Rollover Dated Orders Report

The Rollover Dated Orders (Rolldatedord) report selects existing order lines in a specified fiscal cycle and copies them to a new fiscal cycle, creating new orders. This report includes only order types that are designated to be dated function type, such as MEMBERSHIP or SUBSCRIPT. One or more dated function order types may be selected to roll over using the Policy List gadget. In this report, only Dated function orders display for selection in the gadget. The Order Type, Old Fiscal Cycle, and New Fiscal Cycle fields are required. Typically, this report would be run once a year, or for each fiscal cycle.

The SirsiDynix Symphony Workstation server needs to be running to schedule and run this report. Do not halt the SirsiDynix Symphony Workstation server while the report is running.

The Rollover Fund Cycles report and the Rollover Vendor Cycles report must be run before running this report.

This report contains the following tabs.

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Basic Tab: Reports

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New Fiscal Cycle Selection Tab

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Old Fiscal Cycle Selection Tab

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Options Tab

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Order Line Selection Tab

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Order Selection Tab

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Order Type/Fiscal Cycle Selection

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Print Order Tab

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Renewal Date Selection

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Style Sheet Tab

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Vendor Selection Tab

A date may be specified in the Renewal Date field on the Renewal Date tab for the report to select only those orderlines that have renewal dates that fall before the fiscal cutoff. By default, any renewal date that is before the report run date is selected.

When a dated function order type is rolled over, by default, an order will be selected only if it is associated with the station library of the staff scheduling the report, and has more than zero orderlines. The report automatically creates a new order and order line in the next fiscal cycle.

The Rollover Dated Orders report retains the same order ID that each order had in the previous fiscal cycle, as well as the original date created, date ready, date to claim, date to cancel, date mailed, and currency of the order record: The original date mailed is also retained for order lines. For each rolled over order line, the Vendor Unit List Price is recalculated based on the amount paid in the last fiscal cycle, unless there were no payments during the previous fiscal cycle, or the order line includes amount-split fundings. In these cases, the previous cycle’s price is carried over instead. The Days in Subscription Period field automatically updates the Renewal Date field in the orderline. Distribution segments are rolled over. Funding segments are rolled over. Order lines that were rolled over are printed.

Distribution information and/or claim segments can be rolled over using the check boxes on the Options tab. By default, the check boxes are cleared so the distribution receipt and loading information and claim segments are not copied to the new fiscal cycle.