Edit effective date on a confirmed invoice
✓ Yes — directly on the confirmed record
No — must cancel, reset to draft, edit, repost
Edit effective date on a confirmed sales order
✓ Yes — in place, no sequence disruption
No — requires cancellation and re-confirmation
Edit effective date on a confirmed purchase order
✓ Yes — post-approval with one action
No — must reset to draft and re-trigger approvals
Update stock operation dates after confirmation
✓ Yes — date editable with valuation refresh
No — requires reversal and re-entry of stock moves
Auto-apply currency rate for new effective date
✓ Yes — rate fetched automatically for selected date
No — manual journal adjustment required after repost
Valuations refresh after date change
✓ Yes — all downstream figures update automatically
Not applicable — document must be cancelled and reposted
Reports reflect updated effective date
✓ Yes — reporting picks up the new date immediately
Only after full cancel/reset/repost cycle
Role-based access control for date changes
✓ Yes — admin assigns privileges per user
No — date field is simply locked after confirmation
Preserve document sequence numbers
✓ Yes — no cancellation means no sequence gap
No — cancellation creates gaps in document sequences
Avoid re-triggering approval workflows
✓ Yes — no draft reset needed
No — resetting to draft re-triggers all approvals
Multi-currency transaction accuracy
✓ Yes — correct rate for new date applied automatically
Requires manual correction after repost
Audit-friendly correction path
✓ Yes — change made directly with access control
No — cancel/repost leaves a messy document trail
