There is a need in our Acquisition department, and in the Collection Strategies department, to better understand what we spend on tax and freight for individual funds. In past fiscal years we used separate funds dedicated to the freight and tax funds. In this new fiscal year and going forward all funds, as has been practiced with endowment funds, will have freight and tax encumbered and invoiced within the fund itself. This is to align with the campus's new financial system. In order to track freight and service charges per fund in any fiscal year going forward we need to access invoice data that is in Alma, but not currently available in Analytics. Specifically we are looking to have the invoice data called Additional Charges. Most specifically Shipment amount and Additional charge. There are different options for Additional charge, and in our case we use Service Charge for any invoice billing. As it is we have no other way of accessing this data in a reliable form in order to get a fuller picture of expenditures for entire funds.

Also it would be helpful if the Invoice Line Price data was available in Analytics. It is there in Alma, but only the Invoice Line Total Price is available in Analytics. We would like the Invoice Line Price, before the tax and freight are added to make the Invoice Line Total Price, available as data in Analytics. With this we could derive the difference between the total material costs for each fund, and the shipping + service charge combined, and tax of each fund.

But the Invoice Additional Charges in Analytics would be the most beneficial.