SCENARIO

Purchase transactions (Purchase Orders and Vendor Bills) are not directly associated with Project entities because they are part of the Accounts Payable module and not the Advanced Project Management module of NetSuite. This is reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is disabled.

1. Navigate to Lists > Relationships > Projects.
2. Click View on a Project record.
3. Click the Related Records tab.
4. Click the Transactions subtab.
- Result: Vendor Bills and Purchase Orders associated with the existing Project/Job are not displayed. Only sales transactions are listed (Sales Orders, Invoices).
- Note: This is not reproducible when the Accounting Preference "Consolidate Projects on Sales Transactions" is enabled. In that scenario, both sales and purchase transactions are listed.

SOLUTION

Enhancement #135548 was filed to request that purchase transactions appear in the Transactions subtab of the Project/Job records.

Users may consider either enabling the Accounting Preference "Consolidate Projects on Sales Transactions" or, as an alternate solution, create a custom sublist that will pull up these transactions in the Project record.

Alternate Solution Steps

I. Create a Saved Transaction Search

1. Navigate to Lists > Search > Saved Searches > New.
2. Click Transaction Search Type.
- Search Title: Enter Title.
- Public: Checkmark.
- Available as Sublist View: Checkmark.
3. Click Criteria tab.
- Click Standard subtab.
- Filter:
- Select Type.
- Type: Select any of - Purchase Order, Bill.
- Main Line: Select False.
- Select Project Fields...
- Project Filter: Select Name/ID.
- Name/ID: Select is not empty.
4. Click Available Filters tab.
- Filter:
- Select Name.
- Show in Filter Region: Checkmark.
5. Click Results tab.
- Click Columns subtab.
- Select all columns/fields as required to be shown on the new custom sublist.
6. Click Save & Run.

II. Create a new subtab

1. Navigate to Customization > Forms > Subtabs > New.
- Title: Enter Title of the new subtab (e.g., Related Bills & Purchase Orders).
2. Click Save.

III. Create a new sublist - link the search to the subtab

1. Navigate to Customization > Forms > Sublists.
2. Click the Entity tab.
- Search: Select the Search from step I.
- Label: Enter the Label of sublist.
- Tab: Select Related Records (or another tab where the sublist should show up).
- Job: Checkmark.
3. Click Save.