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Acquisitions
Collection of queries designed for assisting with various acquisitions tasks such as working with funds, vendor and order records.
Additional acquisitions queries, designed for use with our on demand report site, can be found here.
Retrieves the total encumbrance for each fund, based solely on open order records
Find all funds in the network with an encumbrance that originated in a prior fiscal year
Searches the payment history file for manual fund adjustments within an accounting unit
Retrieves line items for each invoice paid during a set date range for an accounting unit
Finds entries for x-order records on invoices
Use to identify order records to be deleted annually Each August we clear out orders that were completed more than two full fiscal years ago
Counts the number of paid or cancelled orders in each location created in prior fiscal years.
Identifies frequently ordered titles
Find locked order records
Retrieves order records with an on hold status across all accounting units
identifies order records across accounting units that lack a location code, and which were likely downloaded from a vendor without applying a grid. Assumes records without location codes are the marker of this behavior, typically this would also be true of vendor and fund codes.
Identifies order records that were ftp'd multiple times or not at al but are associated with an EDIFACT enabled vendor.
Used to gather the amount spent on items broken down by scat code. Highly imperfect totals due to lack of direct connection between items and orders.
Gathers paid field data for open standing orders. Sorted by record number to quickly identify titles with multiple payments
Attempts to calculate the annual percentage increase for the costs associated with each vendor, based on invoice paid data
Identifies which libraries/accounting units have configured a vendor for edifact ordering and lists out the relevant vendor codes for each
Pulls vendor records set to be used with edifact ordering and lists the account and note2 fields for a quick review of the setup across libraries.