Difference between revisions of "Koha-Library-Management-System/C2/Close-a-Budget/English-timed"
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| − | |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''' | ||
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Revision as of 11:47, 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. |
| 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. |
