Madhurig: Created page with "'''Title of the Script: Duplicate a Budget''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Koha Budget Duplication, Koha Administration..."

2024-12-08T11:23:38Z

Created page with "'''Title of the Script: Duplicate a Budget''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Koha Budget Duplication, Koha Administration..."

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

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

'''Keywords: '''Koha, Koha 24.05, Koha Budget Duplication, Koha Administration Module, Duplicate Budget, Adjusting Budget Amounts in Koha, Fiscal Year Budget Duplication, Fund Allocation for New Budget, Video Tutorial.

Prerequisite tutorial: Allocate Fund

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

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

'''Learning Objectives'''

We will learn how to:
* '''Duplicate Budget'''
|| In this tutorial, we will learn how to -
* '''Duplicate 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'''.
|-
|| Show '''Koha '''login interface
|| Let us switch to the '''Koha interface.'''
|-
|| Login to '''Koha '''with '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.
|| For login, 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'''.
|-
|| Show '''Koha '''staff Interface
|| The '''Koha staff interface '''opens.
|-
|| Narration only
|| Now, let’s go ahead to '''Duplicate a Budget.'''
|-
|| Show Koha interface >> '''Koha administration'''
|| For that click on the '''Koha administration '''module'''.'''
|-
|| '''Koha administration '''page
|| '''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.
|-
|| '''Slide Number 5'''

'''Why to duplicate a Budget'''

Suppose the budget amount and amount of funds is same for the next financial year.
* In that case, we can simply duplicate the budget.
* This will help the '''Library staff '''to save a lot of time and effort.

||But before that, we must first learn why we should duplicate a '''Budget'''.

Suppose the '''Budget''' amount and amount of '''Funds''' is same for the next '''financial year'''.
* In that case, we can simply duplicate the '''Budget'''.
* This will help the '''Library staff '''to save a lot of time and efforts.
|-
|| '''Spoken Tutorial Library 2023-2024 Phase I'''

Click on the '''Actions '''button

Cursor on: '''Duplicate'''
||So, to duplicate a budget of '''Spoken Tutorial Library 2023-2024 Phase I.'''

Click on the '''Actions''' button at the extreme right.

From the drop-down, select''' Duplicate.'''
|-
|| '''Duplicate budget''' page
|| A '''Duplicate budget''' page opens.
|-
|| Point to the fields marked in red.
||Notice that all the '''fields''' marked in red are mandatory.
|-
|| Enter:

'''Start date: '''as '''04/01/2024 MM/DD/YYYY)'''

'''End date: '''as '''03/31/2025 (MM/DD/YYYY)'''
||Enter the '''Start date''' and '''End date''' for the next year’s '''Budget''' as shown here.
|-
|| Cursor on '''Description'''

Type- '''Spoken Tutorial Library 2024-2025, Phase II.'''
||Next is the '''Description ''' field.

Note that-

'''Description''' details should be such that it can be easily identified with a particular '''Budget '''later.

'''Koha''' by default, shows the previously entered description.

But we will rename it as '''Spoken Tutorial Library 2024-2025, Phase II'''.
|-
|| Cursor on '''Change amounts by:'''

Enter '''-20%'''
||In the field for '''Change amounts by:'''
* Enter the percentage that needs to be taken out from the previous year's '''Budget'''
* Or carry forward the same amount.

Recall that an amount of '''Rs '''500000 lakh''' '''was approved for '''Spoken Tutorial Library'''.

Hence, we will enter '''-20''' (minus 20 percent) to take out an amount of '''Rupees '''1''' '''lakh
|-
|| Cursor on '''If amounts changed, round to a multiple of'''
||The next field is '''If amounts changed, round to a multiple of:'''

We will leave the field blank.
|-
|| Cursor on '''Mark the original budget as inactive : blank'''
||Going further, we have the checkbox for''' Mark the original budget as inactive.'''

If we select this checkbox, the original''' Budget '''will no longer be used.

We will leave this checkbox as it is.
|-
|| Cursor on '''Set all funds to zero'''
||Lastly, we have the checkbox for '''Set all funds to zero.'''

Check this box if you want the new '''Budget '''to have the same '''Fund''' structures as the previous '''Budget'''.

But please note- no allocations will be allowed until you manually enter an amount in the '''Fund'''.

So, we will also leave this checkbox blank for now.
|-
|| Click on '''Save '''button
||After all the details are filled click on '''Save '''button at the bottom of the page.
|-
|| Cursor on '''Budgets '''page
||This will''' '''bring us back to '''Budgets '''page.
|-
|| Highlight the table

Cursor on:
# '''Spoken Tutorial Library 2024-2025, Phase II'''
# '''Start Date'''
# '''End Date'''
# '''Total'''

||The details entered for the duplicate budget '''Spoken Tutorial Library 2024-2025, Phase II '''appears in the table.
|-
|| Narration only
||With this, we come to the end of this tutorial.
|-
|| '''Slide Number 6'''

'''Summary'''

In this tutorial, we learned to
* '''Duplicate Budget'''
||Let’s quickly recap.

Today we learned how to:
* '''Duplicate Budget'''
|-
|| '''Slide Number 7'''

'''Assignment'''

Under the ICP Library,
* Make a duplicate of the budget, '''ICP Library 2023-2024''' '''Phase I'''
* Name it as '''ICP Library 2024-2025''' '''Phase II'''

||As an assignment
Under the ICP Library,
* Make a duplicate of the budget, '''ICP Library 2023-2024''' '''Phase I '''
|-
||'''Slide Number 8'''

'''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 9'''

'''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 10'''

'''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 11'''

'''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/Duplicate-a-Budget/English - Revision history

Madhurig: Created page with "'''Title of the Script: Duplicate a Budget''' '''Author: '''Vaibhavi Satardekar and Maya Hans '''Keywords: '''Koha, Koha 24.05, Koha Budget Duplication, Koha Administration..."