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 being reproducible when Accounting Preference Consolidate Projects on Sales Transactions is disabled.
- Navigate to Lists > Relationships > Projects
- Click View a Project record
- Click Related Records tab
- Click Transactions subtab
- Result: Vendor Bills and Purchase Orders associated with existing Project/Job are not displayed. Only sales transactions are listed (Sales Orders, Invoices).
Enhancement 135548 was filed to request for the purchase transactions to appear in the Transactions subtab of the Project/Job records.
User may either consider enabling the Accounting Preference Consolidate Projects on Sales Transactions.
Or as an alternate solution user may create a custom sublist that will pull up these transactions in the Project record.
I. Create a Saved Transaction Search
- Navigate to Lists > Search > Saved Searches > New
- Click Transaction Search Type
- Search Title: Enter Title
- Public: Enter Checkmark
- Available as Sublist View: Enter Checkmark
- Click Criteria tab
- Click Standard subtab
Note: For every required field use the drop-down menu to select it and once adjusted click Set if needed.
- Select Type
- Type: Select any of
- Select Purchase Order, Bill
- Select Main Line
- Main Line: Select False
- Select Project Fields...
- Project Filter: Select Name/ID
- Name/ID: Select is not empty
- Click Available Filters tab
- Select Name
- Show in Filter Region: Enter Checkmark
- Click Add
- Click Results tab
- Click Columns subtab
Note: Select all columns/fields as required to be shown on the new custom sublist. For every field use the drop-down menu to select it and once adjusted click Add if needed.
- Click Save & Run
II. Create a new subtab
- Navigate to Customization > Forms > Subtabs > New
- Title: Enter Title of the new subtab
Example: Related Bills & Purchase Orders
- Click Save
III. Create a new sublist - link the search to the subtab
- Navigate to Customization > Forms > Sublists
- Click Entity tab
- Search: Select the Search from step I
- Label: Enter the Label of sublist
- Tab: Select Related Records (or other tab where the sublist should show up)
- Job: Enter Checkmark
- Click Save