Counts Tab

The Counts tab displays the following fields in a table format.

• Claims Sent
• Fiscal Cycle
• Orders
• Quantity Canceled
• Quantity Claimed
• Quantity Not Received
• Quantity Ordered
• Quantity Paid
• Vendor ID
• Vendor Name

The following fields are defined for the Counts tab.

Claims Sent

This field displays the number of claims sent to the vendor regarding line items ordered but not received.

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.

Orders

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

Quantity Canceled

This field display the total number of items canceled by this vendor.

Quantity Claimed

This field displays the total number of items claimed from the vendor for all line items ordered but not received.

Quantity Not Received

The Quantity Not Received field indicates the number of items that had been ordered from this vendor but had not yet been received.

Quantity Ordered

SirsiDynix Symphony tracks the total number of items ordered for a particular vendor. Canceled items and removed line items are automatically deducted from this figure.

Quantity Paid

This field indicates the total number of items paid for this vendor. SirsiDynix Symphony automatically maintains the count as orders are placed, removed, and paid.

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.