Ok thanks for the confirmation. Since this import included a substantial amount of serial numbers, I ended up not using the CSV import at all and doing it through the Inventory Adjustment page where I could paste the serials in bulk for each line item rather than reformat everything for one serial per line.

I made some progress but haven't totally solved the issue. There were some inventory revaluations missing for some locations and I was able to create them by re-running standard cost valuations. Mapping the Serial field in my CSV → Receipt Inventory Number didn't work, but mapping Serial to both Receipt Inventory Number…

Yes, this was successful! I created a workflow or Transaction: Work Order with this condition and set a Send Email action with the desired template. Everything appears to work as intended. Thanks so much.

Hi Joy. Thanks for the reply and following up with testing. Yes, I've tried populating both the "When Old Value Is" and/or "When New Value Is" fields and no combination seems to have an effect. Sounds like you are seeing the same issue, which means this isn't something specific to my NS configuration. I'd like to avoid…

Follow up. I figured out a workaround for this. I created a custom CRM field to display the difference between two dates as a number of months: Label: Time in Field Type: Decimal Number Validation: Formula: TRUE Default Value: round(months_between({startdate},{custevent_dateofsale}),1) I made the field visible as Inline…

Yes, that works. I added the field to the Case record and disabled "Show" so it's not visible on the form but it stores the necessary data to populate the email. Thanks! It's odd that the drop down menu for Item displays the full item number and display name, but the {item} field reference only stores the item number. I…