View Purchase Order and Vendor Bill Transactions in Project / Job Entity Record

Scenario:

•        Navigate to Lists> Relationships > Projects

•        Open a Projectrecord

•        Unable to find VendorBills and Purchase Orders underthe Related Records tab > Transactions sub tab

Findings:

•        Purchase Transactions (Purchase Orders and Vendor Bills) are not directlyassociated with Project entities because they are part of the AccountsPayable module and not the Advanced Project Management module ofNetSuite.

•        Enhancement 135548 was filed to request for the purchase transactions to appear in the Transactionssub tab of the Project entity records.

 

 

Alternate Solution:

Create a sublist that will pull up thesetransactions in the project record.

1.   Create a saved search:

•        Navigate to Lists > Search > SavedSearches > New > Transaction

•        Add the following filters under the Criteria tab > Standardsub tab:

•   Type = Purchase Order, Bill

•   Main Line = False

•   Project : Name/ID = is not empty

•        Add Namefield under the Available Filters tab

•   Mark Show in Footer Region= True

•        Set this field values:

•   Public = True

•   Available as Sublist View

•        Rename and save the search

2.   Create a subtab:

•        Navigate to Customization > Forms> Subtabs > Entity tab

•        Set a title for subtab

•        Click Save

3.   Tag the search to the subtab:

•        Navigate to Customization > Forms> Sublists > Entity tab

•        Look up the save search in the Search column

•   Mark Job = True

•   Choose the Tab column value where the sublist will pull up

•   Save the sublist