Duplicating Payable Credit Notes

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

When you duplicate a single payable credit note, you can select any specific subsequent open period where the document will be duplicated. The new payable credit note is created for the same company and the document date of the duplicated payable credit note will be the first day of the open period selected.

When you duplicate multiple payable credit notes from a closed period, the new payable credit notes are created for the same company into the next open period. The document date of the duplicated payable credit notes will be the first day of the next open period.

This table shows examples to illustrate how the duplication date process works duplicating multiple payable credit notes:

Payable Credit Note Date and Payable Credit Note Duplicated Examples with Period Starting the Day 1 of the Month
Payable Credit Note Date	Closed Period	Duplicated Payable Credit Note Date
April 4 2025	04	May 1 2025
April 23 2025	04	May 1 2025
April 4 2025	04 and 05	June 1 2025

The due date of the payable credit note duplicated from a closed period will be recalculated based on any change to the credit date.

The default due date of the duplicated document will be the document date. You can amend this date, but it cannot be earlier than the credit date. If you amend the credit date, the due date is recalculated automatically.

Duplicating a Single Payable Credit Note

To duplicate a single payable credit note:

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

Duplicating Multiple Payable Credit Notes

To duplicate multiple payable credit notes using Lightning:

Click the Payable Credit Notes tab.
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.
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.
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.
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
Duplicating multiple payable credit notes from a closed period is based on the same core logic as duplicating a single payable credit note. However, this action is performed as a batch process, exclusively from the List View.