Skip to main content

Canceling BLUEcloud Acquisitions Orders

Follow these steps to learn how to cancel orders.

Search for and retrieve an order that should be canceled.

  1. When viewing an order with a Approved  or On-Order status, the Cancel Order button displays.
    cancel order button
     

Only orders with a status of Approved or On-Order can be canceled. 

  1. Click Cancel Order.
  2. You may cancel all copies ordered or partially cancel.
    1. To cancel all copies ordered, select a Cancel Reason. You may also enter a Cancel Note. 
      select cancel reason and import note if needed
      Click Cancel Order.
    2. To partially cancel the order, click Partial cancel.
      partical cancel is an option
      Enter a number of copies to cancel for a specific distribution.
      enter number of copies for partial cancel
      Select a Cancel Reason and enter a Cancel Note, if desired. Click Cancel Selected Distributions.
      select cancel reason
  3. A warning displays. Click Continue to confirm the cancelation. 
    cancel
  4. The order is now canceled in full. Unlike deleted orders, information for canceled orders can still be searched and viewed. Any encumbered funds are immediately disencumbered from their associated budgets.

The order status is now Closed.

A cancelation message will NOT be sent to your vendor automatically, even if that vendor is configured with EDI. 

Item records in Symphony WorkFlows will need to be removed manually. Canceling the order will not automatically remove them.