[OPEN-ILS-GENERAL] Identifying a fund debit

[Bill Erickson]

Hi Fiona,

The information should be accessible via reports.  There is a link from
each ACQ copy to its debit.  From the ACQ copy, you can work back to the
lineitem and the purchase order.  Similarly, there is a link from each
invoice item (ad-hoc purchases) to its debit and its purchase order.

If I were to do this in the DB, I would use something like this:
http://paste.lisp.org/display/142069  (change the WHERE to suit).

Hope this helps,

-b




On Thu, Apr 17, 2014 at 7:09 AM, Borthwick, Fiona <
fiona.borthwick at ptfs-europe.com> wrote:

> Hi all,
>
> Hopefully someone will know the answer to this query.  When looking at a
> fund record, you can see an amount debited.  The Debits tab lists each of
> the debit types and amounts as well as the create date and time.  It does
> not however list the purchase order details.
>
> Is there any way to establish what the debits are for?  It would be ideal
> if the fund record also provided links to the associated orders but there
> doesn't seem to be an easy way to identify which orders these funds have
> been used for.
>
> We have tried various combinations of acquisitions searching and I have
> also looked at the reporting tools but without success.
>
> Does anyone know if it is possible to get a link between the debited
> amount on a fund and the relevant order?
>
> One of our customers has a single debit on a fund record.  They wish to
> remove the fund record but cannot do so for this debit.  If we could find
> the order to which this debit was for, then the fund in the order could be
> changed to allow this fund to be clear and therefore removed.
>
> Many thanks in advance!
>
> Fiona
>
> --
>
> Fiona Borthwick
> Customer Services Consultant, PTFS Europe Limited
> Content Management and Library Solutions
> +44 (0) 800 756 6803 (phone)+44 (0) 7540 768230  (mobile)+44 (0) 131 2088578  (direct dial)+44 (0) 800 756 6384 (fax)fiona.borthwick at ptfs-europe.com
> skype: fionaborthwick1
> http://www.ptfs-europe.com
>
>


-- 
Bill Erickson
| Senior Software Developer
| phone: 877-OPEN-ILS (673-6457)
| email: berick at esilibrary.com
| web: http://esilibrary.com
| Equinox Software, Inc. / The Open Source Experts
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