Thanks so much for the quick responses. Some clarification:

To Mike & Sara: yes, the predictive components for both line items had been closed months ago. Closing POs is usually just a housekeeping step for us, but we’re also trying to close POs we come across that should have been closed years ago. This is one.

To Jacqueline: we checked and there were no unresolved problems or claims on either line item. We tried using Edit Approved… to zero out the amount since one of the line items did have a price in it. This didn’t work (but thanks for the suggestion).

I know that once a PO is in Complete status, you can’t make changes to it. The most recent of the line items is attached to the FY2005 budget ledger. Is it possible that there is a default we don’t know about that won’t allow changes to a PO—even one that is not in Complete status—after some arbitrary amount of time … say, 6 months after rolling over into a new fiscal year?

Anor

Alia-Anor Akaeze

Acquisitions Coordinator

===================

University of Massachusetts Boston

Joseph P. Healey Library

Email: library.acquisitions@umb.edu

Phone: 617-287-5947

From: SERIALST: Serials in Libraries Discussion Forum [mailto:SERIALST@list.uvm.edu] On Behalf Of Lathrop, Jacqueline S - WHS
Sent: Tuesday, January 24, 2012 12:17 PM
To: SERIALST@LIST.UVM.EDU
Subject: Re: [SERIALST] 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: Greenleaf, Sara [mailto:greenleaf@hws.edu]
Sent: Tuesday, January 24, 2012 11:50 AM
To: Alia-Anor Akaeze
Subject: RE: How to "Complete" a rogue PO in Received Partial status

Hi Anor,

We’re on version 7.2.1.

I’m sure you’ve already tried this, but the only thing I can think of is that there might be an open check-in record attached. I don’t think you can complete a Continuation PO with a live check-in record. But I think you usually get a dialog box telling you that.

I’d be interested in what you find out.

Good luck,

Sara.

Sara Greenleaf

Associate Director and Technical Services Librarian

Warren Hunting Smith Library

Hobart and William Smith Colleges

Geneva, NY 14456

315.781.3007

greenleaf@hws.edu

http://library.hws.edu

From: Discussion list for Ex Libris' Voyager Integrated Library System [mailto:VOYAGER-L@LISTSERV.ND.EDU] On Behalf Of Michael Barrett
Sent: Tuesday, January 24, 2012 11:52 AM
To: VOYAGER-L@LISTSERV.ND.EDU
Subject: Re: [VOYAGER-L] How to "Complete" a rogue PO in Received Partial status

Have you tried removing the serials component from the line items?

Mike Barrett

Electronic Resources

Texas A&M University Libraries

5000 TAMU

College Station, TX 77840

USA

Phone: 1+979-458-1371

From: Discussion list for Ex Libris' Voyager Integrated Library System [mailto:VOYAGER-L@LISTSERV.ND.EDU] On Behalf Of Alia-Anor Akaeze
Sent: 24 January 2012 15:40
To: VOYAGER-L@LISTSERV.ND.EDU
Subject: [VOYAGER-L] 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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