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acq:reports

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Reports

Invoices

Blank invoices

Use: This report finds invoices that are closed with a paid amount of $0.00.

Uses Invoice source.

Displayed fields:
Invoice→Provider→Code (“Provider”)
Invoice→Vendor Invoice ID
Invoice→Invoice Entries→Amount Paid (sum) Invoice→Invoice Items→Amount Paid (sum) Invoice→Receiver→Short (Policy) Name (“Receiver”) Invoice→Complete

Base Filters:
Invoice→Complete (Operator:Equals) (Value=TRUE)
Invoice→Receiver→Organizational Unit ID (Operator: In List)

Aggregate Filters:
Invoice→Invoice Entries→Amount Paid (sum) (Operator: Equals) (Value=0)
Invoice→Invoice Items→Amount Paid (sum) (Operator:Equals) (Value=0)

List of invoices

Use: Find a list of invoices with an invoice date after a certain day.

Uses Invoice source.

Displayed fields:
Invoice→Provider→Provider Name Invoice→Vendor Invoice ID

Distribution Formulas, list of

Use: Returns a list of the distribution formulas in use by a system.

Uses Distribution Formula source.

Displayed fields:
Distribution Formula→Owning Library→Organizational unit (“Owning library”) Distribution Formula→Formula name Distribution Formula→Copy Location

Encumbered funds report

Use: This report is useful to get detailed information on encumbered items.

Uses Line Item Detail source.

Displayed fields:
Line Item Detail→Fund→Name (“Fund Name”)
Line Item Detail→Owning Library→Short Policy Name

Filters:

Open Order report

Use: This report can be useful to get more information on orders that are still in an “on-order” status.

Uses Purchase Order source. Nullability selection enabled.

Displayed Fields:

Purchase Order → (Default) Ordering Agency → Short (Policy) Name as “Ordering Agency”
Purchase Order → (Default) Provider → Provider Name
Purchase Order → Purchase Order ID
Purchase Order → Name as “Purchase Order Name”
Purchase Order → (None) Line Items → State as “Line Item State”
Purchase Order → (None) Line Items → Lineitem ID as “Line Item ID”
Purchase Order → (None) Line Items → (Parent) Evergreen Bib ID → (Default) Simple Record Extracts → Title
Proper (normalized) as “Bib Record Title”
Purchase Order → (None) Line Items → Estimated Unit Price
Purchase Order → (None) Line Items → (None) Line Item Details → Item Detail ID (Count) as “Line Item Detail (Copy) Count”

Base Filters:

Purchase Order → (Default) Ordering Agency → Organizational Unit ID (In list)
Purchase Order → (None) Line Items → State (Equals) (“on-order”) (Field Hint: “Line Item State”),
Purchase Order → (None) Line Items → (None) Line Item Details → Cancel Reason (Is NULL)
Purchase Order → (None) Line Items → (None) Line Item Details → Actual Receive Date (Is NULL)
Purchase Order → (Default) Provider → Provider ID (In list)

Providers

List of expenditures by provider

Use: Find a list of expenditures, filtered by provider and on/after a certain date.

Receiving Report

List of Line Items Received - by Date and Org Unit. Display Fields:
Status “Received”
Receive Date
policy name
Provider
Line Item #
Estimated Price
PO ID
Invoice ID Filters: Ordering Agency, State equals “received”, Receive Date On or After

ACQ copies with a shelving location as anything other than ON ORDER

Use: This report is helpful to find ACQ copies that have a shelving location of anything other than ON ORDER.

Display fields: Item→Barcode Item→Shelving Location→Name (“Shelving loca

acq/reports.1507039277.txt.gz · Last modified: 2018/10/11 20:15 (external edit)