Some price fields are distinguished by (Original currency) VS (Local currency).
| | |
|---|
Account | Subscriptions | Paid out of Deposit Account or not |
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 |
List price | Subscriptions | Only recorded for Full Service subscriptions |
Price last year | Subscriptions | The previous year’s 12 month price |
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. |
Price type | Price | If a subscription is New or a Renewal |
Product category | Subscriptions | Type of product e.g. book / journal / multimedia |
Publisher Adjustments | Subscriptions | The amount added/subtracted from Sales Price when there’s prorating or a one-time credit / discount. |
Publisher name | Subscriptions, Price | Vendor name; we do not distinguish between vendor and publisher |
Sales Price | Price, Subscriptions | 12 month price / annual rate |
Start Date/End Date | Subscriptions, Price | When the subscription starts and ends |
Status | Subscriptions | Active - a subscription term is ongoing
Inactive - a subscription term has ended or yet to start |
Total price | Subscriptions | Sales Price + Publisher Adjustments.
If Total price (Local currency), it includes exchange rate. |
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”.
Renewals are price records with a type of “Renewal”, and can have different statuses.
