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

2019-02-21T11:12:40Z

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

Pratik kamble at 12:46, 11 February 2019

2019-02-11T12:46:34Z

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Pratik kamble at 12:29, 11 February 2019

2019-02-11T12:29:40Z

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Sandhya.np14 at 06:17, 17 October 2018

2018-10-17T06:17:25Z

Sandhya.np14 at 06:16, 17 October 2018

2018-10-17T06:16:05Z

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Pratik kamble at 09:59, 25 September 2018

2018-09-25T09:59:56Z

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Pratik kamble: Created page with "{| Border=1 |- | '''Time''' | '''Narration''' |- |00:01 | Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' |- | 00:06 | In this tutorial, we will learn..."

2018-09-22T12:51:05Z

Created page with "{| Border=1 |- | '''Time''' | '''Narration''' |- |00:01 | Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' |- | 00:06 | In this tutorial, we will learn..."

New page

{| Border=1
|-
| '''Time'''
| '''Narration'''

|-
|00:01
| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''

|-
| 00:06
| In this tutorial, we will learn-
The steps involved in closing a '''Budget'''

|-
| 00:13
| To record this tutorial, I am using
'''Ubuntu Linux OS 16.04'''
'''Koha version 16.05'''

|-
|00:25
| To follow this tutorial, learners should have knowledge of '''Library Science.'''

|-
|00:31
| To practice this tutorial, you should have '''Koha '''installed on your system.

|-
|00:36
| And you should have '''Admin''' access in '''Koha.'''

|-
|00:41
| Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.

|-
|00:47
| Let’s learn how to close a '''Budget.'''

|-
| 00:50
|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'''

|-
|01:05
| From the previous '''Budget''' i.e. '''Spoken Tutorial Library 2016-2017 Phase I '''

|-
|01:14
| To a new '''Budget''' i.e. '''Spoken Tutorial Library 2017-2018 Phase II'''

|-
|01:23
|Please Note- Before closing a '''Budget'''-
It is advisable to duplicate the immediate previous year's '''Budget.'''

|-
|01:32
| To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''

|-
|01:39
| For closing a '''Budget''' do the following:
Login with the '''Superlibrarian username '''and password.

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|01:48
| On the '''Koha Home page '''click on '''Acquisitions.'''

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|01:53
| From the options on the left side, click on''' Budgets.'''

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|01:59
| On '''Budgets administration '''page''', '''under the tab '''Active Budgets, '''locate the respective '''Budget'''.

|-
|02:08
| In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''

|-
|02:17
|Click on the button '''Actions''' and from the drop-down select the option ''''Close'.'''

|-
|02:25
| When''' 'Close'''' is selected, a new page opens up. It says - '''The unreceived orders from the following funds will be moved.'''

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| 02:36
| On the same page, we have '''Select a Budget.'''

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|02:40
| From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.

|-
|02:48
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.

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|02:57
|The same '''Fund details''' need to be created in the '''Duplicate Budget.'''

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|03:03
| This will enable us to move the unspent''' Budget '''there.

|-
|03:08
| Next is ''''Move remaining unspent funds'.'''

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|03:12
| Clicking on this will move the unspent amounts to the new '''Budget.'''

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|03:18
| 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.

|-
|03:30
| After all details are filled, click on '''Move unreceived orders''' button at the bottom of the page.

|-
|03:39
| 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'.'''

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|04:00
| '''This action cannot be reversed. Do you wish to continue?''''".

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|04:05
| It is important to remember that once completed, you cannot undo this process.

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|04:12
| Click on '''OK '''under the dialog box.

|-
|04:16
| 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)'''''.

|-
|04:37
| This page will display the '''Order numbers with details '''having '''Moved'''

|-
|04:43
| With this, we have closed the financial year's''' Budget.'''

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|04:48
| And we can now move on to create the next year's '''Budget.'''

|-
|04:54
| This brings us to the end of this tutorial.

|-
|04:58
| Let us summarize
In this tutorial we learnt:
The steps involved in closing a '''Budget'''
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|05:07
|For '''Assignment'''

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

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|05:17
|As an assignment- close that '''Budget'''.

|-
|05:20
| The video at the following link summarises the '''Spoken Tutorial '''project. Please download and watch it.

|-
|05:27
| The '''Spoken Tutorial '''Project team:
conducts workshops and gives certificates. For more details, please write to us.

|-
|05:36
| Post your timed queries in this Forum.

|-
|05:40
| '''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

|-
| 05:52
| This is Bella Tony from''' IIT Bombay''' signing off. Thank you for joining.
|}

@@ Line 212: / Line 212: @@
 |-
 |05:51
-|Post your timed queries in this Forum.  '''http://spoken-tutorial.org/NMEICT-Intro'''
+|Post your timed queries in this Forum.
 |-

← Older revision	Revision as of 11:12, 21 February 2019
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Koha-Library-Management-System/C2/Close-a-Budget/English-timed - Revision history

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

Pratik kamble at 12:46, 11 February 2019

Pratik kamble at 12:29, 11 February 2019

Sandhya.np14 at 06:17, 17 October 2018

Sandhya.np14 at 06:16, 17 October 2018

Pratik kamble at 09:59, 25 September 2018

Pratik kamble: Created page with "{| Border=1 |- | '''Time''' | '''Narration''' |- |00:01 | Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' |- | 00:06 | In this tutorial, we will learn..."