WorkFlows Toolkit > Tabs > Extended Information Tab: Selection List

Extended Information Tab: Selection List

Extended Information or Extended Info displays for many different kinds of SirsiDynix Symphony records. These fields include additional information about the record in a set of entry fields, which can be configured by your library. Extended information usually displays in a separate tab. In some display summary tabs, an extended information flag contains a Yes if any Extended Information exists, or No if it does not.

When extended information is created, entries can be added or deleted using the Create First Row Helper, Insert Row Before Helper, Insert Row After Helper, and Delete Row Helper.

In selection list wizards, the Extended Information tab may display the following fields.

The following fields are defined for the Extended Info tab for Selection List.

Catalog #

The Catalog # field in orderline extended information can contain a number associated with the line item. For instance, if you are ordering from a vendor’s catalog you can put the number associated with the item in this field. As delivered, this field is printed on the purchase order.

Comment

This field describes an individual record.

Instructions

Contains specific instructions for the vendor which will be printed on the purchase order, if entered before a purchase order is produced. Instructions orderline level extended information is not printed on the purchase order.

Note

This field contains a note to be added to the record information. Each entry may be any number of lines. If the Note field is filled in when the order is created, the note will be printed on the purchase order to the vendor.

Selector Note

The Selector Note field is an extended information field for selection list decision records. Using this field, selectors can add detailed notes to their purchase decisions.

Ship To

The Ship To orderline level extended information field is used to specify a location to which the ordered item(s) should be sent directly from the vendor. For instance, you may have ordered a user distribution which should be sent to the user’s home, or a holding distribution which should be sent to a branch library other than the ordering library. As delivered, this field is printed on the purchase order.

Shipping

This field may be used to specify shipping instructions that are printed on the purchase order notice. A message, the name and address of the library or user, and notice text other than the purchase order text may be included based on the library’s Shipping policies.

 


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