Vendor Selection Tab
The following Vendor selections may be available.
| • | Accounting Address Indicator |
| • | Address 1, 2, 3 Entry |
| • | Amount Unfunded/Invoiced |
| • | Currency |
| • | Customer Number |
| • | EDI Info |
| • | Extended Info |
| • | Group 1, 2, 3 |
| • | Library |
| • | Name |
| • | Number of Copies Unfunded/Invoiced |
| • | Number of Cycles |
| • | Number of Invoices |
| • | Order Address Indicator |
| • | Ordering Allowed |
| • | Paying Allowed |
| • | Service Address Indicator |
| • | Tax Exempt Vendor |
| • | Tax Included Vendor |
| • | Tax Paid to Vendor |
All vendors selected by the report use this specified address as the accounting address. The accounting address is typically used for invoicing. Select one of the three address fields used as the accounting address indicator. If All of Above is specified, all addresses will be selected, regardless of the indicator specified for accounting.
Vendors selected by this report will have the specified text in a specific field of the first, second, or third address. To select a specific entry ID and text, use the VED List gadget.
All vendors selected by the report have this specified monetary amount that has been invoiced, but funds have not been allotted to pay the invoice. To select a range of amounts use the Amount Range gadget.
Vendors selected by the report will contain this default currency, which is the native currency of the vendor as specified in the Currency field of the vendor record. If no currency is entered for the vendor, the native currency of your library is used as the vendor’s currency. Use the Policy List gadget to select a currency.
Vendors selected by the report use this customer account number to identify your library. Capitalization and punctuation must match exactly. When this option is used, only a single customer number may be selected.
Vendors selected by this report will have the specified text in a specific field of the EDI Address. To select a specific entry ID and text, use the VED List gadget.
Each vendor selected by the report has the specified text in the specified entry of its extended information. To select entries and text, use the VED List gadget.
Vendors selected by the report have been assigned this specified vendor group characteristic used for grouping information common to some vendors. Group characteristics are defined in your library policies. Use the Policy List gadget to select Group 1 (2 or 3) policies. If no value is selected, all Group 1 (2 or 3) policies are included.
All vendors selected by the report are associated with this specified library. The ordering library is the same as the vendor library. Use the Policy List gadget to select a library. Only the acquisitions maintenance libraries for the station library can be selected.
This is the name of the vendor or vendors selected by the report. Use the Browse Vendor gadget to select one or more vendor names.
Note: More than one vendor may be selected by the report if partial vendor names match the specified vendor name. For example, if you specify Rockwell in the Name field, the report will select both the Rockwell Scholastic Materials vendor record and the Rockwell’s Rare Books vendor record.
Number of Copies Unfunded/Invoiced
All vendors selected by the report have this specified number of copies that have been invoiced, but funds have not been allotted to pay the invoice. To select a range of numbers, use the Number Range gadget.
All vendors selected by the report have been created or rolled over in your SirsiDynix Symphony software for this specified number of fiscal cycles. To select a range of numbers, use the Number Range gadget.
All vendors selected by the report have this specified number of invoices that have not yet been paid in full. To select a range of numbers, use the Number Range gadget.
All vendors selected by the report use this specified address as the order address. The order address is typically used for new orders and subscriptions. Select one of the three address fields used as the order address indicator. If All of Above is specified, all addresses will be selected, regardless of the indicator specified for ordering.
Note: SirsiDynix recommends that your library use consistency when assigning the address number used for accounting, service, and order addresses to facilitate selection by the address indicators.
If Yes, vendors selected by the report are actively used by your library for ordering materials. If No, use of this vendor for ordering has been blocked. If Both is selected, all vendors are included.
If Yes, vendors selected by the report are actively being paid by your library for ordered materials. If No, this vendor has been blocked for payment, perhaps until some outstanding problems have been resolved. If Both is selected, all vendors are included.
All vendors selected by the report use this specified address as the service address. The service address is typically used for claiming. Select one of the three address fields used as the service address indicator. If All of Above is specified, all addresses will be selected, regardless of the indicator specified for service.
Selects vendors for the report based on whether the vendor has a tax exempt status. If set to Yes, the report selects only those vendors who have a tax exempt status, and to whom taxes do not need to be paid when ordering materials. If set to No, the report selects only those vendors who do not have a tax exempt status. If set to Both, all vendors are selected for the report. The default setting is No.
If Yes or Both are selected for Tax Exempt Vendor, the Tax Paid to Vendor and Tax Included Vendor fields will be ignored because they do not apply to a vendor who supplies ordered materials that are exempt from taxes.
Selects vendors for the report based on whether tax is included in amounts on invoice lines for materials ordered from the vendor. If set to Yes, the vendor includes taxes in the amount on the invoice lines. If set to No, the vendor does not include taxes in the amount on the invoice lines. The default setting is No.
Selects vendors for the report based on whether taxes on ordered materials are paid directly to the vendor. If set to Yes, the report selects only those vendors who collect taxes on ordered materials. If set to No, the report selects only those vendors who do not collect taxes on ordered materials. If set to Both, all vendors are selected for the report. The default setting is Both.
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