Differences

This shows you the differences between two versions of the page.

--- acq:reports [2017/10/03 14:01] – tlittle
+++ acq:reports [2019/02/06 15:24] (current) – tlittle
@@ Line 1: / Line 1: @@
 ====== Reports ======
+===== Copies/Items =====
+==== Copies remaining on true cancelled line items ====
+//Use:// Finds Acquisitions copies attached to line items with true cancels. Copies should have been deleted; if any found they should be deleted.
+Source: Item
+Filters:
+Item->Is Deleted (Filter value=f)
+Cancel Reason ID (in list)
+Columns:
+Line Item ID
+PO ID
+PO Name
+Barcode
 ===== Invoices =====
+Reports can be found in Shared Folders->Templates->PINESacqadmin->Invoices.
 ==== Blank invoices ====
@@ Line 23: / Line 41: @@
 ==== List of invoices ====
 //Use:// Find a list of invoices with an invoice date after a certain day.
@@ Line 28: / Line 47: @@
 Displayed fields:\\
-Invoice->Provider->Provider Name
+Invoice→Provider→Provider Name Invoice→Vendor Invoice ID
-Invoice->Vendor Invoice ID
+SELECT * FROM (SELECT "726fa7d8d276b403e875808083a4e1ef"."inv_vendor_ident" AS "Vendor Invoice ID",
+<code>
+"726fa7d8d276b403e875808083a4e1ef"."total_amount_paid" AS "Total Amount Paid",
+date("726fa7d8d276b403e875808083a4e1ef"."recv_date") AS "Receive Date/Time",
+"726fa7d8d276b403e875808083a4e1ef"."provider_name" AS "Provider Name"
+FROM    reporter.acq_invoice_summary_view AS "726fa7d8d276b403e875808083a4e1ef"
+INNER JOIN acq.invoice AS "3ee6cb3a00e712c7420cb425873cab62" ON ("726fa7d8d276b403e875808083a4e1ef"."inv_id" = "3ee6cb3a00e712c7420cb425873cab62"."id")
+WHERE    date("3ee6cb3a00e712c7420cb425873cab62"."recv_date")> $_54631$2016-07-01$_54631$
+AND "3ee6cb3a00e712c7420cb425873cab62"."complete" = $_54631$f$_54631$
+AND "3ee6cb3a00e712c7420cb425873cab62"."receiver" IN ($_54631$213$_54631$)
+GROUP BY 1, 2, 3, 4
+ORDER BY "726fa7d8d276b403e875808083a4e1ef"."inv_vendor_ident" ASC, "726fa7d8d276b403e875808083a4e1ef"."total_amount_paid" ASC, date("726fa7d8d276b403e875808083a4e1ef"."recv_date") ASC, "726fa7d8d276b403e875808083a4e1ef"."provider_name" ASC
+</code>
+) limited_to_1048575_hits LIMIT 1048575
+==== Completed Invoices showing Sum of Inv.Entries Amt Paid ====
+==== Completed Invoices showing Sum of Inv.Items Amt Paid ====
 ===== Distribution Formulas, list of =====
@@ Line 81: / Line 118: @@
 Purchase Order → (Default) Provider → Provider ID (In list)
-===== Providers =====
+==== Orphaned ACQ barcodes ====
-==== List of expenditures by provider ====
+//Use:// Finds ACQ barcodes where the originating line item has been deleted, thus "orphaning" the copy.
-//Use:// Find a list of expenditures, filtered by provider and on/after a certain date.
+Uses Line Item Detail source. Nullability selection enabled. Displayed Fields: Line Item Detail → (Parent) Evergreen Copy ID → Barcode Base Filters: Line Item Detail → Evergreen Copy ID (Is NULL) Line Item Detail → (Parent) Evergreen Copy ID → Is Deleted (Equals) (False) Line Item Detail → (Parent) Evergreen Copy ID → Barcode (Contains Matching substring) ("ACQ")
+===== Providers =====
+==== List of expenditures by provider ====
+//Use:// Find a list of expenditures, filtered by provider and on/after a certain date.
 ===== Receiving Report =====
@@ Line 106: / Line 146: @@
 Display fields: Item→Barcode Item→Shelving Location→Name ("Shelving loca
+===== Funds =====
+These reports are found in Shared Folders->Templates->PINESacqadmin->Funds.
+==== List of items purchased in a time period, by fund ====
+//Use:// Find a list of items that were purchased between two dates, filtered on the fund code.
+**Report source:** Line item detail (Nullability enabled)
+**Displayed:**
+   * Line Item Detail→Fund Debit (none)→Amount
+  * Line Item Detail→PO Line Item (none)→Evergreen bib ID (none)→Simple Record Extracts(none)→Author
+  * Line Item Detail→PO Line Item (none)→Evergreen bib ID (none)→Simple Record Extracts(none)→Title
+  * Line Item Detail→Fund (none)→Code
+**Filters:**
+  * Line Item Detail→Fund Debit (none)→Create Time (Date) BETWEEN
+  * Line Item Detail→Fund→Fund ID (in list)