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Purchase Confirmation Backdate
| Technical name | to_purchase_backdate |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_purchase_backdate |
| Read description for | v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) Purchase (purchase) |
| Included Dependencies | Backdate Operations Access Rights |
| Extensions | Purchase Stock Backdate |
Demo video: Purchase Confirmation Backdate
Key Features
By default, when you validate or approve a purchase order, the system will take the current date and time for the Confirmation Date. This is sometimes not what you want, especially when you want to validate the purchase order which was actually confirmed in the past.
Solution
This module allows you to select a day in the past to be the confirmation date of this purchase order (PO). When you validate a PO, a pop-up will appear and you will be able to select the confirmation date.
Authorization
By default, only users of the group "Purchase / Administrator" will be able to carry out backdate operations in the Purchase application. Other users must be granted the access group Purchase Backdate Operations before they can do so.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_purchase_backdate.
- Press Install.
How to use
Instruction video: Purchase Confirmation Backdate
First, access the Purchase management app, create a Request for Quotation (RFQ) and press Validate to change it to a Purchase order (PO). Then, the system will show a window that allows you to select a day in the past to be the Confirmation date.
After selecting the confirmation date, press Validate again. On the PO view, the Confirmation date field shows the date that you have selected.
Note: By default, only users in the Purchase/Administrator group can perform this operation. Other users must be granted the Purchase Backdate Operations right to use this feature.
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