Koha-Library-Management-System/C2/Close-a-Budget/English-timed

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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.

Contributors and Content Editors

Nancyvarkey, Pratik kamble, Sandhya.np14