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acq:reports [2018/01/25 16:43] 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 ====
Line 47: Line 65:
  
 ) 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 =====
Line 126: Line 148:
  
 ===== Funds ===== ===== Funds =====
 +These reports are found in Shared Folders->Templates->PINESacqadmin->Funds.
 ==== List of items purchased in a time period, by fund ==== ==== 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. //Use:// Find a list of items that were purchased between two dates, filtered on the fund code.
  
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 **Displayed:** **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 DetailFund Debit (none)Amount 
-  * Line Item Detail->PO Line Item (none)->Evergreen bib ID (none)->Simple Record Extracts(none)->Title +  * Line Item DetailPO Line Item (none)Evergreen bib ID (none)Simple Record Extracts(none)Author 
-  * Line Item Detail->Fund (none)->Code+  * Line Item DetailPO Line Item (none)Evergreen bib ID (none)Simple Record Extracts(none)Title 
 +  * Line Item DetailFund (none)Code
  
 **Filters:** **Filters:**
-  * Line Item Detail->Fund Debit (none)->Create Time (Date) BETWEEN + 
-  * Line Item Detail->Fund->Fund ID (in list)+  * Line Item DetailFund Debit (none)Create Time (Date) BETWEEN 
 +  * Line Item DetailFundFund ID (in list)
  
  
acq/reports.1516898636.txt.gz · Last modified: 2018/10/11 20:15 (external edit)