ACQUISITIONS

Chapter 9. REPORTS

   

 

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Order Item Listing

Purpose: Generates a list of orders for a selected Fund and specified Fiscal Year, matching the specified report criteria.

Default Filename:

ACQ_ORDERITEMS_(date)_(ID number).xls

Report Parameters:

• Fiscal Year (drop-down menu) – determines the fiscal year for which the report will be generated; select the desired year.
• Fund (drop-down menu) – determines the fund for which the report will be generated; select the desired fund.

  NOTE: The Fund menu lists all funds defined for your library (see Chapter 3, Fund Account Maintenance for details).

• 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).
• 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).
• 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 Order Item Listing 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 Order Item Listing report provides the following information for each entry in the list:

• The Order Number of the order for the associated title
• The Order Type and current Status of the order
• The Title, Author, and International Standard Book Number (ISBN) of the item(s) ordered
• The total Number of Copies Ordered on the associated order, the number of copies Received and the number of copies Cancelled
• The date and time at which the order was created (Date Created)
• The name of the Vendor with which the order was placed
• The Fiscal Year of the order
• The name of the Fund associated with the order
• The Branch, Library and Location for which the associated items were ordered
• The Total Encumbered amount and total Spent amount for the associated Fund, in dollars and cents
• The Item Barcode (IBC) for the associated item

 

 

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