Leïa
07/08/2025, 3:36 PMCeligo AI
07/08/2025, 3:36 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To duplicate a credit note template in NetSuite, you would typically follow these steps: 1. Navigate to the Customization menu, then under Forms, select Advanced PDF/HTML Templates. 2. Find the credit note template you want to duplicate. 3. Click on the 'Edit' link next to the template. 4. In the top right corner of the screen, click on the 'Save As' button. 5. Provide a new name for the duplicated template and make any necessary changes. 6. Click 'Save'. Please note that this process will create a new template that you can customize as needed, but it will not automatically apply this new template to any existing credit notes. You would need to manually select this new template when creating or editing a credit note. Also, it's important to note that duplicating a credit note or any other financial document in NetSuite should be done with caution to avoid any potential accounting discrepancies. Always ensure that the duplicated template is accurate and reflects the correct information.
Celigo AI
07/08/2025, 3:37 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.802784741
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.792635918
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.790822744
Celigo AI
07/08/2025, 3:37 PM