Funding Type Disbursement and Order (Custom Metadata Type)
Metadata for Funding Type Disbursement and Order
Table of Contents
Funding Type Disbursement and Order (Custom Metadata Type)
This custom metadata type is used to determine the Funding Disbursement method and order of priority based on the Funding object's 'Funding Type'.
The supported Funding Types (from the Funding object) are as follows, where admin can set an order of priority for the following:
- Discount %.
- Discount.
- Sponsor.
- Scholarship.
It also determines the funding disbursement method that is used for the Funding Types:
- Fee Line - create a negative Fee Line to offset Student Fees (see here for use case).
- Disbursement - create a payment against Student Fees (see here for use case).
Note
If you wish to revert back to pre-3.11 method of Scholarship, simply switching out the Disbursement method with Sponsor 's Fee Line should do the trick.
Keep in mind that you will have to expose the Funding Disbursement Method field in the Custom Metadata Page Layout.
The following are the supported fields:
| Field | Description |
|---|---|
| Funding Type |
The Funding's 'Funding Type' custom picklist value.
|
| Funding Disbursement Method |
Determines how will the Funding Type disburse the Funding Allocation to help students pay their fees.
|
| Order of Priority | The number to identify the priority. Number 1 is the highest priority and the Funding Type with priority of number 1 will be executed first. Any configuration with null will be treated as lowest priority. |
| Inactive | Check to disable the configuration. |
See also
For use cases related to the Funding Disbursement Method, see: