Difference between revisions of "Koha-Library-Management-System/C2/Close-a-Budget/English"
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+ | Title: '''How to close a Budget''' | ||
+ | Contributor: Bella Tony, IIT Bombay | ||
− | + | Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay | |
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− | + | Keywords: | |
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+ | {| border=1 | ||
+ | | <center>'''Visual Cue'''</center> | ||
+ | | Narration | ||
− | | | + | |- |
+ | | Slide 1 | ||
+ | | Welcome to the''' Spoken Tutorial '''on''' How to close a Budget''' | ||
+ | |||
+ | |- | ||
+ | | Slide 2 | ||
+ | Learning Objective* The steps involved in closing a '''Budget''' | ||
+ | | In this tutorial, we will learn- | ||
* The steps involved in closing a '''Budget''' | * The steps involved in closing a '''Budget''' | ||
|- | |- | ||
− | + | | Slide Number 3 | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
+ | System Requirement | ||
+ | | To record this tutorial, I am using | ||
* '''Ubuntu Linux OS 16.04''' | * '''Ubuntu Linux OS 16.04''' | ||
* '''Koha version 16.05''' | * '''Koha version 16.05''' | ||
− | + | |- | |
− | |- | + | | Slide 4a |
− | + | ||
Pre-requisites | Pre-requisites | ||
− | + | | To follow this tutorial, you should have knowledge of '''Library Science.''' | |
− | |- | + | |
− | + | |- | |
+ | | Slide 4b | ||
Pre-requisites | Pre-requisites | ||
+ | | To practice this tutorial, you should have '''Koha '''installed on your system. | ||
+ | And you should have '''Admin''' access in '''Koha.''' | ||
− | + | Please refer to the '''Koha Spoken Tutorial '''series on this website for more details. | |
+ | |- | ||
+ | | Narration only | ||
+ | | Let’s learn how to close a '''Budget.''' | ||
− | + | |- | |
− | + | | '''Slide''' | |
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− | |- | + | |
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Closing of a '''Budget''' is done to move- | Closing of a '''Budget''' is done to move- | ||
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# the''' unreceived orders '''and | # the''' unreceived orders '''and | ||
# the''' '''required unspent''' funds''' | # the''' '''required unspent''' funds''' | ||
from an '''old Budget''' to a '''new Budget''' | from an '''old Budget''' to a '''new Budget''' | ||
− | + | | 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''' unreceived orders '''and | ||
# the''' '''required''' '''unspent''' funds''' | # the''' '''required''' '''unspent''' funds''' | ||
from an old''' Budget''' to a new''' Budget''' | from an old''' Budget''' to a new''' Budget''' | ||
− | |||
− | |||
+ | |- | ||
+ | | '''Slide''' | ||
* From the previous '''Budget''' i.e. | * From the previous '''Budget''' i.e. | ||
+ | |||
* '''Spoken Tutorial Library 2016-2017 Phase I ''' | * '''Spoken Tutorial Library 2016-2017 Phase I ''' | ||
+ | * To a new '''Budget''' i.e. | ||
− | |||
− | |||
* '''Spoken Tutorial Library 2017-2018 Phase II''' | * '''Spoken Tutorial Library 2017-2018 Phase II''' | ||
− | + | | | |
− | + | * From the previous '''Budget''' i.e. | |
* '''Spoken Tutorial Library 2016-2017 Phase I ''' | * '''Spoken Tutorial Library 2016-2017 Phase I ''' | ||
Line 90: | Line 86: | ||
* '''Spoken Tutorial Library 2017-2018 Phase II''' | * '''Spoken Tutorial Library 2017-2018 Phase II''' | ||
− | |- | + | |- |
− | + | | Slide | |
− | + | ||
Please Note- | Please Note- | ||
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Before closing a '''Budget'''- | Before closing a '''Budget'''- | ||
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* It is advisable to duplicate the immediate previous year's '''Budget.''' | * It is advisable to duplicate the immediate previous year's '''Budget.''' | ||
− | * To do so, the | + | * To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.''' |
− | + | | 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.''' | ||
− | * To do so | + | * To do so the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.''' |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
+ | |- | ||
+ | | Narration only | ||
+ | | For closing a '''Budget''' do the following: | ||
Login with the '''Superlibrarian username '''and password. | Login with the '''Superlibrarian username '''and password. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
+ | |- | ||
+ | | On the '''Koha Home page>>''' '''Acquisitions.''' | ||
+ | | On the '''Koha Home page '''click on '''Acquisitions.''' | ||
+ | |||
+ | |- | ||
+ | | On the left side, click on''' Budgets''' | ||
+ | | From the options on the left side, click on''' Budgets.''' | ||
+ | |||
+ | |- | ||
+ | | Under the tab '''Active Budgets '''or''' Inactive Budgets-''' | ||
Go to''' Actions>>''' drop down select ''''Close'.''' | Go to''' Actions>>''' drop down select ''''Close'.''' | ||
− | + | | On '''Budgets administration '''page, under the tab '''Active Budgets, '''locate the respective '''Budget'''. | |
