Duplicating Sales Credit Notes

You can create a sales credit note by duplicating an existing sales credit note. This will create a new “In Progress” sales credit note with the same information but with a new sales credit note number.

Note: Sales credit notes with status "In Progress", "Completed", or "Posted" can be duplicated.

To duplicate a sales credit note:

1. Navigate to the detail page for the sales credit note you want to duplicate.
2. In the Sales Credit Note's Lightning page, click Duplicate. The existing sales credit note is duplicated and a new sales credit note is created with a new sales credit note number. All information from the Related tab and the Product line tab are copied to the new sales credit note. The Vendor Credit Note Number is copied with the Duplicate prefix.

Note: The Transaction Number, Vendor Invoice Number, Sales Credit Note Status, Payment Status, and Outstanding Value fields are not copied to the new sales credit note.