That could work, but often the work received for analysis varies from the full quote. The quote will list line items for the entire project and the samples will trickle in over a period of time. So, any invoice can be just a piece of the quote, the full line listing of the full quote, or a single analsys on the quote. I was also going for as much automation as I can to refrain from having to proof each and every invoice each and every time.

In speaking with my IT group, we feel confident that upon completion of any analsys, the LIMS system can export the customer number, the quote/profile number with each analysis, the line item analyzed (test code), and the number of line items analyzed (how many). If I can just get the profile/quote to be a price list already inside Adagio, I am hoping the import would link up the correct customer and price list within that customer to reduce the review process and establish a better system. As you mentioned, I already feel confident in my ability to restrict modifications by users in Adagio since Adagio has such a nice layout of the "rights by user" section. So, that is given win there.

Perhaps this has gone beyond a forum discussion and for that I apologize. I started off with... "can I..?" But it has gotten a bit in depth now.

I have had some short discussions with Brian Stief and I can continue with him to see if we can work this out. I am hopeful.