The Performance tab displays the following fields in a table format. Performance averages for the listed funds appear in the first row of the table.
| • | Fund ID |
| • | Fund Name |
| • | Cycle |
| • | Average Order Price |
| • | Average Paid Price |
| • | Average Discount |
Each of these columns is totaled and averaged by the number of cycles that contain data.
Screen prints of the Performance tab do not include the Fund Name.
The following fields are defined for the Performance tab.
Each master fund record must be assigned a unique identifier. You may modify the master fund record’s unique ID using this field. The fund ID is basically a short fund name. The maximum length for this field is 20 characters.
Note: Fund IDs must not contain spaces.
For example, in a fund system based on subject areas, ENGLISH and HISTORY might be fund IDs. If it were necessary to keep separate figures for monographs and serials, ENGLISH-M and ENGLISH-S might be fund IDs for English monographs and English serials respectively. More complex fund IDs might be made of a combination of primary fund characteristics. A fund ID of BOOK-FED-AD-FIC might be for Adult Fiction Books bought with Federal funds. Physics monographs bought for the Science Department might have an ID of M-SC-PHY. A fund ID might be a checking account number or other numeric string such as 1001-28-657.
When creating a fund, you can assign an auto-generated Fund ID by selecting AUTO from the list.
When displaying funds, the fund ID uniquely identifies a single master fund record. If you type a fund ID and all other fields are blank, the workstation displays the master fund information for the fund ID you entered. If leave this field blank, the workstation lists all master fund records in the database.
When placing orders, the Fund ID in each funding segment field identifies the fund from which costs are to be encumbered and paid. For Single Fundings, the required fund ID is assigned to all items. You may modify this field as necessary. For Multiple Fundings, the fund ID field contains the word “Multiple,” not a real fund ID. You may then enter specific fund IDs in subordinate segments added below the Multiple line.
When invoicing, if an invoice line is linked to an order, this field shows what fund ID is used by the funding. If the line is linked directly to a fund, this field shows the fund ID assigned to the cost of this invoice line. This directly links the invoice to the fund. When an invoice is created, if you do not want to link the invoice link to the fund at the time of creation, you should clear the fund ID.
The fund name is a description of the fund ID.
For example, the fund ID M-PHY could be defined in the name field as Physics Monographs. A more complex ID such as BOOK-FED-AD-FIC might be named Adult-Fiction-Books-Federal. An ID such as M-SC-PHY might have the name Physics Monographs, Science Department.
This field identifies a particular funding period. The funding period can be set up in quarters, calendar years, or fiscal years.
When searching orders, the fiscal cycle field defaults to the session setting for fiscal cycle. You can override the default by entering another valid fiscal cycle. If you select ALL from the when you look up orders, you need to type specific order ID to display orders across cycles. All lines will be available for display, regardless of any value entered in the Order Line field.
A fiscal cycle is typically associated with every order, vendor cycle, or fund cycle. The number of fiscal cycles that an order, vendor, or fund has been used in SirsiDynix Symphony is sometimes displayed in a Cycle or Cycles field. The year may be indicated with the labels “Fiscal” or “Cycle.”
The order price is the price the vendor wants you to pay for the line item. SirsiDynix Symphony calculates the average price of orders using this fund. Until the fund cycle is used in an order, this field remains blank or displays as N/A.
The paid price is the actual price the library paid for an item. SirsiDynix Symphony calculates the average price paid for items ordered from this fund. Until payment has been made, this field remains blank or displays as N/A.
The discount is the difference between the order price and the paid price. SirsiDynix Symphony calculates the average discount percentage based on the difference between the ordered price and the paid price. If the library does not link invoices to orders, this field remains blank or displays as N/A.
Note: A negative discount amount indicates that the average price paid was greater than the extended order price.
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