| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 432 |
| Technical Name |
rcs_purchase_backdate_and_postdate |
| License | AGPL-3 |
| Website | https://www.reliution.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Discuss (mail) • Purchase (purchase) • Invoicing (account) |
| Lines of code | 432 |
| Technical Name |
rcs_purchase_backdate_and_postdate |
| License | AGPL-3 |
| Website | https://www.reliution.com |
| Versions | 17.0 18.0 |
Purchase Backdate and Postdate in Odoo | Accurate PO & Custom Order Tracking
Gain full control over your procurement timeline with the Purchase Backdate and Postdate in Odoo module.
Standard
Odoo locks the Purchase Order Date to the day of its creation, which can cause discrepancies in cost
tracking and reporting, especially when processing a late entry for a purchase order. This app empowers
you to break free from that restriction by allowing you to set any past or future date for your purchase
orders.
This essential tool ensures your purchase entry data aligns perfectly with your real-world operations.
Whether you need to record a PO that was placed last week or schedule one for an upcoming delivery, you
can now maintain a flawless order recording system. With powerful features to sync receipt and vendor
bill dates, and enforce mandatory notes for compliance, this module is a must-have for any business
focused on accurate date tracking and transparent procurement.
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Copy Link : https://www.reliution.com/contact-us-odoo-development/
OR
Hot Features
Flexible PO Dating:
Set any past or future date on your Requests for Quotation (RFQs), ensuring your purchase order date is always accurate.
Synchronised Document Dates:
Automatically align your Vendor Bill date and Receipt date with the backdated Purchase Order for seamless data consistency.
Mandatory Notes for Auditing:
Enforce note-taking on backdated purchase orders to maintain a clear and compliant audit trail for every purchase entry
Bulk Backdate Utility:
Save time by selecting multiple purchase orders from the list view and assigning a new backdate to all of them in one single action.
Centralised Configuration:
Manage all features from one easy-to-use menu directly within the Purchase settings.
Detailed Features
- Sync Bill Date with Purchase Order Date: When enabled, the date on your Vendor Bill will automatically match the backdated Purchase Order date.
- Sync Receipt Date with Purchase Order Date: This option ensures the scheduled date on your incoming shipment (Receipt) mirrors the backdated PO date.
- Enable Purchase Order Notes: Adds a dedicated field for notes on the PO form.
- Require Notes for Purchase Orders: Makes it compulsory for users to fill in the notes field when backdating, providing clear context for every change.
Set Up
Install the Purchase Backdate and Postdate in Odoo app from the Odoo App Store
Navigate to the Purchase module, then go to
Configuration >> Settings.
Scroll down to the Purchase Backdate Settings section.
Once enabl Enable Custom Date for Purchase Orders, the following option will appear.
- Sync Bill Date with Purchase Order Date
- Sync Receipt Date with Purchase Order Date
- Enable Purchase Order Notes
- Sync Bill Date with Purchase Order Date
- Sync Receipt Date with Purchase Order Date
- Enable Purchase Order Notes
When enable Enable Purchase Order Notes, then the Require Notes for Purchase Orders field will appear.
For Bulk Updates: To allow a user to backdate multiple orders, an
administrator must navigate to
Settings >> Users & Companies >> Users.
Select the user, and under theTechnical access rights, check the box
for
Mass Purchase BackDate Setter.
Work Flow
To Backdate a Single Purchase Order:
Navigate to the Purchase module and open or create a Request for Quotation (RFQ).
Click the Order Deadline (which serves as the PO date) and select
your desired past or future date.
Fill in the Notes field if it appears and has been made mandatory in
the settings.
Click Confirm Order. The date you chose is now the official Purchase Order Date.
Use the smart buttons to check the corresponding Receipt and Vendor Bill.
The dates on these documents
will now match the new Order Date (if you have enabled this in the
settings).
To Backdate Multiple Purchase Orders at Once:
Go to the main Request for quotation list view by navigating to
Purchase >> Orders >> Requests for Quotation.
Select the checkboxes next to all the RFQs or Purchase Orders you wish to update.
Click the Action button at the top of the list.
Choose the Multiple assign backdate option from the menu.
In the pop-up window that appears, set the new date and add any remarks.
Click confirm to apply these changes to all selected orders.
Frequently Asked Questions (FAQs)
After installing the app, go to
Purchase >> Configuration >> Settings
check the box for "Enable Custom Date for Purchase Orders"
Yes. In the Purchase settings, enable both "Enable Purchase Order Notes" and "Require Notes for Purchase Orders".
Only if you enable the "Sync Bill Date with Purchase Order Date" option in the settings. Otherwise, it will use the default date.
A user with the correct technical permissions can do this from the purchase order list view. Select the desired orders, click the "Action" menu, and choose the bulk backdate option.
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