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NSC|How to Create a Transaction Saved Search for Sales Order and their Invoices related to Projects?

Scenario: NetSuite User wants to generate a list of Sales Orders related to project and wants to know if there are any Invoices related to it.

Here's how you can do it:

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transaction

3.) In the Criteria tab, add:

Type = Sales Orders

Date = Select a Date Range (Optional)

Project Fields...Name/ID = set to not empty

4.) Under the Results tab, you can add the following to the existing ones:

Project Fields....Customer - Customer name without project

Project Fields....Name - Project Name

Billing Transaction - Will show the Invoice #

Billing Transactions fields....Amount -

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