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A purchase order is closed or relinked for the following reasons (this applies to print and electronic PO’s):

  1. A title has been canceled
  2. A title has ceased
  3. A title has changed (e.g.,title or format change)

If a title has been canceled (print or electronic) or ceased:

  1. On Order tab change Subscription to CANCELCHILD, CANCELMEM, or CANCELSUB
     
  2. On Orderline tab:
    1. Change Unit Price to $0 (if there is a unit price)
    2. Change Quantity to 0
    3. Change Days in Sub Period to 0
    4. Change Renewal Date to ‘Never’
    5. Add notes about reason for closing purchase order, your initials and date
       
  3. On Segments tab:
    1. Change Funded Quantity to 0
    2. Change Distributed Quantity to 0

If a title is moving from print to electronic, the PO can be changed to reflect the new format:

  1. On title info tab select the ‘change title link’ widget:
    1. Delete the Call Number AND Item ID fields
    2. Add either the call number OR the item id of the new title to the Call Number or Item ID fields
    3. Click OK button
       
  2. On Orderline tab:
    1. Change Material Type to EPER or ESTS
    2. Add notes to explain the format change, your initials and date
    3. Change VENDTITLE to reflect new vendor title number
    4. Add E-ACCESS note with database name from Serials Solutions
       
  3. On Segments tab:
    1. Change old fund code to new fund code
    2. Change Holding Code to ONLINE

Title has changed:

If the title has been changed, the PO can be relinked to the new title.

  1. On Title Info tab select the ‘change title link’ widget:
    1. Delete the Call Number AND Item ID fields
    2. Add either the call number OR the item id of the new title to the Call Number or Item ID fields
    3. Click OK button
       
  2. On Orderline tab:
    1. Add notes to explain the title change, your initials and date
    2. Change VENDTITLE to reflect new vendor title number
    3. On prior year PO add note “ title changed to ‘x’ in year ‘y’,” your initials and date
    4. On current year PO add note “title changed from ‘x’ in year ‘y’,” your initials and date

Image of 'change title link' widget: