acq:reports
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
acq:reports [2022/07/28 14:52] – [Invoices] jventuro | acq:reports [2022/11/15 10:34] – tlittle | ||
---|---|---|---|
Line 3: | Line 3: | ||
This page includes reports created by different Evergreen consortia that might be useful. The templates have attribution in case you would like to contact that consortia to ask any questions about the reports. | This page includes reports created by different Evergreen consortia that might be useful. The templates have attribution in case you would like to contact that consortia to ask any questions about the reports. | ||
- | ===== Copies | + | ===== Report Sources |
+ | Beyond the list of Core Sources, the list of reports sources is very long. These are some suggested report sources to start with for Acquisitions reports. | ||
+ | |||
+ | * Debit from Fund | ||
+ | * EDI Account | ||
+ | * Fund | ||
+ | * Funding Source | ||
+ | * Invoice | ||
+ | * Invoice Entry | ||
+ | * Line Item | ||
+ | * Line Item Detail | ||
+ | * Purchase Order | ||
+ | |||
+ | ===== Sample Templates ===== | ||
+ | |||
+ | |||
+ | ==== Copies | ||
**Orphaned Barcodes**\\ | **Orphaned Barcodes**\\ | ||
//Created by PINES// | //Created by PINES// | ||
Line 34: | Line 50: | ||
{{: | {{: | ||
- | ===== Line Items ===== | + | ==== Direct Charges |
+ | Direct charges on purchase orders are called PO Items in the reporter/ | ||
+ | |||
+ | ===Sum of direct charges invoiced by a provider=== | ||
+ | //Created by PINES// | ||
+ | |||
+ | (Click on the images to see larger versions) | ||
+ | Filters | ||
+ | {{: | ||
+ | |||
+ | Display Fields | ||
+ | {{: | ||
+ | |||
+ | |||
+ | ==== Line Items ==== | ||
===Line Items that have been invoiced but not received=== | ===Line Items that have been invoiced but not received=== | ||
Line 85: | Line 115: | ||
- | ===== Funds / Fund Debits | + | ==== Funds / Fund Debits ==== |
**Fund Debit SQL query**\\ | **Fund Debit SQL query**\\ | ||
//Created by PINES// | //Created by PINES// | ||
Line 135: | Line 165: | ||
- | ===== Purchase Orders | + | ==== Purchase Orders ==== |
- | ===== Claiming | + | ==== Claiming ===== |
===Claim ready items=== | ===Claim ready items=== | ||
Line 151: | Line 181: | ||
- | ===== EDI ===== | + | ==== EDI ==== |
**EDI-enabled POs ordered yesterday**\\ | **EDI-enabled POs ordered yesterday**\\ | ||
//Submitted by PINES// | //Submitted by PINES// | ||
Line 183: | Line 213: | ||
If you would like to try to use the spreadsheet, | If you would like to try to use the spreadsheet, | ||
- | ===== Invoices | + | ==== Invoices ==== |
**List Invoices by Date Range** | **List Invoices by Date Range** |
acq/reports.txt · Last modified: 2022/11/15 10:37 by tlittle