Preferred CSV Import Form is Returning a Mandatory Field Error While Field is Set to Non-Mandatory

SCENARIO

• User needs to run a CSV Import to update existing Sales Orders
• In the CSV Import Advanced Options, user selects a form with no mandatory fields
• When the user runs the import, the process fails with the following error: Please enter value(s) for: Field XYZ

In NetSuite, transactions like Sales Orders are stored to forms when they were created. 

When updating Sales Orders via CSV Import, the validation for mandatory fields is not performed on the form selected in the Advanced Options. Instead, mandatory fields are validated on each form where records being updated are saved.

The above scenario is possible if a Sales Order was saved using a custom form and that form is later customized to set a certain field to mandatory.

As a result, the sales order cannot be updated via CSV Import unless the user:

A. sets a value for the mandatory field as specified in the CSV Import error, OR

B. unchecks the Validate Mandatory Custom Fields setting under CSV Import Advanced Options


Note:
This behavior only covers CSV updates for transactions and does not apply to CSV updates for non-transactional records like entities, CRM records, etc.