The Orderlines/Invoice Lines tab appears when you search for an order or invoice, and multiple hits are found. This tab lists all orders and invoice links that match your search criteria.
This tab displays the following order information and invoice information fields.
| • | Library |
| • | Order ID |
| • | Orderline |
| • | Fiscal |
| • | Parts in Set |
| • | Quantity |
| • | Quantity Received |
| • | Date Mailed |
| • | Invoice ID |
| • | Line |
| • | Date Paid |
| • | Amount |
The following fields are defined for the Orderlines/Invoice Lines tab.
Order records are assigned to a library. Which libraries may display your library’s order records is controlled by the Acquisition Display Libraries attribute of your Library policy. Which libraries may maintain your library’s acquisitions records is controlled by the Acquisition Maintenance Libraries attribute of your Library policy. When you are modifying or displaying acquisitions information, you may only select those libraries who have indicated in their Library policy that you may maintain or display that library’s acquisitions.
This field, together with library and fiscal cycle, uniquely identifies a single order record. This ID can be generated by SirsiDynix Symphony, and may be used with the library and fiscal cycle, to display order information. If you type an order ID which includes alphabetic characters, they will appear in upper case.
This field indicates the orderline number for the order. Every line on the order is automatically assigned an orderline number. This number identifies which line item on the order is displayed.
Order records are associated with a fiscal cycle. The Fiscal Cycle field identifies a particular funding period, usually the fiscal year.
If the orderline represents a multi-part work, such as a kit or a set, the part or volume names are recorded this field. When you receive the set, the parts that were received are listed together in a holdings statement in the order record, and the unreceived volumes are listed in a different holdings statement. This allows you to keep track of what volumes you did not receive, if any. Parts in Set can also be used when call number records are created using the Add Ordered Items to Catalog wizard. The special syntax of Parts in Set is used to add analytics to a base call number.
If available, you may use the Parts in Set Gadget to select the proper parts syntax. If the gadget does not display, type parts according to the syntax defined in FAQs: Typing Orderline Parts.
SirsiDynix Symphony tracks the total number of items ordered. Canceled items and removed line items are automatically deducted from this figure.
When an orderline is displayed individually, this field represents the number of items received for that particular orderline. In a summary, this number is the total for the list of orderlines.
The Date Mailed field contains the date the completed order was sent to the vendor. The value NEVER is the default on a new order. If the vendor has already been notified of the library’s order, this field should be set to a specific date. Typically, the Date Mailed is set to the date a purchase order notice was generated by a purchase order report in which the notice was counted as mailed. This date can also be updated manually. A default value for Date Mailed (such as TODAY) may be set in wizard properties when orders are being called in or faxed to the vendor.
When an invoice is created, you may type any number or name in this field, up to 20 characters. The invoice ID does not have to be unique; only the combination of the invoice ID and the vendor ID must be unique. Your system may be configured to generate automatic invoice IDs in the absence of an actual invoice ID from the vendor.
When an invoice line is created, the invoice line field contains the number or name for the first line on the invoice. This can be a number like 1, a number-letter combination like 3B, or a word like SHIPPING or TAX up to ten characters.
The Date Paid is entered on an invoice when Pay Invoice is used, and displays the date the invoice and any linked records should be marked as paid.
This field displays the total amount invoiced across all invoice lines of the order. If the vendor currency is not the same as the native currency, this field contains the amount in the vendor’s currency.
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