This describes the cross-check process between the master lists and Sierra to ensure we have all orders documented.
Team File
The Team file will have 2 tabs pmaster and emaster. These will have abbreviated data pulled from the master list for the cross check process. You will need to run 2 Lists from Sierra, one for print and one for electronic.
First, you'll need to sort each tab in the Team File by the fund code and note the various fund codes. I'm using the Collections team list as an example.
For print I have the following funds:
- fgenl
- sgenl
- sjuvl
- stool
For electronic I have these:
- econs
- egenl
- einte
- eref
- etool
If you have any entries with multi as the code just leave those off and highlight them pink.
Running Lists
You'll use the Create Lists function in Sierra to run your lists.
Use the Function pull-down menu in Sierra and select Create Lists
Now sort by Name (just click on the name column) to see the empty lists. Choose a list that's 5000 or more records, you won't need this much really but just in case.
Select the list you want by clicking on it then doing Search Records (see Image 1 below).
Now you build your query for the list. You can use the Classic or Enhanced version of the query builder (Enhanced is new so not sure if there are any glitches with it). I'll show the Classic one in this example. Most the query will be exactly the same no matter if you are doing the print or online versions and no matter the Team it's for.
First, set your Review File name, I'm starting with the Collection teams print order so I'll use: ACQ_COLL_printRev as the Review File Name. I'll set the Store Record Type to Order.
Then in the query section you first need to tell it not to search for cancelled orders:
- Type=O; Field =Status; Condition = does not equal; Value A = z (cancelled) then click Append Line to add a line to the end
Then once you have all the funds entered you need to group that part of the query (from the AND line to the last OR line) together by selecting them all and hitting the Group button (see Image 3 for details)
Once you do that you should see open and closed parenthesis on the first and last lines of the fund codes like Image 4 below
Now you can hit Search and then find your list by scrolling down and looking for the name, once Status says complete you can select it and hit the Export Records button at the top to do an export of the list (see Image 5 below)
When the export window opens click on Apply Saved Export at the bottom and then click on the Export Name to sort and choose ACQ_byFund (see Image 6 below) and hit
