Add Reporting Codes to Invoices
Reporting Codes can be applied to POLs only. This limits their usability to, for instance, track actual expenditures vs. proposed costs, or to split out expenses on an item among multiple programs or funds (which can be done with multiple invoices). Allowing Reporting codes, or some similar code, to be applied to Invoices would add a great deal of flexibility and utility to an already good idea.
Could we assign another value (such as "Y") for invoice's "Reporting Code" if we placed "X" value for POL's "Reporting Code". Will the original reporting code in POL be replaced by this new invoice's reporting code?
Thank you for your suggestion 'Add Reporting Codes to Invoices' in which you state ‘Reporting Codes can be applied to POLs only’.
Please note that it already is possible to add Reporting Codes to Invoices. For each invoice line it is possible to add a reporting code.
This appears in the “Invoice line” screen below the “Quantity” field and above the “note” field.
You will see it when both adding a new invoice line and when editing an existing invoice line.
This is also present in the screenshot titled “Invoice Line Details Page – Create Invoice Manually” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Acquisitions/030Invoicing/020Creating_Invoices
It is also described at the same page.
The invoice line reporting code is also part of the xsl which is exported via an integration profile of type ‘finance’. See https://developers.exlibrisgroup.com/alma/apis/xsd/invoice_payment.xsd#invoice_line_list