Funding Selection Tab
In reports that can be set up to select funding segments, the following Funding selections may be available.
Amount Encumbered
Funding segments selected by the report commit to spend this specified amount from the fiscal cycle budget, whether or not the segment has been paid. Use the Amount Range gadget to select an encumbered amount.
Amount Invoiced
Funding segments selected by the report have been invoiced by vendors for this specified amount in the fiscal cycle, whether or not the segment has been paid. This value is accurate only if your library creates invoice records and links orders to invoices. Orders paid directly will not be included in this value. This amount includes paid and unpaid invoices. Use the Amount Range gadget to select an invoiced amount.
Amount Paid Vendor Currency
Funding segments selected by the report have completed payment to vendors for this specified amount. This selection includes both invoices and direct pay funding segments. If your system is configured to use foreign currencies, this value is the amount using the vendor’s currency. Use the Amount Range gadget to select a total amount.
Date Paid
Funding segments selected by the report were paid on this specified date. Use the Date Range gadget to select a date.
Direct Pay
If Yes is selected, only orders paid directly will be included in this value. This value does not include payments made from invoice records linked to orders. If No is selected, only payments made from invoice records linked to orders are selected. If neither is selected, all fundings are selected.
Library
Funding segments selected by the report belong to this specified Library. In a multilibrary system, funding records belong to the library that created them. Use the Policy List gadget to select a library. Only the acquisitions maintenance libraries for the station library can be selected.
Number of Copies
Funding segments selected by the report are linked to order lines with this specified number of copies ordered. Use the Number Range gadget to select a number of ordered copies.
Number of Copies Invoiced
Funding segments selected by the report are linked to order lines with this specified number of copies invoiced. Use the Number Range gadget to select a number of invoiced copies.
Number of Copies Paid
Funding segments selected by the report are linked to order lines with this specified number of copies paid. This selection includes both invoices and direct pay funding segments. Use the Number Range gadget to select a number of paid copies.
Number of Copies Received
Funding segments selected by the report are linked to order lines with this specified number of copies received. Use the Number Range gadget to select a number of received copies.
Percent of Split
Funding segments selected by the report are Percent Split type with this specified percentage of the order line total attributed to the selected funding statements. Use the Number Range gadget to select a percentage split.
Total Amount Paid
Funding segments selected by the report have completed payment to vendors for this specified amount. This selection includes both invoices and direct pay funding segments. Use the Amount Range gadget to select a paid amount.
Total Unextended Amount
Funding segments selected by the report have a total unextended amount that is this specified amount. This value represents the price of the order line prior to having vendor discounts applied and/or being multiplied by the number of copies ordered. Use the Amount Range gadget to select a total of unextended order amounts.
Type
All funding segments selected by the report will be this specified type, determining how an order line should be funded. Choose one of the funding segments to select. The following funding segment types may be available depending on the report.You may specify one of the available funding segment types to include in the report.
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Single Funding selects funding segments in which all copies of the order line were ordered from a single fund. |
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Multiple Funding selects funding segments for order lines in which the funding is split by percentage or by a specific amount. |
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Percent Split selects funding segments for order lines in which a certain percentage of the amount is ordered from one fund, and the remaining percentage is ordered from another fund or funds. |
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Amount Split selects funding segments for order lines in which a specific amount is ordered from one fund, and the remaining amount is ordered from another fund or funds. |
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All of Above selects all funding segments, regardless of type. |
Related topics
Title Cost by Library/Fund Report
Policy List Gadget
Amount Range Gadget
Date Range Gadget
Number Range Gadget