Outbound Funds NPSP Extension Package

What is the Outbound Funds NPSP Extension Package?

The Outbound Funds NPSP Extension is a package to connect the Outbound Funds (Core) package to the Nonprofit Success Pack (NPSP) General Accounting Unit object. This package should be used only by organizations using NPSP version 3.127 or higher and Outbound Funds Core version 1.13 or higher.

What do you get with Outbound Funds NPSP Extension?

Outbound Funds (Core) has four custom objects that connect only to Standard Salesforce objects. The Outbound Funds Extension Package adds to this functionality with an additional custom object. This package can be used by an organization with NPSP wishing to customize their Salesforce to manage Outbound Funds.

New Custom Objects

• GAU Expenditures - Object that connects Disbursements to General Accounting Units to show from which General Accounting unit the funds should be disbursed.

Modifications to Existing Objects

The NPSP Extension Package will make the following modifications to existing objects:

• General Accounting Unit
  • Lightning Record Page
  • Page Layout
  • Custom Fields
    • Rollup Summary fields to profile the Amount and number of Disbursements.
    • Formula field to calculate the amount available to award based on the Total Allocated and the Total Disbursed.
• Disbursement
  • Lightning Record Page
  • Page Layout

Installing Outbound Funds (npsp)

1. Click on the following installation link to launch the installer. You can install both the Core package and NPSP Extension package at the same time if you meet the prerequisites.
   • Install Package
2. Log into Salesforce to install in either Production or a Sandbox (top right).
3. Click Allow on the following screen to allow the installer to make changes to your Salesforce instance.
4. Click the "View Plan: Install" button to validate which packages are eligible to install (i.e. if you have NPSP you will be allowed to install the NPSP Extension package.)
5. Click the "Start Pre-Install Validation" button to make sure the eligible packages are compatible with your org.
6. Once Pre-Install is complete, you can choose to install/update the Outbound Funds Core package if needed, and then install the NPSP extension package. Press Install to install the selected package(s)
7. The package will install and you'll see a confirmation message on your screen upon completion; an email will also be sent upon completion.
8. If there are any errors during installation, the installer will provide popup window with the error and a link for others to review the error message. Please share this link in the Power Of Us Hub group for assistance. Also, if upgrading from a previous version, see the upgrade documentation if you are using v1.13 or prior.

Post Install Setup

Disbursement

1. Go to Setup.
2. Click on the Object Manager Tab and Select Disbursement.
3. Click on Page Layouts in the sidebar and Click on Page Layout Assignment.
4. Edit the assignment to Assign the Disbursement NPSP Layout to all relevant profiles.
5. In the sidebar, click on Lightning Record Pages.
6. Click on the Disbursement NPSP Record Page.
7. Click on View
8. In the upper right hand corner, click on Activation.
9. Click the App Default tab and click on Assign as App Default.
10. Select Outbound Funds.
11. Click Next.
12. Click Save.
13. Click Back to return to Setup.

General Accounting Units

1. Go to Setup.
2. Click on the Object Manager Tab and Select General Accounting Unit.
3. Click on Page Layouts in the sidebar and Click on Page Layout Assignment.
4. Edit the assignment to Assign the GAU Outbound Funds Layout to all relevant profiles.
5. In the sidebar, click on Lightning Record Pages.
6. Click on the GAU Outbound Funds Record Page
7. Click on View.
8. In the upper right hand corner, click on Activation.
9. Click the App Default tab and click on Assign as App Default.
10. Select Outbound Funds.
11. Click Next.
12. Click Save.
13. Click Back to return to Setup.

GAU Expenditures

1. Go to Setup.
2. Click on the Object Manager Tab and Select GAU Expenditure.
3. In the sidebar, click on Lightning Record Pages.
4. Click on the GAU Expenditure Record Page.
5. Click on View.
6. In the upper right hand corner, click on Activation.
7. Click the App Default tab and click on Assign as App Default.
8. Select Outbound Funds.
9. Click Next.
10. Click Save.
11. Click Back to return to Setup.

Basic Usage

Connect Disbursements to General Accounting Units

• Prerequisites: Funding Request has been awarded and Disbursement(s) have been scheduled
  • Update the Disbursement to indicate that it’s been paid
• Add GAU Expenditure record to Disbursement to connect to General Account Units