Order and Invoice Analytics

https://folio-org.atlassian.net/browse/UXPROD-5202

Problem(s)

FQM and the Lists app can retrieve data from a wide variety of record types for analysis, but are limited in their ability to perform analysis that draws upon information stored in dissimilar record types, for instance, analyzing invoices related to orders that meet certain criteria. Put more succinctly, FQM needs to support JOIN statements which will allow the Lists app and FQM to meet libraries' real-world reporting needs.

This specific use case focuses on order-invoice analysis, including the following report types:

• Serials cost projections (ongoing order with no invoice in the current year and an invoice from the previous FY, including vendor, fund and expense class data)

• A list of unbilled ongoing orders (similar to the above, but simply looking for the absence of an invoice for the current FY)

• A summary report of amounts paid in a given prior FY (total, per vendor, per expense class…)

• Continuation funds with unknown future commitments by title

Business case

• Enhancing FQM/Lists to include the joins required for the above reports will increase adoption of the Lists app and FQM functionality.

• Members of the Acquisitions SIG identified the above report types as being an area of need where FQM support would significantly simplify their ability to conduct this analysis.

  • Some members of the SIG indicated that they strongly desired to be able to run these reports on a fairly frequent (~weekly) basis.

Requirements and use cases

Questions