acq:reports
Differences
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acq:reports [2021/05/27 17:19] – tlittle | acq:reports [2022/11/15 10:37] (current) – tlittle | ||
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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 19: | Line 35: | ||
{{: | {{: | ||
- | **Barcodes Left after True Cancels** | + | **Barcodes Left after True Cancels**\\ |
//Created by PINES// | //Created by PINES// | ||
Locates copies in the catalog where the associated line item was cancelled, but the copy was not automatically deleted. Uses nullability. | Locates copies in the catalog where the associated line item was cancelled, but the copy was not automatically deleted. Uses nullability. | ||
+ | |||
+ | (Click on the images to see larger versions.) | ||
+ | |||
+ | NOTE: The filter on this report relies on the acquisition barcode containing " | ||
**Filters: | **Filters: | ||
Line 30: | 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// | ||
+ | |||
+ | Uses nullability. | ||
+ | |||
+ | //Note from creator:// I've used nullability on this report, but I can't remember if it was truly necessary or not. You might try creating this without using nullability and see if you get the same results. It's only using " | ||
+ | |||
+ | (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 81: | Line 122: | ||
- | ===== Funds / Fund Debits | + | ==== Funds / Fund Debits ==== |
**Fund Debit SQL query**\\ | **Fund Debit SQL query**\\ | ||
//Created by PINES// | //Created by PINES// | ||
Line 131: | Line 172: | ||
- | ===== Purchase Orders | + | ==== Purchase Orders ==== |
- | ===== Claiming | + | ==== Claiming ===== |
===Claim ready items=== | ===Claim ready items=== | ||
Line 147: | Line 188: | ||
- | ===== EDI ===== | + | ==== EDI ==== |
**EDI-enabled POs ordered yesterday**\\ | **EDI-enabled POs ordered yesterday**\\ | ||
//Submitted by PINES// | //Submitted by PINES// | ||
Line 178: | Line 219: | ||
If you would like to try to use the spreadsheet, | If you would like to try to use the spreadsheet, | ||
+ | |||
+ | ==== Invoices ==== | ||
+ | |||
+ | **List Invoices by Date Range** | ||
+ | |||
+ | //Submitted by Bibliomation, | ||
+ | |||
+ | This report lists invoices with fund information; | ||
+ | |||
+ | Click the image to see an enlarged version. | ||
+ | |||
+ | Display Fields: | ||
+ | {{ : | ||
+ | |||
+ | Filters: | ||
+ | {{ : | ||
+ | |||
+ |
acq/reports.1622150353.txt.gz · Last modified: 2022/02/10 13:33 (external edit)