I have a csv import that is updating sales orders but am getting some records not being update due to Bill To Select missing. The Bill To Select is not missing though - it is just set to Custom (because the bill to address was changed after the sales order was created). I tried unchecking the validation option from the import settings but am still getting the error. Any ideas on how I can get those records to import?

Change your custom form for sales order so the bill to select is NOT mandatory. You can save that as a new form (like csv import sales order form) so no one uses it except you OR Make the Bill To field mandatory instead of the Bill To Select

great idea on the custom form. will try that route

Be aware that doing a CSV import using a particular form will, in my experience, change all records you update to that form

@jen Just checked and custom form remained the same for the records that were updated.

ok maybe for transactions it’s different

I think it has to do with if you have "Store form with record" checked on the custom form

just be careful with custom records, I learned this the hard way when I accidentally changed the form on 5000 records

correct on Store Form. If that is not checked then it will change.

I think it's the opposite. If Store Form is checked then the form WILL change when you do the import If it's not checked then the form will just default to the preferred form for the role