Amounts Tab: Vendors

The Amounts tab displays the following fields in a table format. Totals for all vendors listed appear in the first row of the table.

• Encumbered
• Fiscal Cycle
• Invoiced
• Ordered
• Paid
• Vendor ID
• Vendor Name

The following fields are defined for the Amounts tab.

Encumbered

This is the total amount of money committed to the vendor in orders, which have not yet been invoiced or paid. SirsiDynix Symphony automatically keeps track of the amount currently encumbered.

Fiscal Cycle

Each vendor cycle must be identified by a fiscal cycle that specifies the chronological period to which this vendor cycle belongs. Since this can be a 1-5 digit number (such as 2004 or 12004, 22004, 32004, and so on), it doesn’t matter how your funding period is set up; quarters, semesters, calendar years, or fiscal years.

Invoiced

This is the total amount of money billed to the library on invoices entered at the workstation that has not yet been paid to the vendor. The Invoiced amount includes all invoices associated with the vendor, whether or not they have been linked to an order. Once an order amount is invoiced, it is no longer encumbered.

Ordered

This field contains the total amount value of all orders placed with this vendor in the current fiscal cycle. SirsiDynix Symphony automatically calculates this value for each vendor.

Paid

This is the total amount of money paid to the vendor in this particular cycle. SirsiDynix Symphony automatically maintains the amount as orders are placed, removed, and processed.

Vendor ID

Each master vendor record must be assigned a unique identifier (ID). This identifier is used throughout acquisitions and serials WorkFlows to help you quickly identify the vendor. The ID may be up to 20 characters long. For instance, Baker & Taylor might be referred to as BAKER. Publishers have an international standard number (the first digits of the ISBN) assigned to them and the library might want to use this as the vendor ID. For example, the vendor ID for Pierian Press might be 87650.

Note: Vendor IDs must not contain spaces.

Vendor Name

The vendor name is a description of the vendor ID. For example, the vendor ID BAKER could be defined in the name field as Baker & Taylor.