Koha-Library-Management-System/C2/Close-a-Budget/English
Title: How to close a Budget
Contributor: Bella Tony, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
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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-
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Slide Number 3
System Requirement |
To record this tutorial, I am using
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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
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Slide
Please Note- Before closing a Budget-
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Please note-
Before closing a Budget-
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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:
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Let us summarize
In this tutorial we learnt:
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Assignment
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Assignment
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About Spoken Tutorial project
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The video at the following link summarises the Spoken Tutorial project.
Please download and watch it. |
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Spoken Tutorial workshops The Spoken Tutorial Project Team
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The Spoken Tutorial Project team:
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Forum for specific questions
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Post your timed queries in this Forum. |
Slide 17
Acknowledgement
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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.
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