Scenario:
When processing a CSV Import for Inventory Transfer, and user notice that the Record Type field on the Scan & Upload CSV File page disappears, the system will still allow to proceed by selecting the CSV File to Import and by clicking on Next.
Moreover, the Import Options page will only allow the users to use Data Handling = <=””>Add as the other options are grayed out. When the users encounter this error, this means that the Standard Inventory Transfer form is not yet set as the Preferred form.
Solution:
- Navigate to Customization > Forms > Transaction Forms
- On the Custom Transaction Forms page, look for the Standard Inventory Transfer form and then set it as the Preferred Form
- Click Submit