|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.|
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|06:08||This is Bella Tony from IIT Bombay, signing off. Thank you for joining.|