Koha-Library-Management-System/C2/Close-a-Budget/English - Revision history

Nancyvarkey: Protected "Koha-Library-Management-System/C2/Close-a-Budget/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

2019-02-21T11:12:30Z

Protected "Koha-Library-Management-System/C2/Close-a-Budget/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

Nancyvarkey at 04:40, 25 September 2018

2018-09-25T04:40:46Z

Bellatony911 at 02:11, 25 September 2018

2018-09-25T02:11:51Z

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Nancyvarkey at 12:16, 11 September 2017

2017-09-11T12:16:05Z

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Bellatony911 at 07:21, 7 September 2017

2017-09-07T07:21:20Z

Bellatony911 at 12:15, 6 September 2017

2017-09-06T12:15:48Z

Bellatony911: Created page with " {| Border=1 |- | align=center| '''Visual Cue''' || Narration |- || Slide 1 || Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' |- | | Slide 2 Learning..."

2017-09-06T12:12:44Z

Created page with " {| Border=1 |- | align=center| '''Visual Cue''' || Narration |- || Slide 1 || Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' |- | | Slide 2 Learning..."

New page

{| Border=1
|-
| align=center| '''Visual Cue'''
|| Narration
|-
|| Slide 1
|| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''
|-
| | Slide 2

Learning Objective

* The steps involved in closing a '''Budget'''

| | In this tutorial, we will learn-

* The steps involved in closing a '''Budget'''

|-
| | Slide Number 3

'''System Requirement'''

| | To record this tutorial, I am using

* '''Ubuntu Linux OS 16.04'''
* '''Koha version 16.05'''

|-
|| Slide 4a

Pre-requisites
|| To follow this tutorial, you should have knowledge of '''Library Science.'''
|-
|| Slide 4b

Pre-requisites

|| To practice this tutorial, you should have '''Koha '''installed on your system.

And you should have '''Admin''' access in '''Koha.'''

Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
|-
|| Narration only
|| Let’s learn how to close a '''Budget.'''
|-
|| '''Slide'''

Closing of a '''Budget''' is done to move-

# the''' unreceived orders '''and
# the''' '''required unspent''' funds'''

from an '''old Budget''' to a '''new Budget'''
|| Before we start, please note:

Closing of a '''Budget''' is done to move-

# the''' unreceived orders '''and
# the''' '''required''' '''unspent''' funds'''

from an old''' Budget''' to a new''' Budget'''
|-
|| '''Slide'''

* From the previous '''Budget''' i.e.
* '''Spoken Tutorial Library 2016-2017 Phase I '''

* To a new '''Budget''' i.e.
* '''Spoken Tutorial Library 2017-2018 Phase II'''

|| * From the previous '''Budget''' i.e.

* '''Spoken Tutorial Library 2016-2017 Phase I '''

* To a new '''Budget''' i.e.

* '''Spoken Tutorial Library 2017-2018 Phase II'''
|-
|| Slide

Please Note-

Before closing a '''Budget'''-

* It is advisable to duplicate the immediate previous year's '''Budget.'''

* To do so, the''' '''same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''

|| Please note-

Before closing a '''Budget'''-

* It is advisable to duplicate the immediate previous year's '''Budget.'''

* To do so, the''' '''same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''

|-
|| Narration only
|| For closing a '''Budget''' do the following:

Login with the '''Superlibrarian username '''and password.
|-
|| On the '''Koha''' '''Home page>>''' '''Acquisitions.'''
|| On the '''Koha''' '''Home page '''click on '''Acquisitions.'''
|-
|| On the left side, click on''' Budgets'''
|| From the options on the left side, click on''' Budgets.'''
|-
|| Under the tab '''Active Budgets '''or''' Inactive Budgets-'''

Go to''' Actions>>''' drop down select ''''Close'.'''
|| On '''Budgets administration '''page''', '''under the tab '''Active Budgets, '''locate the respective '''Budget'''.

In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''

Click on the tab '''Actions''' and from the drop-down select the option ''''Close'.'''
|-
|| Cursor on New form
|| When''' 'Close'''' is selected''', '''a new page opens up.

It says - '''The unreceived orders from the following funds will be moved.'''
|-
||

Cursor on

Select a '''Budget'''
|| Next, we have '''Select a Budget.'''

* From the''' '''drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''
* I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.

The same '''Fund details''' need to be created in the '''Duplicate Budget.'''

This will enable us to move the unspent''' Budget '''there.
|-
|| Cursor on:

''''Move remaining unspent funds'''' to move the unspent amounts

I will leave this box blank.
|| Next is ''''Move remaining unspent funds'.'''

Clicking on this will move the unspent''' '''amounts to the new '''Budget.'''

Do so if you wish to add the unspent amount''' '''of the''' '''immediate previous year to the new '''Budget.'''

