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

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m (Protected "Koha-Library-Management-System/C2/Close-a-Budget/English-timed" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)))
 
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{| Border=1
+
{| border=1
−
|-
+
|'''Time'''
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| '''Time'''
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|'''Narration'''
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| '''Narration'''
+
  
−
|-  
+
|-
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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
+
| 00:06
−
| In this tutorial, we will learn-
+
|In this tutorial, we will learn the steps involved in closing a '''Budget'''.
−
The steps involved in closing a '''Budget'''
+
  
 
|-
 
|-
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| 00:13
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| 00:14
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| To record this tutorial, I am using
+
| To record this tutorial, I am using:
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'''Ubuntu Linux OS 16.04'''
+
'''Ubuntu Linux OS 16.04''' and
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'''Koha version 16.05'''
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'''Koha version 16.05'''.
  
−
|-  
+
|-
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|00:25
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| 00:28
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| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
| To follow this tutorial, you should have knowledge of Library Science.
  
−
|-  
+
|-
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|00:31
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| 00:34
 
| To practice this tutorial, you should have '''Koha '''installed on your system.
 
| To practice this tutorial, you should have '''Koha '''installed on your system.
  
−
|-  
+
|-
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|00:36
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| 00:40
−
| And you should have '''Admin''' access in '''Koha.'''
+
|And, you should have '''Admin''' access in '''Koha.'''
  
−
|-  
+
|-
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|00:41
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| 00:44
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| Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
+
|Please refer to the '''Koha Spoken Tutorial '''series on this website for more details.
  
−
|-  
+
|-
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|00:47
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| 00:51
 
| Let’s learn how to close a '''Budget.'''
 
| Let’s learn how to close a '''Budget.'''
  
 
|-
 
|-
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| 00:50
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|00:55
−
|Before we start, please note:  
+
|Before we start, please note:
−
Closing of a '''Budget''' is done to move-
+
closing of a '''Budget''' is done to move
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The''' unreceived orders '''and
+
the un-received orders and
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The required unspent''' funds''' from an old''' Budget''' to a new''' Budget'''
+
  
−
|-  
+
|-
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|01:05
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| 01:04
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| From the previous '''Budget''' i.e. '''Spoken Tutorial Library 2016-2017 Phase I '''
+
| the required unspent''' funds'''  
  
−
|-  
+
|-
−
|01:14
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| 01:07
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| To a new '''Budget''' i.e. '''Spoken Tutorial Library 2017-2018 Phase II'''
+
|from an old Budget to a new''' Budget'''.
  
−
|-  
+
|-
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|01:23
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|01:11
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|Please Note- Before closing a '''Budget'''-
+
|From the previous '''Budget''' i.e.
−
It is advisable to duplicate the immediate previous year's '''Budget.'''
+
  
−
|-  
+
'''Spoken Tutorial Library 2016-2017 Phase I '''
−
|01:32
+
 
 +
|-
 +
| 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.'''
 
| To do so, the same '''fund '''structures of the previous '''Budget '''must exist in the new '''Budget.'''
  
−
|-  
+
|-
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|01:39
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| 01:46
−
| For closing a '''Budget''' do the following:
+
| For closing a '''Budget''', do the following:
 +
 
 
Login with the '''Superlibrarian username '''and password.
 
Login with the '''Superlibrarian username '''and password.
  
−
|-  
+
|-
−
|01:48
+
| 01:56
−
| On the '''Koha Home page '''click on '''Acquisitions.'''
+
| On the '''Koha Home page, '''click on '''Acquisitions.'''
  
−
|-  
+
|-
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|01:53
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| 02:01
 
| From the options on the left side, click on''' Budgets.'''
 
| From the options on the left side, click on''' Budgets.'''
  
−
|-  
+
|-
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|01:59
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| 02:07
−
| On '''Budgets administration '''page''', '''under the tab '''Active Budgets, '''locate the respective '''Budget'''.
+
| On '''Budgets administration '''page, under the tab '''Active Budgets, '''locate the respective '''Budget'''.
  
−
|-  
+
|-
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|02:08
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| 02:16
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| In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''
+
|In my case, '''Spoken Tutorial Library 2016-2017 Phase I.'''
  
 
|-
 
|-
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|02:17
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| 02:24
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|Click on the button '''Actions''' and from the drop-down select the option ''''Close'.'''
+
|Click on the tab '''Actions''' and from the drop-down, select the option ''''Close'.'''
  
