Rollover Recurring Orders Report
The Rollover Recurring Orders (Rollrecurngord) 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 recurring function type, such as BLANKET or STANDING. One or more recurring function order types may be selected to roll over using the Policy List gadget. In this report, only Recurring 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.
When a recurring function order type is rolled over, an order will be selected only if it has more than zero orderlines. By default, an orderline will be selected only if it meets the following selection criteria.
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The number of copies received for the orderline is zero |
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The number of copies invoiced for the orderline is zero |
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The number of copies paid for the orderline is zero |
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The number of copies loaded into the catalog for the orderline is zero |
Both the order and the orderline default selections can be changed.
SirsiDynix strongly recommends using the default settings for Number of Copies Invoiced and Number of Copies Paid.
If the new order must be used in a notice to confirm a standing order, the Date Ready for the order and order line item created by SirsiDynix Symphony in the new fiscal cycle will need to be modified for purchase order selection.
The Rollover Recurring 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. Distribution segments are rolled over, optionally retaining the date received. 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.
Related topics
FAQs: Rolling Over to a New Fiscal Cycle
Acquisition Group Reports
Rollover Fund Cycles Report
Rollover Vendor Cycles Report