The Change Matter option in Orion has two options or choices that will affect how an entry is transferred. These options are “on” by default.

The two options are Adjust Dollar Values if Rate Code is Different  and Adjust Billable Values if Different From Original Values.

If you attempt to transfer an entry from a Client-Matter with one Rate Code to a Client-Matter with a different Rate Code, Orion gives you the option to reprice the entry as it is transferred to the appropriate rate.  If the check box is on for the field for Adjust Dollar Values if Rate Code is Different,  Orion will adjust  the Original Amount field to reflect use of the new Rate Code on the transferred entry on the target Client-Matter.

If you have the Adjust Billable Values if Different From Original  option checked as “on,” Orion will reset the Billable Dollars back to match what you see under the Original Amount Field on the target Client-Matter. (This is done after the record is repriced to reflect any rate code change).  Orion will take this new Billable Amount divided by the Billable Hours and display the new rate. Note the billable hours, if adjusted on the original Client-Matter, are not reset. This may result in a change in the billable rate on the entry that is transferred (if you have already adjusted the Billable Time on the entry prior to the transfer). 

If you are transferring a time entry from a Client-Matter to a Client-Matter that has same Rate Code, in order to hold the rate the same on an entry where you have already marked down the billable time, it is recommended that you leave the check box “off” under the Adjust Billable Values if Different From Original. 

Note if you are transferring to a Client-Matter with a different Rate Code, best practice dictates marking down your billable time entries after you have already transferred the entry in order to hold the rate the same as the target Client-Matter.