Differences

This shows you the differences between two versions of the page.

--- evergreen-reports:templates:billings [2023/04/06 13:45] – created jventuro
+++ evergreen-reports:templates:billings [2024/07/31 16:07] (current) – [Open Transactions by TCN] smorrison
@@ Line 1: / Line 1: @@
 ====== Billing Reports ======
+===== Overdue Bill Payments =====
 //Submitted by PINES Staff//
-Overdue Bill Payments: (not tested recently)
 Source: Billable Transaction
-Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> (None nullable) Owning Org Unit -> Organizational Unit ID (In list)
-Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> Name
+  * Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> (None nullable) Owning Org Unit -> Organizational Unit ID (In list)
-Billable Transaction -> (None nullable) Payment Summary -> Last Billing Type (Equals) ("Overdue materials")
+  * Billable Transaction -> (None nullable) Circulation Billing link -> (None nullable) Circulating Item -> (None nullable) Shelving Location -> Name
-Billable Transaction -> (None nullable) Payment Summary -> Total Paid (Greater than) (0.00)
+  * Billable Transaction -> (None nullable) Payment Summary -> Last Billing Type (Equals) ("Overdue materials")
-Billable Transaction -> (None nullable) Payment Summary -> Last Payment Timestamp (Date) (Between)
+  * Billable Transaction -> (None nullable) Payment Summary -> Total Paid (Greater than) (0.00)
+  * Billable Transaction -> (None nullable) Payment Summary -> Last Payment Timestamp (Date) (Between)
 Click the image to enlarge
 {{:evergreen-reports:templates:overdue-materials-payments.jpg?direct&600|}}
+===== Open Transactions by TCN =====
+//Created during Reports Interest Group meeting (7.31.24)//
+Source: Billable Transaction. Nullability enabled.
+Display Fields:
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Checkout / Renewal Library (None nullable) -> Short (Policy) Name as "Checkout Library"
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> TCN Value
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Barcode as "Item Barcode"
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> Title proper (normalized) as "Title"
+  * Billable Transaction -> Payment Summary (None nullable) -> Transaction ID
+  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Start Time (Date)
+  * Billable Transaction -> User (None nullable) -> Current Library Card (None nullable) -> Barcode as "Patron Barcode"
+  * Billable Transaction -> Payment Summary (None nullable) -> Balance Owed
+Filters:
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Checkout / Renewal Library (None nullable) -> Organizational Unit ID (In list)
+  * Billable Transaction -> Circulation Billing link (None nullable) -> Circulating Item (None nullable) -> Call Number/Volume (None nullable) -> Bib Record (None nullable) -> Simple Record Extracts (None nullable) -> TCN Value (In list)
+  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Start Time (Date)(Between)
+  * Billable Transaction -> Payment Summary (None nullable) -> Transaction Finish Time (Is NULL)
+  * Billable Transaction -> Payment Summary (None nullable) -> Balance Owed (Sum)(Greater than) 0.00
+{{:evergreen-reports:templates:open_by_tcn_display.png?800|}}
+{{:evergreen-reports:templates:open_by_tcn_filters.png?800|}}