Tracking Selection Lists Expenditures

While using Selection Lists in Sierra, you can track monetary amounts at various stages in the selection process. For example, you can track the monetary amount of the copies you add or delete for a single order, track totals for the current session, or track totals for the selection list as a whole. When exiting a selection list, you can also track monetary changes by fund.

Use the following features to track those expenditures:

Selection List Tab
Selection List Expenditure Table
Selection List Session Report

Tracking Amounts From the Selection List Tab

From the Selection List tab, you can add or delete copies for individual orders. Sierra tracks the monetary changes you make in the Selection List tab and displays this information on the right side of the status bar.

Tracking Amounts Using the Selection List Expenditure Table

To enable the Selection List Expenditure table in Acquisitions, contact Innovative.

If enabled, Sierra displays the Selection List Expenditure table at the bottom of the screen when entering the Selection List function. The amounts in this table are zero until you choose a selection list. As you make changes to the selection list, this table is automatically updated.

The Selection List Expenditure table shows the list price, discount, value added, and estimated price (EPRICE) amounts for the following:

Selection List Totals: All copies in all order records in the current selection list.
Branch Totals: All copies with a location that matches the setting you choose from the Limit Location drop-down menu. You can choose either an individual location or a branch consisting of multiple locations (as specified in the Locations Served table). If you choose "ALL", the system uses the branch associated with your login as a default for this column.
Session Totals: All copies you have added or deleted since accessing the current selection list. This column is cleared each time you close the current selection list.

Calculating the EPRICE

The EPRICE is calculated by taking the List Price, subtracting the Discount Amount, and adding the Value Added amount. If your library does not have either the Value Added or Discount EPRICE features enabled, then these rows in the table remain at zero and are not used in the calculation of the EPRICE.

Tracking Amounts Using the Selection List Session Report

Upon closing a selection list, Sierra automatically displays the Selection List Session Report in a separate window.

This report includes the Selection List Expenditure table in the top half of the window, which provides session, branch, and selection list totals. The bottom half of the window displays monetary changes by fund for the session, and other session-specific totals including:

total amount added or subtracted to the selection list
total number of order records that were placed on order
total number of purchase orders that were queued

You can Print the report, or choose OK to continue.