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

[Cerninakova Eva]

Hi Tiffany,

Your tips turned out to be the right way to create the report I needed.
I tried the line "Items" source as you had recommended. I was able to
create desired detailed report using following columns:

Line Item -> Line Item Details (inner) -> Fund (inner) > Year
Line Item -> Line Item Details (inner) -> Fund (inner) > Name
Line Item -> Line Item Details (inner) -> PO Line Item (inner) -> Invoice
Entries (inner) -> Invoice (inner) > Vendor Invoice ID
Line Item -> Line Item Details (inner) -> PO Line Item (inner) -> Invoice
Entries (inner) -> Invoice (inner) > Invoice Date
Line Item -> Line Item Details (inner) -> Evergreen Copy ID (inner) >
Barcode
Line Item -> Evergreen Bib ID (inner) > TCN Value
Line Item -> Evergreen Bib ID (inner) -> Simple Record Extracts  (inner) >
Title Proper (normalized)
Line Item -> Evergreen Bib ID (inner) -> Simple Record Extracts  (inner) >
Author (normalized)
Line Item -> Evergreen Bib ID (inner) -> Simple Record Extracts  (inner) >
Publication Year (normalized)
Line Item > State

The report output seemed to be fine. To verify that the output contained
all the data, I randomly checked the selected items against the accounting
records and did not find any discrepancies.

Thanks a lot for very useful information ☺.

Eva










Mgr. Eva Cerniňáková

vedoucí Knihovny Jabok

Jabok - Vyšší odborná škola sociálně pedagogická a teologická




+420 211 222 409 <+420+211+222+413>

cernin at jabok.cz <propagace at jabok.cz>

knihovna.jabok.cz <https://www.jabok.cz>

Salmovská 8, Praha 2, 120 00


[image: facebook] <https://www.instagram.com/vosjabok/?hl=cs>   [image:
instagram] <https://www.facebook.com/vosjabok/>
Knihovna Jabok je nyní uzavřena, ale přesto funguje!
<https://knihovna.jabok.cz/cs/sluzby-knihovny-behem-uzavreni-kvuli-opatrenim-proti-sireni-covid-19>






út 10. 11. 2020 v 20:29 odesílatel Tiffany Little <
tlittle at georgialibraries.org> napsal:

> 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
>
> ------------------------------
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (470) 512-1454 | tlittle at georgialibraries.org
> <tmccanna at georgialibraries.org>
>
> Join our email list <http://georgialibraries.org/> for stories of Georgia
> libraries making an impact in our communities.
>
>
> 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
>>
>> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
>>
>>
>>
>>
>> +420 211 222 409 <+420+211+222+413>
>>
>> cernin at jabok.cz <propagace at jabok.cz>
>>
>> knihovna.jabok.cz <https://www.jabok.cz>
>>
>> Salmovská 8, Praha 2, 120 00
>>
>>
>> [image: facebook] <https://www.instagram.com/vosjabok/?hl=cs>   [image:
>> instagram] <https://www.facebook.com/vosjabok/>
>> Knihovna Jabok je nyní uzavřena, ale přesto funguje!
>> <https://knihovna.jabok.cz/cs/sluzby-knihovny-behem-uzavreni-kvuli-opatrenim-proti-sireni-covid-19>
>>
>>
>>
>>
>> _______________________________________________
>> Evergreen-general mailing list
>> Evergreen-general at list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
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