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Report Description Detail

This is the prototype documentation for the UXPROD-2821 RM-Fund Cluster. This report cluster covers fund-related reports. The main query focuses on tying funds to invoices to show expenditures by fund with bibliographic information (inventory) on what was purchased. Bibliographic information will provide title, LC Class subject, format. It provides views of fund expenditures by timeframes and hierarchical representation of groupsfiscal year, groups, and fund types. (Note that the fund code is irrelevant to annual statistic reports like ACRL.)


-important to consider what can be done within the application

-you can make restricted and unrestricted groups for funds


Purpose



Data Fields


finance_fund_types

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Information Resources


See the Data Dictionary FOLIO Schema Parser for details on data elements

See the ACRL Diagram for tables and fields related to this report cluster

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