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 | [email protected] <[email protected]> Join our email list <http://georgialibraries.org/> for stories of Georgia libraries making an impact in our communities. On Fri, Nov 13, 2020 at 5:31 AM Cerninakova Eva <[email protected]> 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> > > [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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