Thank you for the response. I am not sure whether we will need to add a custom date field on the sales order/invoice or if we could incorporate that into the workflow. Your guidance on that would be appreciated. I am attaching screenshots of the approval workflow. Thank you again! Chris

Thank you for the response. Attached are screenshots of the setup. Please let me know if you need anything else.

Thank you, Jack. I appreciate the response. To confirm, there is no native functionality within NS to create and apply a payment at fulfillment other than developing a script or a 3rd party app?

HI John, Yes I did. Are you able to do this in your environment? The Inventory Worksheet works fine with regular inventory items but as stated if the item tracks serial numbers it is not available in that window.

My item is serialized so I performed an inventory adjustment but the only cost field was the unit cost. I adjusted out the available inventory and created another positive adjustment. When I put in the "correct" cost and processed it averaged that into the existing average cost. There is no Average Cost field on the…