From: Kathy Lussier Date: Sun, 8 Nov 2015 14:47:58 +0000 (-0500) Subject: LP#1513554 - Doc update for cancel reason selection X-Git-Tag: sprint4-merge-nov22~844 X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=f6d9c1e6f7fbc2217315df45590ddfa2f544e288;p=working%2FEvergreen.git LP#1513554 - Doc update for cancel reason selection Adding an update to the docs to inform users that default cancel reasons cannot be selected. Signed-off-by: Kathy Lussier Signed-off-by: Jason Stephenson --- diff --git a/docs/admin/acquisitions_admin.txt b/docs/admin/acquisitions_admin.txt index 89b066918a..a741a045f6 100644 --- a/docs/admin/acquisitions_admin.txt +++ b/docs/admin/acquisitions_admin.txt @@ -38,7 +38,7 @@ in the acquisitions module * Temporary call number prefix - Temporary call number prefix for items that are created in the acquisitions module -Cancel/Suspend reasons +Cancel/Delay reasons ~~~~~~~~~~~~~~~~~~~~~~ indexterm:[acquisitions,purchase order,cancellation] @@ -48,12 +48,12 @@ The Cancel reasons link enables you to predefine the reasons for which a line item or a PO can be cancelled. A default list of reasons appears, but you can add custom reasons to this list. Applying the cancel reason will prevent the item from appearing in a claims list and will allow you to cancel debits -associated with the purchase. Cancel reasons also enable you to suspend or delay +associated with the purchase. Cancel reasons also enable you to delay a purchase. For example, you could create a cancel reason of 'back ordered,' and you could choose to keep the debits associated with the purchase. -Create a cancel/suspend reason -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Create a cancel/delay reason +^^^^^^^^^^^^^^^^^^^^^^^^^^^^ . To add a new cancel reason, click _Administration -> Server Administration -> Acquisitions -> Cancel reasons_. @@ -70,13 +70,27 @@ Units.) cancel reason on an item or a PO. . Create a description of the cancel reason. This is a free text field and can -be comprised of any text of your choosing. +comprise any text of your choosing. . If you want to retain the debits associated with the cancelled purchase, click the box adjacent to Keep Debits-> . Click _Save_. +Delete a custom cancel/delay reason +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +You can delete custom cancel reason. + +. Select the checkbox for the custom cancel reason that should be deleted. + +. Click the _Delete Selected_ button. + +[TIP] +You cannot select the checkbox for any of the default cancel reasons because the +system expects those reasons to be available to handle EDI order responses. + + Claiming ~~~~~~~~