In my case, '''Spoken Tutorial Library 2016-2017 Phase I.''' | In my case, '''Spoken Tutorial Library 2016-2017 Phase I.''' | ||
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'.''' | ||
− | |||
− | |||
− | |||
+ | |- | ||
+ | | Cursor on New form | ||
+ | | When''' 'Close'''' is selected, a new page opens up. | ||
It says - '''The unreceived orders from the following funds will be moved.''' | It says - '''The unreceived orders from the following funds will be moved.''' | ||
− | |||
− | |||
− | Cursor on | + | |- |
+ | | Cursor on | ||
Select a '''Budget''' | Select a '''Budget''' | ||
− | | | + | | On the same page, we have '''Select a Budget.''' |
+ | * From the''' '''drop-down, select- | ||
− | * | + | * the '''Budget '''wherein you want to move your''' unreceived orders''' |
− | + | ||
+ | * 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.''' | ||
− | |||
This will enable us to move the unspent''' Budget '''there. | This will enable us to move the unspent''' Budget '''there. | ||
− | |- | + | |
− | + | |- | |
+ | | Cursor on: | ||
''''Move remaining unspent funds'''' to move the unspent amounts | ''''Move remaining unspent funds'''' to move the unspent amounts | ||
I will leave this box blank. | 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 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.''' | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
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− | + | ||
+ | '''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 |
− | + | ||
− | + | ||
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'''''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)''''. | ||
− | + | | 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)''''. | ||
− | |- | + | |
− | + | |- | |
+ | | Cursor on | ||
'''Order numbers with details ''' | '''Order numbers with details ''' | ||
+ | Cursor on '''Moved''' | ||
+ | | This page will display the '''Order numbers with details '''having '''Moved''' | ||
− | + | |- | |
− | + | | Narration Only | |
− | |- | + | | With this, we have closed the financial year's''' Budget.''' |
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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.''' | ||
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− | |||
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+ | |- | ||
+ | | Narration only | ||
+ | | This brings us to the end of this tutorial. | ||
+ | |||
+ | |- | ||
+ | | ''Summary:''' | ||
In this tutorial we learnt: | In this tutorial we learnt: | ||
+ | |||
* The steps involved in closing a '''Budget''' | * The steps involved in closing a '''Budget''' | ||
+ | | Let us summarize | ||
− | + | In this tutorial we learnt: | |
− | |||
− | |||
* The steps involved in closing a '''Budget''' | * The steps involved in closing a '''Budget''' | ||
− | + | |- | |
− | |- | + | | ''Slide:''' |
− | + | ||
− | + | ||
'''Assignment''' | '''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'''. | ||
− | + | | '''Assignment''' | |
− | + | ||
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* 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 | ||
− | |||
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* As an assignment- close that '''Budget'''. | * As an assignment- close that '''Budget'''. | ||
− | + | |- | |
− | |- | + | | Slide |
− | | | + | |
− | + | ||
− | Slide | + | |
About '''Spoken Tutorial '''project | 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 http://spoken-tutorial.org/What_is_a_Spoken_Tutorial] | * Watch the video available at[http://spoken-tutorial.org/What_is_a_Spoken_Tutorial ][http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial] | ||
* It summarises the '''Spoken Tutorial '''project. | * It summarises the '''Spoken Tutorial '''project. | ||
* If you do not have good bandwidth, you can download and watch it. | * If you do not have good bandwidth, you can download and watch it. | ||
− | + | | The video at the following link summarises the '''Spoken Tutorial '''project. | |
− | + | ||
Please download and watch it. | Please download and watch it. | ||
− | |- | + | |- |
− | + | | Slide: | |
'''Spoken Tutorial '''workshops | '''Spoken Tutorial '''workshops | ||
− | |||
The '''Spoken Tutorial '''Project Team | The '''Spoken Tutorial '''Project Team | ||
− | |||
* Conducts workshops using '''Spoken tutorials''' | * Conducts workshops using '''Spoken tutorials''' | ||
* Gives certificates for those who pass an online test | * Gives certificates for those who pass an online test | ||
* For more details, please write to contact@spoken-tutorial.org | * For more details, please write to contact@spoken-tutorial.org | ||
− | | | + | |The '''Spoken Tutorial '''Project team: |
− | + | ||
− | The '''Spoken Tutorial '''Project team: | + | |
− | + | ||
* conducts workshops and | * conducts workshops and | ||
* gives certificates. | * gives certificates. | ||
+ | |||
For more details, please write to us. | For more details, please write to us. | ||
