[Evergreen-general] List of funds, invoices and copies

[Tiffany Little]

Hi Eva,

It looks like you may be running into a couple of different things.

Your first line is for Invoice Items, which are direct charges. So there
won't be any copies associated there. You also may have difficulty getting
accurate results by including both invoice entries and invoice items in the
same report; I haven't built out this particular report before, but
whenever I try to combine them in one report I don't get complete results.
Since your last line in your email specifies that you're looking for info
on received copies, essentially, I would remove that line altogether.

You're also probably not getting fund information because funds are
attached to the lineitem detail. In what you're working with right now, I
don't see it drilling down to line item detail. I would probably start with
the Line Item source and branch out from there, since you can reach line
item detail information (like fund and copy info), bib info (like
title/author), and invoice info from there.

With your barcode, you'll want to make sure that when you're in Line Item >
Line Item Details that you drill down for Evergreen Copy ID>Barcode and not
just Line Item Details > Barcode. The first one will give you the current
barcode, the LID>Barcode only gives you the barcode that's stamped into
place when the order was activated.

I'm happy to expand more (either on list or off), but wanted to leave it
there for others' suggestions.

Tiffany

Tiffany Little, PINES Services Specialist: Acquisitions

------------------------------

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On Tue, Nov 10, 2020 at 2:07 PM Cerninakova Eva <cernin at jabok.cz> wrote:

>
> Hi all,
>
> I am solving the following issue:
>
> I need to list the funds, the invoices that were paid from the individual
> funds and the attached copies. I have created a report template that (I
> thought) should address the issue. I have used  following fields  from the
> "Invoice" source:
>
> Invoice -> Invoice Items (inner) -> Fund (inner) - Name
> Invoice -> Invoice Entries (inner) -> Invoice (inner) - Vendor Invoice ID
> Invoice -> Invoice Entries (inner) -> Invoice (inner) - Invoice Date
> Invoice -> Invoice Entries (inner) -> PO Line Item (inner) -> Evergreen
> Bib ID (inner) -> Simple Record Extracts (inner) - Title Proper (normalized)
> Invoice -> Invoice Entries (inner) -> PO Line Item (inner) -> Evergreen
> Bib ID (inner) -> Call Numbers (inner) -> Copies (inner) - Barcode
>
> (I don't need to use any filter as there is only one library in the
> Evergreen consortium using the Acquisition module)
>
>
>
> However, something must have been wrong because fewer invoices and copies
> were displayed in the report output than I would have expected. I am also
> sure that some funds weren't listed in the report output.
>
> Could  anyone give me a hint how to correctly list funds, invoices and
> attached received copies with the current barcode?
>
> Thanks for any idea
> Eva
>
>
>
>
>
>
>
>
>
> Eva Cerniňáková
>
> vedoucí Knihovny Jabok
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