All-in-One Backdate Management in Odoo: Sales, Inventory, Accounting & Manufacturing
Overview
Managing backdated transactions in Odoo can be challenging when dates and reasons don’t stay consistent across related documents. The All-in-One Backdate Management Module for Odoo solves this by allowing users to apply custom backdates and reasons across all major Odoo operations including Sales Orders, Purchase Orders, Invoices, Vendor Bills, Payments, Inventory Transfers, Scrap, and Manufacturing Orders.
Before validating any document, you can select a custom confirmation date and optionally add a reason for backdating. Once confirmed, the system automatically propagates the selected date and reason to all related records such as delivery orders, receipts, stock moves, manufacturing operations, invoices, payments, and accounting journal entries, ensuring complete consistency and traceability throughout the workflow.
The module also supports mass backdate assignment, enabling you to apply a single backdate and reason to multiple records with one click. This ensures accurate reporting, aligned accounting, and audit-ready data across sales, inventory, manufacturing, and finance in Odoo.
Features
◆ Apply a custom backdate while confirming Sales Orders, Purchase Orders, Invoices, Bills, Payments, Inventory Transfers, and Manufacturing Orders
◆ Select the exact confirmation date before validating any document
◆ Add an optional reason for every backdated transaction
◆ Enable a setting to make backdate reasons mandatory for compliance and audits
◆ Perform mass backdate assignment using a wizard for multiple documents at once
- Delivery Orders and Receipts
- Stock Moves and Product Moves
- Customer Invoices and Vendor Bills
- Payments and Accounting Journal Entries
- Manufacturing Orders and related operations
◆ Automatically propagate the selected backdate and reason to:
◆ Maintain end-to-end traceability across Sales, Purchase, Inventory, Manufacturing, and Accounting modules
◆ Prevent reporting mismatches caused by incorrect or inconsistent document dates
◆ Works seamlessly with standard Odoo workflows without disrupting existing processes
Sale Order Workflow:
- Navigate to >> Sales >> Configuration >>Settings and enable the option Enable Backdate for Sale Order to activate the backdate feature in the sales module.
- Open any sale order now you will see the Backdate field on the sale order form, allowing you to select a custom confirmation date.
- In Sales Settings, enable an Enable Reason for Sale Order,this allows users to add an optional reason whenever they assign a backdate.
- Check the sale order again,A Reason field is now visible, where users can enter their notes or explanation.
- In Sales Settings, enable a Reason Mandatory for Sale Order,this enforces that reasons must be entered before confirming the sale order with backdate.
- Try save/confirming a sale order without reasons, the system will prevent saving or confirming the order until a reason is provided.
- In Sales Settings, enable the options Invoice Has Same Backdate and Delivery Order Has Same Backdate, these ensure that the selected backdate automatically flows to related documents.
- The generated delivery Order will now show the same backdate and reasons.
- Create the invoice from the sale order,the invoice date will automatically use the assigned backdate, and reasons will also be included.
- Navigate to Settings >> Users and enable the option Mass Assign Backdate(Sale) that allows you to assign backdates in sales in bulk.
- Navigate to Sales >> Quotations / Orders (List View), select multiple sale orders and click the Mass Assign Backdate Sale action.
- After that, this wizard opens, enters the order date and reasons. if reason is mandatory, the wizard will require it.
- After confirming wizard you will see success notification with the number of selected invoices.
- Open any updated sale order, you will see the backdate + reasons properly applied on the form.
- Check the corresponding delivery order, the delivery order date and reasons now match the sale order backdate.
- Open Move Analysis / Stock Moves, all stock movements generated from the sale order will show the assigned backdate and reasons.
- Finally, open the Invoice,the invoice date reflects the selected backdate, and reasons are transferred accordingly.
Purchase Order Workflow:
- Navigate to >> purchase >> configuration >>settings and enable the option Enable Backdate for Purchase Order to activate the backdate feature in the Purchase module.
- Open any purchase order now you will see the backdate field on the purchase order form, allowing you to select a custom confirmation date.
- In purchase settings, enable an Enable Reason for Purchase Order,this allows users to add an optional reason whenever they assign a backdate.
- Check the purchase order again,a reason field is now visible, where users can enter their notes or explanation.
- In purchase settings, enable a Reason Mandatory for Purchase Order,this enforces that reasons must be entered before confirming the purchase order with backdate.
- Try saving/confirming a purchase order without reasons, the system will prevent saving or confirming the order until a reason is provided.
- In purchase settings, enable the options Vendor Bill Has Same Backdate and Receipt Order Has Same Backdate, these ensure that the selected backdate automatically flows to related documents.
- The generated receipt order (incoming shipment) will now show the same backdate and reasons.
- Create the vendor bill from the purchase order,the bill date will automatically use the assigned backdate, and reasons will also be included.
- Navigate to settings >> users and enable the option Mass Assign Backdate(Purchase) that allows you to assign backdates in purchases in bulk.
- Navigate to purchase >> requests for quotation / purchase orders (list view), select multiple purchase orders and click the Mass Assign Backdate Purchase action.
- After that, this wizard opens, enters the order date and reasons. if reason is mandatory, the wizard will require it.
- After confirming wizard you will see success notification with the number of selected invoices.
- Open any updated purchase order, you will see the backdate + reasons properly applied on the form.
- Check the corresponding receipt order, the receipt date and reasons now match the purchase order backdate.
