Disbursements

The Disbursement object (outfunds__Disbursement__c) represents a disbursement related to the funding request. Think of Disbursements as the record of when and how funds are paid.

Disbursements Wizard

The Disbursements wizard assists users in creating the appropriate number and amounts of disbursements for a particular Funding Request. Each Disbursement includes a disbursement date and an amount. The tool will not allow you to save a greater value of disbursements for a particular Funding Request than the total Awarded Amount of the Funding Request. This change was made generally available with package version 1.16 as of 1/06/2020.

Configuration Steps

Organizations who install Outbound Funds after this date will have the wizard on page layout, but, organizations who need to upgrade their package to this version should conduct the following steps to do so:

Via setup, navigate to the Funding Request Object.
Select the Funding Request Layout
From the Mobile & Lightning Action, add the Create Disbursement action to the Salesforce Mobile and Lightning Experience Action section.

Once it has been added to the page layout, follow the steps below.

To create Disbursements:

Go to your Funding Request record, and click the Create Disbursements button.
A pop-up will appear. The Amount Awarded for your Funding Request will be displayed on the pop-up. If you have not yet set an Awarded Amount on your Funding Request, you will not be able to create Disbursements.
Select the total number of Disbursements you want to create in the Number of Disbursements field.
Select the first disbursement date in the First Date field.
Select your disbursement frequency in the Interval and Period fields.
Finally, select the amount that you want to calculate disbursements for in the Amount field. Note that this will default to your total Amount Awarded, and although you may not disburse any value greater than this, you can disburse less than this. In other words, you could in theory set up disbursements for half of the Funding Request today, and then fill in Disbursements for the gap amount later on.
Click Calculate.
The system will calculate Disbursements based on the selected intervals and Amount. You can edit these inline if you want to make additional changes, and click Save when you're ready to commit these Disbursements to your Funding Request record.