Duplicate Invoice Status Check
Description
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TEST 1 - Results of Test
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TEST 3 - Results of Test
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Sharon Markus June 27, 2023 at 3:24 PM
See FOLIO Analytics GitHub repository for current reports, “cookbook” reports, and derived tables at https://github.com/folio-org/folio-analytics. Institutions may re-open old issues if they are useful to them.
Scott Perry August 27, 2021 at 7:22 PM
Do you also need the account number (the payee can change depending on the account for the same vendor) or does Cornell create a separate vendor for this circumstance?
Won't Do
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Details
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Sharon Markus
Sharon MarkusReporter
Natalya Pikulik
Natalya PikulikReport Functional Area(s)
Resource Management
Rank: Cornell (Full Sum 2021)
R2
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TBD
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Created February 26, 2021 at 4:34 PM
Updated June 27, 2023 at 3:24 PM
Resolved June 27, 2023 at 3:24 PM
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Duplicate Invoice Status Check. This report is run daily to check for duplicate invoice numbers. In Voyager, it relies on normalized_invoice_number. Because we do not have normalized invoice numbers in FOLIO, we may need to code this report to do the normalizing in SQL (removing things like hyphens and slashes, etc). The report includes invoice number, invoice date, vendor (organization) code, invoice status hardcoded to approved, invoice amount > 0, invoice status date, order type (firm, subscription, etc.), instance ID, po line ID, order location (bill to/ship to location), invoice amount > $1000, Title.
Cornell: report used by both Acquisitions and Accounting
The Invoices app provides a warning message that invoice number has been used already, which will help prevent duplicate invoices.
This report is needed by Accounting, but it may not be needed by Acquisitions.
See invoices report sample here:
https://github.com/folio-org/folio-analytics/tree/main/sql/report_queries/invoices