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

Sales Order> Item Sublist> Price Level Has No Option as Custom

Scenario: Transactions> Sales> Enter Sales Orders Choose a Customer Under Item Tab> Add an Item Note that in the Price Level Column, No Option for Custom Solution: 1. Go to Transactions > Sales > Enter Sales Order.2. Hover your mouse pointer on Customize > click Customize Form.3. Go to Screen Fields tab > Columns subtab.4. Mark the “Show” checkbox for Rate.5. Click Save.… Continue reading Sales Order> Item Sublist> Price Level Has No Option as Custom