[OPEN-ILS-GENERAL] Acq reports for taxes and other charges

Wed Apr 30 08:49:40 EDT 2014

Jane,

We use a report that pulls together all the direct charges from the source
"Non-bibliographic Invoice Item" data source.

The the value in the data columt of the table reporter.template if a
systems persons would want to try to import it in the table.

Tim Spindler
Manager of Library Applications
C/W MARS

{"version":3,"core_class":"acqii","select":[{"alias":"Internal Invoice
ID","column":{"colname":"id","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-invoice-acqinv-id","relation":"2963bfebaa7ff587c42366b28fe762a3"},{"alias":"Vendor
Invoice
ID","column":{"colname":"inv_ident","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-invoice-acqinv-inv_ident","relation":"2963bfebaa7ff587c42366b28fe762a3"},{"alias":"Invoice
Date","column":{"colname":"recv_date","transform":"date","transform_label":"Date"},"path":"acqii-invoice-acqinv-recv_date","relation":"2963bfebaa7ff587c42366b28fe762a3"},{"alias":"Fund","column":{"colname":"name","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-fund-acqf-name","relation":"c7fd72fce171e6125c167f1a9cd0ff3d"},{"alias":"Fund
Code","column":{"colname":"code","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-fund-acqf-code","relation":"c7fd72fce171e6125c167f1a9cd0ff3d"},{"alias":"Debit
Type","column":{"colname":"debit_type","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-fund_debit-acqfdeb-debit_type","relation":"e56fe43ab65fa94c954554264fb3176d"},{"alias":"Title
or Item
Name","column":{"colname":"title","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-title","relation":"b8d47ebddd4bb58f2f5a8c7291f5374f"},{"alias":"Amount
Paid","column":{"colname":"amount_paid","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-amount_paid","relation":"b8d47ebddd4bb58f2f5a8c7291f5374f"}],"from":{"path":"acqii-fund_debit","table":"acq.invoice_item","alias":"b8d47ebddd4bb58f2f5a8c7291f5374f","join":{"invoice-932a5da3e2e4e2d2e1a30fa386addb2d":{"key":"id","path":"acqii-invoice-acqinv","table":"acq.invoice","label":"Non-bibliographic
Invoice Item ::
Invoice","alias":"2963bfebaa7ff587c42366b28fe762a3","idlclass":"acqinv","template_path":"acqii-invoice"},"fund-932a5da3e2e4e2d2e1a30fa386addb2d":{"key":"id","path":"acqii-fund-acqf","table":"acq.fund","label":"Non-bibliographic
Invoice Item ::
Fund","alias":"c7fd72fce171e6125c167f1a9cd0ff3d","idlclass":"acqf","template_path":"acqii-fund"},"fund_debit-b8d47ebddd4bb58f2f5a8c7291f5374f":{"key":"id","path":"acqii-fund_debit-acqfdeb","table":"acq.fund_debit","label":"Non-bibliographic
Invoice Item :: Fund
Debit","alias":"e56fe43ab65fa94c954554264fb3176d","idlclass":"acqfdeb","template_path":"acqii-fund_debit"}},"label":"Non-bibliographic
Invoice
Item","idlclass":"acqii","template_path":"acqii"},"where":[{"alias":"Invoice
Date","column":{"colname":"recv_date","transform":"date","transform_label":"Date"},"path":"acqii-invoice-acqinv-recv_date","relation":"2963bfebaa7ff587c42366b28fe762a3","condition":{"between":"::P0"}},{"alias":"Receiver","column":{"colname":"receiver","transform":"Bare","transform_label":"Raw
Data"},"path":"acqii-invoice-acqinv-receiver","relation":"2963bfebaa7ff587c42366b28fe762a3","condition":{"in":"::P1"}}],"having":[],"order_by":[],"rel_cache":{"2963bfebaa7ff587c42366b28fe762a3":{"label":"Non-bibliographic
Invoice Item ::
Invoice","alias":"2963bfebaa7ff587c42366b28fe762a3","path":"acqii-invoice","join":"","reltype":"has_a","idlclass":"acqinv","table":"acq.invoice","fields":{"dis_tab":{"id":{"colname":"id","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Internal Invoice
