Manage Expenditures

Initial Setup

The Manage Expenditures wizard is a Lightning Component and has been added to the Disbursement NPSP Record Page. If you want to change the location of the Lightning Component or add to different Lightning Page, follow the steps below:

1. Via setup, navigate to the Disbursement Object
2. Select the Lightning Record Pages section
3. Click Edit next to the respective Lightning Page
4. Via the Components section, scroll to the Custom section and find the manageExpenditures component

5. Drag and drop the manageExpenditures component to the desired section of the Lightning Page
6. Click Save
7. Assign Lightning Page as Org Default or App Default if applicable.

Using Manage Expenditures wizard

1. Navigate to the section of the Disbursement record where the manageExpenditures component resides
2. Enter the name of the GAU. There is no option to add a new GAU from this page so if a new GAU is needed, navigate to the GAU tab and add the respective record.
3. Enter either the amount or percentage you would like to assign to the GAU. The Total Amount Remaining will show a dynamic amount of how much is left to allocate.
4. If additional GAU Expenditures are required, click Add Row
5. Should you need to delete a row, click Delete. If the row was an existing record, note this will delete an existing record.
6. Once completed, click Save Updates. The record will look similar to the image below

Additional Details

If a disbursement is in a status of paid or cancelled, the manage expenditures wizard will not be able to be used.

In order for the GAU Expenditure records to be visible via the GAU Expenditure Related List, you will need to refresh the disbursement record page.

If another user has saved their updates to the GAU expenditures for that disbursement, clicking Refresh List in the wizard will pull their update onto your page.

Inactive GAUs

The Manage Expenditures wizard has been configured so that a new GAU Expenditure cannot be assigned to an inactive GAU. In addition, an existing GAU Expenditure cannot be updated if it was assigned to an inactive GAU. Should you need to create or edit a GAU Expenditure assigned to an inactive GAU, the two options you have are:

1. Use the GAU Expenditure related list from the disbursements tab: Select the GAU Expenditure record, and create/edit the record via the standard Salesforce interface.
2. To use the Manage Expenditures wizard: Navigate to the GAU record and temporarily activate the record. Once the changes are done, you should mark the GAU as inactive again.