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'''Title of the Script: '''Add a Budget

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''Koha, Koha 24.05, Budget, Add Budget, Budget Setup in Koha, Acquisitions Module Budget, Define Fiscal Year Budget, Active Budget in Koha, Koha Library Finance Management, Video Tutorial.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| Slide Number 1

Title Slide
|| Welcome to this Spoken Tutorial on '''Add a Budget''' '''in Koha.'''
|-
|| Slide Number 2

Learning Objectives

In this tutorial, we will learn how to:
* '''Add a Budget'''
|| In this tutorial, we will learn how to:
* '''Add a Budget'''
|-
|| Slide Number 3

System Requirement

To record this tutorial, I am using
* '''Ubuntu Linux''' OS v22.04
* '''Koha''' v24.05
* '''Firefox '''v'''131.0.3'''
* A working internet connection.
|| To record this tutorial, I am using
* '''Ubuntu Linux''' OS version 22.04
* '''Koha''' version 24.05
* '''Firefox '''version '''131 point 0 point 3'''

I also have a working internet connection.
|-
|| Slide Number 4

Pre-requisites

https://spoken-tutorial.org/
|| To follow this tutorial, you should have
* '''Koha installed '''on your system and
* '''Admin''' access in '''Koha. '''

If not, refer to the Koha Installation tutorial on this site.

Also, you should have knowledge of '''Library Science.'''
|-
|| Narration only
|| Let’s go ahead and '''Add a''' '''Budget.'''
|-
|| Slide Number 5

What are '''Budgets'''?
* '''Budgets''' are used for tracking accounting values related to '''Acquisitions'''.
* A '''Budget '''must be defined before a fund can be created.
||

Before we begin, let us understand what are '''Budgets'''.
* '''Budgets''' are used for tracking '''accounting''' values related to '''Acquisitions'''.
* A '''Budget '''must be defined before a fund can be created.
|-
|| Slide Number 6

Example-
* '''Create a Budget '''for the current '''year 2024'''
* Split it into funds for different areas such as:
** '''Books'''
** '''Journals'''
** '''Database'''
||

For example-
* '''Create a Budget '''for the current '''year 2024'''
* Split it into '''Funds''' for different areas such as:
** '''Books'''
** '''Journals '''and''' '''
** '''Databases'''
|-
|| Slide Number 7

Please Note-

'''Budgets '''can either be created -
* From scratch or
* By duplicating any of the previous year’s '''Budget''' or
* By duplicating the immediate previous year’s budget or
* By closing the immediate previous year’s '''Budget'''
||

Please note-

'''Budgets '''can either be created -
* From scratch or
* By duplicating any of the previous years’ '''Budget''' or
* By duplicating the immediate previous year’s '''Budget''' or
* By closing the immediate previous year’s '''Budget'''
|-
|| Show Koha login interface
|| Let us switch to the '''Koha interface.'''
|-
|| Login to '''Koha '''with '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
|| I will type the '''username '''as '''Bella '''and the '''password '''as '''Library@1.'''

If you had given a different '''username''' and '''password''', then type that.

To choose the '''Library '''from the drop down select '''Spoken Tutorial Library.'''

Click on '''Login '''to open the '''Koha '''staff interface.
|-
|| Show '''Koha '''staff Interface

Click on '''Koha administration'''
|| Click on the '''Koha administration '''module.
|-
|| '''Koha administration '''page
|| The '''Koha administration '''page opens.
|-
|| Go to the section '''Acquisition parameters''' click on Budget
|| Now scroll down and go to the '''Acquisition parameters '''section.

Click on '''Budgets'''.
|-
|| Cursor on '''Budgets '''page
|| The''' Budgets '''page opens.
|-
|| Click on '''+New budget'''
|| To create a '''New budget, '''click on the '''New budget '''button.
|-
|| Choose the time period >>academic year, a fiscal year, a quarter, etc.
|| First, we have to choose the time period for this '''Budget.'''

'''Budget''' can be created for
* An '''Academic year,'''
* '''Fiscal year''' or
* a '''Quarter year''', etc.

We will create the''' Budget''' for a '''Fiscal year.'''
|-
|| Select-

'''Start date: '''as''' 04/01/2023 (MM/DD/YYYY)'''

'''End date: '''as '''03/31/2024 (MM/DD/YYYY)'''
|| For that enter the '''Start date '''and '''End date''' as shown.

