I went back and did some more testing, and do understand now at least HOW it works! Feel a little smarter than I did 15 minutes ago anyway!

I understand what you are saying about the serial number not usually being available when the order is entered. In most of the cases where we wish to use serial numbers, that is true. For a very few items, we know the serial number when we enter the order. So I'm okay with the concept that you cannot enter the serial number at the time the order goes in. But could you make the prompt itself appear? Then at least the line for serial numbers would get added to the order, and when we go to ship it, it would be sort of right in your face that it need to be still added before invoicing. Is that possible?

Right now I enter the order, and if item is not shipped right away, no prompt appears. So easy to NOT ADD. Then when we invoice, there is no prompt then either.

To make the prompt more effective, can you make it so that it appears when I enter an item? At least that way, our people entering orders are nudged at that time.

Possible?

And thanks for your help, you guys are quite wonderful. If I win the lottery this week, I'll buy you lunch (in Paris!!)

Barb