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Acquisitions invoice entity

Find information about the Acquisitions invoice entity in Amlib OpenReports.

Invoices since May 2015

  1. Access the Report Designer TAB
  2. Select New from the buttons
  3. The Edit Report Window will display
  4. Enter a Report Title in the Report Title section. For the sample “Invoices this Month – May 2015”
  5. Enter a Group since we want to find it later easily – for example Invoices
  6. Enter a Sub Group – for example List
  7. Choose Report Type from the Drop-down options (Table is default):
    • Table – set out in rows and columns (select for the sample)
  8. Select Orientation
    • Landscape (select for the sample)
  9. Ignore Show sql
  10. Show details: For this sample Report enter
    • All: Select ALL
  11. Show Sub totals: Have this ticked if subtotals are required
  12. Show total: Have this ticked if main totals are required
  13. Tick Private: leave this unticked.
  14. Show header on first page: For our sample tick this one if required
  15. Show header on next pages: This is your choice. But for now leave this unticked

Display Fields

  1. Select the Acquisitions Invoice Entity
  2. Select required Data Field/s from the Entity and drag and drop to Display – in our sample, we included Invoice Date, Invoice Title, Invoice Account and Invoice Unit Cost Tax incl. It depends on which Data Fields are to be displayed
  3. It is possible to change the Money fields for Invoice Unit Cost Tax incl. to show as Dollars

By changing the Format to $ <space>0.00 ($ 0.00). Ensure that the Function is set to Sum if using Subtotals and Totals

Group Fields

We selected Invoice No as the Group Field to add the Totals for each Invoice number separately and to prevent repetition of the Invoice No

Filter

Drag and drop Invoice Date to the Filters Column. Select Greater than or equal to and use the Calendar to set the Date. It is possible to also set a date range by having another Date being Less than a certain date

Order

It is useful to have an Order and often depends what the Group – for example Invoice Number.

Preview

1. Select Preview to view the Report

Save

Once the Report is successful, select Save to be available in the Report Viewer

Note: Try adapting this Report by using different Display choices

 

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