Line item statuses


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The purchase orders interface keeps track of various statuses that your line items might be in. This section lists some of the statuses you might see when looking at purchase orders.

Canceled and Delayed Items

In the purchase order interface, you can easily differentiate between canceled and delayed items. Each label begins with Canceled or Delayed. To view the list, click Administration → Acquisitions Administration → Cancel Reasons.

The cancel/delay reason label is displayed as the line item status in the list of line items or as the copy status in the list of copies.

A delayed line item can now be canceled. You can mark a line item as delayed, and if later, the order cannot be filled, you can change the line item’s status to canceled. When delayed line items are canceled, the encumbrances are deleted.

Cancel/delay reasons now appear on the worksheet and the printable purchase order.

Note

When all the copies of a line item are canceled through the Acquisitions interface, the parent lineitem is also canceled. The cancel reason will be calculated based on the settings of:

The cancel reason for the last copy to be canceled copy if the cancel reason’s Keep Debits setting is true.
The cancel reason for any other copy on the line item if the cancel reason’s Keep Debits setting is true.
The cancel reason for the last copy to be canceled if no copies on the line item have a cancel reason where Keep Debits is true.

Paid PO Line Items

Purchase Order line items are marked as "Paid" in red text when all non-cancelled copies on the line item have been invoiced.

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Activating your purchase order	Home	Chapter 15. Brief Records