[OPEN-ILS-GENERAL] Acq report of invoices with totals

[Sharon Douglas]

Hi Beth,
I’ve not been able to show the TOTAL AMOUNT SPENT PER INVOICE and would like to see your query for doing that.
Can you share it?

Sharon Douglas  -  Automation Coordinator - Lake Agassiz Regional Library
118 5th St S  - Moorhead MN 56561  -  218-233-3757 ext 138  -  www.larl.org
The mission of LARL is to enrich lives and strengthen communities
LARL values intellectual freedom, equal access to information, respect,
tolerance, fun and welcoming atmosphere, excellent customer service,
and a current community driven collection.

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of Willis, Beth
Sent: November 18, 2015 11:16 AM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Acq report of invoices with totals

Hi Janet,

We have a report that shows the total amount spent per invoice, along with the total number of items purchased.  But, this report does not include additional charges.  We have to run a separate report for those.  I was not able to create one report that would include both.  If someone else has, I would love to see the query.

If you would like more information about our report templates, just let me know.

Thanks.
beth

On Mon, Nov 2, 2015 at 5:27 PM, Janet Brown <Janetb at burlingtonwa.gov<mailto:Janetb at burlingtonwa.gov>> wrote:

We have been trying to come up with a report of invoices which shows the total amount spent on each invoice along with any added charges, i.e. taxes, shipping or processing fees that have been added to the invoice. We have created some reports but they return lists of all the individual items on the invoices rather than the total spent for each invoice. And they don’t include the added charges.

Part of our issue may be that we can only use the reporting tool in Evergreen which might not be capable of doing what I would like since I can’t seem to create a report that gives the results we want.

We would definitely appreciate help if anyone has created a report such as this that works.

Thank you!

Janet Brown
SysAdmin/Circ Supervisor

Burlington Public Library
820 E Washington Ave
Burlington WA  98233
360-755-0760<tel:360-755-0760>
janetb at burlingtonwa.gov<mailto:janetb at burlingtonwa.gov>




--
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923
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