Recommended Methods:
Go to WMS Analytics > Reports > Reports > Acquisitions Reports. Open the Payment Activity by Material Format report.
In the Prompts box, enter the beginning and ending dates of your fiscal year in the “from” and “to” payment date. ADD Budget status=CLOSED so that you can include last year’s data (CLICK REFRESH VALUES to see and add/remove available options). Click OK to generate report.
On the left hand side in the Input Controls, choose Acquisitions Type=FIRM_ORDER for one-time purchases, or SUBSCRIPTION for subscriptions, and press OK. You can toggle between types or run this report separately for each type.
On each report, find the Grand Total in the Amount Expended column. If the Acquisitions module data has been entered correctly, this is the amount you need to report.
