User Tools

Site Tools


acq:reports

Acquisitions 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.

Line Items

Line Items that have been invoiced but not received

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

Line Items that have been received but not invoiced

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

Line Items with the status of on-order

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

Line Items linked to delete bib records

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

Funds / Fund Debits

Fund Debit SQL query
Created by PINES

SELECT
debit.id AS Fund_Debit_ID,
TO_CHAR(debit.create_time,'MM-DD-YYYY') AS Debit_Creation_Time,
amount, 
encumbrance, 
debit_type, 
fund.id AS Fund_ID,
fund.code AS Fund_Code, 
li.purchase_order AS PO_ID,
purchases_provider.code AS Provider_on_PO,
lid.lineitem AS Lineitem_ID,
lid.id AS Lineitem_Detail_ID,
TO_CHAR(invoice.recv_date,'MM-DD-YYYY')  AS Invoice_date_for_purchases,
invoice.id AS Internal_Invoice_ID_for_purchases,
invoice.inv_ident AS Vendor_Invoice_ID_for_purchases,
podirectcharge.purchase_order AS PO_ID_for_direct_charge,
podirectcharge.id AS Direct_Charge_ID_on_purchase_order,
TO_CHAR(inv2.recv_date,'MM-DD-YYYY') AS Invoice_Date_for_direct_charge,
invoicedirectcharge.id AS Direct_Charge_ID_on_invoice,
inv2.inv_ident AS Vendor_Invoice_ID_for_direct_charge,
provider.code AS Provider_on_Invoice_for_direct_charge
FROM acq.fund_debit debit
    JOIN acq.fund fund ON debit.fund=fund.id
    LEFT JOIN acq.invoice_entry invlineitem ON debit.invoice_entry=invlineitem.id
    LEFT JOIN acq.invoice AS invoice ON invlineitem.invoice=invoice.id
    LEFT JOIN acq.lineitem_detail lid ON debit.id=lid.fund_debit
    LEFT JOIN acq.po_item podirectcharge ON debit.id=podirectcharge.fund_debit
    LEFT JOIN acq.invoice_item invoicedirectcharge ON debit.id=invoicedirectcharge.fund_debit
    LEFT JOIN acq.lineitem li ON lid.lineitem=li.id
    LEFT JOIN acq.invoice AS inv2 ON invoicedirectcharge.invoice=inv2.id
    LEFT JOIN acq.provider provider ON provider.id=inv2.provider
    LEFT JOIN acq.provider purchases_provider ON purchases_provider.id=li.provider
WHERE fund.org=140 AND YEAR=2020;

Fund report by year

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

Purchase Orders

Claiming

Claim ready items

Created by BC Libraries Cooperative - Sitka

(Click on the images to see larger versions.)

Filters

Display Fields

acq/reports.txt · Last modified: 2020/08/18 16:20 by jpringle

© 2008-2017 GPLS and others. Evergreen is open source software, freely licensed under GNU GPLv2 or later.
The Evergreen Project is a member of Software Freedom Conservancy.