Staff Client Help v7.3 - v8.0
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<h1><a name="XREF_21625_Close_line_items"></a>Close a Purchase Order</h1>
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<p>To close a purchase order:</p>
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<p class="NoteShade"><b>Important:<br /></b>If the purchase order is cancelled and you want to delete it later, do not close it. Only Cancelled orders can be deleted.</p>
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<ol>
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<li value="1"><a name="kanchor2739"></a><a name="IX_all_line_items_1"></a>Open the Purchase Order workform.</li>
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<li value="2">Select <b>Tools </b>><b> Close</b> from the menu bar on the Purchase Order workform.</li>
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<p class="NoteShade"><b>Tip:<br /></b>Click <img src="closeicon.gif" alt="" /> on the toolbar.</p>
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<p>A message asks if you want to close the order.</p>
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<li value="3">Click <b>Yes</b> to confirm that you want to close the purchase order.</li>
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<p><b>Purchase order closed successfully</b> appears in the status bar.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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<h1><a name="XREF_92579_Close_line_items"></a>Close Line Items on a Standing or Subscription Order</h1>
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<p>To close all line items or specific line items on a <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> or subscription purchase order:</p>
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<p class="NoteShade"><b>Tip:<br /></b>When searching for a purchase order, you can limit by <b>Order Type</b> and select <b>Standing Order</b> or <b>Subscription</b>.</p>
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<ol>
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<li value="1">Display a subscription order or standing order in the Purchase Order workform.</li>
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<li value="2">Select the line items you want to close, and click <img src="closeicon_16x16.gif" class="imginline" alt="" style="width: 16;height: 16;" />.</li>
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<p>A message asks if you want to close the line items.</p>
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<li value="3"><a name="kanchor4544"></a><a name="IX_changing_serial_holdings_1"></a><a name="kanchor4545"></a><a name="IX_changing_serial_holdings"></a><a name="kanchor4546"></a><a name="IX_closing_a_purchase_order"></a>Click <b>Yes</b> to confirm that you want to close the line items.</li>
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<li value="4">If the Update Serial Holdings Record Statuses dialog box appears, select a status to apply to the linked serial holdings records, or select <b>No status change</b> to leave the serial holdings record as it is, and click <b>OK</b>.</li>
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<p>The serial holdings record is updated with the status you chose.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Acquisitions " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Closing Orders</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Acquisitions/PAclose/Closing_Orders.htm">Open topic with navigation</a>
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<h1><a name="XREF_17704_Closing_a_Purchase"></a>Closing Orders</h1>
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<p><a name="kanchor3645"></a><a name="IX_closing_purchase_orders"></a><a name="kanchor3646"></a><a name="IX_closing_orders_for"></a><a name="kanchor3647"></a><a name="IX_closing_1"></a><a name="kanchor3648"></a><a name="IX_closing_overview"></a><a name="kanchor3649"></a><a name="IX_reasons"></a>You can close a Firm, Donation or Gift purchase order that has a status of Cancelled, Received or PartRec (partially received). When you close a purchase order with header charges and/or purchase order line items that are received but not yet paid, you will receive a warning message, and the amounts are NOT disencumbered. You can also close specific purchase order line items for serial subscriptions or serial standing orders.</p>
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<p>Libraries can set a parameter in Acquisitions Administration to close purchase orders automatically.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Acquisitions_Admin/PDKacquire/AutoCosePO.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Automatically Close Purchase Orders</span></a>.</MadCap:conditionalText></p>
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<p>See also:</p>
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<ul type="disc">
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<li>
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<p><a href="Close_a_purchase_order.htm#XREF_21625_Close_line_items">Close a purchase order</a>
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</p>
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</li>
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<li>
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<p><a href="Close_line_items_on_a_standing_or_subscription_order.htm#XREF_92579_Close_line_items">Close line items on a standing or subscription order</a>
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</p>
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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.4</span></div>
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