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            Automatically Create Recurring Disbursements

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            Automatically Create Recurring Disbursements

            Save time and increase accuracy and efficiency by automatically creating recurring funding award disbursements.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and edit funding awards and related records: Grantmaking Manager permission set
            To use funding awards in Experience Cloud: Grantmaking for Experience Cloud permission set

            Set Up Recurring Funding Award Disbursements Automation

            Create recurring funding award disbursements quickly and easily from the funding award page. Set up a quick action to run the Create Recurring Funding Disbursements flow.

            To complete this setup, make sure that you have upgraded to Dynamic Actions in Lightning App Builder.

            1. From Setup, in the Quick Find box, enter Process Automation and then select Flows.
            2. Select the Create Recurring Funding Disbursements flow.
            3. Customize the Preview Funding Disbursements flow screen element to tailor the disbursements creation to your business needs.
              1. In the Preview Funding Award Disbursements Data Table screen element, keep the default record collection of NewDisbursementRecords or select a different records collection.
              2. Set the table edit mode and the row selection method.
                Despite setting the Table Edit Mode to Edit, if users don't have edit access on the record, they can't save the records at the end of the flow.
                If you don’t set the minimum and maximum rows, the number of records that you can create is unlimited.
              3. Under Table Columns, set or reorder the column headers that you want to include in the funding disbursement creation.
                For example, to create disbursement records that include the funding award ID and scheduled date, add those columns to the Table Columns list.
              4. Under Advanced, you can keep or change the default output values that are stored as the Record Collection and the Selected Rows Collection.
            4. Save as a new flow and activate it.
            5. From the Object Manager, go to the Funding Award object and select Buttons, Links, and Actions.
            6. Click New Action.
            7. Create the action to run the customized Create Recurring Funding Disbursements flow.
              1. Select Flow as the action type.
              2. Select your customized flow.
              3. Make sure that None is the standard label type.
              4. Enter Create Recurring Disbursements as the label.
                The Name field is populated based on your label entry.
              5. Save your work.
            8. Go to Lighting Record Pages, or go to a funding award page, and edit the page in the Lightning App Builder.
            9. Add the Create Recurring Disbursements action to the Highlights panel.
            10. Save your changes.

            Now you can use the Create Recurring Disbursements button on the Funding Awards page to create recurring funding disbursements.

            Create Recurring Funding Award Disbursements

            Provide timely and accurate funding award disbursements by quickly and easily creating recurring funding award disbursements from the Funding Award page.

            1. On the funding award page, click Create Recurring Disbursements.
              If you have previously created funding award disbursements for this funding award, they are listed under the Funding Disbursements section of the Create Recurring Disbursements window.
            2. Enter the disbursement schedule details, and click Next.
              The disbursements appear in a preview table.
            3. To change any potential record detail, place your cursor in the cell and click Edit icon.
            4. To add or remove records, select Add Row or Remove Row from the dropdown next to each row.
            5. To add budget allocations for these new disbursements, select the Add new budget allocations for these disbursements.
            6. Click Create Disbursements.
              The funding award disbursements are created and shown in a table.
            7. If you previously selected to add budget allocations, enter the budget allocation details. To add more than one allocation, click Add.
            8. After you add all allocations, click Next.
            9. Preview the disbursements, and then click Create Budget Allocations.
            10. Click Finish.

            You can see the new disbursement records on the funding award's Related tab or on the Funding Disbursements page.

             
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