Distributions with a Single Withdrawal
Once a Distribution is created, a corresponding Withdrawal is created. After the (first) Distribution is saved, proceed immediately to processing its Withdrawal.
- Navigate to the (first) Distribution for the Grant and click Related at the top of the Distribution record.
- In the Related window, the first section will be Withdrawals.
- Right-click on the already-created record under Withdrawal Number and open a new tab with the record of the Withdrawal associated with this Distribution. Salesforce auto-fills the Withdrawal using information from the Distribution.
If this Distribution is being paid from a Single Source Fund, Salesforce has already filled out most of the information. In this case, the only additional information needed regards Awards.
If there is an Award Assignment:
ⓐ Enter the Award in the Award Assignment field – the lookup will allow you to search Opportunities.
ⓑ In the No Award field, select No (i.e., no, there is not No Award – a double negative makes a positive!).
If there is no Award Assignment:
ⓐ Leave the Award Assignment field blank.
ⓑ In the No Award field, select Yes (i.e., yes, there is No Award).
You can now submit your grant for approval.