Extending "End Date" for new accounts and existing accounts for clients on 3.x legal module
Configuration for 3.x legal Budgeting
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Login as an admin account
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Go to Setup
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Go to Object Definitions → Account
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Go to Templates
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Create a new Template
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Set General Tab as in the picture
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Go to the record tab of the template, create a new field for applEndOn and set it to 12/31/3999
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Save the template
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Go to rules tab and create a new rule
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Match the General Tab with the following image and save
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Go to the Qualifier tab and create the following 2 qualifiers and make sure it is set to OR Logic.
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Go the the action tab and set the template to the one created earlier.
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Save the rule
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Check-out and save the old jar legal-legalutilities-library-3.x.jar and the 2 class files in it. TCLBudgetHandlerSYS.class and TCLBudgetHandlerSYS$1.class somewhere.
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Replace with the attached class files in the jar "legal-legalutilities-library-3.x.jar" TCLBudgetHandlerSYS$1.class TCLBudgetHandlerSYS.class
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Check-in the new jar with the replacement class files back into the instance and restart the TeamConnect instance.
For Existing Accounts on 3.x
Run the following SQL:
SELECT * FROM T_ACCOUNT WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors');
SELECT * FROM T_ACCOUNT WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors'));
SELECT * FROM T_ACCOUNT WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors')));
UPDATE T_ACCOUNT SET APPL_END_ON = '3999-12-31 12:00:00' WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors');
UPDATE T_ACCOUNT SET APPL_END_ON = '3999-12-31 12:00:00' WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors'));
UPDATE T_ACCOUNT SET APPL_END_ON = '3999-12-31 12:00:00' WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE PARENT_ACCOUNT_ID IN (SELECT PRIMARY_KEY FROM T_ACCOUNT WHERE NAME IN ('Allocated - All Matters','Allocated - All Vendors','Actuals - All Matters','Actuals - All Vendors')));