A couple of years ago, we struggled through a huge Voyager PO cleanup process.
Oddly, there are not step-by-step instructions for this anywhere in the documentation. Through trial and error, we developed the following instructions for staff:
1.
Delete component
o
Go to Check-in and find the title
o
Check
Receipt History to ensure that
all issues are
undisplayed in the OPAC .
o
Delete
any lines from Claims & Problem history.
o
After ensuring that all issues are undisplayed and that there are no claims or problems,
go to subscription maintenance and delete the serial component
2. Complete P.O.
o
Go to the PO.
Go to line item, edit approved, and change the price to “0”
o
In the quick line item note, enter the reason for completion (canceled, title change, new format, etc.)
o
On the type tab, delete the vendor id #
o
“Complete” it by selecting “Complete” from the Order dropdown menu.
The most important thing is to
correctly delete the check-in component first. In our experience, if you don’t
undisplay all the issues, after you delete they will still appear as phantoms in the catalog. Further, if you do not delete all lines from the claims and problems history, you will not be able to complete the
po.
~Kelly
Kelly Smith
Interim Coordinator of Collection Services
Eastern
Kentucky University Libraries
859-622-3062
http://libguides.eku.edu/profile/KellySmith
P
Please
consider whether it is necessary to print this email.
From:
Lathrop, Jacqueline S - WHS [mailto:Jacqueline.Lathrop@WISCONSINHISTORY.ORG]
Sent: Tuesday, January 24, 2012 12:17 PM
Subject: Re: How to "Complete" a rogue PO in Received Partial status
Hi
Anor,
Have you deleted the check-in component, and cleared or unmarked any problems? These two can stop a “complete” action. Another thing to
consider is zeroing out the amount before completing since that cannot be changed after completing.
Best
From: SERIALST:
Serials in Libraries Discussion Forum [mailto:SERIALST@list.uvm.edu] On Behalf Of
Alia-Anor Akaeze
Sent: Tuesday, January 24, 2012 9:40 AM
To: SERIALST@LIST.UVM.EDU
Subject: How to "Complete" a rogue PO in Received Partial status
I’m not sure if this is a general Voyager problem/glitch or an issue with serials check-in, so I apologize for the cross-posting and potential duplication.
We are using Voyager 7.2.5.
We cannot change the status of an old Continuation PO (with line items from FY2003 and FY2005) from “Received Partial” to “Complete” status. There are 2 line items in
the PO and both statuses are reading “Received Complete.” There are 3 attached invoices that we changed from “Approved” to “Complete” status. The PO, however, still reads “Received Partial,” even after saving/closing. We tried to edit the Detailed Line Item
“Receive/Mark” status, but the tab is gray so we do not have access.
Any assistance or insight is greatly appreciated.
Thanks!
Anor
&
Alia-Anor
Akaeze
Acquisitions Coordinator
=====================
University of Massachusetts Boston
Joseph P. Healey Library
100 Morrissey Boulevard (HL-04-029)
Boston, MA 02125-3300
Email:
library.acquisitions@umb.edu
Phone: 617-287-5947
FAX: 617-287-5955
Web:
www.lib.umb.edu
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