Claiming and Cancelling Orders
Sierra allows you to claim or cancel orders using the following methods:
- claim or cancel a specific order
- search for and review claimable order records one-by-one
- claim all orders in a single process
- cancel orders upon vendor notification
- batch cancel orders
Claiming an order record updates the CLAIM field, adds an internal note to the record, and queues a claim letter to the claims awaiting printing file. Updating a claim also updates the record, but does not queue a claim letter. Here are the CLAIM field codes:
| Field Codes | Code Definition |
|---|---|
| r | Rush claim decision has been made |
| a | 1st claim decision has been made - (either a letter has already been sent or the library has decided not to send one for this claim) |
| b | 2nd claim decision has been made |
| c | 3rd claim decision has been made |
| d | 4th claim decision has been made |
| e | 5th claim decision has been made |
| f | 6th claim decision has been made |
Cancelling queues a cancellation letter, updates the order's STATUS field, adds an INT NOTE field, and requires posting so that the order's funds can be disencumbered. The cancellation is not complete (and the order record is not updated) until you post the session containing the cancelled order.
If your library has enabled the Bibliographic Suppression upon Cancellation feature, Sierra prompts you to suppress the bibliographic record from public display in WebPAC when you cancel an order (if that order is the only attached record).