RDLA Field Definitions - Fund Source Use

Field-by-field reference for the RDLA Fund Source Use object (Fund_Source_Use__c). The actual use of a Fund Source to pay for a database. Can indicate a specific Faculty Funder. An FSU can be linked to a Contract/Invoice, or only to the FR (for example, as a Cost Share).

Part of the RDLA field definitions. For the step-by-step user guides, see Research Database Lifecycle - RDLA.

  • Relationships: Master Detail - owned by Fund Source, lookup to Contact (faculty funder), Faculty Resource, Contract, Invoice

Fields

Field / API NameTypeEntryDescriptionPicklist Values
Additional Information
Additional_Information__c		Long Text Area(32768)UserNotes, descriptions, other additional information regarding this particular use of the fund source for the related contract.
More information provided for the fund source use
Amount
Amount__c		Currency(16, 2)UserThe amount charged to the fund source in this particular use.
The amount this fund source is paying
Approved By
Approved_By__c		Text Area(255)UserWho approved the use of this funding source? Free text, 255 character limit.
The person that approves the use of this fund source
Contract
Contract__c		Lookup(Contract)Not editableContract associated with this fund source use.
The contract this for which fund source use pays.
Current
Current__c		Formula (Checkbox)Automatic
Entry Mode
Entry_Mode__c		PicklistUserTracks whether the user entered this allocation as a dollar Amount or as a Percent of the Quote Amount on the Quote Calculator screen. Drives the calculator subflow's per-row branch that derives the missing field. Round-trips on save so reopening the quote restores the original entry mode. Null is treated as Amount.Amount
Percent
Faculty Funder Email
Faculty_Funder_Email__c		Formula (Text)Automaticfaculty funder email for datatable
Email for the populated faculty funder contact
Faculty Funder Id
Faculty_Funder_Id__c		Formula (Text)AutomaticExposes the faculty funder's Contact Id on the Fund Source Use row by traversing Fund_Source__r. Exists because Flow Get Records filters cannot traverse relationship paths, so flows need a local field to filter and dedupe funders on. Companion to the existing Faculty_Funder_Email__c / Faculty_Funder_Name__c / Faculty_Funder_NetId__c formulas.
Faculty Funder Name
Faculty_Funder_Name__c		Formula (Text)Automaticformula for faculty funder name for datatable.
Name for the populated faculty funder contact
Faculty Funder NetId
Faculty_Funder_NetId__c		Formula (Text)Automaticformula for faculty funder net id for datatable
NetId for the populated faculty funder contact
Faculty Resource
Faculty_Resource__c		Lookup(Faculty Resource)Not editableThe faculty resource that this fund source use record is used to pay for.
The database for which this fund source use pays.
Fund Source
Fund_Source__c		Master-Detail(Fund Source)Not editableThe fund source associated with the fund source use record.
The fund source that this fund source use indicates was used to pay for the database.
Fund Source Use Name
Name		Auto NumberAutomaticThe autopopulated concatenation of the invoice-fundsource
Fund Type
Fund_Type__c		Formula (Text)AutomaticThe type from the related fund source.
Funding Date
Funding_Date__c		DateUserThe date the funding confirmation is confirmed (that the fund source will be used to fund this database). Used for reporting purposes.
The date the fund source was confirmed to pay for the database.
Funding Percentage
Funding_Percentage__c		Percent(16, 2)UserThe percentage of the total contract amount this fund source covers.
The percentage of the overall total this fund source use pays for the database (out of 100)
No Longer Used
No_Longer_Used__c		CheckboxUserIndicates the fund source is no longer used to fund the database.
Used in filtering in related lists for faculty resource
Number Order
Number_Order__c		Formula (Number)AutomaticThis is for ordering the fund source use records in the quote and contract payment management screen flows. Internal facing only.
Paid
Paid__c		CheckboxUserWhen checked, indicates the Fund Source Use was paid.
Indicates if this fund source use has been paid out.
Paid Date
Paid_Date__c		DateUserThe date the invoice is marked paid.
The date the payment from the fund source was actually paid.
Quote
Quote__c		Lookup(Quote)User
Record Funded
Record_Funded__c		PicklistUserIndicates which record type (Quote or Invoice) this fund source use is associated with and is funding.Quote
Invoice

Reading the field table

  • Entry – User: typed or picked by a person. Automatic: set by Salesforce (a formula, a flow, or the system) and not editable. Automatic, editable: set automatically but can be changed by hand. Not editable: cannot be changed once the record exists.
  • Notes in italics describe how the field is used in the RDLA process.
  • Picklist values are the ones available on the RDLA record type.
  • The standard Salesforce fields Record ID (Id), Created By, Created Date, Last Modified By, Last Modified Date and Owner are on every object and are not listed.
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RDLA Field Definitions
Index of the Salesforce objects behind the Research Database Lifecycle (RDLA), linking to a field-by-field reference article for each one.