Koha-Library-Management-System/C2/Close-a-Budget/English-timed
| 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 |
| 00:13 | To record this tutorial, I am using
Ubuntu Linux OS 16.04 Koha version 16.05 |
| 00:25 | To follow this tutorial, learners should have knowledge of Library Science. |
| 00:31 | To practice this tutorial, you should have Koha installed on your system. |
| 00:36 | And you should have Admin access in Koha. |
| 00:41 | Please refer to the Koha Spoken Tutorial series on this website for more details. |
| 00:47 | Let’s learn how to close a Budget. |
| 00:50 | Before we start, please note:
Closing of a Budget is done to move- The unreceived orders and The required unspent funds from an old Budget to a new Budget |
| 01:05 | From the previous Budget i.e. Spoken Tutorial Library 2016-2017 Phase I |
| 01:14 | To a new Budget i.e. Spoken Tutorial Library 2017-2018 Phase II |
| 01:23 | Please Note- Before closing a Budget-
It is advisable to duplicate the immediate previous year's Budget. |
| 01:32 | To do so, the same fund structures of the previous Budget must exist in the new Budget. |
| 01:39 | For closing a Budget do the following:
Login with the Superlibrarian username and password. |
| 01:48 | On the Koha Home page click on Acquisitions. |
| 01:53 | From the options on the left side, click on Budgets. |
| 01:59 | On Budgets administration page, under the tab Active Budgets, locate the respective Budget. |
| 02:08 | In my case, Spoken Tutorial Library 2016-2017 Phase I. |
| 02:17 | Click on the button Actions and from the drop-down select the option 'Close'. |
| 02:25 | When 'Close' is selected, a new page opens up. It says - The unreceived orders from the following funds will be moved. |
| 02:36 | On the same page, we have Select a Budget. |
| 02:40 | From the drop-down, select the Budget wherein you want to move your unreceived orders. |
| 02:48 | I will select Spoken Tutorial Library 2017-2018 Phase II. |
| 02:57 | The same Fund details need to be created in the Duplicate Budget. |
| 03:03 | This will enable us to move the unspent Budget there. |
| 03:08 | Next is 'Move remaining unspent funds'. |
| 03:12 | Clicking on this will move the unspent amounts to the new Budget. |
| 03:18 | 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. |
| 03:30 | After all details are filled, click on Move unreceived orders button at the bottom of the page. |
| 03:39 | 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'. |
| 04:00 | This action cannot be reversed. Do you wish to continue?'". |
| 04:05 | It is important to remember that once completed, you cannot undo this process. |
| 04:12 | Click on OK under the dialog box. |
| 04:16 | 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). |
| 04:37 | This page will display the Order numbers with details having Moved |
| 04:43 | With this, we have closed the financial year's Budget. |
| 04:48 | And we can now move on to create the next year's Budget. |
| 04:54 | This brings us to the end of this tutorial. |
| 04:58 | Let us summarize
In this tutorial we learnt: The steps involved in closing a Budget |
| 05:07 | For Assignment
In an earlier tutorial assignment, you had added a new Budget of Rs.50 Lakhs |
| 05:17 | As an assignment- close that Budget. |
| 05:20 | The video at the following link summarises the Spoken Tutorial project. Please download and watch it. |
| 05:27 | The Spoken Tutorial Project team:
conducts workshops and gives certificates. For more details, please write to us. |
| 05:36 | Post your timed queries in this Forum. |
| 05:40 | Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. http://spoken-tutorial.org/NMEICT-Intro |
| 05:52 | This is Bella Tony from IIT Bombay signing off. Thank you for joining. |
