Title Copy Payment Detail
Overview
The Title Copy Payment Detail report lists detailed information about payment activity. It provides bibliographic details of the title, Knowledge Base, order, and invoice information. You can use this report to view the details of all the items paid.
This report defaults to your current budget period, but can be filtered (and bookmarked) to apply any date period, fund, vendor, invoice, classification, requestor, and budget. Slicers allow filtering for material format, order type, etc.
Report details
- Dataset: Acquisitions
- Data refresh rate: This report's data is updated nightly. It will be updated by 6 a.m. at your institution's data center time. The data will be "as of" the end of the previous day.
- Data history start date: Data since institutions started using WMS Acquisitions
- Default date range: Your current budget period
- Report type: Interactive
Report interface
Filters
- Current Budget Period
- Budget Period
- Budget Transaction Date
- Vendor Name
- Branch Name
- Shelving Location
- Fund Name
- Fund Name Level 1
- Fund Name Level 2
- Fund Name Level 3
- Fund Name Level 4
- Fund Name Level 5
- Call Number Main Class
- Call Number Subclass
- Requestor Name
- Part of Monographic Series Indicator
- Budget Transaction Type Code
Slicers
The Title Copy Payment Detail report visuals have four slicers that can be applied to them. By default, each slicer is set to All.
Acquisitions Type
Select one or more of the available acquisition types to update the report visuals. The available values will depend on your institution's holdings.
Order Type
Select one or more of the following order types to update the report visuals.
- Select all (default)
- (Blank) - Do not use.
- Approval plan
- Blanket Order
- DDA Plan
- Gift /Donation list
- Legal Deposit List
- Purchase order
- Standing Order
- Template
Processing Type
Select one or more of the following processing types to update the report visuals.
- Select all (default)
- (Blank) - Do not use.
- Electronic Product
- Local
- Monograph
- Monographic series
- Serial
Invoice Item Product Type
Select one or more of the available invoice item product types to update the report visuals. The available values will depend on your institution's holdings.
Material Format
Select one or more of the available material formats to update the report visuals. The available values will depend on your institution's holdings.
Columns
The Title Copy Payment Detail report contains the following columns. Click on a column name for more information.
You can click a column name to change the column sort.
- Click once to sort the column in ascending order.
- Click twice to sort the column in descending order.
- Click three times to restore the column to its original order.