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Performance Board: When Production Adjustments/Write Offs Show Dates Outside of Selected Range
Performance Board: When Production Adjustments/Write Offs Show Dates Outside of Selected Range

This article will discuss why Production Adjustments/Write Offs are showing dates outside of the selected range in the Performance Board.

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Have you noticed that your Production Adjustments/Write Offs are showing dates outside of the selected date range in your Performance Board - Adjustments/Write Offs metric details?

This happens when your Production Settings are set to Procedure Date. This means that any Adjustment / Write Off that occurs for a procedure during the selected time frame will show up in the metric details. To view these settings follow the steps below.

How to Change Production Settings

  1. Go to your Settings by clicking on the gear icon in the upper right hand corner

  2. Access the General Settings

  3. Click into Production Settings

  4. Choose how you would like to calculate production and then click the blue Save button

Example

A filling is performed on 5/12.

With the Procedure Date setting selected, if an Adjustment were made on the ledger on 7/2, the adjustment would show up on the source details list of May adjustments because this was made to a procedure performed in the time frame selected.

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