Funding Item

This object in Maica represents the specific Budget Items or Funded Supports included in a Participant's NDIS Funding or Home Care Package.

Depending on your Maica package, this Data Object may be called Plan Budget in your organisation

Fields & Relationships

The table below provides a comprehensive overview of all fields and relationships for the Funding Item object in Maica. Please refer to the table below for detailed information.

Funding Item Schema

Click here to view and download the complete Funding Item Schema.

Automation

Flows

The list below outlines the Flows applied to the Funding Item Object in Maica.

Please refer to the list below for more detailed information on each Flow.

Update Is Active Value

This flow is designed to update the Is Active field value for a Funding Item record based on its Effective Date and End Date.

Flow Detail
Flow Label	Maica - Funding Item - Update Is Active Value
API Name	maica__Maica_Funding_Item_Update_Is_Active_Value
Type	Autolaunched Flow

Flow Summary

• Updates the Is Active field for a Funding Item record based on its Effective Date and End Date.

• Ensures the Is Active field reflects the current status of the Funding Item according to the specified dates.

Flow Description

1. Start (Record-Triggered Flow):

   • Triggered when the Effective Date, End Date, or Is Active field is changed.

2. Calculate Is Active Status (Formula):

   • Determines if the Funding Item is currently active based on the Effective Date, End Date, and current date.

3. Update Funding Item Record (Record Update):

   • Updates the Is Active field with the calculated status.

Funding Item Before Insert

This flow is designed to set attribute values from the related Product before inserting a Funding Item record.

Flow Summary

• This flow sets the attribute values for a Funding Item record from the related Product before the record is inserted or updated.

• It ensures that the Funding Item's Unit of Measurement and Support Purpose Picklist fields are accurately populated.

Flow Description

1. Start (Record-Triggered Flow):

   • Triggered before inserting or updating a Funding Item record.

2. Calculate Unit of Measurement (Formula):

   • Converts the Unit of Measurement from the related Product record to text.

3. Assign Plan Budget Values (Assignment):

   • Sets the Product Unit of Measurement and Support Purpose Picklist fields on the Funding Item record based on values from the related Product.