Cancel Reasons

Administration > Acquisitions Administration > Cancel Reasons
Permission Level: Acquisitions Local Administrator, Purchaser

Access the Cancel Reasons interface by clicking Administration -> Acquisitions Administration -> Cancel Reasons.  The Cancel Reasons interface enables you to predefine the reasons for which a Line Item or a Purchase Order can be canceled or delayed.  A default list of reasons appears, but you can add custom reasons to the list.  Applying the cancel reason will prevent the item from appearing in a claims list and will allow you to cancel debits associated with the purchase.  Cancel reasons also enable you to delay a purchase.  For example, you could create a cancel reason of “backordered,” and choose to keep the debits associated with the purchase.

Create a cancel/delay reason #

Click New Cancel Reason.

1. Select a Using Library from the drop-down menu or enter the library shortcode.  The Using Library indicates the organizational units whose staff can use this Cancel Reason. 
2. Create a label for the Cancel Reason.  This label will appear when you select a cancel reason on an Item (in acquisitions) or a Purchase Order.
3. Create a description of the Cancel Reason.  This is a free text field.
4. If you want to retain the debits associated with the canceled/delayed purchase, checkmark the Keep Debits? box.
5. Click Save.

Delete a local cancel/delay reason #

You can delete local cancel/delay reasons.

1. Select the checkbox for the local cancel/delay reason that will be deleted.
2. From the Grid Actions Menu or by right-clicking on the cancel/delay reason, select Delete Selected.

Default cancel reasons cannot be selected for deletion because Evergreen ILS expects those reasons to be available to handle EDI order responses.