Duplicating Payable Credit Notes

You can create payable credit notes by duplicating the existing ones. This creates new "In Progress" payable credit notes with the same information, but with a new payable credit note number. You can duplicate a payable credit note regardless of its status.

Duplicating a Single Payable Credit Note

To duplicate a single payable credit note:

1. Navigate to the detail page for the payable credit note you want to duplicate.
2. On In the payable credit note's Lightning page, click Duplicate.

Duplicating Multiple Payable Credit Notes

To duplicate multiple payable credit notes using Lightning:

1. Click the Payable Credit Notes tab.
2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
3. Use the checkboxes on the left to select the payable credit notes that you want to duplicate. We recommend selecting no more than 20 credit notes.
4. Click Duplicate. The window for duplicating payable credit notes displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
5. Check your selection and click Duplicate. The existing payable credit notes are duplicated and new payable credit notes are created with new payable credit note numbers.

Notes:

• All information from the Related tab and the Product Line tab is copied to the new payable credit notes.
• The Transaction Number, Vendor Invoice Number, Payable Credit Note Status, Payment Status, and Outstanding Value fields are not copied to the new payable credit notes. Note that you can control the duplication of the Vendor Credit Note Number on duplicated payable credit notes using the Accounting Settings custom setting. For more information, see Accounting Settings
• The Vendor Invoice Number is copied with the Duplicate prefix.
• When you have more than one current company selected, you can duplicate payable credit notes for any of the currently selected companies. You do not need to change the current company. Administrators can duplicate payable credit notes for any of their user companies, regardless of their current company selection.
• For faster processing, payable credit notes are duplicated in parallel by default. You can control this using the Parallel Document Duplication custom setting. For more information, see Mass Actions Settings