Customization on Funds and Payouts

Custom Fields on Funds

Defined on: the Fund record
Stored on: the Fund record

Fund custom fields hold metadata used for GL mapping, reporting, and integration:

  • fund.get('GL_CODE').value — GL account code
  • fund.get('AgencyID').value — external agency identifier
  • fund.get('ReportingCategory').value — payout reporting category

Available in reports: appear as selectable columns in Fund reports and payout export reports.

Integration Codes in Payout Calculation

Campaign and Item integration codes are available during payout calculation scripts:

  • campaign.get('CampaignYear').value — fiscal year for this campaign’s designations
  • orderItem.orderableItem.get('FeeExempt').value — item-level fee exemption flag

Integration code values appear in the payout Detail CSV export, enabling downstream GL posting without manual lookup.

→ Full reference: Where Custom Fields Live