Inline editing in transaction saved searches in NetSuite is limited and can be restricted due to several factors. Here are the key reasons and how to resolve them:
Key Limitations:
- Transaction Type Restriction: Inline editing only works if a single transaction type is selected. If multiple types (e.g., Sales Orders, Invoices) are included, it won’t function properly.
- Solution: In the search criteria, select only one transaction type.
- Mainline Setting: Inline editing will not work if the Mainline field is not set to ‘true’. This ensures that only the main transaction line is editable.
- Solution: Set Mainline to ‘true’ in your saved search.
- Run Unrestricted Checkbox: If the Run Unrestricted checkbox is checked in the results section, it can prevent inline editing from working.
- Solution: Uncheck the Run Unrestricted checkbox in the results section.
In summary, to improve Inline Editing:
- Select a single transaction type in the criteria.
- Set Mainline to ‘true’ in your saved search.
- Uncheck the Run Unrestricted checkbox in the results section.
- Check user permissions to ensure the fields allow inline editing.
By following these best practices, you can resolve the issues with inline editing in your transaction saved searches and make the feature work as intended. Note that, not all fields can be edited through inline editing.