Some grants have multiple Distributions, with the grant paid in two or more installments. Grants with multiple Distributions are usually set up with an initial Distribution being paid immediately and an additional Distribution (or more) is being paid upon receipt of an interim or final report, or at some pre-determined future date(s) without reporting requirements.

1. Navigate to the Grant Object you just created and click on Related.
2. Scroll down to Distributions.
3. Right-click on the already-created record under Distribution Number.

1. This will open the single Distribution that Salesforce created for the Grant Object.
2. Distribution Amount: Adjust this first Distribution to the amount of the first installment. When there are two Distributions, this is usually 50% of the total grant amount.
3. Date Scheduled: The first Distribution is typically the same as for a single-Distribution grant: the Friday following Grant Processing Monday. You can leave this blank - the Grant Administrator can fill this out.

4. Return to the Related tab on your Grant Object. In the Distributions section, click on New.

5. A window titled New Distribution will open. As with the initial or single Distribution, Salesforce will auto-fill some fields, and not all fields will be used. Fill these fields as follows:

ⓐ Distribution Amount: Enter the amount of this Distribution (not the entire Grant). When there are two Distributions, this is usually the other 50% of the total grant amount.

ⓑ Required Grant Report: Often, grants that are paid in multiple installments require an Interim or Final Report. Use this only if there is a reporting requirement to release this Distribution. If there is a report required, click on the field to bring up a list of Grant Reports. Select the one you have already created; if you haven’t created one yet, leave this blank, but be sure to return to it when you create the Grant Report Object (see Grant Reports).

ⓒ Date Scheduled: If there is a report due, the Date Scheduled is not the same as the due date of the report – it must be after the due date of the report. Picking the next day is fine; if the report is not Submitted by the Date Scheduled, the Distribution will not be released – it will be released only once the report status is changed to Approved.

6. Click Save.
7. Repeat to set up any additional Distributions

If all the funds are coming from a Single Source Fund, go to Single Withdrawal.

If the funds are coming from more than one fund, go to Multiple Withdrawals.