Reporting: LDP-based Reports (UXPROD-1319)

[UXPROD-3026] RM-Subscription Cost Cluster Created: 05/Apr/21  Updated: 07/Dec/21

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Reporting: LDP-based Reports

Type: New Feature Priority: TBD
Reporter: Sharon Beltaine Assignee: Sharon Beltaine
Resolution: Unresolved Votes: 0
Labels: po-mvp, report-cluster, reporting, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to REP-63 Journals and newspapers in non-electr... Open
relates to REP-90 Manage Serial Expenses Closed
relates to REP-91 Serial Budget Use Report Closed
relates to REP-153 Serial Subscriptions Purchase Order E... Closed
relates to REP-38 Subscription Payments Over Multiple F... Closed
Epic Link: Reporting: LDP-based Reports
Back End Estimate: XXL < 30 days
Development Team: Reporting
Report Functional Area(s):
Resource Management
Cap Plan Fix Version (DO NOT CHANGE): R2 2021
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R3
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

This cluster covers RM reports that are used for subscription expenditures for non-electronic serials. We need to include this criteria: paid subscriptions, active subscriptions, cancelled subscriptions, hard-coded filter to see Open subscriptions only, order type as Ongoing, "is subscription - yes or no" setting from the PO line. Need to define what is meant by "serial" to find the right filter from inventory. Use inventory mode of issuance and inventory nature of content terms tables. Dates for titles subscribed to within a particular year.

Typically, there is one PO line per subscription.


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