Grants with a Single Distribution

Grant payments/installment(s) are called Distributions in Salesforce. Once a Grant Object is created and saved, Salesforce automatically creates one (1) Distribution that reflects what has been entered into Grant Amount on the Grant Object.

If the Grant you are creating is bring paid all at once, then you need a Single Distribution.

If the Grant has multiple payments, skip this and go to Multiple Distributions.

  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 and open a new tab to the record of the Distribution.

If the whole grant is paid in one installment, it needs a single Distribution – even if that payment comes from multiple Funds. Salesforce auto-fills most of the fields from the Grant Object. You don’t really need to change or add anything here; the Grant Administrator will fill in the Date Scheduled and Payment Method. You will need to proceed to creating or reviewing Withdrawal(s) - scroll to the bottom.

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.