Standalone Credit Memo CSV Import

User performs CSV import of standalone Credit Memo, but encounters Error: Mandatory field missing for field “Apply”.

1. The user performs CSV Import for a standalone Credit Memo
2. On the Field Mapping page of the import > the Apply field appears to be a required field
3. The tendency for the user is to add an Apply column in the CSV file which will be left blank
4. If the user proceeds with the mapping > the system will throw an Error: Mandatory field missing for field “Apply”

Solution

As an alternate solution, follow the steps below:

1. The user can select Add or Update on the Data Handling page
2. On the Field Mapping page, the Apply field is no longer required

 
l. Create a CSV File
Here is the sample template file  
 

 
 

1. Save the file as CSV UTF-8

 
ll. Importing the file 

1. Navigating to Setup > Import/Export > Import CSV Records
2. Import Assistant:
   1. Scan & Upload CSV File:
      1. Import type: Select Transaction
      2. Record Type: Select Credit Memo
      3. Upload CSV File
      4. Click Next
   2. Import Options: Select Transaction
   3. Data Handling: Select Add or Update
   4. Click Next
3. File Mapping:
4. Field Mapping:
   1. Map all of the fields listed in Step 1 and any other required fields as follows: External id is any number that you can assign to the credit memo you will create, in my test I used 120 for the solo credit memo test.
       

5. Click Next
6. Save mapping & Start Import:

1. Enter Import Map Name
2. Click Save & Run

 
Go to Customer Record>Sales tab>Transaction
The imported credit memo will be showing