Rename Record Types in NetSuite to Better Fit Your Organization

You can change the name for Departments, Locations, Classes and other standard NetSuite objects here to use terminology that is more familiar to your team.  Note:  NetSuite’s support materials will use the NetSuite standard record and transaction names, so you may need keep the default names in mind when looking through support materials or talking to support representatives. 

 

How to rename records:

In NetSuite, In the Administrator role, navigate to Setup > Company > Rename Records/Transactions.  

On this page, you will find all the records, accounts and transactions that you can rename.

Remember to click save when you are finished!

 

Things to think about:

  • Renaming Records/Transactions is a global setting so it will change the label for everyone, so make sure you consider all users.
  • Renaming does NOT impact any data or functionality (existing or new), it only changes how it appears in the system

For more info on this topic, search in NetSuite help within the application on “Renaming Records and Transactions” or hit the help button once you are on the Rename Records/Transactions page.

 

Additional resources