I will leave this box blank.
|-
|| Click on the ''''Move unreceived orders'''' button.
|| After all details are filled, click on '''Move unreceived orders''' button at the bottom of the page.
|-
|| Cursor on the dialog box.
|| A dialog box appears with the following message:

''''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''

'''This action cannot be reversed. Do you wish to continue?''''.
|-
|| Narration only
|| It is important to remember that once completed, you cannot undo this process.
|-
|| Click on '''OK'''
|| Click on '''OK '''under the dialog box'''.'''
|-
|| Cursor on

'''''Report after moving unreceived orders from Budget Spoken Tutorial Library 2016-2017 Phase I (01/04/2016 - 31/03/2017) to Spoken Tutorial Library 2017-2018 Phase II (01/04/2017 - 31/03/2018)''''.
|| A new page opens.

''''Report after moving unreceived orders from Budget Spoken Tutorial Library 2016-2017 Phase I (01/04/2016 - 31/03/2017) to Spoken Tutorial Library 2017-2018 Phase II (01/04/2017 - 31/03/2018)''''.
|-
|| Cursor on

'''Order numbers with details '''

'''Book Fund''' and''' Amount'''
|| This page will display the '''Order numbers with details '''having '''Moved'''
|-
|| Narration Only
|| With this, we have closed the''' '''financial year's''' Budget.'''

And we can now move on to create the next year's '''Budget.'''
|-
|| Narration only
|| This brings us to the end of this tutorial.
|-
|| '''Summary:'''

In this tutorial we learnt:
* The steps involved in closing a '''Budget'''

|| Let us summarize

In this tutorial we learnt:
* The steps involved in closing a '''Budget'''

|-
|| '''Slide:'''

'''Assignment'''

* In an earlier tutorial assignment, you had added a new '''Budget''' of Rs.50 Lakhs

* As an assignment- close that '''Budget'''.

|| '''Assignment'''

* In an earlier tutorial assignment, you had added a new '''Budget''' of Rs.50 Lakhs

* As an assignment- close that '''Budget'''.

|-
||

Slide

About '''Spoken Tutorial '''project

* Watch the video available at[http://spoken-tutorial.org/What_is_a_Spoken_Tutorial ][http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
* It summarises the '''Spoken Tutorial '''project.
* If you do not have good bandwidth, you can download and watch it.

|| The video at the following link summarises the '''Spoken Tutorial '''project.

Please download and watch it.

|-
|| Slide:

'''Spoken Tutorial '''workshops

The '''Spoken Tutorial '''Project Team

* Conducts workshops using '''Spoken tutorials'''
* Gives certificates for those who pass an online test
* For more details, please write to contact@spoken-tutorial.org

||

The '''Spoken Tutorial '''Project team:

* conducts workshops and
* gives certificates.

For more details, please write to us.
|-
|| Slide:

Forum for specific questions

* Do you have questions in THIS '''Spoken Tutorial'''?
* Please visit http://forums.spoken-tutorial.org/
* Choose the minute and second where you have the question
* Explain your question briefly
* Someone from our team will answer them

|| Post your timed queries in this Forum.
|-
|| Slide 17

Acknowledgement

* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher''' project
* It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India'''
* More information on this Mission is available at
http://spoken-tutorial.org/NMEICT-Intro

||

'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.'''

More information on this mission is available at this link.
http://spoken-tutorial.org/NMEICT-Intro

|-
||
|| This is Bella Tony from''' IIT Bombay''' signing off.

Thank you for joining.
|-
|}

← Older revision	Revision as of 11:12, 21 February 2019
(No difference)

