[Wactclc-alma] PO line handling error message when withdrawing items

[Thomas, Kirsti]

Stephanie,

Is the POL set up as Continuous or One Time?

If the POL is set up as One Time, did you ever formally “receive” the volumes you’re withdrawing? For anything that’s a physical order, Alma considers a One Time POL to be complete and closed once you go into the Receive New Materials queue and mark the item as received.  If you never did this step, then Alma thinks it needs to keep the POL open.

If the POL is set up as a Continuous Order, you definitely want to close it. Continuous POLs are really for subscription products like journals or databases. Handbooks like APA and MLA don’t count as subscriptions, even if you have a “standing order” or “Continuations” account with a vendor to send you new editions whenever they get published.

If you have some deal with a vendor to send you new editions whenever they’re published, I recommend creating a POL with the POL Type “Physical - Standing Order Monograph.” This will allow you to catalog each edition separately (i.e. have 1 POL for the overall title, but have separate bib records for each edition). I *think* this will also allow you to delete item and bib records for previous editions while the POL is still open. George or Paula might know more about how the POL Type works.

Does this help at all?


It will be ok!

Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>





From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Stephanie Levesen
Sent: Thursday, July 23, 2020 3:07 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] PO line handling error message when withdrawing items

Hi,

So I’m trying to withdraw the last of our 6th edition APA manuals since we’re moving to the new edition in the Fall quarter.

When I try to withdraw it I get this error message:

[cid:image001.jpg at 01D6650D.922B74B0]

So I have to do something with the PO Line/order/invoice before I can withdraw the material.

Being new in the technical services role here at SVC and not knowing all the ins and outs, I googled the error message and came up with this knowledge base article:

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fknowledge.exlibrisgroup.com%2FAlma%2FProduct_Documentation%2F010Alma_Online_Help_(English)%2F020Acquisitions%2F020Purchasing%2F045Closing%252C_Reopening%252C_and_Relinking_PO_Lines&data=02%7C01%7C%7C815c5191aa9642947d5e08d82f55c3ff%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637311392696767632&sdata=EqzHiAckecgq89ERAWpdOQ18KwUtCwQR3YgBC1SZuXc%3D&reserved=0>

But I’m not sure I want to close the order.  I don’t know if we’ve ever closed orders before.

What do I do with this error message?  There are two APA manuals on this order that need to be withdrawn and I can’t withdraw either of them.

Thanks for your help.

Stephanie


Stephanie Levesen
Library and Archives Paraprofessional 3 – Technical Services Lead
Norwood Cole Library
Skagit Valley College
2405 E College Way
Mount Vernon, WA  98273

360-416-7659 (office)
360-416-7837 (circulation desk)


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