How to change the date of Deliveries and Internal Shipments

In this article, you will learn how to correct the date and time of the reception of a delivery or the shipment of an internal order.

Receiving or shipping orders in the past is possible in Apicbase, so that you stock history is as close to reality as possible. However, mistakes can happen at any time. We might register certain actions at the wrong moment and that can affect the timeline of our inventory. For that, there is a way to set a date and time when that real-life action actually happened. The Edition functionality will allow you to change the date of certain events, including Delivery Receptions or Internal Order Shipments. Here are a few insights into the edition function:

This option is available for Received Deliveries and Picked and Shipped internal orders.
Inventory events like counts, creations, transfers, wastes, and manual sales can also be edited. Check how to do this here!
Only events with an Actual Date in the last 3 months (90 days) can be changed.
Dates can be modified for up to 3 months before the current day, no matter the date of the event being modified.

Let's take an example.

Today is October 5th, the current date. Last month, I received a delivery on September 10th, the date of the event, and I just realized that the date of that event is not correct.

90 days before today, that is my modification limit, was July 2nd. That means that I am able to change the date of my event from September 10th to July 2nd maximum, but not further back in time.

Events can either go to a past or to a further date as long as it is in the period of the last 3 months since the current date.

Let's go back to our example.

I changed my event's actual date from September 10th back to July 10th. I now realized that I made a mistake and I should have set it to August 10th instead. Since August 10th is within the 90 days period from today I can still do that!

Permission to change the dates of shipped and received deliveries can be set for both Library and Outlet users. Read more about how to give permissions to Outlet users here, and to Library users here.

How to change the date of a Received Delivery

Go to the history list of Delivered Orders.

Select the PO you want to edit by clicking its PO number.
Click 'Edit'.
Scroll to the bottom of the page to see the deliveries associated with the PO. Find the one you want to modify and click "Edit"
Go to Delivery Date and Time and choose the correct ones. Note that these fields will be blocked for dates past the 3-month period mentioned above or if your user doesn't have the right permissions.
Click "Update", then "Confirm".
Finally, click on "Update Details" to save and close the PO.

How to change the date of a Shipped Internal Order

Go to the history list of Shipped Orders.
Select the PO you want to edit by clicking its PO number.
Click 'Edit'.
On the top of the page, switch on the button for "Shipping a past order" and modify date and time. Note that these fields will be blocked for dates past the 3-month period mentioned above or if your user doesn't have the right permissions.

Warning! Be aware that events with an actual date more than 3 months before the current date will not allow any modifications. Make sure your registered events are correct as soon as you can!