CSV Import: Sales Order > Error: Invalid item reference key xx.

Recommendations:

1. The CSV Import file shouldcontain the same Item Name format as shown in Transactions > Sales > Enter Sales Orders > Items tab > Items subtab> Item drop down field. 

2. Internal ID can also beused instead of Item Name. Just make sure that on the field mapping page, clickon the pencil icon beside the Item field and ChooseReference Type = Internal ID.

3. Verify if theItem is Inactive. If the Item record is inactive, set it to active statusbefore importing.

-Navigate to Lists > Accounting > Items.

-Check the ShowInactives box.

-Uncheck the Inactive boxbeside the Item Name.

-Click on Submit.

Sales Order Saved Search that Shows Billing Schedule and Revenue Recognition

1. Navigate to Lists > Search > Saved Searches > New> Transaction.

2. On the Criteria tab > Standard subtab add the following filters:

• Type = is Sales Order
• Billing Schedule = specify billing schedules.

3. On the Results tab > Columns subtab add the following fields:

• Number > Summary type = Group
• Name > Summary type = Group
• Account > Summary type = Group
• Reseller (Custom) > Summary type = Group
• Billing Schedule > Summary type = Group
• Next Bill Date > Summary type = Group
• Rev. Rec. Start Date  > Summary type = Group
• Rev. Rec. End Date > Summary type = Group

4. Rename the search and click Save & Run.