−
|-  
+
|-
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|02:25
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| 02:32
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| When''' 'Close'''' is selected, a new page opens up. 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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| 02:36
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| 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.'''
 
| On the same page, we have '''Select a Budget.'''
  
−
|-  
+
|-
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|02:40
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| 02:49
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| From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.
+
|From the drop-down, select the '''Budget '''wherein you want to move your''' unreceived orders'''.
  
−
|-  
+
|-
−
|02:48
+
| 02:57
 
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.
 
| I will select''' Spoken Tutorial Library 2017-2018 Phase II'''.
 +
The same '''Fund details''' need to be created in the Duplicate Budget.
  
 
|-
 
|-
−
|02:57
+
| 03:11
−
|The same '''Fund details''' need to be created in the '''Duplicate Budget.'''
+
|This will enable us to move the unspent''' Budget '''there.
  
−
|-  
+
|-
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|03:03
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| 03:17
−
| This will enable us to move the unspent''' Budget '''there.
+
−
 
+
−
|-
+
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|03:08
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| Next is ''''Move remaining unspent funds'.'''
 
| Next is ''''Move remaining unspent funds'.'''
  
−
|-  
+
|-
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|03:12
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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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|03:18
+
| 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.
+
|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.
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|03:30
+
 
 +
|-
 +
| 03:40
 
| 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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|03:39
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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:
−
'''"You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''
+
  
−
|-  
+
|-
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|04:00
+
| 03:53
−
| '''This action cannot be reversed. Do you wish to continue?''''".
+
|'''You have chosen to move all unreceived orders from 'Spoken Tutorial Library 2016-2017 Phase I' to 'Spoken Tutorial Library 2017-2018, Phase II'.'''
  
−
|-  
+
|-
−
|04:05
+
| 04:11
−
| It is important to remember that once completed, you cannot undo this process.
+
|'''This action cannot be reversed. Do you wish to continue?'''.
  
−
|-  
+
|-
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|04:12
+
| 04:17
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| Click on '''OK '''under the dialog box.
+
| It is important to remember that once completed, you cannot '''undo''' this process.
  
−
|-  
+
|-
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|04:16
+
| 04:24
 +
| Click on '''OK '''under the dialog-box.
 +
 
 +
|-
 +
| 04:30
 
| A new page opens.
 
| 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)'''''.
 
  
−
|-
+
'''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
+
| 04:49
−
| With this, we have closed the financial year's''' Budget.'''  
+
| This page will display the '''Order numbers''' with details having '''Moved'''.
  
−
|-  
+
|-
−
|04:48
+
| 04:55
−
| And we can now move on to create the next year's '''Budget.'''
+
| With this, we have closed the financial year's''' Budget.'''
  
−
|-  
+
|-
−
|04:54
+
| 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.
 
| This brings us to the end of this tutorial.
  
−
|-  
+
|-
−
|04:58
+
| 05:10
−
| Let us summarize
+
|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
+
In this tutorial, we learnt the steps involved in closing a '''Budget'''.
  
 
|-
 
|-
−
|05:17
+
| 05:19
−
|As an assignment- close that '''Budget'''.
+
| For '''Assignment'''-
  
−
|-
+
In an earlier tutorial assignment, you had added a new '''Budget''' of Rs. 50 Lakhs.
−
|05:20
+
As an assignment, close that '''Budget'''.
−
| The video at the following link summarises the '''Spoken Tutorial '''project. Please download and watch it.
+
  
−
|-  
+
|-
−
|05:27
+
|05:33
−
| The '''Spoken Tutorial '''Project team:
+
| The video at the following link summarizes the '''Spoken Tutorial '''project. Please download and watch it.
−
conducts workshops and gives certificates. For more details, please write to us.
+
  
−
|-  
+
|-
−
|05:36
+
| 05:41
−
| Post your timed queries in this Forum.
+
|The '''Spoken Tutorial '''Project team:
 +
conducts workshops and  gives certificates.
  
−
|-  
+
|-
−
|05:40
+
| 05:47
−
| '''Spoken Tutorial '''project is funded by '''NMEICT, MHRD, Government of India.'''
+
|For more details, please write to us.
−
More information on this mission is available at this link. http://spoken-tutorial.org/NMEICT-Intro
+
 
 +
|-
 +
|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.
  
−
|-
 
−
| 05:52
 
−
| 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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