Send unsent POs, claims or cancellation notices
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In the unlikely event that a PO, claim or cancellation notice is not sent (for example, if there was a server failure), you can use the options on the Acquisitions Task menu to send them.
Display the unsent POs, claims or cancellation notices
To display the unsent POs, claims or cancellation notices:
- From the Module Menu select Acquisitions. and then Tasks.
- Do one of the following.
- Click Unsent Purchase Orders to list the POs that have the status "Dispatched" but were not actually sent.
- Click Unsent Claims to list the claims and reminders that were created but not sent.
- Click Unsent Cancellations to list the orders that have the status "Cancelled" and a cancellation notice that hasn't been sent.
Sort the list
You can sort the list of unsent POs, claims or cancellation notices by clicking a column heading. For example, to sort by "dispatched" date, click the Date column heading once to sort the list in ascending order and then click a second time to sort in descending order.
Select POs, claims or cancelled orders
To select one PO, claim or cancelled order:
- Click the checkbox next to the PO, claim or order you want.
- Click anywhere in the row except the checkbox. This will automatically deselect any other POs, claims or orders that are currently selected.
To select multiple POs, claims or cancelled orders:
- Click the checkbox next to each PO, claim or order.
- Use SHIFT+Click to select consecutive POs, claims or orders. Click anywhere in the row except the checkbox. Click the first row you want, press and hold SHIFT and then click the last row you want.
- Use CTRL+Click to select specific POs, claims or orders. Click anywhere in the row except the checkbox.
Select or deselect the checkbox in the first column heading to select or deselect all the POs, claims or orders.
View a PO, claim or cancelled order
To view details of a PO, claim or cancelled order:
- Select the PO, claim or order you want.
- Click View or right-click and click View.
Send POs, claims or cancellation notices
To send an unsent PO, claim or cancellation notice:
- Select the POs, claims or orders you want.
- Click Send Selected.