acq:reports
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acq:reports [2022/08/10 16:21] – tlittle | acq:reports [2022/11/15 10:37] (current) – tlittle | ||
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===== Report Sources ===== | ===== 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**\\ | **Orphaned Barcodes**\\ | ||
//Created by PINES// | //Created by PINES// | ||
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{{: | {{: | ||
- | ===== 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=== | ||
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- | ===== Funds / Fund Debits | + | ==== Funds / Fund Debits ==== |
**Fund Debit SQL query**\\ | **Fund Debit SQL query**\\ | ||
//Created by PINES// | //Created by PINES// | ||
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- | ===== Purchase Orders | + | ==== Purchase Orders ==== |
- | ===== Claiming | + | ==== Claiming ===== |
===Claim ready items=== | ===Claim ready items=== | ||
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- | ===== EDI ===== | + | ==== EDI ==== |
**EDI-enabled POs ordered yesterday**\\ | **EDI-enabled POs ordered yesterday**\\ | ||
//Submitted by PINES// | //Submitted by PINES// | ||
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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.1660162888.txt.gz · Last modified: 2022/08/10 16:21 by tlittle