CSV Import > “Please Specify a Discount Item for This Customer” on a Transaction Type Import

The user is importing a transaction type (e.g. Invoices or Sales Orders). User does not need discount item to be imported but based on the error it is requiring the user to add the discount item. The user received an error “Please specify a discount item for this customer”.

1. Navigate to Setup > Import/Export > Import CSV Records
2. Import Type: Select Transactions
3. Record Type: Select the record type (e.g. Cash Sales)
4. Click Select
5. Locate the CSV file, then click Open
6. Click Next
7. Data Handling:Select a value
8. Click Next
9. On the Field Mapping, Remove the Rate field
10. Click Next
11. Import Map Name: Enter Name
12. Click Save & Run

Note: There are 2 Rates fields that are available. First is from the Cash Sale folder and second is from the Cash Sale Items folder. Make sure that the rate selected is coming from the second folder (Cash Sale Items). The Rate from the first folder (Cash Sale) is referring to the Rate of Discount.