[bradsimpson]

I’m working to create a way to pull data from the Sales Order that is attached to a project. Since I’ve discovered the Related Records > Transactions sublist is not a searchable/scriptable list I’m going a different direction. I’m attempting to create a custom field of type List/Record. The List/Record will be Transactions. How can I set up the Sourcing and Filtering on the custom field to only load Sales Orders from the specific Customer (Parent) on the project?
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[bradsimpson]

NetSuite Support provided an answer, so if anyone else is looking for this solution here it is:

– Navigate to > Customization > List, Records, & Fields > Entity Fields > New

– Type = List/Record

– List/Record = Transaction

– Applied to tab = JOB

– Sourcing and Filtering

* Filter using = Customer | Compare to Field = Parent

* Filter using = Type | Value is = Sales Order

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