Difference between revisions of "Koha-Library-Management-System/C2/Close-a-Budget/English-timed"

From Script | Spoken-Tutorial
Jump to: navigation, search
Line 5: Line 5:
 
|-
 
|-
 
| 00:01
 
| 00:01
−
| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''
+
| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''.
  
 
|-
 
|-
 
| 00:06
 
| 00:06
−
|In this tutorial, we will learn-
+
|In this tutorial, we will learn the steps involved in closing a '''Budget'''.
−
The steps involved in closing a '''Budget'''
+
  
 
|-
 
|-
 
| 00:14
 
| 00:14
−
| To record this tutorial, I am using
+
| To record this tutorial, I am using:
−
'''Ubuntu Linux OS 16.04'''
+
'''Ubuntu Linux OS 16.04''' and
−
'''Koha version 16.05'''
+
'''Koha version 16.05'''.
  
 
|-
 
|-
 
| 00:28
 
| 00:28
−
| To follow this tutorial, you should have knowledge of '''Library Science.'''
+
| To follow this tutorial, you should have knowledge of Library Science.
  
 
|-
 
|-
Line 28: Line 27:
 
|-
 
|-
 
| 00:40
 
| 00:40
−
|And you should have '''Admin''' access in '''Koha.'''
+
|And, you should have '''Admin''' access in '''Koha.'''
  
 
|-
 
|-
Line 41: Line 40:
 
|00:55
 
|00:55
 
|Before we start, please note:
 
|Before we start, please note:
−
Closing of a '''Budget''' is done to move-
+
closing of a '''Budget''' is done to move
−
the''' unreceived orders '''and
+
the un-received orders and
  
 
|-
 
|-
 
| 01:04
 
| 01:04
−
| the''' '''required''' '''unspent''' funds'''  
+
| the required unspent''' funds'''  
  
 
|-
 
|-
 
| 01:07
 
| 01:07
−
|from an old''' Budget''' to a new''' Budget'''
+
|from an old Budget to a new''' Budget'''.
  
 
|-
 
|-
Line 60: Line 59:
 
|-
 
|-
 
| 01:20
 
| 01:20
−
|To a new '''Budget''' i.e.
+
|to a new '''Budget''' i.e.
  
 
'''Spoken Tutorial Library 2017-2018 Phase II'''
 
'''Spoken Tutorial Library 2017-2018 Phase II'''
Line 68: Line 67:
 
| Please note-  
 
| Please note-  
  
−
Before closing a '''Budget'''-
+
Before closing a '''Budget''', it is advisable to duplicate the immediate previous year's '''Budget.'''
−
It is advisable to duplicate the immediate previous year's '''Budget.'''
+
  
 
|-
 
|-
 
| 01:38
 
| 01:38
−
| 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.'''
  
 
|-
 
|-
 
| 01:46
 
| 01:46
−
| For closing a '''Budget''' do the following:
+
| For closing a '''Budget''', do the following:
  
 
Login with the '''Superlibrarian username '''and password.
 
Login with the '''Superlibrarian username '''and password.
Line 83: Line 81:
 
|-
 
|-
 
| 01:56
 
| 01:56
−
| On the '''Koha Home page '''click on '''Acquisitions.'''
+
| On the '''Koha Home page, '''click on '''Acquisitions.'''
  
 
|-
 
|-
Line 99: Line 97:
 
|-
 
|-
 
| 02:24
 
| 02:24
−
|Click on the tab '''Actions''' and from the drop-down select the option ''''Close'.'''
+
|Click on the tab '''Actions''' and from the drop-down, select the option ''''Close'.'''
  
 
|-
 
|-
Line 115: Line 113:
 
|-
 
|-
 
| 02:49
 
| 02:49
−
|From the''' '''drop-down, select-
+
|From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.
−
 
+
−
the '''Budget '''wherein you want to move your''' unreceived orders'''
+
  
 
|-
 
|-
 
| 02:57
 
| 02:57
 
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.
 
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.
−
The same '''Fund details''' need to be created in the '''Duplicate Budget.'''
+
The same '''Fund details''' need to be created in the Duplicate Budget.
  
 
|-
 
|-
Line 148: Line 144:
 
|-
 
|-
 
| 03:49
 
| 03:49
−
| A dialog box appears with the following message:
+
| A dialog-box appears with the following message:
  
 
|-
 
|-
 
| 03:53
 
| 03:53
−
|''''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''
+
|'''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''
  
 
|-
 
|-
 
| 04:11
 
| 04:11
−
|'''This action cannot be reversed. Do you wish to continue?''''.
+
|'''This action cannot be reversed. Do you wish to continue?'''.
  
 
|-
 
|-
 
| 04:17
 
| 04:17
−
| It is important to remember that once completed, you cannot undo this process.
+
| It is important to remember that once completed, you cannot '''undo''' this process.
  
 
|-
 
|-
 
| 04:24
 
| 04:24
−
| Click on '''OK '''under the dialog box.
+
| Click on '''OK '''under the dialog-box.
  
 
|-
 
|-
Line 170: Line 166:
 
| A new page opens.
 
| 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)''''.
+
'''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)'''.
  
 
|-
 
|-
 
| 04:49
 
| 04:49
−
| This page will display the '''Order numbers with details '''having '''Moved'''
+
| This page will display the '''Order numbers''' with details having '''Moved'''.
  
