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    Invoice report for current year only

    • Article Type: General
    • Product: Aleph
    • Product Version: 18.01

    I'm looking for a simple invoice report that includes general invoice amount, date, and vendor. Acq-10 mostly does this but does not allow me to filter by invoice date. I'm interested only in current budget year and acq-10 gives us every invoice we have ever entered.

    Is there a good solution for this?

    If you assign a different Approval Department code for invoicing for each fiscal year (on the General Invoice, tab 2, Payment screen) you can use the Approval Department Code as a filter when running the Invoice Report (acq-10).

    When setting up the Invoice Report (acq-10) ....
    Under "Approval Department Type" we select "Invoice Approval Department"
    Under "Retrieve by Approval Department" we specify the approval department for the current fiscal year (e.g. Approval 2007/2008).

    This is how we set up the report:
    - report per single invoice: yes
    - update database : no
    - retrieve using approval number: no
    - approval number : leave blank
    - Approval Department Type : Invoice Approval Department
    - retrieve by approval department : <select Approval Department for current year>
    - retrieve by invoice type : all
    - retrieve by payment status : paid
    - change payment status to : not ready to be paid
    - report format : standard
    - Library : our 50 library (ALB50)

    Thanks to Kate Latal, University at Albany for posting this information on the ALEPH-NA list.

    • Article last edited: 10/8/2013