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Creating item lists using Invoice Info, revised June 27, 2006

Posted by Mia in Create Lists.
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When creating lists with item records, it is possible to look for strings contained within the Invoice Information field (tag “u”), also known as the 979 field. The Invoice Information is data imported from Order records, so that even when order records themselves are archived and purged from the system, there is still access to most of the order information data.

This order data can be combined with other elements that are being searched, for example, Total Checkouts; Status; and so on.

To search the Invoice Information field, select your record type as “i” (items). In the Field column, specify “u” (or find and select INV INFO field from the table when it displays). Use the Has (H) operator.

To find your fund code, enter the 5-character fund code preceded by a pipe (|) and subfield code l (i.e., lowercase el); that is,

INV INFO Has |lc411m

To find two different fund codes, GROUP 2 lines of INV INFO search conditions together:

INV INFO (Has |lc411m

OR Has |lc410m)

If you want to collect ALL the records in the system with this fund information, you’re done defining your criteria.

However, if you want to specify a certain range of dates you are interested in (e.g., bought in the last 2 years), then you must add another element . For the most flexibility, pick a date to represent when the item record was created to serve as your anchor. That is:

AND

ITEM CREATED [choose CREATED from the FIELD code table]

GREATER THAN OR EQUALS TO >= 01-06-2003 [or whatever date you think matches up best with the records you are looking for]

By using the Item record CREATE date lets you choose from the range of boolean operators (G,L,H,W, and so on).

Feel free to mix and match. Feel free to email me if you need or want more information, explanation, etc.

Slight revisions done to this post, September 14, 2007

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