Table of Contents
Available Acquisitions Reports
The templates listed below are not the only templates available, but they are recommended to fulfill common needs.
Copies/Items
ACQ copies with shelving location other than ON ORDER (v2)
Shared Folders > Templates > PINESacqadmin > Copies/Items
Copies in Cataloging status older than a date
Shared Folders > Templates > PINESacqadmin > Copies/Items
List of items purchased in a time period
Filters by fund year, fund, and order date
Shared Folders > Templates > PINESacqadmin > Copies/Items
Purchases and their total circulations, filtered on active date and library
Shared Folders > Templates > PINESacqadmin > Copies/Items > Circulations
Funding Sources
List of allocations from funding source
Shared Folders > Templates > PINESacqadmin > Funding Sources
List of funding source credits
Shared Folders > Templates > PINESacqadmin > Funding Sources
Funds
Encumbered amounts by fund, filtered by fund year
Shared Folders > Templates > PINESacqadmin > Funds
Fund allocations
Shared Folders > Templates > PINESacqadmin > Funds
List of fund debits by fund
Shared Folders > Templates > PINESacqadmin > Funds
List of fund IDS
Shared Folders > Templates > PINESacqadmin > Funds
List of fund tags, by fund
Shared Folders > Templates > PINESacqadmin > Funds
List of funds with parameters
Shared Folders > Templates > PINESacqadmin > Funds
Invoices
Blank invoices
Finds invoices that are marked complete with $0.00 paid
Shared Folders > Templates > PINESacqadmin > Invoices
New EDI invoices (v2)
Shared Folders > Templates > PINESacqadmin > Invoices
Line Items
Checking Bib Matches on Line Items
Filters by PO create date on/after a date
Shared Folders > Templates > PINESacqadmin > Line Items
Providers
Expenditures by provider
Shared Folders > Templates > PINESacqadmin > Providers
Purchase Orders
Check PO for deleted bib on line items
Shared Folders > Templates > PINESacqadmin > Purchase Orders
List of purchase orders where name contains [something]
Shared Folders > Templates > PINESacqadmin > Purchase Orders
Open Order Report
Shared Folders > Templates > PINESacqadmin > Purchase Orders
POs with order date using an EDI provider
Shared Folders > Templates > PINESacqadmin > Purchase Orders
Source Paths
Year End Reports
Encumbered amounts by fund
Shared Folders > Templates > PINESacqadmin > Year End Reports
Fund Summary
Shared Folders > Templates > PINESacqadmin > Year End Reports
Line items that have not been received
Shared Folders > Templates > PINESacqadmin > Year End Reports
Line Items Using Outgoing Fund Year
Shared Folders > Templates > PINESacqadmin > Year End Reports
List of funds with parameters
Shared Folders > Templates > PINESacqadmin > Year End Reports
List of invoices that are not closed (3.2+)
Shared Folders > Templates > PINESacqadmin > Year End Reports
Purchase Order with Pending or On-Order Status
Shared Folders > Templates > PINESacqadmin > Year End Reports