The SirsiDynix Symphony Workstation server needs to be running to schedule and run this report, or the report will fail. Do not halt the SirsiDynix Symphony Workstation server until the report displays on the finished list.
The Create Late Order Claims (Claimlate) report creates claim segments for order line items that have not been received by the order’s Date to Claim. If a Date to Claim value is not set manually in the order, purchase order reports set the order’s date to claim based on the number of days in the claim period of the vendor record added to the date the order was mailed. When a particular order line passes the order’s Date to Claim, a claim segment can be added to selected outstanding order line items using this report. The Date to Claim for each claim segment created is set to the report run date. The Claim Reason for each claim created is LATE (or another claim reason with a LATE type).
You may also create LATE claim segments manually at the workstation.
This report contains the following tabs.
| • | Basic Tab: Reports |
| • | Vendor Selection Tab |
| • | Vendor Cycle Selection Tab |
| • | Order Selection Tab |
| • | Order Line Selection Tab |
In the Date Mailed field of the Order Line Selection, specify that ANY date should be selected. When order lines are created, they are typically not sent to the vendor until the Date Mailed is modified to a value other than NEVER default. The Date Mailed can be modified when a purchase order report is run, or set manually at the workstation. By selecting ANY, you prevent creating claim segments for order line records that may have had a Date to Claim created manually, but the actual order had never been mailed to a vendor.
By default, only claim segments for orders in the station library of the staff scheduling the report can be created. Orders are selected if they contain any Date to Claim before the report run date, but only if there are more than zero order lines. Order lines are selected only if no copies have ever been claimed or received. Only Vendors with active cycles and vendor cycles with active orders are selected. The output of this report is automatically sorted first by the library of the order, then by fiscal cycle, then by order ID/orderline. Once records are grouped by order library and fiscal cycle, the report sorts the claim records in ascending order by order ID. If claims have been created for multiple orderlines of an order, the orderlines are listed in ascending order.
Once claim segment records are present in the order record, use the Vendor Acquisition Claim report to generate notices to send to the vendor. It is recommended that you always mark the most recent dates to claim with the Create Late Order Claims report before you generate claim notices, but claim segments may be created daily even if the claim notices are not generated that frequently.
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