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How to Transfer a case
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Last modified on 8/14/2022 7:28 PM by User.

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How to Transfer a case

This article is for Internal Use only and aimed at advanced users

 

This describes the process of transferring a case from Company A to Company B

1. Ask the Client to get the transferred case added to the destination compnay and provide you the new caseid

2. Copy the case folder from Company A to the new Case Folder in Company B

3.  On the source company database, Select * from Billing where CaseId = x 

4. Open a new Excel and set all the columns to Format TEXT

5. Select all record from the Query results, including the headings and then copy and paste into new excel sheet.. Set the FeeEarner to SYSTEM to all rows and the set caseid to the new caseid allocated. Also delete the ID (first) column as this will be auto-generated.

SET The FixedFeeEntry values from NULL to 0 and SET the beaMail from NULL to 0

7. save as an XLS as well as a CSV.  (If you open the CSV in EXCEL the date columns will lose thier formatting, and you can reformat using yyyy-mm-dd hh:mm:ss.000 if needed)

8. Using SSMS on Company B, import the CSV file created above . Use the "Import Flat File" feature and create new table as CaseHistxxxx

 

Set all columns to allow NULLS

Set the Cost and UnitCost To DateType Money

Set the FixedFeeEntry and beaMail  to DataType BIT

SEt the Quantity to Decimal(10,10)

Leave all others as suggessted

 

9. UPDATE NULL columns to actual nulls

UPDATE CaseHistx set CaseStatusAtTime = NULL where CaseStatusAtTime = 'NULL'
UPDATE CaseHistx set SubFolder = NULL where SubFolder = 'NULL'
UPDATE CaseHistx set FileName = NULL where FileName = 'NULL'

UPDATE CaseHistx set TypeOfWork = NULL where TypeOfWork = 'NULL'
UPDATE CaseHistx set Category1 = NULL where Category1 = 'NULL'
UPDATE CaseHistx set Category2 = NULL where Category2 = 'NULL'

 

8. Copy the imported records to the Billing table using

INSERT INTO [dbo].[Billing]
           ([CaseID]
           ,[FeeEarnerID]
           ,[TimeStamp]
           ,[NoOfUnits]
           ,[StartTime]
           ,[EndTime]
           ,[Narrative]
           ,[TypeOfEntry]
           ,[Cost]
           ,[FileName]
           ,[BranchID]
           ,[Quantity]
           ,[UnitCost]
           ,[CaseStatusAtTime]
           ,[SubFolder]
           ,[ActiveTimeSeconds]
           ,[ElapsedTimeSeconds]
           ,[FixedFeeEntry]   
           ,[TypeOfWork]
           ,[Category1]
          ,[Category2]
          ,[beAMail])
      
    (SELECT [CaseID]
      ,[FeeEarnerID]
      ,[TimeStamp]
      ,[NoOfUnits]
      ,[StartTime]
      ,[EndTime]
      ,[Narrative]
      ,[TypeOfEntry]
      ,[Cost]
      ,[FileName]
      ,[BranchID]
      ,[Quantity]
      ,[UnitCost]
      ,[CaseStatusAtTime]
      ,[SubFolder]
      ,[ActiveTimeSeconds]
      ,[ElapsedTimeSeconds]
      ,[FixedFeeEntry]   
      ,[TypeOfWork]
      ,[Category1]
      ,[Category2]
      ,[beAMail]
  FROM [dbo].[CaseHist21290])