Lock Invoices Report
The Lock Invoices report (Lockinvoice) sets the date locked for selected invoices in batch. This report is in the Acquisition report group.
The SirsiDynix Symphony Workstation server must 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.
This report is password protected. If you do not know the password, see your SirsiDynix Symphony administrator.
The Lock Invoices report contains the following tabs.
| • | Basic Tab: Reports |
| • | Invoice Selection Tab |
| • | Vendor Selection Tab |
On the Invoice Selection tab, the Library field defaults to the WorkFlows session library. The Library selection on the Invoice Selection tab is required to run this report.
Default settings are delivered for the following fields on the Invoice Selection tab of the report.
| • | Date Ready is set to ANY. |
| • | Date Locked is set to NEVER to further select only the invoices that have not yet been locked. |
On the Vendor Selection tab, the Library field defaults to the station library. The Library selection on the Vendor Selection tab is required to run this report.
Invoices that need proration cannot be locked using this report. If an invoice needs proration, the following message displays in the report log along with the invoice ID, library, and vendor ID of the invoice that cannot be locked.
**Invoice needs proration, so it cannot be locked
Invoices that have underlinked lines cannot be locked using this report. If an invoice has an underlinked line, the following message displays in the report log along with the invoice ID, library, vendor ID, and line number of the underlinked line of the invoice that cannot be locked.
**This invoice cannot be locked because one or more lines is underlinked. Please link this line to an order/fund.
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