How to add fields to Payments Received Report (cash-03) report format
- Product: Aleph
- Product Version: 20, 21, 22, 23
- Relevant for Installation Type: Dedicated-Direct, Direct, Local, Total Care
Question
How can the report format of the Payments Received Report (cash-03) be customized with additional fields?
Answer
The following customizations require UNIX access.
After logging into the server as the "aleph" user, enter the following commands:
1. dlib xxx01
To access the 01 (bibliographic) library (e.g. abc01).
2. dr
For the root directory of the library.
(e.g. /exlibris/aleph/u22_2/xxx01)
3. cd form_eng
To change to the directory where the Payments Received Report templates reside.
There maybe several different templates for the Payments Received Report, named as follows:
payment-received-report.xsl
OR
payment-received-report-NN.xsl (NN being a numerical value, such as 01, 02, etc.)
4. vi payment-received-report.xsl (or whichever template of the report that will be edited)
To open the file for editing.
The columns' parameters in the report are defined in this file; for example:
<xsl:call-template name="table-start-row"/>
<xsl:call-template name="display-grid-gen">
<xsl:with-param name="label" select="'Date'"/>
<xsl:with-param name="value" select="./z31-payment-date"/>
<xsl:with-param name="header" select="$header"/>
</xsl:call-template>
<xsl:call-template name="display-grid-gen">
<xsl:with-param name="label" select="'Staff Member Name'"/>
<xsl:with-param name="value" select="./z31-payment-cataloger"/>
<xsl:with-param name="header" select="$header"/>
</xsl:call-template>
5. In order to add additional columns, enter the following text:
<xsl:call-template name="display-grid-gen">
<xsl:with-param name="label" select="'XXXXX'"/> (where XXXXX = Column Name)
<xsl:with-param name="value" select="YYYYY"/> (where YYYYY = Location of field in Oracle table)
</xsl:call-template>
For example:
<xsl:call-template name="display-grid-gen">
<xsl:with-param name="label" select="'Payment Method'"/>
<xsl:with-param name="value" select="./z31-payment-mode"/>
</xsl:call-template>
The columns can also be rearranged, if desired.
6. :wq
To save the file.
The new version of the template should be available in the GUI, under the Report Format dropdown menu of the Payments Received Report (Circulation module > Services menu > Cash Transactions > Payments Received Report).
- Article last edited: 02-Mar-2016