evergreen-reports:templates:billings
Table of Contents
Billing Reports
Overdue Bill Payments
Submitted by PINES Staff
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) Payment Summary -> Last Billing Type (Equals) ("Overdue materials")
- 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
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/billings.txt · Last modified: 2024/07/31 16:07 by smorrison