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How do I create a fixed fee matter fee arrangement for a matter via code?

Updated on

The following Apex method can be used to create a fixed fee matter fee arrangement for a matter via custom coding. Please be aware that you are always advised to test your code in the sandbox.

Syntax:

FeeArrangementService.createFixedFeeMatterFeeArrangement(
   @feeArrangementRecordId,
   @matterRecordId,
   @matterPrice,
   @defaultForFees,
   @defaultForExpenses,
   @recurrence,
   @startDate,
   @endDate
);

Parameters:

@feeArrangementRecordId
The fee arrangement record's id value using which the fixed fee type of matter fee arrangement is to be created.

@matterRecordId
The matter record's id value for which the fixed fee type of matter fee arrangement is to be created.

@matterPrice
Your finalized matter price offered to client.

@defaultForFees
To mark this matter fee arrangement as the default when entering time for this matter.

@defaultForExpenses
To mark this matter fee arrangement as the default when entering expenses for this matter.

@recurrence
Provide how often the client will be charged for these fees.
(Accepted values are: One Time, Monthly, Quarterly, Annually)

@startDate
If your recurrence is other than One Time, then provide the start date for it.

@endDate
If your recurrence is other than One Time, then provide the end date for it.

Result:

The function will return a list of sObjects for the matter fee arrangement type.

Fields Returned in the Output:
  • RecordTypeId
  • RecordType.DeveloperName
  • Name
  • advpm__Description__c
  • advpm__Source_Fee_Arrangement__c
  • advpm__Matter__c
  • advpm__Matter_Price__c
  • advpm__Discount_Percentage__c
  • advpm__Contingency_Percentage__c
  • advpm__Fee_Arrangement_Price__c
  • advpm__Total_Unit_Caps__c
  • advpm__Recurrence__c
  • advpm__Default_for_Fees__c
  • advpm__Default_for_Expenses__c
  • advpm__Start_Date__c
  • advpm__End_Date__c
  • advpm__Transactions_Billed_To_Date__c
  • advpm__Transactions_To_Be_Billed__c
  • advpm__Total_Price__c
  • advpm__Total_Cost_as_Priced__c
  • advpm__As_Priced_Profit_Margin__c
  • advpm__Total_Cost_for_Expenses__c
  • advpm__Total_Cost_for_Time__c
  • advpm__Total_Cost_as_Delivered__c
  • advpm__As_Delivered_Profit_Margin__c
  • advpm__NextBillDate__c
  • advpm__LastBillDate__c
  • CreatedDate
  • LastModifiedDate
  • CreatedById
  • LastModifiedById
  • OwnerId

Example:

advpm__Matter_Fee_Arrangement__c result = FeeArrangementService.createFixedFeeMatterFeeArrangement(
  'a0A9000000RJhKTE',
  'a05900000051CpN',
  2000,
  true,
  false,
  'Monthly',
  Date.valueOf('2023-01-01'),
  Date.valueOf('2023-10-31')
);
System.debug('Matter Fee Arrangement created : ' + result.Name);
Previous Article How do I retrieve matter fee arrangements via automation?
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