Canceled shelf holds
Create a report of holds that were canceled by the customer, with the cancelation reason included.
The Canceled shelf holds overview shows holds that have been canceled by the customer with the reason P - Canceled by customer.
- Go to Hold requests > Overviews > Canceled shelf holds. The Canceled shelf holds screen opens.
- Provide overview information. Required fields are marked with an (*) asterisk.
Field Description Branch(es) Select the branch or branches for the report to display. Use ctrl+click to select multiple branches. If no branch is selected, the report will display all branches. Sorting* Select the sorting order for the report to display:
- L - Customer Name
- N - Customer Number
- R - Hold Request Date
- T - Title
- Click Create report. The report is generated in a new browser window.
The report displays an overview of hold requests by your selected sorting order. The following details are included in the report:
- Hold request - hold request number
- Hold request date - date that the request was placed
- Notification date - date that a notification message was sent to the customer. The name (or preferred name) of the customer as well as the title of the held item will also display here.
- Expiration date - date that the hold request expires
- Source - how the hold request was placed
- Status - status of the hold request
- Days - number of days since the request was placed
Note: In order to remove these items from the Canceled shelf holds list, they must be checked in.