How to Change the Production Monitors on the Daysheet

Document created by prcarter Employee on Jan 30, 2017
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Issue:

How to change the Production Monitors under  Daysheet Setup.

 

Related articles:

What are the Default Settings for the Daysheet Setup?

Documentation: Understanding the Daysheet Reports and Daysheet Setup

Procedure Monitors Setup

 

Solution:

Close the Daysheet then modify the monitors from the monitor tab in the daysheet setup under maintenance.

 

When making changes to the daysheet monitors keep in mind that since Net Production equals Gross Production plus or minus Production Adjustments, the Net Production monitor should include every transaction type listed for Gross Production and Production Adjustments.  It should have nothing other than those transactions.  Likewise the Net Collections should have all transactions listed in Gross Collections and Collection Adjustments and nothing else.


NOTE:  It is advised that any changes to the monitors be recorded in case you ever need to return to the previous settings.  This process should only be done with the assistance of a financial advisor.


WARNING:  OrthoTrac must remain closed on all computers during the entire update process.  The actual update may take several hours to complete if OrthoTrac 10 or earlier is used.  Do not begin the process unless there is sufficient time to complete the process.

 

1.  Close the daysheet.  For information on how to do this refer to the article Printing and Closing the Daysheet.

2.  Select Functions, Maintenance/Setup, Daysheet Setup from the main menu of OrthoTrac.

3.  If prompted to enter a password in the Security Override window, enter the password and click OK.

4.  Click the Monitors tab.

5.  Click Daysheet Monitors.

6.  Click the Daysheet Monitor to be changed, from the Daysheet Monitor list.

7.  Double-click the Transaction in the Available Transactions window to add the transaction to the monitor list.

 

Which transactions go with which monitors?

The default setup for the daysheet monitors can be found at the knowledge article What are the Default Settings for the Daysheet Setup?

If the default setup for the daysheet monitors is to be changed keep the following in mind:

Production Monitors:

In order for the Net Production to be correct in reports it must be set up correctly in the Daysheet Setup.  Since the formula for Net Production is Gross Production plus (or minus) Production Adjustments equals Net Production the Net Production monitor should include all items listed in Gross Production AND Production Adjustments.  There should be NO transactions included in Net Production that are not included in either the Gross Production or the Production Adjustments and no transactions should be listed in both the Gross Production and Production Adjustments.  There is ONE exception to this rule, Adjust Aging.  Adjust Aging should be included in Net Production.  Even though it should never affect the total or current balance, Adjust Aging should be included so that aging adjustments will be included in reports.


In order for Net Collections to be correct in reports it must be set up correction in the Daysheet Setup.  Since the formula for Net Collections is Gross Collections plus (or minus) Collection Adjustments equals Net Collections the Net Collections monitor should include all items listed in Gross Collections AND Collection Adjustments.  There should be NO transactions included in Net Collections that are not included in either the Gross Collections or the Collection Adjustments and no transactions should be listed in both the Gross Collections and Collection Adjustments.


Net Prod - Net Coll - Just like Net Production and Net Collections, the Net Production minus Net Collections monitor should include everything from both Net Production and Net Collections.

 

8.  Double-click the Transaction in the Selected Transactions to remove a transaction from the monitor list.

9.  Verify that the correct transactions are displayed in the Selected Transactions window.

10.  Click Apply.

11.  Click Update.

 

 

[[Article ID:  1615ATL]]

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