Identify and compile the data for conversion. This document indicates what data can be converted.
Convert Billing Schedules
The method below is the most expedient because each time a new policy type is added in the Lines module, a row is written in the
policy_life_cycles table. The row remains even if the policy type is deleted. Also, the
policy_life_cycles table references the policy type by name rather than UUID. To convert billing schedules, complete the steps below:
- Ensure the site has all applicable billing schedules setup in Settings > Modules> Policies > Policy Lifecycle > Billing > Billing Schedules
- Access (or create) a policy
- Navigate to the Accounts Receivable
- Set theBilling Schedule
- Grab the
policyIdUUID from the URL
- Within the database, plug the UUID into
- Grab the UUID from
- Repeat to capture the UUID for each applicable billing schedule
Build Conversion Files Using YAML
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