- Open move analysis / stock moves, all stock movements generated from the purchase order will show the assigned backdate and reasons.
- Finally, open the vendor bill,the bill date reflects the selected backdate, and reasons are transferred accordingly.
Invoice Order Workflow:
- Navigate to >> invoicing/accounting >> configuration >>settings and enable the option Enable Backdate for Invoice to activate the backdate feature in the invoices and vendor bills.
- Open any customer invoice now you will see the backdate field on the invoice form, allowing you to select a custom confirmation date.
- In invoicing/accounting settings, enable the option Enable Reason for Invoice,this allows users to add an optional reason whenever they assign a backdate.
- Check the invoice again,a reason field is now visible, where users can enter their notes or explanation.
- In invoicing/accounting settings, enable the option Reason Mandatory for Invoice,this enforces that reasons must be entered before confirming the invoice with backdate.
- Try confirming an invoice without entering a reason, and the system will show a warning and prevent further action.
- In invoicing/accounting settings, enable the options Enable Backdate for Payment, these ensure that the selected backdate automatically flows to related documents.
- Create the payment from the invoice,the payment date will automatically use the assigned backdate.
- In invoicing/accounting settings, enable the option Enable Reason for Payment,this allows users to add an optional reason whenever they assign a backdate.
- The generated payment will now show the same reason.
- The generated journal entry will now show the same backdate + reason.
- Navigate to >>Settings >> Users and enable the option Mass Assign Backdate (Account) to allow bulk backdate operations.
- Navigate to invoicing/accounting >> customer invoices (list view), select multiple invoices and click the Mass Assign Backdate Invoices action.
- After that, this wizard opens, enter the order date and reasons. if reason is mandatory, the wizard will require it.
- After confirming wizard you will see success notification with the number of selected invoices.
- Open any updated invoice, you will see the backdate + reasons properly applied on the form.
- Check the corresponding payment, the payment date and reasons now match the invoice backdate.
- Finally, open the journal entry, the journal entry date reflects the selected backdate, and reasons are transferred accordingly.
- Navigate to invoicing/accounting >> customer payments (list view), here you can also mass backdate payments.
Inventory Order Workflow:
- Navigate to >> Inventory >> configuration >>settings and enable the option Enable Backdate for Picking to activate the backdate feature in all inventory operations.
- Open any transfer (delivery, receipt), now you will see the backdate field on the form allowing you to select a custom confirmation date.
- In Inventory settings, enable the option Enable Reason for Picking,which allows users to add an optional reason while assigning a backdate.
- Check the inventory transfer again,a reason field is now visible, where users can enter their notes or explanation.
- In Inventory settings, enable the option Reason Mandatory for Picking,this enforces that reasons must be entered before validating a transfer with backdate.
- Try validating a transfer without reasons, the system will prevent validation until a reason is provided.
- In Inventory settings, enable the options Enable Backdate for Scrap and Enable Reason for Scrap, these ensure that when performing a scrap operation backdate will be available and reason will also be available.
- The generated scrap order will now show thw backdate and reasons.
- Navigate to >> settings >> users and enable the option Mass Assign Backdate(Stock) to activate mass backdate for inventory.
- Navigate to inventory >> operations (List View), select multiple inventory operations and click the Mass Assign Backdate Picking action.
- After that, this wizard opens, enters the order date and reasons. if reason is mandatory, the wizard will require it.
- After confirming wizard you will see success notification with the number of selected invoices.
- Open any updated transfer, you will see the backdate + reasons properly applied on the form.
- Check the corresponding stock moves, the stock moves date and reasons now match the inventory backdate.
- Navigate to inventory >> scrap orders (list view), here you can also Mass Assign Backdate Scrap.
Manufacturing Order Workflow:
- Navigate to >> manufacturing >> configuration >>settings and enable the option Enable Backdate for MRP to activate the backdate feature in the mrp module.
- Open any manufacturing order now you will see the backdate field on the mo form, allowing you to select a custom confirmation date.
- In manufacturing settings, enable the option Enable Reason for MRP,this allows users to add an optional reason whenever they assign a backdate.
- Check the mo again,a reason field is now visible, where users can enter their notes or explanation.
- In manufacturing settings, enable the option Reason Mandatory for MRP,this enforces that reasons must be entered before confirming the mo with backdate.
- Try confirming mo without entering a reason, and the system will show a warning and prevent further action.
- Once confirmed, the mo displays the selected backdate + reason properly applied.
- The work orders created from this mo automatically inherit the same backdate .
- Navigate to >>Settings >> Users and enable the option Mass Assign Backdate(Mrp) to allow bulk backdate operations.
- Navigate to manufacturing >> manufacturing orders (list view), select multiple mo and click the Mass Assign Backdate Manufacturing Orders action.
- After that, this wizard opens, enter the order date and reasons. if reason is mandatory, the wizard will require it.
- After confirming wizard you will see success notification with the number of selected mo.
- Open any updated mo to see the applied backdate + reason.
- Work orders linked to the mo also reflect the same backdate.
- Open move analysis / stock moves—the movements generated by the mo now display the applied backdate.
- In manufacturing settings, enable the option Enable Backdate for Scrap,that allow backdate usage in scrap operations.
- Scrap orders will now show backdate + reason fields.
- In scrap list view, you can also use mass backdate for scrap operations.
Explore similar picks
Explore Our Other Apps