In Acquisitions wizards, when a specific fund cycle or vendor cycle is displayed, the Orders tab lists the orders that are available for that particular fund/vendor and fiscal cycle.
See also the Orders Tab (Search by Order Data) and Orders Tab (Search by Title) topics.
The following fields appear in a table format. The fields that appear depend on whether you are displaying funds or vendors. The Orders tab of vendor records lists orders, and the Orders tab of fund records lists orderlines.
| • | Order ID |
| • | Line # (or Line Number or Line) |
| • | Copies Funded |
| • | Copies Paid |
| • | Amount Paid |
| • | Quantity Ordered |
| • | Quantity Not Received |
| • | Quantity Invoiced |
| • | Quantity Paid |
| • | Quantity Claimed |
| • | Quantity Canceled |
On the Orders tab, the following tools may be available to display orderline information and or modify existing orderlines.
| • | Display Order Tools |
| • | Modify Orderline Tool |
The following fields are defined for the Orders tab.
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. Note Order IDs must not contain spaces.
Line # (or Line Number or Line)
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.
This field indicates quantity funded for a particular orderline in the specified fiscal cycle. “Funded” means that the quantity is associated with a fund or funds through funding segments. When an orderline is displayed individually, this field represents the quantity funded for that particular orderline. In a summary, this number is the total quantity for the list of orderlines.
SirsiDynix Symphony tracks the quantity paid for in this order, orderline, fund cycle, or vendor. If this value is displayed in a vendor summary, it is the total number of items paid for all the vendors or all the cycles in the display. SirsiDynix Symphony automatically maintains the count as orders are placed, removed, and paid.
The Amount Paid field displays in relation to both funds, vendors, and orders. In funds, this is the amount paid to vendors out of the particular fund. The paid amount includes orders placed from a particular fiscal cycle. SirsiDynix Symphony automatically maintains the amount as orders are placed, removed, and processed. Once an order amount is paid, it is no longer included in the amount invoiced. In vendors, this is the total amount of money paid to the vendor in this particular cycle. SirsiDynix Symphony automatically maintains the amount as orders are placed, removed, and processed.
In vendors, this field displays the total number of items ordered for all the vendors or all the cycles. Canceled items and removed line items are automatically deducted from this figure.
In vendors, this field displays the total number of items not received for all the vendors or all the cycles.
SirsiDynix Symphony tracks the total number of items entered on invoice records, but not yet paid. If the library does not link invoices to orders, this field remains empty. This field may display for the entire order or a particular orderline. In a summary, this number is the total for the list of orderlines.
In vendors, this field displays the total number of items paid for all the vendors or all the cycles. SirsiDynix Symphony automatically maintains the count as orders are placed, removed, and paid.
This field displays the total number of items claimed from the vendor for all line items ordered but not received.
The number of canceled items on all orderlines displays in this field.
© 2006, 2014 SirsiDynix