CLOSING a PO Line is for Serials / Standing Orders
CANCELING a PO Line is for Monographs / One-Time orders or for if you screw up when creating a PO Line
Closing a PO Line (Serials / Standing Orders)
Do a Quick Search for Order lines by PO Line number, title, ISSN, etc.
Under the PO Line, click on Close
Confirm
When closing a PO Line:
Inventory is not deleted
Encumbrances are released
Notes and attachments can be edited, added to, or deleted from the PO Line even when it is closed
The PO Line can be reopened later
Canceling a PO Line (Monographs / One-Time Orders)
Do a Quick Search for Order lines by PO Line number, title, ISBN, etc.
Under the PO Line, click on Cancel
Cancellation reason: select Library Cancelled or Vendor Cancelled
Cancellation note: [enter any notes]
Send Cancellation to Vendor:
check if the order for the book was already placed and we want Alma to notify the vendor via email that the order is cancelled
uncheck if the order for the book was not already placed or you plan to contact the vendor directly (or already have)
Confirm
When canceling a PO Line:
Inventory is deleted!
Encumbrances are released
Notes and attachments can be edited, added to, or deleted from the PO Line even when it is closed
The PO Line can be reopened later
Deleting a PO Line
If you screwed up when creating a PO Line and selected the wrong Purchase Type or PO Line Owner, first cancel the PO Line.
After you have canceled it, search for the PO Line again and press Delete to remove it from the system.