Scenario
Custom Role perform CSV Budget Import Fails Due to : Invalid Subsidiary Reference Key
Solution
- The Custom Role who is doing the CSV Budget Import has the following permission:
- Set Up Budgets - Full
- The CSV file contains the correct subsidiary information
- The formatting for the subsidiary is also correct but the user still gets this error: Invalid subsidiary reference key
To eliminate the error perform the following steps:
1. As Administrator navigate to Setup > Users/Role > Manage roles
2. Edit the Custom role
3. In the Subsidiaries box > highlight the Subsidiaries that are included in the import
4. Click Save