<div dir="ltr"><div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Hi Elizabeth,</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">I have two, depending on what they need/want. The first one is to only find line item details/line items where there is a cancel reason that contains "Delayed". It doesn't include things with a status On-Order. I included screenshots of the display fields, filters, and what it looks like when you run the report. Those are the "Backordered Only" screenshots.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">The Definition ID in the filters is because I want to see the Title on from the line item. I also included in the display fields to see the current copy status of the real EG barcode, and whether that's deleted or not. Then when you run the report, all you need to do is select the Ordering Agency from the PO.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">The second report will find all outstanding line item details--that is, anything that's unreceived or has a cancel reason that keeps debits (i.e. Delayed). This is the "Outstanding" screenshots. Honestly, the filters on this one are more flexible when finding Backordered items, because it hinges on using a cancel reason that keeps debits which is an essential setting when setting up cancel reasons. The first one hinges that the cancel reason includes the word "Delayed", which it might not. For example, if your system always has "Delayed" in your backordered cancel reasons, either one will work. But if your cancel reason is simply "Backordered", for example, the "Backordered Only" report filters wouldn't work because the word "Delayed" isn't in the cancel reason. It's still early, I hope that made sense.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">In case it didn't, here's a screenshot I mocked up really quick:</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><img src="cid:ii_m4ctpe3u11" alt="image.png" width="883" height="338" style="margin-right: 0px;"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">My first report would find items that use the "Delayed: Backordered" reason (row #7). But if your cancel reason label is set up like row #17 ("Backordered"), it wouldn't. Whereas the "Outstanding" report would find either one, because they both use Keep Debits=Yes (far right column). Again, this may be a moot point if you're using the stock cancel reasons, but I wanted to call it out just in case.</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small">Hope that helps! If I can explain more I'm happy to!<br><br>Tiffany</div><div class="gmail_default" style="font-family:tahoma,sans-serif;font-size:small"><br></div></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><br><table style="color:rgb(0,0,0);border:none;border-collapse:collapse"><colgroup><col width="76"><col width="7"><col width="64"><col width="437"></colgroup><tbody><tr style="height:74.25pt"><td colspan="2" style="vertical-align:top;overflow:hidden"><p dir="ltr" style="line-height:1.2;text-align:right;margin-top:0pt;margin-bottom:0pt"><a href="https://georgialibraries.org/" style="color:rgb(17,85,204)" target="_blank"><span style="font-size:11pt;font-family:Arial,sans-serif;vertical-align:baseline"><span style="border:none;display:inline-block;overflow:hidden;width:75px;height:75px"><img alt="logo with link to Georgia Public Library Service website" 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Hello Everyone, </div>
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I am working on a report template for a library that needs to find all their line items that are in the status of Back Order. Through our testing we discovered is that Back Ordered isn't a status even though it looks that way in the client but rather a cancel
reason. I'm getting slightly different numbers of line items between ACQ searches and the reports, so I want to make sure I'm not missing something. Does anyone have a template that they wouldn't mind sharing? </div>
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<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"> Thank you! </p>
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><img width="82" height="82" style="width: 0.864in; height: 0.864in; margin-top: 0px; margin-bottom: 0px; float: left;" src="cid:ii_1939c4028e9ba782edc1"><span style="color:rgb(22,105,122)"><b>Elizabeth
Davis</b></span><b> </b>(she/her), <span style="color:rgb(22,105,122)"><b><i>Program Manager</i></b></span></p>
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><span style="color:rgb(51,102,204)"><b>Pennsylvania Integrated Library System
</b></span><span style="color:rgb(68,114,196)"><b>(PaILS) | SPARK</b></span><span style="color:rgb(51,102,204)"> </span></p>
<p style="margin:0in;font-family:Aptos,sans-serif;font-size:12pt"><span style="color:rgb(51,102,204)">(717) 256-1627</span> |
<span style="color:rgb(5,99,193)"><u><a href="mailto:katherine.dannehl@sparkpa.org" style="color:rgb(5,99,193);margin-top:0px;margin-bottom:0px" target="_blank">elizabeth.davis@sparkpa.org</a></u></span> <br>
<span style="color:rgb(5,99,193)"><u><a href="https://support.sparkpa.org/" style="color:rgb(5,99,193);margin-top:0px;margin-bottom:0px" target="_blank">support.sparkpa.org</a></u></span><span style="color:rgb(51,102,204)"> |
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