How to Display Accounts Payable Transactions on NetSuite Project Records?

To display Accounts Payable transactions on Project or Job entity records, follow these steps to create a custom saved search and sublist:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Select "Transaction" as the search type.

3. Under the Criteria tab, within the Standard subtab, add the following filters:

   • Type is Purchase Order, Bill
   • Main Line is False
   • Project : Name/ID is not empty

4. Under the Available Filters tab, add the Name filter and check "Show in Filter Region".

5. Mark the search as "Public".

6. Check "Available as Sublist View".

7. Provide a descriptive name for the search and save it.

8. Create a custom subtab by navigating to Customization > Forms > Subtabs > Entity tab. Set a title for the subtab and save it (this step is optional if an existing subtab is to be used).

9. Navigate to Customization > Forms > Sublists > Entity tab.

10. Locate and select the previously saved search.

11. Check the "Job" box to associate the sublist with job records.

12. Select the desired subtab where the sublist will appear on the entity record.

13. Save the custom sublist.

    For additional information, refer to the SuiteAnswers article "View Purchase Order and Vendor Bill transactions in Project / Job entity record" (Answer ID: 33679).