTE

When you cancel an order, changes are not made to the order record until you post the session to which the cancellation was written. Additionally, the order record remains busy until you post the session.

See also:
Claiming and Cancelling Orders
Claiming or Cancelling a Specific Order
Searching for Claimable Records
Claiming All Orders
Printing Claims and Cancellations