Addressing Linked Purchase Orders when Deleting Bibliographic Records in Voyager
- Product: Voyager
- Relevant for Installation Type: Multi-Tenant Direct, Dedicated-Direct, Local, TotalCare
Question
Help with deleting records if a linked purchase order is present.
Answer
Voyager will block records from being deleted if linked purchase orders are present. Additional steps may be taken to identify this scenario ahead of a project such as a batch delete.
It is best to identify and manage linked POs ahead of time.
The following example query, which identifies all bibliographic records with linked purchase orders, may assist you in identifying those bibliographic records with linked POs.
This query could, for example, be used to compare the list of bibliographic IDs of those records you plan to delete to identify which records have linked POs and will need further action:
SELECT BIB_MASTER.BIB_ID, BIB_TEXT.TITLE, BIB_TEXT.NETWORK_NUMBER, PURCHASE_ORDER.PO_NUMBER, PO_STATUS.PO_STATUS_DESC, PURCHASE_ORDER.PO_STATUS_DATE, INVOICE.INVOICE_NUMBER, INVOICE.INVOICE_STATUS_DATE
FROM (((BIB_TEXT INNER JOIN ((BIB_MASTER INNER JOIN LINE_ITEM ON BIB_MASTER.BIB_ID = LINE_ITEM.BIB_ID) INNER JOIN PURCHASE_ORDER ON LINE_ITEM.PO_ID = PURCHASE_ORDER.PO_ID) ON BIB_TEXT.BIB_ID = BIB_MASTER.BIB_ID) INNER JOIN PO_STATUS ON PURCHASE_ORDER.PO_STATUS = PO_STATUS.PO_STATUS) LEFT JOIN INVOICE_LINE_ITEM ON LINE_ITEM.LINE_ITEM_ID = INVOICE_LINE_ITEM.LINE_ITEM_ID) LEFT JOIN INVOICE ON INVOICE_LINE_ITEM.INVOICE_ID = INVOICE.INVOICE_ID;
Additional Information
For additional help see:
- How to manage (delete or suppress) bibliographic records with linked purchase orders in Voyager
- Workflow to relink PO line item to a "dummy" bibliographic record in Voyager so that the bib record it was linked to can be deleted
Constructing custom SQL queries by request and troubleshooting unexpected results from customer-created SQL queries falls outside the scope of Support. The above has been posted for informational purposes. Voyager-L and Developer Network are useful resources for finding helpful custom SQL or obtaining assistance from peers in troubleshooting custom queries.
- Article last edited: 20-Feb-2021