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acq:reports [2021/05/27 17:13] tlittleacq: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//
  
 Locates copies in the catalog where the associated lineitem has been deleted, but the copy wasn't also deleted. Uses nullability. Locates copies in the catalog where the associated lineitem has been deleted, but the copy wasn't also deleted. Uses nullability.
 +
 +(Click on the images to see larger versions.)
 +
 +NOTE: The filter on this report relies on the acquisition barcode containing "ACQ." Replace that value with some consistent prefix that you use for your acquisitions barcodes, if different.
  
 **Filters:** **Filters:**
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 **Display:** **Display:**
 {{:acq:orphanedbarcodes_display.jpg?400|}} {{:acq:orphanedbarcodes_display.jpg?400|}}
 +
 +**Barcodes Left after True Cancels**\\
 +//Created by PINES//
 +
 +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 "ACQ." Replace that value with some consistent prefix that you use for your acquisitions barcodes, if different.
 +
 +**Filters:**
 +{{:acq:truecancels_filters.jpg?400|}}
 +
 +**Display:**
 +{{:acq:truecancels_displays.jpg?400|}}
 +
 +==== 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 ====
  
 ===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, 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. 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 ====
 +
 +**List Invoices by Date Range**
 +
 +//Submitted by Bibliomation, Inc.//
 +
 +This report lists invoices with fund information; a sum of direct charges, taxes, fees, etc paid; and the total paid for items.
 +
 +Click the image to see an enlarged version.
 +
 +Display Fields:
 +{{ :acq:list-invoices-display-fields.png?direct&600 |}}
 +
 +Filters:
 +{{ :acq:list-invoices-filters.png?direct&600 |}}
 +
 +
acq/reports.1622150009.txt.gz · Last modified: 2022/02/10 13:33 (external edit)

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