− | |||
− | |||
− | + | |- | |
+ | | Slide: | ||
+ | Forum for specific questions | ||
* Do you have questions in THIS '''Spoken Tutorial'''? | * Do you have questions in THIS '''Spoken Tutorial'''? | ||
− | * Please visit http://forums.spoken-tutorial.org/ | + | * Please visit[http://forums.spoken-tutorial.org/ ][http://forums.spoken-tutorial.org/ http://forums.spoken-tutorial.org] |
* Choose the minute and second where you have the question | * Choose the minute and second where you have the question | ||
* Explain your question briefly | * Explain your question briefly | ||
* Someone from our team will answer them | * Someone from our team will answer them | ||
+ | | Post your timed queries in this Forum. | ||
− | + | |- | |
− | |- | + | | Slide 17 |
− | + | ||
Acknowledgement | Acknowledgement | ||
− | |||
* '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher''' project | * '''Spoken Tutorial '''Project is a part of the '''Talk to a Teacher''' project | ||
* It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India''' | * It is supported by the '''National Mission on Education''' through '''ICT, MHRD, Government of India''' | ||
* More information on this Mission is available at | * More information on this Mission is available at | ||
− | http://spoken-tutorial.org/NMEICT-Intro | + | * [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro] |
− | | | + | | http://spoken-tutorial.org/NMEICT-Intro |
'''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.''' | '''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.''' | ||
− | |||
More information on this mission is available at this link. | More information on this mission is available at this link. | ||
− | |||
− | |- | + | |- |
− | + | | | |
− | + | | This is Bella Tony from''' IIT Bombay''' signing off. | |
Thank you for joining. | Thank you for joining. | ||
− | + | ||
|} | |} |
Latest revision as of 16:42, 21 February 2019
Title: How to close a Budget
Contributor: Bella Tony, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
|
Narration |
Slide 1 | Welcome to the Spoken Tutorial on How to close a Budget |
Slide 2
Learning Objective* The steps involved in closing a Budget |
In this tutorial, we will learn-
|
Slide Number 3
System Requirement |
To record this tutorial, I am using
|
Slide 4a
Pre-requisites |
To follow this tutorial, you should have knowledge of Library Science. |
Slide 4b
Pre-requisites |
To practice this tutorial, you should have Koha installed on your system.
And you should have Admin access in Koha. Please refer to the Koha Spoken Tutorial series on this website for more details. |
Narration only | Let’s learn how to close a Budget. |
Slide
from an old Budget to a new Budget |
Before we start, please note:
Closing of a Budget is done to move-
from an old Budget to a new Budget |
Slide
|
|
Slide
Please Note- Before closing a Budget-
|
Please note-
Before closing a Budget-
|
Narration only | For closing a Budget do the following:
Login with the Superlibrarian username and password. |
On the Koha Home page>> Acquisitions. | On the Koha Home page click on Acquisitions. |
On the left side, click on Budgets | From the options on the left side, click on Budgets. |
Under the tab Active Budgets or Inactive Budgets-
Go to Actions>> drop down select 'Close'. |
On Budgets administration page, under the tab Active Budgets, locate the respective Budget.
In my case, Spoken Tutorial Library 2016-2017 Phase I. Click on the tab Actions and from the drop-down select the option 'Close'. |
Cursor on New form | When 'Close' is selected, a new page opens up.
It says - The unreceived orders from the following funds will be moved. |
Cursor on
Select a Budget |
On the same page, we have Select a Budget.
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 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, 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 2016-2017 Phase I (01/04/2016 - 31/03/2017) to Spoken Tutorial Library 2017-2018 Phase II (01/04/2017 - 31/03/2018)'. |
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)'. |
Cursor on
Order numbers with details Cursor on Moved |
This page will display the Order numbers 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 | This brings us to the end of this tutorial. |
Summary:'
In this tutorial we learnt:
|
Let us summarize
In this tutorial we learnt:
|
Slide:'
Assignment
|
Assignment
|
Slide
About Spoken Tutorial project
|
The video at the following link summarises the Spoken Tutorial project.
Please download and watch it. |
Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
|
The Spoken Tutorial Project team:
|
Slide:
Forum for specific questions
|
Post your timed queries in this Forum. |
Slide 17
Acknowledgement
|
http://spoken-tutorial.org/NMEICT-Intro
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India. More information on this mission is available at this link. |
This is Bella Tony from IIT Bombay signing off.
|