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

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{| border=1  
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{| border=1
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|'''Time'''  
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|'''Time'''
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|'''Narration'''  
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|'''Narration'''
  
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|-  
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|-
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| 00:01  
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| 00:01
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| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''.  
+
| Welcome to the''' Spoken Tutorial '''on''' How to close a Budget'''.
  
−
|-  
+
|-
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| 00:06  
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| 00:06
−
|In this tutorial, we will learn the steps involved in closing a '''Budget'''.  
+
|In this tutorial, we will learn the steps involved in closing a '''Budget'''.
  
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|-  
+
|-
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| 00:14  
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| 00:14
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| To record this tutorial, I am using:  
+
| To record this tutorial, I am using:
 +
'''Ubuntu Linux OS 16.04''' and
 +
'''Koha version 16.05'''.
  
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'''Ubuntu Linux Operating System 16.04''' and '''Koha version 16.05'''.  
+
|-
 +
| 00:28
 +
| To follow this tutorial, you should have knowledge of Library Science.
  
−
|-  
+
|-
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| 00:28
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| 00:34
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| To follow this tutorial, you should have knowledge of Library Science.  
+
| To practice this tutorial, you should have '''Koha '''installed on your system.
  
−
|-  
+
|-
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| 00:34
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| 00:40
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| To practice this tutorial, you should have '''Koha '''installed on your system.  
+
|And, you should have '''Admin''' access in '''Koha.'''
  
−
|-  
+
|-
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| 00:40
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| 00:44
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|And, you should have '''Admin''' access in '''Koha.'''
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|Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
  
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|-  
+
|-
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| 00:44
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| 00:51
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|Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
+
| Let’s learn how to close a '''Budget.'''
  
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|-  
+
|-
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| 00:51
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|00:55
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| Let’s learn how to close a '''Budget.'''  
+
|Before we start, please note:
 +
closing of a '''Budget''' is done to move
 +
the un-received orders and
  
−
|-
+
|-
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|00:55
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| 01:04
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|Before we start, please note: Closing of a '''Budget''' is done to move the un-received orders and
+
−
 
+
−
|-  
+
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| 01:04  
+
 
| the required unspent''' funds'''  
 
| the required unspent''' funds'''  
  
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|-  
+
|-
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| 01:07  
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| 01:07
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|from an old Budget to a new''' Budget'''.  
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|from an old Budget to a new''' Budget'''.
  
−
|-  
+
|-
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|01:11  
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|01:11
 
|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 '''
  
−
|-  
+
|-
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| 01:20  
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| 01:20
−
|To a new '''Budget''' i.e.  
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|to a new '''Budget''' i.e.
  
−
'''Spoken Tutorial Library 2017-2018 Phase II'''  
+
'''Spoken Tutorial Library 2017-2018 Phase II'''
  
−
|-  
+
|-
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| 01:29  
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| 01:29
 
| Please note-  
 
| Please note-  
  
−
Before closing a '''Budget''', it is advisable to duplicate the immediate previous year's '''Budget.'''
+
Before closing a '''Budget''', it is advisable to duplicate the immediate previous year's '''Budget.'''
−
 
+
−
|-
+
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| 01:38
+
−
| To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''  
+
  
−
|-  
+
|-
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| 01:46
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| 01:38
−
| For closing a '''Budget''', do the following:
+
| To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
  
−
Login with the '''Superlibrarian username '''and password.
+
|-
 +
| 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.'''
+
  
−
|-  
+
|-
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| 02:01  
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| 01:56
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| From the options on the left side, click on''' Budgets.'''  
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| On the '''Koha Home page, '''click on '''Acquisitions.'''
  
−
|-  
+
|-
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| 02:07
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| 02:01
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| On '''Budgets administration '''page, under the tab '''Active Budgets, '''locate the respective '''Budget'''.
+
| From the options on the left side, click on''' Budgets.'''
  
−
|-  
+
|-
−
| 02:16
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| 02:07
−
|In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''  
+
| On '''Budgets administration '''page, under the tab '''Active Budgets, '''locate the respective '''Budget'''.
  
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|-  
+
|-
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| 02:24
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| 02:16
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| Click on the tab '''Actions''' and from the drop-down, select the option ''''Close'.'''  
+
|In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''
  
−
|-  
+
|-
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| 02:32
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| 02:24
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| When''' 'Close'''' is selected, a new page opens up.  
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|Click on the tab '''Actions''' and from the drop-down, select the option ''''Close'.'''
  
