Financial Management Flows
- Wilmarié Moreland
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Financial Management: Flows
Fund Allocations Rollup
The “Fund Allocations Rollup” flow is triggered when an Allocation record is created/updated:
If a new Allocation record is created with a Fund value or an Allocation is updated with a new Fund value, then the flow identifies all the Allocations associated with the Fund related to the Allocation being created/updated. Subsequently, the flow then sums the amount values of the Allocations separately based on the status (Applied For/Committed) and updates the fields ampi__xx_Amount_Applied_For__c and ampi__xx_Amount_Committed__c respectively on the related Fund object.
If an Allocation is updated such that the Fund value is removed, then the flow identifies all the Allocation records related to the Fund being removed. Subsequently, the flow then separately sums the amount values of these Allocations based on their status (Applied For/Committed) and updates the fields ampi__xx_Amount_Applied_For__c and ampi__xx_Amount_Committed__c on the Fund being removed.
If an Allocation is updated such that the existing Fund is replaced with a new Fund, the Flow identifies the Allocations related to both Funds. Subsequently, the flow then separately sums the amount values of these Allocations based on their status (Applied For/Committed) and updates the fields ampi__xx_Amount_Applied_For__c and ampi__xx_Amount_Committed__c on both the old Fund and new Fund.
Fund Allocations Deletion
The “Fund Allocations Deletion” flow is triggered when an Allocation record is deleted. It identifies the Allocation records associated with the Fund related to the Allocation being deleted. Subsequently, the flow then separately sums the amount values of the remaining Allocations based on their status (Applied For/Committed) and updates the fields ampi__xx_Amount_Applied_For__c and ampi__xx_Amount_Committed__c on the related Fund object.
Fund Disbursements Rollup
The “Fund Disbursements Rollup” flow is triggered when a Disbursement record is created/updated:
If a new Disbursement is created with a Fund value or a Disbursement is updated with a Fund value, then the flow identifies all the Disbursements associated with the Fund related to the Disbursement being created/updated. Subsequently, the flow then sums the amount values of the Disbursements that have status of Paid and updates the field ampi__xx_Amount_Paid__c on the related Fund object.
If a Disbursement is updated such that the Fund value is removed, then the flow identifies all the Disbursement records related to the Fund being removed. Subsequently, the flow then sums the amount values of the Disbursements that have status of Paid and updates the field ampi__xx_Amount_Paid__c on the Fund being removed.
If a Disbursement is updated such that the existing Fund is replaced with a new Fund, the Flow identifies the Disbursements related to both the Funds. Subsequently, the flow then sums the amount values of the Disbursements that have status of Paid and updates the field ampi__xx_Amount_Paid__c on the old Fund and new Fund.
Fund Disbursements Deletion
The “Fund Disbursements Deletion” flow is triggered when a Disbursement record is deleted. It identifies the remaining Disbursement records associated with the Fund related to the Disbursement being deleted. Subsequently, the flow then sums the amount values of these Disbursements that have a status of Paid and updates the field ampi__xx_Amount_Paid__c on the related Fund object.
The flows Fund Allocations Rollup, Fund Allocations Deletion, Fund Disbursements Rollup, Fund Disbursements Deletion are inactive by default upon installation and need to be activated if required. Since they are template flows, they can be cloned and further customized based on the requirements of your organization.