Invoiced Orders Report Documentation

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Report Title	Invoiced Orders List
Report Reference #	acq-200110-64
Revision Date	2004-01-16
Requestor	Debbie Tytko

Impromptu File Name	Directory	Catalogue Name
Invoiced_Orders(specify_fund_date).imr Invoiced_Orders2(specify_fund_date).imr	C:\Impromptu Web Reports\acquisitions	C:\Impromptu Web Reports\acquisitions\acquisitions-serials.cat

Web File Name ( login)	Web News Box
invoiced_orders(specify_fund_date) (see sample) invoiced_orders2(specify_fund_date) (see sample)	TUG Reports and Cubes/Acquisitions/Invoice Reports

Report Description:

This report will list order information for orders that have been invoiced in the date range specified in the prompts, for the item location specified in the prompts and that were paid from a fund matching the ones selected in the prompts. One version does not include the call number. The other version does.

Prompt	Type	Description
List ledgers that start with:	Type in	Enter the characters that institution's ledgers start with (e.g. UW, UG, WLU, STJ, CGC)
Select a ledger:	Picklist	Select a ledger to include in the report from the dropdown list
Choose location codes that start with:	Type in	Enter the start characters of the location codes to select from (this prompt does not appear for the "invoiced_orders2(specify_fund_date)" version)
Select fund(s) to include:	Picklist	Choose one or more funds to include in the report (use the "shift" and "ctrl" keys to select multiple funds)
Select item location(s) for report:	Picklist	Select the item locations that you want to include in the report from the dropdown list (this prompt does not appear for the "invoiced_orders2(specify_fund_date)" version)
Enter start date	Type in	Enter the start date of the invoice paid date range to include in the report
Enter end date	Type in	Enter the end date

Filters:

Ledger equals the ledger selected in the ledger prompt

Invoice paid date is between the start and end dates entered

Invoice fund name equals one of the funds selected in the fund prompt

Item location equals one of the locations selected in the location prompt (does not apply to "invoiced_orders2(specify_fund_date)" version)

Sort Order:

Fund name (ascending)

Title (ascending)

Invoice date (descending)

Data Elements:

Fund name (in header or footer)
Title
Call number (invoiced_orders2(specify_fund_date))
Author (invoiced_orders(specify_fund_date)
Order number
Amount paid (CAD)
Invoice Paid Date
PO Status

Important Notes:

Estimated run time:

15 - 30 minutes

Report Developer:

Gail Sperling invoiced_orders(specify_fund_date)

Linda Cracknell invoiced_orders2(specify_fund_date)