Standalone Credit Memo CSV Import

Scenario

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

1. 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 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