Making a Copy of an Existing Distribution Template

The SuiteApp lets you make a copy of an existing distribution template.

The copy will have the exact values of the existing distribution template, except for the template name.

To make a copy of an existing distribution template:

  1. Go to Setup > Accounting > Transaction Distribution Templates.

  2. Click View next to the template that you want to copy.

  3. From the Actions list, select Make Copy.

    A copy of the selected distribution template opens in Edit mode.

  4. In the Template Name field, enter a unique name for the copied template.

    You can now edit the sourced values in the template to your preference.

Related Topics

General Notices