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

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

'''Keywords:''' Koha, Koha 24.05, Koha Budget Management, Close Budget in Koha, Move Unspent
Funds Koha, Video Tutorial.

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''
'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Close a Budget '''in '''Koha.'''
|-
|| '''Slide Number 2'''
'''Learning Objectives'''
'''Close a Budget'''
|| In this tutorial, we will learn how to -
* '''Close a Budget'''
|-
|| '''Slide Number 3 '''
'''System Requirements'''
To record this tutorial, I am using
* '''Ubuntu Linux OS '''v22.04
* '''Koha''' v24.05
* '''Firefox '''v131.0.3
* A working internet connection.
|| To record this tutorial, I am using
* '''Ubuntu Linux OS '''version 22 point 04
* '''Koha''' version 24 point 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 learn how to close a '''Budget'''

|-
|| '''Slide Number 5'''
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 Number 6'''
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.'''
|-
|| Show Koha login interface
|| Let us switch to the '''Koha interface.'''
|-
|| '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
Click on '''Log in'''
|| To close a budget, we have to login as '''superlibrarian.'''
So, I will type the username as '''Bella '''and the password''' '''as '''Library@1.'''
For the library field, from the drop down select '''Spoken Tutorial Library.'''
Now click on the''' Login '''button.
If you had given a different '''username''' and '''password''', then type that.
|-
|| On the '''Koha '''Home page'''>>''' '''Acquisitions '''module
|| On the '''Koha '''home page click on '''Acquisitions '''module
|-
|| '''Acquisitions '''page
|| '''Acquisitions '''page opens.
|-
|| On the left side, click on''' Budgets'''
|| From the options on the left side, under '''Administration''' click on '''Budgets. '''
|-
|| '''Budgets '''page
|| '''Budgets, '''page opens.
|-

|| Under the tab '''Active budgets'''
Go to''' Actions>>''' drop down select '''Close.'''
|| On this page under the tab '''Active budgets '''locate the '''Budget'''.
In my case, '''Spoken Tutorial Library 2023-2024 Phase I.'''
In the '''Actions''' column click on '''Actions''' and from the drop-down select the option '''Close.'''
|-
|| Cursor on New form
'''Close budget Spoken Tutorial Library 2023-2024 Phase I '''page opens.
It says - '''The unreceived orders from the following funds will be moved'''
|| When''' Close''' is selected.
'''Close budget Spoken Tutorial Library 2023-2024 Phase I '''page opens.
It says - '''The unreceived orders from the following funds will be moved.'''
|-
|| Cursor on
'''Select a budget>>Spoken Tutorial Library 2024-2025 Phase II'''
|| On the same page, we have '''Select a budget '''option.
* From the''' '''drop-down, select a '''budget '''wherein you want to move your''' unreceived orders'''
* I will select''' Spoken Tutorial Library 2024-2025 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 2023-2024 Phase I to
Spoken Tutorial Library 2024-2025 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 2023-2024 Phase I
(04/01/2023 - 03/31/2024) to Spoken Tutorial Library 2024-2025 Phase II (04/01/2024 - 03/31/2025)'''
|| A new page '''Budget Spoken Tutorial Library 2023-2024 Phase I closed '''opens.
Read the details on this page.
|-
|| Cursor on
'''Order number '''with''' Details'''
Cursor on '''Moved'''
|| This page will display the '''Order number '''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
|| With this, we come to the end of this tutorial.
|-
||
* To continue with the next tutorial, go to the top left corner of the page.
* Click on the home icon on the top left of the page and stay logged in.
* Logout steps
|| To continue with the next tutorial, go to the top left corner of the page.
Click on the home icon and 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 7'''
Summary
* '''Close a Budget'''
|| Let’s quickly recap.
Today we learned how to -
* '''Close a Budget'''
|-
|| '''Slide Number 8'''
'''Assignment'''
* In an earlier tutorial assignment, you had added a new '''Budget''' of Rs.50 Lakhs to '''ICP Library 2023-
2024''' '''Phase I'''.
* Close that '''Budget'''.
|| As an assignment-

* In an earlier tutorial assignment, you had added a new '''Budget''' of Rupees Fifty Lakhs to '''ICP Library
2023-2024''' '''Phase I.'''
* Close that '''Budget'''.
|-
|| Slide '''Number 9''':
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 10'''
'''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 11'''
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 12'''
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/Close-a-Budget/English - Revision history

Madhulika: Created page with "'''Title of the Script: Close a Budget''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords:''' Koha, Koha 24.05, Koha Budget Management, Close Budget in Koha, Mov..."