FundingDisbursement

Represents a payment that has been made or scheduled to be made to a funding recipient. This object is available in API version 57.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Grantmaking license is enabled, Grantmaking is enabled, and the Manage Funding Awards system permission is assigned to users.

Fields

Amount

Type: currency
Properties: Create, Filter, Nillable, Sort, Update
Description: The total amount that’s disbursed to the awardee.

DisbursementDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The actual date and time of funds disbursement.

FundingAwardId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The funding award that’s associated with the funding disbursement.

This field is a relationship field.
Relationship Name: FundingAward
Relationship Type: Master-Detail
Refers To: FundingAward

IsApproved

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether the funding disbursement is approved (true) or not (false).
Default value: false

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed this record.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The autogenerated name of the funding disbursement.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The owner of the record.

This field is a polymorphic relationship field.

This field is available from API version 63.0 and later.
Relationship Name: Owner
Refers To: Group, User

PaymentMethodType

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the payment method for funds disbursement.
Possible values:
- Cash
- Check
- EFT
- Wire

PaymentNumber

Type: string
Properties: Autonumber, Defaulted on create, Filter, Sort
Description: The unique identifier of the payment related to the funds disbursement.

ScheduledDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The scheduled date and time to disburse the funds.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the approval status of the funds disbursement.
Possible values:
- Approved
- Cancelled
- Paid
- Pending Approval
- Processing
- Returned
- Scheduled

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FundingDisbursementShare: Sharing is available for the object.
FundingDisbursementOwnerSharingRule: Sharing rules are available for the object.
FundingDisbursementFeed: Feed tracking is available for the object.
FundingDisbursementHistory: History is available for tracked fields of the object.