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

Fri Nov 13 08:05:02 EST 2020

Great! You're very welcome--glad it was helpful. :)

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>

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On Fri, Nov 13, 2020 at 5:31 AM Cerninakova Eva <cernin at jabok.cz> wrote:

> 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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