Order Selection Tab
The Order Selection tab contains fields that are used to select specific orders for a report. This tab may contain any of the following fields.
| • | Amount Funded |
| • | Amount Invoiced |
| • | Amount Ordered |
| • | Date Created |
| • | Date Mailed |
| • | Date Modified |
| • | Date Ready |
| • | Date to Cancel |
| • | Date to Claim |
| • | Extended Info |
| • | Fiscal Cycle |
| • | Library |
| • | Number of Copies Canceled |
| • | Number of Copies Claimed |
| • | Number of Copies Invoiced |
| • | Number of Copies on Order |
| • | Number of Copies Paid |
| • | Number of Copies Received |
| • | Number of Line Items |
| • | Total Amount Paid |
| • | Type |
All orders selected by the report have the specified amount applied to a fund or funds for the purchase, including all order lines. Once an amount is invoiced or paid, it is no longer recorded in the Amount Funded field. Use the Amount Range gadget to select an amount.
All orders selected by the report have the specified amount invoiced for the purchase, indicating that an invoice line has been created. The invoiced amount is not yet paid. Orders paid directly are not included in this amount. Once an amount is invoiced, it is no longer recorded in the Amount Funded field. Use the Amount Range gadget to select an amount.
All orders selected by the report have the specified amount ordered. This value includes only order lines that have not yet been funded. Once an amount is funded, it is no longer recorded in the Amount Ordered field. Use the Amount Range gadget to select an amount.
All orders selected by the report were created or rolled over in SirsiDynix Symphony on this specified date. Individual order lines may not be created on the same day as the original order. To select a range of dates, use the Date Range gadget.
A purchase order was mailed for all orders selected by the report on this specified date. This date may be automatically updated when a purchase order report is run with the Count As Notice Sent option set to Yes. To select a range of dates, use the Date Range gadget.
Note: In the Book X12 Orders report, this field always defaults to NEVER.
All Orders selected by the report were last modified in SirsiDynix Symphony on this specified date. To select a range of dates, use the Date Range gadget.
All orders selected by the report are ready to send to the vendor on this specified date. NEVER is the default Date Ready value when an order record is created, and may be chosen in reports to select orders that have been created but are not yet complete. Once all values are supplied for the order, the Date Ready may be modified to a specific date, or TODAY. After the record is marked ready on a particular date, this selection option may be used by purchase order reports to select orders for printing and sending to the vendor. To select a range of dates, use the Date Range gadget.
All orders selected by the report are scheduled to be canceled on this specified date. This field contains the date that ordered items will be canceled if not received. The date to cancel may be entered manually, or may be determined automatically by the vendor’s cancel period and the date the order was mailed. To select a range of dates, use the Date Range gadget.
All orders selected by the report are scheduled to be claimed on this specified date. This field contains the date that ordered items will be claimed if not received. The date to claim may be entered manually, or may be determined automatically by or the number of days in the vendor’s claim period and the date the order was mailed. To select a range of dates, use the Date Range gadget.
Each order in the report has this specified text in the specified entry of its extended information. To select entries and text, use the VED List gadget.
All information selected by the report is associated with this specified fiscal cycle. Each order is associated with a fiscal year or portion of a year for accounting purposes. Examples include quarter, semester, calendar year, or fiscal year. Your library determines the format of the fiscal cycle, which should be used consistently across orders to accurately use this selection. For example, 1999 and 99 could both be created, but they could not be retrieved at the same time using a single selection. This field in the vendor cycle record accepts numeric values only. To select a range of fiscal cycles, use the Number Range gadget.
This field is required for the Remove Selected Order Lines (Purgeorderlins) report and the Remove Selected Orders (Purgeorders) report.
Orders selected by the report belong to this specified Library. In a multilibrary system, order records belong to the library that created them. Use the Policy List gadget to select a library. Only the acquisitions maintenance libraries for the station library can be selected.
All orders selected by the report have a cancel segment or segments canceling the specified number of copies, including all order lines. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have a claim segment or segments claiming the specified number of copies, including all order lines. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have had invoice lines created but not paid for the specified number of copies, including all order lines. To select a range of numbers, use the Number Range gadget.
All orders selected by the report are for this total number of copies, including all order lines. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have completed payment to the vendor for the specified number of copies, including all order lines. Payment can be made either with an invoice linked to the order, or paid directly on the order. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have received this specified total number of copies, including all order lines. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have the specified number of order line items. Every order line may be for any number of copies, and may have one or more funding, distribution, claim, and/or cancel segments. A segment is a special record that can never exist by itself, but must be attached to an order line. To select a range of numbers, use the Number Range gadget.
All orders selected by the report have the specified amount paid for the purchase, including all order lines. The paid amount includes linked invoice lines that have been paid or order lines paid directly. Once an amount is paid, it is no longer recorded in the Amount Funded or the Amount Invoiced field. Use the Amount Range gadget to select an amount.
Orders selected by the report include this specified order type, which can categorize an order and determine how the order is treated when received by the library. Order type policies are established by the library’s SirsiDynix Symphony administrator. Type policies may be one of three categories: basic, recurring or dated. Basic order types such as FIRM, GIFT, and APPROVAL are simple one-time-only orders. Recurring order types such as STANDING and BLANKET remain open indefinitely, creating an individual new unreceived order line each time an expected item is received and/or invoiced. Dated order types such as SUBSCRIPT or RENEW continue for a specific period that typically corresponds to the fiscal cycle, and may be automatically rolled over into a new fiscal cycle using the rollover reports. Use the Policy List gadget to select an order type.
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