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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
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