Invoiced Orders Report Documentation

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Report Title	Invoiced Orders (specify vendor)
Report Reference #	acq-200110-64
Revision Date	2002-06-18
Requestor	Debbie Tytko

Impromptu File Name	Directory	Catalogue Name
Invoiced_Orders(specify_vendor_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_vendor_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 vendor specified in the prompts and that were paid from a fund matching the ones selected in the prompts.

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
Select one or more funds for report:	Picklist	Choose one or more funds to include in the report (use the "shift" and "ctrl" keys to select multiple funds)
Enter 'F' to select the fund, 'P' for Parent fund, 'G' for Grandparent fund:	Type in	To report on all funds that one level under the selected fund(s) enter "P". To report on all funds that are two levels under the selected fund(s) enter "G".
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
Enter vendor code:	Type in	Enter the vendor code

Filters:

Ledger equals the ledger selected in the ledger prompt

Invoice paid date is between the start and end dates entered

Invoice fund name (F) or parent fund name (P) or grandparent fund name (G) equals one of the funds selected in the fund prompt

Invoice vendor code equals the vendor code entered in the vendor prompt

Sort Order:

Ledger (ascending)

Fund name (ascending)

Title (ascending)

Data Elements:

Vendor Name (in report title header)
Ledger name (in header)
Fund name (in header) (if the fund is a reporting fund then the fund name is preceded by the parent fund name)
Call number
Author
Title
Amount paid (CAD) (highlighted if the amount paid is not 100% of the invoice cost)
Invoice Paid Date
PO Status
PO Number
Publisher (does not appear in PDF format, save in delimited text format if this information is required)

Important Notes:

If publisher information is required in the report the report may be saved as a delimited text file and it will be included in the columns.

Estimated run time:

15 - 30 minutes

Report Developer:

Gail Sperling