If you add an amount to a Donor record, and then assign that Donor to PO line items, there are two screens that give you tracking information about encumbrances and expenditures:
Donor Encumbered Report
Annual Stewardship Report
For additional information about donor reports, see Donor Annual Stewardship Report
This “report” is actually a lookup screen, and is accessed from the Select & Acquire tab, Others submenu. This lookup looks at encumbrances and expenditures on PO line items associated with a given donor record.
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This example shows the donor code BRNO has received $500 so far this fiscal year. In May 2014, books totaling $56.75 were ordered on PO line items with the BRNO donor code. However, no invoices were paid in May using line items with this donor code.
In future releases, this report will be enhanced with additional bibliographic data, and with hyperlinks from the results to the relevant records.
