ACQUISITIONS

Chapter 9. REPORTS

   

 

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Order Listing

Purpose: Generates a list of orders matching the specified report criteria.

Default Filename:

ACQ_ORDERS_(date)_(ID number).xls

Report Parameters:

• Order Type (drop-down menu) – determines the type of order for which the report will be generated; select the desired type.
• Status (drop-down menu) – determines which orders will be included in the report based on the current status of the order; select All to list all orders regardless of status, or select a specific 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". 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 an 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 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 Listing report provides the following information for each entry in the list:

• The Fiscal Year of the order
• The Order Number of the order
• The Title, Author, and International Standard Book Number (ISBN) of the item(s) ordered
• The Number of Copies Ordered, the number of copies Not Received, the number of copies Received and the number of copies Cancelled
• The per-copy price (Unit Price) and Total Cost for all ordered copies of the associated title
• The date and time at which the order was created (Date Created)
• The per-unit price for items added to an invoice without an order (Invoice Unit Price)
• The user name of the staff member that created the order (Created By)
• The name of the Vendor with which the order was placed
• The current Status of the order and Order Type

A summary at the bottom of the report shows total number of orders included in the report; total Number of Copies Ordered, number of copies Not Received, number of copies Received and number of copies Cancelled for all orders; the Total Cost for all orders; the average number of items per order (Avg Per Order) and the average price per unit (Avg Price).

 

 

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CONTENTS INDEX

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