Introduction

The Effective Date Change module empowers Odoo users with the ability to manually set the effective date on key documents and transactions that are normally locked to the current date upon validation. Whether updating delivery dates, invoices, or orders, this feature ensures accurate historical data entry and improves reporting fidelity.

Key Features

• Allows manual selection of effective dates for validated documents such as invoices, purchase orders, sales orders, and stock moves.

• Adds a user-friendly date picker interface directly within document forms.

• Applies changes consistently across related records (journal entries, inventory movements, etc.).

• Supports multiple modules natively: Accounting, Inventory, Sales, Purchase, and more.

• Eliminates limitations of non-editable system date fields.

• Simplifies data corrections and historic data import processes.

• Seamlessly integrates with existing Odoo workflows.

• Ensures consistency by updating all relevant records to reflect the new date.

• Enhances auditability by showing traceable changes to effective dates.

• Reduces manual efforts like canceling and recreating documents purely for dating corrections.

Benefits

• Enables accurate historical bookkeeping by aligning documents with actual transaction dates.

• Enhances data consistency and reporting accuracy across modules.

• Saves time by avoiding the need to recreate or reverse validated documents.

• Supports smoother financial and inventory reconciliations for prior periods.

• Helps maintain compliance by correcting misdated entries efficiently.

• Improves system accuracy for audit trails and period closing.

• Promotes flexibility in data entry and corrections.

• Enhances the usability of existing documents without disruptive workflows.

• Supports better decision-making with correct date context.

• Streamlines operations during migrations, historical data imports, or corrections.

Compatibility & Technical Details

• Required Modules: Accounting (account_accountant), Inventory (stock), Purchase (purchase), Sales (sale_management), Invoicing (account), Discuss (mail)

• License: OPL-1

• Technical Name: effective_date_change

• Installation Steps:

  1. Place the module into your Odoo addons directory.

  2. Update the Apps list via the Odoo Apps interface.

  3. Install Effective Date Change.

  4. Open a validated document (e.g. invoice, stock pick) and use the new effective date field to backdate as needed.