Invoice Line Selection Tab
The Invoice Line Selection tab appears in reports that can select information using invoice line information. The following Invoice Line Selection options may be available, depending on the report.
| • | Acquisitions Material Type |
| • | Amount Linked |
| • | Created By |
| • | Date Created |
| • | Date Modified |
| • | Date Paid |
| • | Exchange Frozen |
| • | Exchange Rate |
| • | Extended Info |
| • | Final Price |
| • | Library |
| • | Link Type |
| • | Modified By |
| • | Native Calculated Tax |
| • | Number of Copies |
| • | Number of Copies Linked |
| • | Number of Links |
| • | Status |
| • | Tax |
| • | Tax 1, 2, 3 Handling |
| • | Tax 1, 2, 3 Rebate % |
| • | Vendor Calculated Tax |
| • | Vendor Final Price |
| • | Vendor Final Price Including Tax |
All invoice lines selected by the report will be for items of the specified acquisitions material type. Use the Policy List gadget to select acquisitions material types.
All invoice lines selected by the report include this specified amount value that is linked to funds, orders, adjustments, or prorations. Use the Amount Range gadget to select the number of copies linked.
All invoice lines selected by the report were created in SirsiDynix Symphony by a user with this user access. Use the Policy List gadget to select user access policies.
All invoice lines selected by the report were created in SirsiDynix Symphony on this specified date. If no date is entered, all invoice lines are included. To select a range of dates, use the Date Range gadget.
All invoice lines selected by the report were last modified in SirsiDynix Symphony on this specified date. If no date is entered, all invoice lines are included. To select a range of dates, use the Date Range gadget.
All invoice lines selected by the report were paid on this specified date. Use the Date Range gadget to select a date.
If Yes, invoice lines selected by the report have been frozen, meaning that when the invoice line was entered, a specific exchange rate value was entered at the workstation that will not fluctuate as the currency policy changes. If No, the invoice lines selected will be applied exchange rates based on the default currency TABLE values defined at the time the invoice line is created and or paid. If Both, invoice lines with frozen exchange rates and applied exchange rates are selected.
All invoice lines selected by the report have been applied this specified exchange rate. The exchange rate is in the format 99.00, or the number of foreign currency units in a single native currency unit. The selected invoice lines will include exchange rates applied both with the default currency TABLE values and frozen rates entered at the workstation. Any values may be entered between 0.0 and 999999.999. Use the operators (=, <, <=, >, >=, <>, x-y) to select a number or range of numbers, or use the gadget.
Each invoice line selected by the report has the specified text in the specified entry of its extended information. To select entries and text, use the VED List gadget.
All invoice lines in the report have the specified final price, which is the invoice line amount with the applied exchange rate, if applicable, in the library’s currency. Use the Amount Range gadget to select a price.
All invoice lines in the report are from invoices for the specified library. Use the Policy List gadget to select one or more library names.
Order and invoice records are assigned to a library. Which libraries may display your library’s order/invoice records is controlled by the Acquisition Display Libraries attribute of your Library policy. Which libraries may maintain your library’s acquisitions records is controlled by the Acquisition Maintenance Libraries attribute of your Library policy. When you are modifying or displaying acquisitions information, you may only select those libraries who have indicated in their Library policy that you may maintain or display that library’s acquisitions.
All invoice lines selected by the report include this specified type of invoice line link. This link type connects the invoice line to one of the other various types of acquisition records, including orders, funds, adjustments, and prorations. Use the Policy List gadget to select link types.
All invoice lines selected by the report were last modified by a user with this user access. Use the Policy List gadget to select user access policies.
All invoice lines in the report have the specified amount of automatically calculated tax, in the library’s native currency. Use the Amount Range gadget to select a range of monetary amounts.
All invoice lines selected by the report include this specified number of copies. Use the Number Range gadget to select a number of copies.
All invoice lines selected by the report include this specified number of copies that are linked to a particular fund or order. Use the Number Range gadget to select s number of copies linked.
All invoice lines selected by the report include this specified number of invoice line links. These links connect the invoice line to various other types of acquisition records, including orders, funds, adjustments, and prorations. Use the Number Range gadget to select a number of links.
All invoice lines selected by the report have the payment or receipt status represented by this selected number. Use the Number Range gadget to select payment/receipt status for the invoice line.
|
0 |
Selects only invoice lines that are COMPLETE. These invoice lines include those that are fully received, funded, and paid. |
|
1 |
Selects only invoice lines that are PARTIAL. These invoice lines include those that are not received and/or paid in full. |
|
2 |
Selects only invoice lines that are COMPLEX. These invoice lines include those that are connected to an order line with more than one funding segment that is not received and/or funded in full. (A Multiple Funding segment that is split into a number of funds, either by percentage or amount, only counts as one funding segment.) |
|
3 |
Selects only invoice lines that are PARTIAL_CLAIM. These invoice lines include those that are only partially received, and a claim segment was created for the remainder. |
|
4 |
Selects only invoice lines that are CLAIM_ONLY. These invoice lines include those that are were never received, and a claim segment was created. |
All invoice lines in the report have the selected Acquisitions Tax policy. Use the Policy List gadget to select one or more Acquisitions Tax policies.
All invoice lines in the report have the specified tax handling for Tax 1, Tax 2, or Tax 3. Use the Policy List gadget to select one or more tax handling values. Values include Exempt, Rebate, Standard, and Zero.
Whether no taxes, or one, two, or three taxes are used in an invoice is determined by the Tax Structure policy associated with the invoice. For example, when a tax structure that does not use Tax 3 is associated with an invoice, the Tax 3Handlingl will not display in the report output. The same can be true for Tax 2 Handling and even Tax 1 Handling.
All invoice lines in the report have the specified tax rebate percentage for Tax 1, Tax 2, or Tax 3. Use the Number Range gadget to select a range of percentages.
Whether no taxes, or one, two, or three taxes are used in an invoice is determined by the Tax Structure policy associated with the invoice. For example, when a tax structure that does not use Tax 3 is associated with an invoice, the Tax 3 Rebate % value will not display in the report output. The same can be true for Tax 2 Rebate % value and even Tax 1 Rebate % value.
All invoice lines in the report have the specified amount of automatically calculated tax, in the vendor’s currency. Use the Amount Range gadget to select a range of monetary amounts.
All invoice lines in the report have the specified vendor final price, which is the invoice line amount in the vendor’s currency with the applied exchange rate, if applicable. Use the Amount Range gadget to select a range prices.
Vendor Final Price Including Tax
All invoice lines in the report have the specified vendor final price, including tax, in the vendor’s currency. The vendor final price including tax is the invoice line amount with tax included, with the applied exchange rate, if applicable. Use the Amount Range gadget to select a range of prices.
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