How do you allocate payments on a reimbursable grant Opp, if they are always across the same 2-3 GAUs, but never in the same Amount or Percent?
For example, City gives you $1M and you submit invoices to them throughout the year for all the charges across your GAUs A, B and C;
- one invoice is 200,000 with 100k to A, 43k to B, and 57k to C;
- one invoice is 57,000 with 29k to A, 11k to B and 17k to C;
- and so on.
How do you manage your allocations when Payments are not tied to GAUs?
This org has NPSP and does not have Accounting Subledger.
My initial thought is to not use Payments at all. Instead, manage the reimbursements as separate Opps with a Parent Opp. Or perhaps leverage Recurring Donations in much the same way, but if it's not possible to define the number or cadence of reimbursements, the former would likely be better. I very much want to hear about your working solutions, please, as well as drawbacks to the ideas put forth.
@Piyusha Pilania This sounds like an interesting solution. I can imagine how an invoice record might be created pulling through the contact, account and relevant amounts. But how might the invoice be turned into a document format (e.g. PDF) for sending to the client?
