CSV Import > "Please specify a discount item for this customer" onTransaction Type Import

 

The user is importing a transaction type (e.g. Invoices or Sales Orders). User does not need discount item to be imported but based on the error it is requiring the user to add the discount item.

To resolve this, perform the following steps:

     1. Navigate to Setup > Import/Export > Import CSV Records.
     2. Select Transactions in the Import Type field.
     3. Select the record type in the Record Type field (e.g. Cash Sale).
     4. Click Select.
     5. Locate the CSV file, then click Open.
     6. Click Next.
     7. Select a Data Handling.
     8. Click Next.
     9. Remove the Rate field in the Field Mapping.
     10. Click Next.
     11. Provide an Import Map Name.
     12. Click Save & Run.

Note: There are 2 Rates fields that are available. First is from the Cash Sale folder and second is from the Cash Sale Items folder. Make sure that the rate selected is coming from the second folder (Cash Sale Items). The Rate from the first folder (Cash Sale) is referring to the Rate of Discount.