Product Documentation

Disbursements

This section is for understanding how to use the Disbursement object. The Disbursement is a child record of the Funding Request and is the parent record of the GAU Expenditure record.

Content

Custom Fields

Fields included with the Funding Request object include picklist, lookup, formula, date and text fields. Work with your teams to determine how your org uses this object. Make sure the fields are included on the Funding Request Page Layout and Lightning Page.

Account Name
Aggregate by Payee
Approval Posted
Combined Rollup Fieldset
ExtSysId
Fund to Receive
Grant Date
Grant Status
Override Validation?
Rescind Date
Rescind Reason
Rescinded?

Flow

Delete_Disbursements_and_GAU_Expenditures
Automate_Disbursement_Creation

Creating Disbursements

From the Funding Request record that's already been created and the Awarded Amount has been populated
Typically under the Disbursement tab, click New Record in the Payment Schedule component
Complete the required fields in the Create Disbursement section, then click Calculate

Now review the Schedule Created. In the example below, two disbursements spaced 6 months apart for $2,500 each are scheduled from the same fund.
Field are all editable; can Cancel and Calculate again
Click Save

Back on the Funding Request, the Disbursement records are visible in the Disbursement related list
In the Payment Scheduler, the Disbursement and GAU Expenditure information is visible

From the Disbursement record, the GAU Expenditure is also created