Customizing the end of the financial year - Alfresco Governance Services - 23.4 - 23.4 - Ready - Alfresco - external

Alfresco Governance Services
Platform
Alfresco
Product
Alfresco Governance Services
Release
23.4
License

You can set the end date of the financial year and the end of the financial quarter.

Note: If you make adjustments to your financial year as per the instructions below, it is important you carry out the same procedure on your new installation every time you upgrade to a new version of Governance Services.
  1. Navigate to the <TOMCAT_HOME>/webapps/alfresco/WEB-INF/lib/alfresco-repository-xxx.jar file in your installation.
  2. Copy the alfresco-repository-xxx.jar to <temp-dir>/alfresco-repository-xxx.zip and extract the contents
  3. From the extracted ZIP file copy alfresco/period-type-context.xml to <TOMCAT_HOME>/shared/classes/alfresco/extension.
  4. Rename the file to custom-period-type-context.xml.
  5. Change all the value properties to suit the dates of your financial year.

    For example, the following would customize your system to start the financial year in October.

     <beanid="period.end.of.financial.month"class="org.alfresco.repo.dictionary.types.period.EndOfFinancialMonth" >
    <property name="startDayOfMonth">
        <value>1</value>
    </property>
    <property name="startMonth">
        <value>10</value>
    </property>
 </bean>
 <bean id="period.end.of.financial.quarter" class="org.alfresco.repo.dictionary.types.period.EndOfFinancialQuarter" >
    <property name="startDayOfMonth">
        <value>1</value>
    </property>
    <property name="startMonth">
        <value>12</value>
    </property>
 </bean>
 <bean id="period.end.of.financial.year" class="org.alfresco.repo.dictionary.types.period.EndOfFinancialYear" >
    <property name="startDayOfMonth">
        <value>1</value>
    </property>
    <property name="startMonth">
        <value>9</value>
    </property>
 </bean>
  6. Restart the server.
  7. (Optional) If you change your financial periods this does not update any previously set calculated schedules and you will need to edit all retention schedules to ensure the new period start date is used. See Editing a retention schedule.