Duplicating Sales Credit Notes

You can create sales credit notes by duplicating the existing ones. This creates new "In Progress" sales credit notes with the same information, but with a new sales credit note number. You can duplicate a sales credit note 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 sales 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 note date. If you amend the credit date, the due date is recalculated automatically.

Duplicating a Single Sales Credit Note

To duplicate a single sales credit note:

1. Navigate to the detail page for the sales credit note you want to duplicate.
2. On the sales credit note's Lightning page, click Duplicate. The Duplicate Credit Note 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 sales credit note is duplicated and a new sales credit note is created with a new sales credit note number.

Duplicating Multiple Sales Credit Notes

To duplicate multiple sales invoices using Lightning:

1. Click the Sales 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 sales credit notes from the same company that you want to duplicate. We recommend selecting no more than 20 credit notes.
4. Click Duplicate. The window for duplicating sales 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. 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 sales credit notes are duplicated and new sales credit notes are created with new sales credit note numbers.

Notes:

• All information from the Related tab and the Product Line tab is copied to the new sales credit notes.
• The Transaction Number, Invoice Number, Sales Credit Note Status, Payment Status, and Outstanding Value fields are not copied to the new sales credit notes.
• The Invoice Number is copied with the Duplicate prefix.
• When you have more than one current company selected, you can duplicate sales credit notes for any of the currently selected companies. You do not need to change the current company. Administrators can duplicate sales credit notes for any of their user companies, regardless of their current company selection.
• For faster processing, sales 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 sales credit notes from a closed period is based on the same core logic as duplicating a single sales credit note. However, this action is performed as a batch process, exclusively from the List View.