--- title: "Case study" slug: "répartitions-périodiques-cas-pratique" updated: 2025-10-28T10:48:26Z published: 2026-01-07T10:04:05Z canonical: "help.frisbii.com/répartitions-périodiques-cas-pratique" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Case study ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/c5e93145-e48f-47d5-ae13-0f747d7262ca?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A21Z&se=2026-10-28T01%3A19%3A21Z&sr=c&sp=r&sig=zCBn9AEnhElu2cNLJEH80uINRu7HDjGFeuvUpCL%2Fyac%3D) We will first review the definition in the article [Periodic distributions - Field dictionary](/frisbii-app/docs/en/répartitions-périodiques-dictionnaire-de-champs). - Periodic distribution consists of distributing the value of an invoice line item over the months covered by that line. - The value is distributed in a prorated way, according to the Start date and the End date. - In Frisbii, the periodic distribution is a child object of the invoice line item. ## Function activation You can activate it from the Corporate Name. ### Steps

1. Go to the Corporate Name for which you wish to activate the functionality.
2. Check the box Enable Periodic Distributions.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-NO3T5MW1.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A21Z&se=2026-10-28T01%3A19%3A21Z&sr=c&sp=r&sig=zCBn9AEnhElu2cNLJEH80uINRu7HDjGFeuvUpCL%2Fyac%3D) ## Test the generation of periodic distribution lines To test the correct functioning of the periodic distribution, an invoice must be issued. Please find here the articles to follow: - [Invoices - Creating an invoice ex-nihilo or from another object](/frisbii-app/docs/en/factures-cloner-une-facture) - [Invoices - Issuing, creating PDFs and sending](/frisbii-app/docs/en/factures-émission-création-de-pdf-et-envoi) Once these actions have been completed, you will find the periodic distribution records on the Invoice Line items related list. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-I5NGV1PZ.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A21Z&se=2026-10-28T01%3A19%3A21Z&sr=c&sp=r&sig=zCBn9AEnhElu2cNLJEH80uINRu7HDjGFeuvUpCL%2Fyac%3D) ## Report on periodic distributions

You can create a report to get more visibility on your periodic distribution records.
Here we take the example of an Accounts report with invoices and invoice line items.

### Steps
1. Go to Reports.
2. Create a report using the report type Accounts with invoices and invoice line items.
3. Add columns:
- Record name (periodic distribution) - Units per period - Account name - Invoice name - Invoice line item name ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-DJP8NWG8.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A21Z&se=2026-10-28T01%3A19%3A21Z&sr=c&sp=r&sig=zCBn9AEnhElu2cNLJEH80uINRu7HDjGFeuvUpCL%2Fyac%3D)

Note: To customise your report, you can also add filters and refine the results of the report.
This is the Salesforce module for Reports.

## Exporting periodic distributions Once you have created your report, you can export it in CSV, XLS or XLSX format. ### Steps

1. Go to Reports.
2. Open your report.
3. Click on Export.

### ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-262H3ESH.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A19%3A21Z&se=2026-10-28T01%3A19%3A21Z&sr=c&sp=r&sig=zCBn9AEnhElu2cNLJEH80uINRu7HDjGFeuvUpCL%2Fyac%3D) That's it! You now know how to export your periodic distribution records!