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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Hi everyone,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">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.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">I am particularly interested in these Sitka reports:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Line items received but not invoiced<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Line items invoice but not received<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Line Items with the Status of On-order<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Fund Report by Year (may be similar to our Funds List template, but may have additional info we should include)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Claim Ready Items<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">And the report to identify deleted bibs in PO that causes activation to fail that Tiffany Little created and mentioned in this bug:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">https://bugs.launchpad.net/evergreen/+bug/1814793<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">If you have other templates that you find useful and wouldn’t mind sharing, I would appreciate it!
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">We currently have these report templates:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="912" style="width:683.7pt;border-collapse:collapse">
<thead>
<tr>
<td style="border:solid gray 1.0pt;background:#F0F0F0;padding:3.75pt 3.75pt 3.75pt 3.75pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:9.0pt;color:black">name<o:p></o:p></span></b></p>
</td>
<td width="705" style="width:528.65pt;border:solid gray 1.0pt;border-left:none;background:#F0F0F0;padding:3.75pt 3.75pt 3.75pt 3.75pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:9.0pt;color:black">description<o:p></o:p></span></b></p>
</td>
</tr>
</thead>
<tbody>
<tr id="fm_table_11">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Amount Encumbered and Amount spent for any selected active fund<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">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)<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_12">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Fund Summary FYxx<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">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.<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_13">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Funds list<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Lists all fund names and codes for selected year<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_14">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">List POs created between selected dates<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">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.<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_15">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Outstanding encumbrances<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Lists all encumbrances (not direct charges), Includes Provider, PO number, Title ordered<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_16">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Outstanding encumbrances filter by Fund Code<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Lists outstanding encumbrances (not direct charges), Includes Provider, PO #, Title ordered. Allows you to filter for a specific Fund code name.<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_17">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">POs that have been cancelled and reasoning<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">History of cancelled POs.<o:p></o:p></span></p>
</td>
</tr>
<tr id="fm_table_18">
<td style="border:solid #E0E0E0 1.0pt;border-top:none;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">Purchase Order History<o:p></o:p></span></p>
</td>
<td width="705" style="width:528.65pt;border-top:none;border-left:none;border-bottom:solid #E0E0E0 1.0pt;border-right:solid #E0E0E0 1.0pt;padding:1.5pt 1.5pt 1.5pt 1.5pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:9.0pt">History of PO for library system.<o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">If anyone would like the setup info for our templates, I would be glad to share.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Thanks!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">April<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">April Durrence<span style="color:black"><o:p></o:p></span></span></b></p>
<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">NC Cardinal Training Specialist<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">State Library of North Carolina<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">919.814.6794 |
<a href="mailto:april.durrence@ncdcr.gov"><span style="color:blue">april.durrence@ncdcr.gov</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">NC Dept. of Natural and Cultural Resources<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">109 East Jones Street | 4640 Mail Service Center
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Raleigh, North Carolina 27699-4600<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:6.0pt"><a href="https://www.facebook.com/StateLibraryNC/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Facebook</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif">
</span><a href="https://twitter.com/StateLibraryNC"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Twitter</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> </span><a href="http://www.instagram.com/ncculture"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Instagram</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif">
</span><a href="https://www.youtube.com/user/statelibrarync/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">YouTube</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> </span><a href="https://statelibrary.ncdcr.gov/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Website</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif">
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:6.0pt"><a href="https://statelibrary.ncdcr.gov/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:windowtext;text-decoration:none"><img border="0" width="327" height="102" style="width:3.4083in;height:1.0583in" id="Picture_x0020_1" src="cid:image001.jpg@01D66FFB.3ECA2D40" alt="A close up of a logo
Description automatically generated"></span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;color:#7F7F7F">Email correspondence to and from this address is subject to the North Carolina Public Records Law and may be disclosed to third parties.</span></i><i><span style="font-size:10.0pt;color:#7F7F7F"><o:p></o:p></span></i></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black">#StayStrongNC<br>
Learn more @ nc.gov/covid19 </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black">And don’t forget your Ws! Wear. Wait. Wash.</span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black">WEAR</span></u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black"> a face covering.</span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black">WAIT</span></u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black"> 6 feet apart from other people. </span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black">WASH</span></u><span style="font-size:10.0pt;font-family:"Gotham Medium";color:black"> your hands often.</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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