Output Options Tab
In reports that produce files, transmit information, or update the database, the Output Options tab may be available. For reports that produce files that are X12 compliant for use with EDI, the Output Options tab provides options for sending notes, holding code information, and call numbers to the vendor. For certain reports, the tab also contains an option to update fields in a database.
The Output Options tab may contain any of the following options.
| • | Count As a Notice Sent |
| • | Include P.O. Note |
| • | Include P.O. Orderline Note |
| • | Output Call Number |
| • | Retrieve call number from call number record |
| • | Retrieve call number from bibliographic record |
| • | Output Holding Code Info |
| • | SirsiDynix Symphony Holding Code Table |
| • | Use Which Table |
| • | Vendor Holding Code Table |
The Count as a Notice Sent option determines whether or not certain fields are updated.
| • | If you are claiming serials, selecting the Count as a Notice Sent check box makes the report behave in the same way as the Serial Claim Notices (Serclaimntc) report does when its Count as a Notice Sent check box is selected. In the claim record, the Date Claimed field is updated to be the report run date, and the number in the Times Claimed field increments for each claim record selected by the report. |
| • | If you are placing an order, selecting the Count as a Notice Sent check box makes the report behave in the same way as the Print Purchase Orders (Prtorders) report does when its Count as a Notice Mailed check box on the Order ID Notice tab is selected. In the order record, the Date Mailed field is updated to be the report run date. |
If the Count as a Notice Sent check box is cleared, no fields are updated by the report, regardless of the type of transaction. By default, this check box is cleared.
Note: In the Book X12 Orders report, this field is selected by default.
The Include P.O. Note check box determines whether or not the note information (if any) from the purchase order is sent by EDI to a vendor. If this check box is selected, note text is sent using EDI for each purchase order listed in the report. If this check box is cleared, note text is not sent. By default, this check box is cleared.
The Include P.O. Orderline Note check box determines whether or not the note information (if any) from the orderline extended information is sent by EDI to a vendor. If this check box is selected, note text is sent using EDI for each orderline listed in the report. If this check box is cleared, note text is not sent. By default, this check box is cleared.
The Output Call Number check box determines whether or not the call number for each orderline holding distribution is sent by EDI to a vendor. If this check box is selected, the call number for each orderline holding distribution is sent, from either the specified call number or bibliographic record. If the check box is cleared, the call number for each orderline is not sent. By default, this check box is cleared.
Retrieve call number from call number record
If this option is selected, the call number for each orderline holding distribution is sent from the call number record.
Retrieve call number from bibliographic record
If this option is selected, the call number for each orderline holding distribution is sent from the bibliographic record using a specified call number hierarchy of tags as defined in the Call Number Load Rules Gadget.
The Output Holding Code Info check box determines whether or not holding code information from the purchase order is sent by EDI to a vendor. If this check box is selected, holding code information is sent via EDI for each purchase order listed in the report. If check box is cleared, holding code information is not sent. By default, this check box is cleared.
If this option is selected, the SirsiDynix Symphony Holding Code Table and Vendor Holding Code Table options become available.
SirsiDynix Symphony Holding Code Table
The SirsiDynix Symphony Holding Code Table check box determines whether the orderline elements will be set according to SirsiDynix Symphony holding code values. The holding code in the orderline is matched against the table, and if a match is found, the elements are set. If the holding code in the orderline matches more than one table line, the first line in the table that matches is used. If there is no match, an error is reported, but orderline elements are set based on the policy information in the orderline.
If this option is selected, the Vendor Holding Code Table and Use Which Table options are unavailable.
If the Vendor Holding Code table check box is selected, this text box becomes available. Select a holding code table from the list. The tables presented for selection are created using the Holding Code Table for EDI wizard on the Utility toolbar.
The Vendor Holding Code Table check box determines whether the orderline elements will be set according to vendor holding code table values. When this option is selected, the Use Which Table option becomes available. Select a vendor holding code table from the list. The holding code in the orderline is matched against the selected table, and if a match is found, the elements are set. If the holding code in the orderline matches more than one table line, the first line in the table that matches is used. If there is no match, an error is reported, but orderline elements are set based on the policy information in the orderline.