[Evergreen-acq] Acquisitions reports

[Durrence, April]

Hi everyone,

As we often have an uptick in help tickets around year-end closeout, I want to make our list of pre-built report templates for acq more robust.

I am particularly interested in these Sitka reports:
Line items received but not invoiced
Line items invoice but not received
Line Items with the Status of On-order
Fund Report by Year (may be similar to our Funds List template, but may have additional info we should include)
Claim Ready Items

And the report to identify deleted bibs in PO that causes activation to fail that Tiffany Little created and mentioned in this bug:
https://bugs.launchpad.net/evergreen/+bug/1814793

If you have other templates that you find useful and wouldn't mind sharing, I would appreciate it!

If you can provide screenshots or some other means of letting me know your Source, Display fields (with Source Path, Column Label, Data Type, Field Transform) and Filter Fields (with Source Path, Name, Column, Data Type, Operator, Field Transform, and Filter value, if any) I should be able to replicate the report.

We currently have these report templates:

name
description
Amount Encumbered and Amount spent for any selected active fund
Display PO Name, Provider Name, PO Creation Date, Amount Encumbered, and Amount Spent. Filters on Ordering Agency, Name of fund, and fund is active(=true)
Fund Summary FYxx
Provides monetary details of expenditures for acquisitions. Includes encumbrances, balance, allocations, fund tag, account name. Must include year of fund summary and OU code of libraries needing report.
Funds list
Lists all fund names and codes for selected year
List POs created between selected dates
Displays PO id, ordering agency create time, PO creator, edit time, PO editor, order date, PO state, cancel cause, and cancel description. Filters on ordering library and selected create date range.
Outstanding encumbrances
Lists all encumbrances (not direct charges), Includes Provider, PO number, Title ordered
Outstanding encumbrances filter by Fund Code
Lists outstanding encumbrances (not direct charges), Includes Provider, PO #, Title ordered. Allows you to filter for a specific Fund code name.
POs that have been cancelled and reasoning
History of cancelled POs.
Purchase Order History
History of PO for library system.

If anyone would like the setup info for our templates, I would be glad to share.

Thanks!

April

April Durrence
NC Cardinal Training Specialist
State Library of North Carolina
919.814.6794 | april.durrence at ncdcr.gov<mailto:april.durrence at ncdcr.gov>

NC Dept. of Natural and Cultural Resources
109 East Jones Street  | 4640 Mail Service Center
Raleigh, North Carolina 27699-4600
Facebook<https://www.facebook.com/StateLibraryNC/>  Twitter<https://twitter.com/StateLibraryNC>  Instagram<http://www.instagram.com/ncculture>  YouTube<https://www.youtube.com/user/statelibrarync/>  Website<https://statelibrary.ncdcr.gov/>
[A close up of a logo  Description automatically generated]<https://statelibrary.ncdcr.gov/>
Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties.

#StayStrongNC
Learn more @ nc.gov/covid19
And don't forget your Ws!  Wear. Wait. Wash.
WEAR a face covering.
WAIT 6 feet apart from other people.
WASH your hands often.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/evergreen-acq/attachments/20200811/031e6f9c/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 49715 bytes
Desc: image001.jpg
URL: <http://list.evergreen-ils.org/pipermail/evergreen-acq/attachments/20200811/031e6f9c/attachment-0001.jpg>