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titleExpand for a glossary of terms

Some price fields are distinguished by (Original currency) VS (Local currency).

  • Original currency - the currency the vendor invoices in

  • Local currency - CAD

Field Name

Report

Notes

List price

Subscriptions

Only recorded for Full Service subscriptions

Sales Price

Price, Subscriptions

12 month price / annual rate

Publisher Adjustments

Subscriptions

The amount added/subtracted from Sales Price when there’s prorating or a one-time credit / discount.

Price last year

Subscriptions

The previous year’s 12 month price

Product category

Subscriptions

Type of product e.g. book/journal/multimedia

Publisher name

Subscriptions, Price

Vendor name; we do not distinguish

Status

Subscriptions

Active/inactive - whether the subscription is ongoing or has expired

Start Date/End Date

Subscriptions, Price

When the subscription starts and ends

Total price

Subscriptions

Sales Price + Publisher Adjustments.
If Total price (Local currency), it includes exchange rate.

Price type

Price

If a subscription is New or a Renewal

Price status

Price

If a price has been Accepted, Rejected, or is Waiting for a decision.
“Not Sent” - these are either not ready, or we don’t have pricing on hand.

Discounts

Price

Publisher Adjustments that are subtracted

Fees

Price

Publisher Adjustments that are added

Final price

Subscriptions

Ignore. Sales price with exchange rate applied.

Group start/end date

Subscriptions, Agreements

The start and end date for multi-year agreements

Account

Subscriptions

Paid out of Deposit Account or not

A little on system logic

  • All subscription records are price records, but not all price records are subscriptions.

  • Subscriptions are specifically price records with a status of “Accepted”, and only “Accepted”.

  • Renewals are price records with a type of “Renewal”, and can have different statuses.

Get to the Reports Module

Get the Module
Excerpt
nameGo to Reports
to
Reports
  1. In the top navigation bar, hover over MORE

  2. In the drop down, click on REPORTS

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