How to cancel an order depends on where the purchase is in the workflow process.
Before Submission: Until the purchase is completed an order need not be canceled, but it should be removed so it won’t display on your screen indefinitely. The method for this varies based on the order’s workflow location:
- From My Draft Carts, click the Delete button at the far right of the screen to delete the cart.
- From Draft Assigned To Me, click the Delete button at the far right of the screen to delete a Cart that’s been assigned to you by Purchasing.
- From My Drafts Assigned to Others, Unassign the cart from the Cart Authorizer (this will move it to the My Drafts screen section), then click the Delete button.
After Submission: You will be prompted to provide a reason you are withdrawing the cart; best practice is to provide a comment.
- If the requisition status is Pending
, from Carts>My Requisitions select Withdraw Entire Cart from the Available Actions drop-down field at upper right, then click Go.NOTE: By withdrawing a Cart, you will lose the entire order and it cannot be reinstated. If you want to modify or preserve order history, before you Withdraw the Cart, select Copy to New Cart.
- If the requisition status is Completed
, you may need to work with Library Purchasing Staff to submit a return or RMA to the vendor. Send a message directly to the Cart Authorizer (the Library Purchasing Staff who processes your Shopping Cart/Requisition) from the relevant requisition by clicking on the req number, clicking through the Comments tab>Add Comment button. Be sure to click the checkbox next to the (Email notification(s)) name to notify the Cart Authorizer (the Library Purchasing Staff) and the Requisition Creator at CSS (Campus Shared Service) of the action needed.