ID","join":"","datatype":"id","op":"=","op_label":"Equals","op_value":{}},"inv_ident":{"colname":"inv_ident","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Vendor Invoice
ID","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"recv_date":{"colname":"recv_date","transform":"date","aggregate":null,"params":null,"transform_label":"Date","alias":"Invoice
Date","join":"","datatype":"timestamp","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{"recv_date":{"colname":"recv_date","transform":"date","aggregate":"undefined","params":"undefined","transform_label":"Date","alias":"Invoice
Date","join":"","datatype":"timestamp","op":"between","op_label":"Between","op_value":{}},"receiver":{"colname":"receiver","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Receiver","join":"","datatype":"org_unit","op":"in","op_label":"In
list","op_value":{}}},"aggfilter_tab":{}}},"order_by":[{"relation":"2963bfebaa7ff587c42366b28fe762a3","field":"id"},{"relation":"2963bfebaa7ff587c42366b28fe762a3","field":"inv_ident"},{"relation":"2963bfebaa7ff587c42366b28fe762a3","field":"recv_date"},{"relation":"c7fd72fce171e6125c167f1a9cd0ff3d","field":"name"},{"relation":"c7fd72fce171e6125c167f1a9cd0ff3d","field":"code"},{"relation":"e56fe43ab65fa94c954554264fb3176d","field":"debit_type"},{"relation":"b8d47ebddd4bb58f2f5a8c7291f5374f","field":"title"},{"relation":"b8d47ebddd4bb58f2f5a8c7291f5374f","field":"amount_paid"}],"c7fd72fce171e6125c167f1a9cd0ff3d":{"label":"Non-bibliographic
Invoice Item ::
Fund","alias":"c7fd72fce171e6125c167f1a9cd0ff3d","path":"acqii-fund","join":"","reltype":"has_a","idlclass":"acqf","table":"acq.fund","fields":{"dis_tab":{"name":{"colname":"name","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Fund","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"code":{"colname":"code","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Fund
Code","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"b8d47ebddd4bb58f2f5a8c7291f5374f":{"label":"Non-bibliographic
Invoice
Item","alias":"b8d47ebddd4bb58f2f5a8c7291f5374f","path":"acqii","join":"","reltype":"","idlclass":"acqii","table":"acq.invoice_item","fields":{"dis_tab":{"title":{"colname":"title","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Title or Item
Name","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}},"amount_paid":{"colname":"amount_paid","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Amount
Paid","join":"","datatype":"money","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}},"e56fe43ab65fa94c954554264fb3176d":{"label":"Non-bibliographic
Invoice Item :: Fund
Debit","alias":"e56fe43ab65fa94c954554264fb3176d","path":"acqii-fund_debit","join":"","reltype":"has_a","idlclass":"acqfdeb","table":"acq.fund_debit","fields":{"dis_tab":{"debit_type":{"colname":"debit_type","transform":"Bare","aggregate":"undefined","params":"undefined","transform_label":"Raw
Data","alias":"Debit
Type","join":"","datatype":"text","op":"=","op_label":"Equals","op_value":{}}},"filter_tab":{},"aggfilter_tab":{}}}}}

On Tue, Apr 29, 2014 at 7:31 PM, Jane Sandberg <janes at burlingtonwa.gov>wrote:

>  Hello all,
>
>
>
> I am interested in running a report of charges (taxes, processing fees,
> etc.) that have been encumbered or paid by my library.  However, I can’t
> seem to find an appropriate DB Source within the reports interface.  Does
> anybody have any suggestions?
>
>
>
> Thanks in advance for your help,
>
>
>
> Jane Sandberg
>
>
>
> Burlington Public Library
>
> 820 E Washington Ave
>
> Burlington WA  98233
>
> 360-755-0760
>
> janes at burlingtonwa.gov
>
>
>

-- 
Tim Spindler
tjspindler at gmail.com

*P**   Go Green - **Save a tree! Please don't print this e-mail unless it's
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