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> [email protected] <[email protected]> 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 < [email protected]> 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 | [email protected] > <[email protected]> > > 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 <[email protected]> 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> >> >> [email protected] <[email protected]> >> >> 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 >> [email protected] >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> >
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