@@ Line 20: / Line 20: @@
 Learning Objective* The steps involved in closing a '''Budget'''
-| In this tutorial, we will learn-* The steps involved in closing a '''Budget'''
+| In this tutorial, we will learn-
 |-
@@ Line 26: / Line 27: @@
 System Requirement
-| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
+| To record this tutorial, I am using
 * '''Koha version 16.05'''
@@ Line 53: / Line 55: @@
-Closing of a '''Budget''' is done to move-# the''' unreceived orders '''and
+Closing of a '''Budget''' is done to move-
 # the''' '''required unspent''' funds'''
@@ Line 59: / Line 62: @@
 | Before we start, please note:
-Closing of a '''Budget''' is done to move-# the''' unreceived orders '''and
+Closing of a '''Budget''' is done to move-
 # the''' '''required''' '''unspent''' funds'''
@@ Line 65: / Line 69: @@
 |-
-| '''Slide'''* From the previous '''Budget''' i.e.
+| '''Slide'''
 * '''Spoken Tutorial Library 2016-2017 Phase I '''
@@ Line 73: / Line 78: @@
 * '''Spoken Tutorial Library 2017-2018 Phase II'''
 | * From the previous '''Budget''' i.e.
 * '''Spoken Tutorial Library 2016-2017 Phase I '''
@@ Line 85: / Line 91: @@
 Please Note-
-Before closing a '''Budget'''-* It is advisable to duplicate the immediate previous year's '''Budget.'''
+Before closing a '''Budget'''-
-* To do so, the''' '''same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
+* To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
 | Please note-
-Before closing a '''Budget'''-* It is advisable to duplicate the immediate previous year's '''Budget.'''
+Before closing a '''Budget'''-
 * It is advisable to duplicate the immediate previous year's '''Budget.'''
-* To do so-
-the''' '''same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
+* To do so the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
 |-
@@ Line 103: / Line 109: @@
 |-
-| On the '''Koha''' '''Home page>>''' '''Acquisitions.'''
+| On the '''Koha Home page>>''' '''Acquisitions.'''
-| On the '''Koha''' '''Home page '''click on '''Acquisitions.'''
+| On the '''Koha Home page '''click on '''Acquisitions.'''
 |-
@@ Line 114: / Line 120: @@
 Go to''' Actions>>''' drop down select ''''Close'.'''
-| On '''Budgets administration '''page''', '''under the tab '''Active Budgets, '''locate the respective '''Budget'''.
+| On '''Budgets administration '''page, under the tab '''Active Budgets, '''locate the respective '''Budget'''.
 In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''
@@ Line 122: / Line 128: @@
 |-
 | Cursor on New form
-| When''' 'Close'''' is selected''', '''a new page opens up.
+| When''' 'Close'''' is selected, a new page opens up.
 It says - '''The unreceived orders from the following funds will be moved.'''
@@ Line 130: / Line 136: @@
 Select a '''Budget'''
-| On the same page, we have '''Select a Budget.'''* From the''' '''drop-down, select-
+| On the same page, we have '''Select a Budget.'''
 * the '''Budget '''wherein you want to move your''' unreceived orders'''
@@ Line 148: / Line 155: @@
 | Next is ''''Move remaining unspent funds'.'''
-Clicking on this will move the unspent''' '''amounts to the new '''Budget.'''
+Clicking on this will move the unspent amounts to the new '''Budget.'''
-Do so if you wish to add the unspent amount''' '''of the''' '''immediate previous year to the new '''Budget.'''
+Do so if you wish to add the unspent amount of the immediate previous year to the new '''Budget.'''
 I will leave this box blank.
@@ Line 172: / Line 179: @@
 |-
 | Click on '''OK'''
-| Click on '''OK '''under the dialog box'''.'''
+| Click on '''OK '''under the dialog box.
 |-
@@ Line 192: / Line 199: @@
 |-
 | Narration Only
-| With this, we have closed the''' '''financial year's''' Budget.'''
+| With this, we have closed the financial year's''' Budget.'''
 And we can now move on to create the next year's '''Budget.'''
@@ Line 221: / Line 228: @@
 * As an assignment- close that '''Budget'''.
-| ''Assignment'''
+| '''Assignment'''
 * In an earlier tutorial assignment, you had added a new '''Budget''' of Rs.50 Lakhs
@@ Line 229: / Line 236: @@
 | Slide
-About '''Spoken Tutorial '''project* Watch the video available at[http://spoken-tutorial.org/What_is_a_Spoken_Tutorial  ][http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+About '''Spoken Tutorial '''project
 * It summarises the '''Spoken Tutorial '''project.
 * If you do not have good bandwidth, you can download and watch it.
@@ Line 242: / Line 250: @@
 '''Spoken Tutorial '''workshops
-The '''Spoken Tutorial '''Project Team* Conducts workshops using '''Spoken tutorials'''
+The '''Spoken Tutorial '''Project Team
 * Gives certificates for those who pass an online test
 * For more details, please write to contact@spoken-tutorial.org
-|The '''Spoken Tutorial '''Project team:* conducts workshops and
+|The '''Spoken Tutorial '''Project team:
 * gives certificates.
@@ Line 255: / Line 265: @@
 | Slide:
-Forum for specific questions* Do you have questions in THIS '''Spoken Tutorial'''?
+Forum for specific questions
 * Please visit[http://forums.spoken-tutorial.org/  ][http://forums.spoken-tutorial.org/ http://forums.spoken-tutorial.org]
 * Choose the minute and second where you have the question
@@ Line 266: / Line 277: @@
 | Slide 17
-Acknowledgement* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher''' project
+Acknowledgement
 * It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India'''
 * More information on this Mission is available at

@@ Line 148: / Line 148: @@
 || Next, we have '''Select a Budget.'''
-* From the''' '''drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''
+From the''' '''drop-down, select-
 * I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.

@@ Line 4: / Line 4: @@
 |-
 | align=center| '''Visual Cue'''
-|| Narration
+| align=center| '''Narration'''
 |-
 || Slide 1