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acq:reports [2017/11/13 18:27] – tlittleacq:reports [2019/02/06 15:24] (current) – tlittle
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 ====== Reports ====== ====== 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 ===== ===== Invoices =====
 +Reports can be found in Shared Folders->Templates->PINESacqadmin->Invoices.
  
 ==== Blank invoices ==== ==== Blank invoices ====
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 ) limited_to_1048575_hits LIMIT 1048575 ) 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 ===== ===== Distribution Formulas, list of =====
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 Purchase Order → (None) Line Items → (None) Line Item Details → Actual Receive Date (Is NULL)\\ Purchase Order → (None) Line Items → (None) Line Item Details → Actual Receive Date (Is NULL)\\
 Purchase Order → (Default) Provider → Provider ID (In list) Purchase Order → (Default) Provider → Provider ID (In list)
 +
 +==== Orphaned ACQ barcodes ====
 +
 +//Use:// Finds ACQ barcodes where the originating line item has been deleted, thus "orphaning" the copy.
 +
 +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 ===== ===== Providers =====
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 Display fields: Item→Barcode Item→Shelving Location→Name ("Shelving loca 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)
  
  
acq/reports.1510597634.txt.gz · Last modified: 2018/10/11 20:15 (external edit)