Hi, We have a custom field called "end user" on sales orders and invoices. This is different than the bill to user. Our accounting team now wants to see those sales orders and invoices on the customer record page of the end user as well as the bill to user. I am not sure if this is possible to bring in a financial record of some other customer to the customer that isn't getting billed.

You should be able to create a custom sublist view to display the related transactions on an end user customer record

So are you saying a customized view under the transactions tab on the customer record?

create a saved Transaction search with the criteria end user field not empty and add the end user (customer) internal id in filter (no need to show the filter) and make the search available for sublist. Create a subtab for the customer record and then show the sublist - search results

So I created the sub tab I created on the form and it is enabled as "Show", but when loading that Customer record using that form is not showing that subtab.

now create custom sublist and select the search, tab and entity type. Customization>forms>Sublist

Thank you! With that and this post I was able to figure it out I believe. https://www.reddit.com/r/Netsuite/comments/12aq6p3/add_custom_sublist_to_a_transaction_form/

you are welcome