Correct confirmed dates, not the books

Safely change the effective date on confirmed Sales Orders, Purchase Orders, Invoices, and Stock Transfers — with a full impact preview, automatic cascade, currency-rate visibility, and a permanent audit trail.

The problem

Once a document is confirmed, its date is effectively frozen. Fixing a backdated invoice or a misdated transfer the hard way means cancelling and recreating it — breaking numbering, audit trails, and downstream links. Left uncorrected, a single misdated document can distort a monthly close, misstate a currency gain or loss, or corrupt an inventory valuation.

The solution

Change Effective Date lets an authorized user correct the date on a confirmed Sales Order, Purchase Order, Invoice, or Stock Transfer in place. A guided wizard previews every record that will move, cascades the change to dependent transfers, keeps currency rates visible, and logs a full audit trail so the correction is safe, transparent, and reviewable.

Capabilities

Everything a period-accurate correction needs

Every capability below is implemented in the module.

01

Correct Confirmed Documents

Change the effective date on a confirmed Sales Order, Purchase Order, posted Invoice, or done Stock Transfer without cancelling or recreating it.

02

Impact Preview Before You Commit

See every record the change will touch — journal entries, stock moves, and child transfers — before you apply anything.

03

Reliable Cascade to Child Transfers

Propagating a date change to dependent child transfers is automatic, so a multi-step stock route never ends up out of sync.

04

Currency-Rate Impact Surfaced

Backdating a foreign-currency document shows the historical exchange rate and its impact instead of leaving it hidden.

05

Mandatory Audit Reason

Every change requires a typed reason, so there is always a record of why a date was corrected.

06

Permanent, Read-Only Change Log

Every correction is logged with who changed it, when, and the old and new values — visible for compliance review.

07

Bulk Date Correction

Select multiple documents from any list view and correct their effective dates together in one reviewed operation.

08

Best-Effort Journal Entry Renaming

Journal entry references stay consistent with the corrected date, keeping records tidy for audit.

09

Dedicated Access Control

A dedicated security group restricts who may change effective dates, matching segregation-of-duties requirements.

Workflow

How it works

1

Open the Wizard

From a confirmed document's header button, or by selecting multiple records from a list view.

2

Set the New Date

Enter the corrected effective date and choose options such as cascade and currency re-apply.

3

Review the Impact

Check the preview of every journal entry, stock move, and child transfer that will be updated, then enter a reason.

4

Apply and Audit

Confirm the change — all connected records sync to the new date and a permanent log entry is created.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Confirmed Sales Orders, confirmed Purchase Orders, posted Customer and Vendor Invoices, and done Stock Transfers.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Change Effective Date

Safely change the effective date on confirmed Sales Orders, Purchase Orders, Invoices and Stock Transfers — with impact preview, cascade, currency visibility, and a full audit log.

Buy on Odoo App Store