Line items with the status of on-order can be delayed.
Delaying is used when something happens to an item, such as it being damaged in transit or backordered, but the library is still expecting to get a copy. This enables you to track what is going on with the line item while still indicating that it is expected to arrive eventually.
Note
Delaying a line item uses the same functionality as cancelling it. The crucial difference is the cancel reason used. When delaying line items you must select a cancel reason prefaced with Delayed. See Chapter 25, Cancel Reasons for a full list.
Note
Line items can be delayed in batch as long as they are all using the same cancel reason.
- Open the purchase order containing the line item(s) you would like to delay.
- Check the check box(es) of the line item(s) you wish to delay.
- Click Actions → Cancel Selected Line Items.
In the pop-up that appears choose a reason from the drop down menu.
- You must choose a reason that begins with Delayed.
Click Apply.
The status of the line item(s) becomes Delayed. The colour of the line item(s) changes to blue and the delayed count on the line item(s) increases.
- The funds for the line item(s) are still encumbered.
A delayed line item is resolved when the line item is cancelled or received.
If you are ordering multiple copies of an item on the same line item you can delay specific items as long as they have the status of on-order.
- Open the purchase order containing the specific item you would like to delay.
Click the Items link on the line item containing the item or items you wish to cancel.
Click the Cancel link adjacent to the item you wish to delay. Items must be delayed individually.
In the pop-up that appears choose a reason from the drop down menu.
- You must choose a reason that begins with Delayed.
Click Apply.
The status of the item becomes Delayed.
The number of delayed items in the count on the line item will increase. The line item will only change to blue and have a status of Delayed if all items for the line item have been delayed.
- The funds for the item are still encumbered.
A delayed item is resolved when the item is cancelled or received.