 
|-
 
|-
Line 182: Line 178:
 
|-
 
|-
 
| 05:00
 
| 05:00
−
|And we can now move on to create the next year's '''Budget.'''
+
|And, we can now move on to create the next year's '''Budget.'''
  
 
|-
 
|-
Line 190: Line 186:
 
|-
 
|-
 
| 05:10
 
| 05:10
−
|Let us summarize
+
|Let us summarize.
−
 
+
−
In this tutorial we learnt:
+
  
−
The steps involved in closing a '''Budget'''
+
In this tutorial, we learnt the steps involved in closing a '''Budget'''.
  
 
|-
 
|-
 
| 05:19
 
| 05:19
−
| For '''Assignment'''
+
| For '''Assignment'''-
  
−
In an earlier tutorial assignment, you had added a new '''Budget''' of Rs.50 Lakhs  
+
In an earlier tutorial assignment, you had added a new '''Budget''' of Rs. 50 Lakhs.
−
As an assignment- close that '''Budget'''.
+
As an assignment, close that '''Budget'''.
  
 
|-
 
|-
 
|05:33
 
|05:33
−
|  The video at the following link summarises the '''Spoken Tutorial '''project. Please download and watch it.
+
|  The video at the following link summarizes the '''Spoken Tutorial '''project. Please download and watch it.
  
 
|-
 
|-
Line 218: Line 212:
 
|-
 
|-
 
|05:51
 
|05:51
−
|Post your timed queries in this Forum.  http://spoken-tutorial.org/NMEICT-Intro
+
|Post your timed queries in this Forum.  '''http://spoken-tutorial.org/NMEICT-Intro'''
  
 
|-
 
|-
 
| 05:56
 
| 05:56
−
|'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.''' More information on this mission is available at this link.
+
|'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD''', Government of India. More information on this mission is available at this link.
  
 
|-
 
|-
 
| 06:08
 
| 06:08
−
| This is Bella Tony from''' IIT Bombay''' signing off. Thank you for joining.
+
| This is Bella Tony from''' IIT Bombay,''' signing off. Thank you for joining.
  
 
|}
 
|}

Revision as of 11:46, 17 October 2018

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.
00:14 To record this tutorial, I am using:

Ubuntu Linux OS 16.04 and Koha version 16.05.

00:28 To follow this tutorial, you should have knowledge of Library Science.
00:34 To practice this tutorial, you should have Koha installed on your system.
00:40 And, you should have Admin access in Koha.
00:44 Please refer to the Koha Spoken Tutorial series on this website for more details.
00:51 Let’s learn how to close a Budget.
00:55 Before we start, please note:

closing of a Budget is done to move the un-received orders and

01:04 the required unspent funds
01:07 from an old Budget to a new Budget.
01:11 From the previous Budget i.e.

Spoken Tutorial Library 2016-2017 Phase I

01:20 to a new Budget i.e.

Spoken Tutorial Library 2017-2018 Phase II

01:29 Please note-

Before closing a Budget, it is advisable to duplicate the immediate previous year's Budget.

01:38 To do so, the same fund structures of the previous Budget must exist in the new Budget.
01:46 For closing a Budget, do the following:

Login with the Superlibrarian username and password.

01:56 On the Koha Home page, click on Acquisitions.
02:01 From the options on the left side, click on Budgets.
02:07 On Budgets administration page, under the tab Active Budgets, locate the respective Budget.
02:16 In my case, Spoken Tutorial Library 2016-2017 Phase I.
02:24 Click on the tab Actions and from the drop-down, select the option 'Close'.
02:32 When 'Close' is selected, a new page opens up.
02:37 It says - The unreceived orders from the following funds will be moved.
02:44 On the same page, we have Select a Budget.
02:49 From the drop-down, select the Budget wherein you want to move your unreceived orders.
02:57 I will select Spoken Tutorial Library 2017-2018 Phase II.

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

03:11 This will enable us to move the unspent Budget there.
03:17 Next is 'Move remaining unspent funds'.
03:22 Clicking on this will move the unspent amounts to the new Budget.
03:28 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.

03:40 After all details are filled, click on Move unreceived orders button at the bottom of the page.
03:49 A dialog-box appears with the following message:
03:53 You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.
04:11 This action cannot be reversed. Do you wish to continue?.
04:17 It is important to remember that once completed, you cannot undo this process.
04:24 Click on OK under the dialog-box.
04:30 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).

04:49 This page will display the Order numbers with details having Moved.
04:55 With this, we have closed the financial year's Budget.
05:00 And, we can now move on to create the next year's Budget.
05:06 This brings us to the end of this tutorial.
05:10 Let us summarize.

In this tutorial, we learnt the steps involved in closing a Budget.

05:19 For Assignment-

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

05:33 The video at the following link summarizes the Spoken Tutorial project. Please download and watch it.
05:41 The Spoken Tutorial Project team:

conducts workshops and gives certificates.

05:47 For more details, please write to us.
05:51 Post your timed queries in this Forum. http://spoken-tutorial.org/NMEICT-Intro
05:56 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link.
06:08 This is Bella Tony from IIT Bombay, signing off. Thank you for joining.

Contributors and Content Editors

Nancyvarkey, Pratik kamble, Sandhya.np14

Retrieved from "https://script.spoken-tutorial.org/index.php?title=Koha-Library-Management-System/C2/Close-a-Budget/English-timed&oldid=44804"