RE: summing/outputting invoice data from a review file in telnet and millennium.

[Anne Myers <amyers at bu dot edu>]

I'm so glad someone else commented on this because I thought there was
something I had just missed somewhere in the documentation. I need this,
too, and would also urge it as an enhancement.  And yes, I am also a law
librarian.  I see a pattern.

Anne

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Anne Myers                      |
Head of Technical Services      |  Internet:  amyers at bu dot edu
Boston University Law Library   |  Phone:     617-353-8877
765 Commonwealth Avenue         |  Fax:       617-353-5995
Boston, MA  02215               |
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On Mon, 11 Apr 2005, Mary Paige Smith wrote:

> I second Mary and Pat's comments and recommendations.  Is this a law
> library phenomenon, or do other types of libraries need this sort of
> capability as well?
> Mary Paige
>
> Mary Paige Smith
> Head of Collection and Bibliographic Services
> Nova Southeastern University
> Law Library and Technology Center
> 3305 College Avenue
> Fort Lauderdale, FL 33314
> 954-262-6213 (voice)
> 954-262-3840 (fax)
> smithm at nsu dot law dot nova dot edu
> http://nsulaw.nova.edu/library
>
>
> -----Original Message-----
> From: Patricia Callahan [mailto:pcallaha at law dot upenn dot edu]
> Sent: Friday, April 01, 2005 4:09 PM
> To: IUG INNOPAC List
> Subject: Re: summing/outputting invoice data from a review file in
> telnet and millennium.
>
> Mary,
>
> I have been using the option to limit output to payment detail falling
> within a particular date range for years and want to continue to be able
>
> to. It plays an important part in the way we monitor our expenditures.
> Like you did, I noticed the absence of this capability in Millennium
> recently and strongly agree with your suggestion regarding an urgent
> enhancement.
>
> Pat Callahan
>
> Strouse, Mary wrote:
>
> > In the character-based create lists function, there is an option to
> limit output to payment detail falling within a particular date range.
> The resulting report gives both the individual posting detail (within
> the specified date range) and a sum of the payments for each order
> record.  This functionality is described on page #101620 of the Innopac
> manual.
> >
> > There doesn't seem to be an equivalent in Millennium.  Listing or
> exporting invoice detail from create lists, gives every invoice posting
> in the record, not limited to particular dates, and does not sum the
> payments.  Using Millennium statistics sums the payments by e.g., fund
> code, but does not include the invoice detail or sums for individual
> records.
> >
> > Are we missing something, or is this functionality only in telnet?
> Although there hasn't been a definitive statement, this sounds like a
> capability we will lose completely with the invoice changes coming in
> Release 2005.
> >
> > We'd favor an urgent enhancement to allow limiting order detail by
> date in both the list and export functions of create list.  Anyone else
> have need of this?
> >
> > Mary
> >
> > Mary M. Strouse
> > Head of Technical Services
> > Judge Kathryn J. DuFour Law Library
> > The Catholic University of America
> > Washington, DC
> > (202) 319-5547   strouse at law dot cua dot edu
> > http://law.cua.edu/library/
> >
> > --
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> --
>
> Patricia Callahan
> Associate Director for Technical Services
> Biddle Law Library, University of Pennsylvania
> pcallaha at law dot upenn dot edu
> Voice: 215-898-0230  Fax: 215-573-1199
>
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