Duplicating Payable Invoices

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

When duplicating one or more documents, you can select any future open period for the new documents to be duplicated. The new documents are created for the same company, with the document date automatically set to the first day of your selected period.

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

The default due date of the duplicated document is calculated based on the invoice date and the credit terms on the customer account, or if these are not set, using the standard credit terms for the current company. You can amend this date, but it cannot be earlier than the invoice date. If you amend the invoice date or customer account, the due date is recalculated automatically. If the credit terms are not configured, the default due date of the duplicated document will be the document date.

Duplicating a Single Payable Invoice

To duplicate a single payable invoice:

1. Navigate to the detail page for the payable invoice you want to duplicate.
2. On the payable invoice’s Lightning page, click Duplicate. The Duplicate Payable Invoice window opens.
3. Select the period to which you want to duplicate the document and click Duplicate. If the current period is open, it is selected by default; otherwise, the next available open period is selected.

The existing payable invoice is duplicated and a new payable invoice is created with a new payable invoice number.

Note:

If you duplicate an "In Progress" payable invoice and you have unsaved changes on the Product Line or Expense Line tabs, you are prompted to manually save your changes before continuing with the duplication process.

Duplicating Multiple Payable Invoices

To duplicate multiple payable invoices using Lightning:

1. Click the Payable Invoices 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 invoices from the same company that you want to duplicate. We recommend selecting no more than 20 invoices.
4. Click Duplicate. The window for duplicating payable invoices 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. Select the period to which you want to duplicate the documents and click Next. If the current period is open, it is selected by default; otherwise, the next available open period is selected.
6. Review the selected documents and click Duplicate. The existing payable invoices are duplicated and new payable invoices are created with new payable invoice numbers.

Notes:

• All information from the Related tab, Expense Line tab, and the Product Line tab is copied to the new payable invoices.
• The Transaction Number, Invoice Number, Invoice Status, Payment Status, and Outstanding Value fields are not copied to the new payable invoices. Note that you can control the duplication of the Vendor Invoice Number on duplicated payable invoices 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 invoices for any of the currently selected companies. You do not need to change the current company. Administrators can duplicate payable invoices for any of their user companies, regardless of their current company selection.
• For faster processing, payable invoices 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 invoices from a closed period is based on the same core logic as duplicating a single payable invoice. However, this action is performed as a batch process, exclusively from the List View.