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|-  
+
|-
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| 02:37
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| 02:32
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|It says - '''The unreceived orders from the following funds will be moved.'''  
+
| When''' 'Close'''' is selected, a new page opens up.
  
−
|-  
+
|-
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| 02:44
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| 02:37
−
| On the same page, we have '''Select a Budget.'''  
+
|It says - '''The unreceived orders from the following funds will be moved.'''
  
−
|-  
+
|-
−
| 02:49
+
| 02:44
−
|From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.
+
| On the same page, we have '''Select a Budget.'''
  
−
|-  
+
|-
−
| 02:57
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| 02:49
−
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.  
+
|From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.
  
−
The same '''Fund details''' need to be created in the Duplicate Budget.  
+
|-
 +
| 02:57
 +
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.
 +
The same '''Fund details''' need to be created in the Duplicate Budget.
  
−
|-  
+
|-
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| 03:11  
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| 03:11
−
|This will enable us to move the unspent''' Budget '''there.  
+
|This will enable us to move the unspent''' Budget '''there.
  
−
|-  
+
|-
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| 03:17  
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| 03:17
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| Next is ''''Move remaining unspent funds'.'''  
+
| Next is ''''Move remaining unspent funds'.'''
  
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|-  
+
|-
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| 03:22  
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| 03:22
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|Clicking on this will move the unspent amounts to the new '''Budget.'''  
+
|Clicking on this will move the unspent amounts to the new '''Budget.'''
  
−
|-  
+
|-
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| 03:28  
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| 03:28
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|Do so if you wish to add the unspent amount of the immediate previous year 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.  
+
I will leave this box blank.
  
−
|-  
+
|-
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| 03:40  
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| 03:40
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| After all details are filled, click on '''Move unreceived orders''' button at the bottom of the page.  
+
| After all details are filled, click on '''Move unreceived orders''' button at the bottom of the page.
  
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|-  
+
|-
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| 03:49  
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| 03:49
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| A dialog-box appears with the following message:  
+
| A dialog-box appears with the following message:
  
−
|-  
+
|-
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| 03:53  
+
| 03:53
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|'''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I'  
+
|'''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''
  
−
to 'Spoken Tutorial Library 2017-2018, Phase II'.'''  
+
|-
 +
| 04:11
 +
|'''This action cannot be reversed. Do you wish to continue?'''.
  
−
|-
+
|-
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| 04:11
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| 04:17
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|'''This action cannot be reversed. Do you wish to continue?'''.
+
| It is important to remember that once completed, you cannot '''undo''' this process.
−
+
−
|-  
+
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| 04:17  
+
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| It is important to remember that once completed, you cannot '''undo''' this process.  
+
  
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|-  
+
|-
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| 04:24  
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| 04:24
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| Click on '''OK '''under the dialog-box.  
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| Click on '''OK '''under the dialog-box.
  
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|-  
+
|-
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| 04:30  
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| 04:30
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| A new page opens.  
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| A new page opens.
  
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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)'''.
  
−
|-  
+
|-
−
| 04:49  
+
| 04:49
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| This page will display the '''Order numbers''' with details having '''Moved'''.  
+
| This page will display the '''Order numbers''' with details having '''Moved'''.
  
−
|-  
+
|-
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| 04:55  
+
| 04:55
−
| With this, we have closed the financial year's''' Budget.'''  
+
| With this, we have closed the financial year's''' Budget.'''
  
−
|-  
+
|-
−
| 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.'''
  
−
|-  
+
|-
−
| 05:06  
+
| 05:06
−
| This brings us to the end of this tutorial.  
+
| This brings us to the end of this tutorial.
  
−
|-  
+
|-
−
| 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 summarizes 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.
  
−
|-  
+
|-
−
| 05:41  
+
| 05:41
−
|The '''Spoken Tutorial '''Project team: conducts workshops and  gives certificates.  
+
|The '''Spoken Tutorial '''Project team:
 +
conducts workshops and  gives certificates.
  
−
|-  
+
|-
−
| 05:47  
+
| 05:47
−
|For more details, please write to us.  
+
|For more details, please write to us.
  
−
|-  
+
|-
−
|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.
  
 
|}
 
|}

Latest revision as of 16:42, 21 February 2019

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

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