This wizard allows you to make changes to existing orders. You can modify order information, such as order ID, order type, date ready, and vendor ID, or orderline information, such as unit price and segment information (fund ID, holding code, date received, date paid, date loaded). You can also delete (remove) orderlines from an order or cancel orderlines using the Add a Cancellation helper. Cancelling a line item releases the encumbered funds. You can search for an order in this wizard by order information (order ID, packing list, requisition number) or by catalog information (periodical title, series, subject title, title control #).

Modify Order Wizard Properties

To access this wizard’s properties, right-click on the wizard.

Modify Order Wizard Properties: Behavior Tab

Modify Order Wizard Properties: Defaults Tab

Modify Order Wizard Properties: Helpers Tab

Using the Modify Order Wizard

When you first open the wizard, there is an item search window.

Modify Order Wizard: Item Search Window

The default “Acquisitions Library” and “Fiscal Cycle” are the same as your settings in the Session Settings wizard, but the “Item Library” is set in the properties of the Modify Order wizard.

Search results when searching by order information:

*Note: You can also search by catalog information (title, periodical title, title control #, etc.) If you search by catalog information, a list of titles, instead of a list of orders, appears in the search results.

After clicking “Modify Order”, if more than one order is associated with the selected title, the “List of Orders Found on Lookup” window will appear. Select the correct order, then click “Modify Order”. Next, the “Modify Orderline” window will open.

When conducting a search by order information, after selecting an order, you will see an “Order” and “Orderlines” tab.

Modify Order: Order Tab

Modify Order: Orderlines Tab

After selecting an orderline to modified, the “Modify Orderline” window will open.

Modify Orderline Window

Modify Orderline Window: Title Info Tab

See the article Using the Change Title Helper for more information about this helper.

Modify Orderline Window: Orderline Tab

Modify Orderline Window: Segments Tab

After you are done editing an orderline, click “Save your changes”.