| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 217 |
| Technical Name |
zehntech_change_effective_date |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 217 |
| Technical Name |
zehntech_change_effective_date |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 17.0 18.0 |
Change Effective Date
This module lets users change effective dates on orders and stock operations. Supports backdating with accurate currency and valuation updates.
Change Effective Date
A Change Effective Date module for modifying effective dates on invoices, sales/purchase orders, and stock operations, enabling accurate backdated currency rates and valuations with role-based access, and integrating with Odooâs Inventory and Accounting modules.
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Key Features
Change the Effective date of transactions easily
- Apply currency rates based on the selected date
- Update invoices, sales and purchase orders as per the effective date values
Key benefits
Change the Effective date of transactions easily
Allows users to update the effective date of confirmed transactions like invoices, sales, and purchase orders. Admins can control who can change dates using user-specific privileges.
Apply Currency Rates Based on the Selected Date
Applies accurate currency exchange rates according to the manually selected effective date. Ensures proper valuation in multi-currency transactions and financial reports.
Update Invoices, Sales, and Purchase Orders as per the Effective Date Values
Enables backdating or correcting effective dates on key documents post-confirmation. Valuations and reports reflect the updated dates, ensuring consistency and audit accuracy.
About Zehntech
We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.
FAQs
Easily manage and correct effective dates in Odoo to ensure accurate financial and inventory reporting.
Our Services
Odoo Customization
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Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Change Effective Date
The Change Effective Date module enables users to modify effective dates on key transactions such as invoices, sales orders, purchase orders, and stock operations. It supports backdating and future-dating while ensuring accurate currency rate application and inventory valuations. With role-based access control, it provides secure and flexible date management, maintaining data integrity across financial and inventory reports.
Table of contents
Key Features
- Change the Effective Date of Transactions Easily:Allows users to update the effective date of confirmed transactions like invoices, sales, and purchase orders.Admins can control who can change dates using user-specific privileges.
- Apply Currency Rates Based on the Selected Date: Applies accurate currency exchange rates according to the manually selected effective date. Ensures proper valuation in multi-currency transactions and financial reports.
- Update Invoices, Sales, and Purchase Orders as per the Effective Date Values: Enables backdating or correcting effective dates on key documents post-confirmation. Valuations and reports reflect the updated dates, ensuring consistency and audit accuracy.
Summary
Manage and adjust effective dates for sales, purchase, and inventory records. Change Effective Date Odoo module enables accurate historical data representation for currency rates, stock valuation, and financial reporting. Features configurable access control for data integrity.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to any Sales Order, Purchase Order, or stock Receipt form.
- Locate the "Effective Date" field (editable for authorized users).
- Select or edit the date and apply changes using the smart button.
- For validated documents, only users with the "Change Effective Date" privilege can edit the date.
- Changes reflect immediately in inventory valuation and reports.
User Access Setup
- Navigate to: Settings → Users & Companies → Users
- Select the user and enable Change Effective Date Privilege
- Save changes. The user can now edit effective dates where permitted.
Change logs
[1.0.0]
- Added [27-05-2025]- Initial release of the Change Effective Date Module
Support
Zehntech Technologies
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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