We use a custom record, that we check with a script, to see if we need to generate an SO from the contained details. When an SO is generated it is logged in the custom record.
Search Question: -- I am trying to search for the SOs created by these custom records in the last month.
The custom record is easy enough to do a search on, it can be used as a "type" of search. But it doesn't seem to appear as a related record in any other context or "basic" NetSuite record.
Getting SOs from the last month is also equally easy.
Getting Customers that have ordered in the last month is also simple.
But I can't quite put my finger on how to tie them all together in to a single "report" that I can do some basic tally checks on.
I'm open to suggestions about how to either do this as a single search or how to mix two or more searches to accomplish this.