We will first review the definition in the article Periodic distributions - Field dictionary.
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.
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:
Once these actions have been completed, you will find the periodic distribution records on the Invoice Line items related list.
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
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
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.
That's it! You now know how to export your periodic distribution records!