Mechanics the engine is opinionated about

Backdating

Giving a cost an effective date in the past, on purpose.

Updated

The short answer

Backdating means entering a cost with an effective date earlier than today, so it prices the days from that date forward. It is the one intended way past figures change: a supplier increase discovered late is applied from when it really started, and the affected days are recomputed.

It is deliberately narrow. Saving a cost normally closes the previous rule the day before and opens a new one, so nothing before the new date moves. Backdating widens that window on purpose, and only as far back as the date entered.

A worked case: a hoodie's supplier price rose from €24,90 to €28,36 on 1 February, and the invoice that said so arrived on 10 March. Saved with that day's date, the new cost would leave every February hoodie at €24,90, €3,46 too little per unit; at 150 hoodies sold in February, that is €519,00 of CM1 the statement shows and the store never had. Saved with an effective-from date of 1 February instead, it re-prices February and the first days of March, and January stays exactly as it was.

The recomputation that follows is a feature rather than a repair. Days from the backdated date forward are re-priced with the corrected rule, and everything earlier keeps the value that was effective then, which is what keeps the history a record rather than a rolling estimate. The whole routine is set out in backdating a cost safely.

It is not the same as editing. Backdating adds a new rule with an earlier start and leaves the old rule's history intact up to the day before; editing a rule rewrites its whole period, which is right for a typo and wrong for a price that genuinely changed. It works the same for every cost type: a carrier's rate card, a payment provider's fee, a pick and pack contract or an overhead cost that started earlier than you entered it.

The habit worth having is to note why. A month that changed after it closed should always have a reason attached, and a backdated cost carries its reason in its own effective-from date.

In nouz any cost panel takes a date in the past: the days from that date forward are recalculated with the new value, and the P&L, Insights and the daily figures move together. A date in the future works the other way round: the cost waits for its day, and the Forecast already prices it.

Where you see it in nouz

Any cost panel, via the effective-from date.

app.nouz.co/costs/cogs
The effective-from date on a cost. A date in the past prices the days from there again.
The effective-from date on a cost. A date in the past prices the days from there again.

Questions

Backdating, answered.

What does backdating a cost mean?
Entering a cost with an effective-from date earlier than today, so it prices the days from that date forward. It is how a price change you found out about late gets into the months it really affected.
Does backdating change months I have already closed?
Only the days from the date you enter. A cost backdated to 1 February re-prices February onwards and leaves January exactly as it was, so a closed month changes only when the change genuinely reached it.
Should I backdate or edit a cost?
Backdate when the price really changed on a past date, so the old value stays true for the days before it. Edit when the old value was never right, a typo for example, because editing rewrites the rule for its whole period.

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