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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:


Visual Cue
 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
Slide Number 3

System Requirement

To record this tutorial, I am using
  • Ubuntu Linux OS 16.04
  • Koha version 16.05
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


Closing of a Budget is done to move-

  1. the unreceived orders and
  2. 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-

  1. the unreceived orders and
  2. the required unspent funds

from an old Budget to a new Budget

Slide
  • From the previous Budget i.e.
  • Spoken Tutorial Library 2016-2017 Phase I
  • To a new Budget i.e.
  • Spoken Tutorial Library 2017-2018 Phase II
  • From the previous Budget i.e.
  • Spoken Tutorial Library 2016-2017 Phase I
  • To a new Budget i.e.
  • Spoken Tutorial Library 2017-2018 Phase II
Slide

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.
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.
  • 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.

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:

  • The steps involved in closing a Budget
Let us summarize

In this tutorial we learnt:

  • The steps involved in closing a Budget
Slide:'

Assignment

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

  • Conducts workshops using Spoken tutorials
  • Gives certificates for those who pass an online test
  • For more details, please write to contact@spoken-tutorial.org
The Spoken Tutorial Project team:
  • conducts workshops and
  • gives certificates.


For more details, please write to us.

Slide:

Forum for specific questions

  • Do you have questions in THIS Spoken Tutorial?
  • Please visit[2]http://forums.spoken-tutorial.org
  • Choose the minute and second where you have the question
  • Explain your question briefly
  • Someone from our team will answer them
Post your timed queries in this Forum.
Slide 17

Acknowledgement

  • 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
  • More information on this Mission is available at
  • http://spoken-tutorial.org/NMEICT-Intro
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.


Thank you for joining.

Contributors and Content Editors

Bellatony911, Nancyvarkey

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