[Evergreen-catalogers] [Evergreen-acq] How to cancel an erroneous invoice?

[Morgan, Christine]

Hi Benjamin,

We handle invoice deletion in the same manner as Tiffany.  We've never had
any complaints.

Christine

On Wed, Jun 29, 2022 at 3:50 PM Tiffany Little via Evergreen-acq <
evergreen-acq at list.evergreen-ils.org> wrote:

> Hi Benjamin,
>
> As far as I know there's no way to delete an invoice. I actually had a
> ticket a couple of weeks ago to delete one, and once I started digging in
> there were so many interconnected pieces that I really didn't want to touch
> it.
>
> My solution is kind of clunky, but it works I suppose. I chose to:
>
> 1. Remove all direct charges on the invoice
> 2. Detach all titles from the invoice
> 3. Left the vendor invoice ID, but prefixed it with DELETE (you could also
> do DUPE). Like DUPE-12345.
> 4. Tacked onto the end of the invoice note "Invoice invalid per vendor;
> entries deleted by PINES." I *did* leave the autogenerated "Invoice
> generated by edi message 12345" because I wanted to keep evidence that it
> came in via EDI and searchable by its associated EDI message. This step may
> be overkill, especially for dupes, but just saying that's what I did
> because why not.
> 5. Closed the invoice so they wouldn't show up on open invoice searches.
>
> Far less elegant than actually being able to delete them, but it does the
> thing.
>
> Tiffany
>
> Tiffany Little, PINES Services Specialist: Acquisitions
>
> ------------------------------
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7161 | tlittle at georgialibraries.org
>
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>
> On Wed, Jun 29, 2022 at 3:41 PM Murphy, Benjamin via Evergreen-catalogers <
> evergreen-catalogers at list.evergreen-ils.org> wrote:
>
>> Hello,
>>
>> We got some duplicate invoices over EDI and I'm not sure how to delete
>> them. I was looking in the documentation here:
>>
>> https://docs.evergreen-ils.org/docs/reorg/3.5/acquisitions/_create_an_invoice_for_a_purchase_order.html
>>
>> but didn't see anything about how to get rid of a mistaken invoice.
>>
>> Suggestions?
>> Benjamin
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>> Evergreen-catalogers at list.evergreen-ils.org
>>
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>>
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-- 
Christine Morgan
Database Support Analyst
North of Boston Library Exchange, Inc.
Danvers, Massachusetts
cmorgan at noblenet.org
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