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.
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.
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.
Everything a period-accurate correction needs
Every capability below is implemented in the module.
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.
Impact Preview Before You Commit
See every record the change will touch — journal entries, stock moves, and child transfers — before you apply anything.
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.
Currency-Rate Impact Surfaced
Backdating a foreign-currency document shows the historical exchange rate and its impact instead of leaving it hidden.
Mandatory Audit Reason
Every change requires a typed reason, so there is always a record of why a date was corrected.
Permanent, Read-Only Change Log
Every correction is logged with who changed it, when, and the old and new values — visible for compliance review.
Bulk Date Correction
Select multiple documents from any list view and correct their effective dates together in one reviewed operation.
Best-Effort Journal Entry Renaming
Journal entry references stay consistent with the corrected date, keeping records tidy for audit.
Dedicated Access Control
A dedicated security group restricts who may change effective dates, matching segregation-of-duties requirements.
How it works
Open the Wizard
From a confirmed document's header button, or by selecting multiple records from a list view.
Set the New Date
Enter the corrected effective date and choose options such as cascade and currency re-apply.
Review the Impact
Check the preview of every journal entry, stock move, and child transfer that will be updated, then enter a reason.
Apply and Audit
Confirm the change — all connected records sync to the new date and a permanent log entry is created.
See it in action
The wizard, the cascade options, and the audit trail in a live Odoo instance.
Opened from a confirmed Sales Order's header button: date label, new date, currency re-apply option, required reason, and the impact preview.
On a done Transfer, the Cascade to child transfers option shows an impact preview covering the transfer plus its dependent stock moves.
Every correction is recorded in the Date Change Log, spanning Sales Orders, Purchase Orders, Invoices, and Transfers with old and new dates, who changed them, and why.
A single audit log entry: the linked document, old and new dates, related records synced, batch reference, reason, and a full impact summary.
Frequently asked
Which document types can I correct?
Confirmed Sales Orders, confirmed Purchase Orders, posted Customer and Vendor Invoices, and done Stock Transfers.
Does this edit the document, or replace it?
The document is corrected in place. Numbering, links, and existing records stay intact — nothing is cancelled or recreated.
What happens to child transfers when I change a parent transfer's date?
With the cascade option enabled, dependent child transfers and their stock moves are updated to the new date automatically, and the wizard shows them in the impact preview first.
Is there a record of who changed what?
Yes. Every correction requires a reason and creates a permanent, read-only log entry with the user, timestamp, old value, and new value.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Change Effective Date — correct confirmed dates safely, with impact preview, cascade, currency visibility, and a full audit log.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 848 |
| Technical Name |
cerevantix_change_effective_date |
| License | OPL-1 |
| Website | https://cerevantix.com |
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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