Differences

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--- acq:reports [2022/08/10 16:21] – tlittle
+++ acq:reports [2022/11/15 10:37] (current) – tlittle
@@ Line 4: / Line 4: @@
 ===== 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 =====
-==== Sample Report Templates ====
-===== Copies =====
+==== Copies ====
 **Orphaned Barcodes**\\
 //Created by PINES//
@@ Line 40: / Line 50: @@
 {{:acq:truecancels_displays.jpg?400|}}
-===== Line Items =====
+==== Direct Charges ====
+Direct charges on purchase orders are called PO Items in the reporter/database. Direct charges on invoices are called Invoice Items in the reporter/database. There currently are not reporter sources for each of these, so to find PO Items, start from the Purchase Order source. To find Invoice Items, start from the Invoice source.
+===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 "inner" joins, which are the "None nullable" option when using nullability in the reporter.
+(Click on the images to see larger versions)
+Filters
+{{:acq:dc_rpt_filterfields.png?400|}}
+Display Fields
+{{:acq:dc_rpt_displayfields.png?400|}}
+==== Line Items ====
 ===Line Items that have been invoiced but not received===
@@ Line 91: / Line 122: @@
-===== Funds / Fund Debits =====
+==== Funds / Fund Debits ====
 **Fund Debit SQL query**\\
 //Created by PINES//
@@ Line 141: / Line 172: @@
-===== Purchase Orders =====
+==== Purchase Orders ====
-===== Claiming ======
+==== Claiming =====
 ===Claim ready items===
@@ Line 157: / Line 188: @@
-===== EDI =====
+==== EDI ====
 **EDI-enabled POs ordered yesterday**\\
 //Submitted by PINES//
@@ Line 189: / Line 220: @@
 If you would like to try to use the spreadsheet, a copy of mine is available [[https://docs.google.com/spreadsheets/d/1Hvw2tok2dIsNPj7SHYVRX-_dNdlockC5JWafVGoo_Yo/edit?usp=sharing|here]] and you can make a copy for yourself. You're welcome to contact me (Tiffany Little at PINES) with any questions on the reports or spreadsheet.
-===== Invoices =====
+==== Invoices ====
 **List Invoices by Date Range**