ACQUISITIONS
Chapter 9. REPORTS
Claimed
Purpose: Generates a listing of claims made to vendors matching the specified report criteria.
Default Filename:
ACQ_CLAIM_(date)_(ID number).xls
Report Parameters:
Claimed Data Entry Screen
- Claim Status (drop-down menu) – determines which orders will be included in the report based on the current claim status for the order; select All to list all orders regardless of claim status, or select a specific claim status to list only those orders with the selected status.
- Vendor (drop-down menu) – determines which orders will be included
in the report based on the vendor associated with the order; select All
to list all orders for all vendors or select a specific vendor to list
only those orders associated with the selected vendor.
NOTE: The Vendor menu lists all vendors defined for your library (see Vendor Maintenance for details).
- Start Date (text box) – determines the earliest creation date for which
orders will be included in the report; enter the desired date using the format
MM/DD/YYYY, i.e., "03/15/2014".
NOTE: Be sure to include the slashes “/” when entering the Start Date. Do not include alphabetic characters when entering the Start Date.
- You may also click the Date Entry Calendar
icon
next to the Start Date text box to select a Start Date
using the Date Entry Calendar (see the
System
Basic User Guide for details).
- You may also click the Date Entry Calendar
icon
- End Date (text box) – determines the latest creation date for which orders
will be included in the report; enter the desired date using the format MM/DD/YYYY,
i.e., "03/15/2014".
NOTE: Be sure to include the slashes “/” when entering the End Date. Do not include alphabetic characters when entering the End Date.
- You may also click the Date Entry Calendar
icon
next to the End Date text box to select a End Date using
the Date Entry Calendar (see the
System Basic
User Guide for details).
- You may also click the Date Entry Calendar
icon
- Order By (drop-down menu) – determines the key by which the report will be sorted; select the desired sort order.
NOTE: The report will be generated for the specified period, inclusive of the Start Date and End Date.
To view the Claimed report:
NOTE: See Viewing and Downloading Reports to download and/or open the report for viewing.
The name of the report, the RUN DATE, and a summary of report parameters are shown at the top of the report. The Claimed report provides the following information:
Claimed Report
- The Title for which the claim was submitted
- The date on which the claim was submitted (Claim Date)
- The Order Number of the order containing the title
- The International Standard Book Number (ISBN) for the title
- The date on which the order was submitted (Order Date)
- The Vendor to whom the claim was submitted