Acquisitions - Closing Open Orders
About
This article covers how to close open orders in the Acquisitions module. Receiving items through the
Acquisitions module does not close the order unless you also set the Date
Loaded for the items you receive. This can be done by automatically when you receive items by selecting a default property setting in the Receive Orders wizard. If this setting
is not selected, the order will remain open until a ‘load date’ has been
manually entered in for each of the items. If received orders do not have a
load date, it will cause issues in the system as items on-order are unable to
be discarded regardless of what library ordered them. If you have any questions, please open a helpdesk ticket.
Closing Open Orders
Property Settings
The easiest way to mark items with a load date, is by changing the property settings of the Receive Orders wizard. Follow these steps to change the setting:
- Right-click on the Receive Orders wizard and select Properties.
- Under the ‘Defaults’ heading, look under the ‘dates’ heading for the checkbox that says: “Automatically set date loaded for items received.’
- Check the box, exit the wizard, and save any changes to your properties.
Now whenever you receive an item, it will also automatically be filled with a load date and close the orderline.
Manually Closing Orders
To close an order manually, follow these steps:
- Open the Receive Order wizard under the ‘Orders' tab in the Acquisition module
- Search for the order/item you want to receive.
- Select the item you
would like to edit and select the ‘modify order’ gadget in the top toolbar
that looks like this
- Go into the ‘Segments’ tab.
- Change the ‘Load Date’ to Today
- Save your changes
This should mark the item as being
closed.
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