Note that, while choosing '''End Date''' click on the '''X''' (Cross) adjacent to '''End date'''.
|-
|| Point to '''Description'''
|| Next, we have to give a '''Description '''for our Budget.

This will help us to identify it at the time of ordering.
|-
|| '''Description: Spoken Tutorial Library 2023-2024 Phase I'''
|| Here, we will type '''Spoken Tutorial Library 2023-2024 Phase I'''
|-
||

Point to '''Total amount'''
|| In the '''Total amount '''box, we need to enter the amount for this particular '''Budget.'''

This is the total amount of money we are planning to spend-
* in the given period and,
* for the '''Spoken Tutorial Library.'''

Note that:

This field accepts only numerals and decimals.

Special characters and symbols are not allowed.
|-
|| Enter the Total Amount as: '''500000'''
|| The Amount entered here has to be as per the Budget approved for the library.

Here, we will add Five Lakh Rupees as the Amount'''.'''
|-
|| Click on '''Make budget active'''.
|| Next, check the checkbox for '''Make budget active'''.

On doing so, the budget becomes usable when placing orders in the '''Acquisitions''' module.

This remains so, even if the order is placed after the Budget End date.

This also allows us to record orders that were placed in the previous year’s''' '''Budget'''.'''
|-
|| Point to the checkbox '''Lock budget'''

Leave the check box blank for '''Lock budget'''
|| Next is the checkbox for '''Lock budget'''.

This means funds cannot be modified by the library staff.

We will leave this check-box unchecked.
|-
|| Click on the '''Save''' button
|| After filling in the details, click on the''' Save '''button at the bottom of the page.
|-
|| '''Budgets '''page
|| This will bring us back to '''Budgets '''page.
|-
|| '''Highlight in one rows-'''
* '''Budget name'''
* '''Start date:'''
* '''End date:'''
* '''Locked:'''
* '''Total:'''
* '''Actions:'''

|| The details we just added can be seen in the table here.

The details visible on this page are-
* '''Budget name:'''
* '''Start date:'''
* '''End date:'''
* '''Locked:'''
* '''Total: '''and
* '''Actions:'''
|-
|| '''Narration only'''
|| We can also '''Edit''', '''Delete '''or '''Duplicate '''a particular '''Budget '''as required.
|-
|| '''Click on the tab Actions'''

'''Cursor on:'''
* '''Edit'''
* '''Delete'''
* '''Duplicate'''
* '''Close''' or
* '''+Add fund'''
|| To do so, click on the '''Actions''' button located at the last column of that '''Budget name.'''

And, select the desired option from the dropdown.
* '''Edit'''
* '''Delete'''
* '''Duplicate'''
* '''Close''' or
* '''Add fund'''
|-
|| Narration only
|| With this, we come to the end of this tutorial.
|-
|| Logout
|| To continue with the next tutorial stay logged in.

To '''logout '''from the current session, go to the top right corner of the page.

Click on '''Bella, Spoken Tutorial Library'''.

From the drop down select '''Logout'''.
|-
|| Slide Number 8

Summary

We learned,
* '''Add a Budget'''
|| Let’s quickly recap.

Today we learned how to:
* '''Add a Budget'''
|-
|| Slide Number 9

Assignment
* Add a new '''Budget''' ICP Library '''2023-2024''' '''Phase I''' with '''Budget '''allocation of Rs.50 Lakh under ICP Library.
|| As an assignment
* Add a new '''Budget''' ICP Library '''2023-2024''' '''Phase I''' with '''Budget '''allocation of Rs.50 Lakh under ICP Library.
|-
|| Slide Number 10

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]
* It summarizes the Spoken Tutorial project.
* If you do not have good bandwidth, you can download and watch it.
|| The video at the following link summarizes the '''Spoken Tutorial project.'''

Please download and watch it.
|-
|| Slide Number 11

'''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 [about:blank [http://contact@spoken-tutorial.org/ http://contact@spoken-tutorial.org]]
|| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.
|-
|| Slide Number 12

Forum for specific questions
|| We will be happy to answer your specific questions regarding this tutorial.

Post your questions in the forum and our team will get back to you.
|-
|| Slide Number 13

Acknowledgment

'''The Spoken Tutorial '''project was established at IIT Bombay by the Ministry of Education Govt of '''India.'''

Thank you
|| Thank you for joining.
|-
|}

Koha-Library-Software/C2/Add-a-Budget/English - Revision history

Madhurig: Created page with "'''Title of the Script: '''Add a Budget '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Budget, Add Budget, Budget Setup in Koha, Acquisit..."