Renaming Records and Transactions

Owned by Trisha Companero (Unlicensed)
Last updated: Jun 12, 2014
2 min read

 

Account Setup : Account Setup : Defining Company Settings : Renaming Records and Transactions

You can change the names of your records and transactions from NetSuite's default names to names that fit the terminology of your company.

By changing the names of your records and transactions, your employees do not have to change their terms to fit NetSuite's terms. Instead, NetSuite changes to fit the terms your employees are used to using.

When you change the names of records or transactions, those names change in most places they appear in NetSuite to your preferred term. You can always come back to the Rename Records/Transactions page to change them back to the default name or to another term.

Note that field labels for records and transactions on previously created custom forms do not change as result of the changes you make on the Rename Records/Transactions page. You will need to manually edit field labels on custom forms.

To change the names of records or transactions:

  1. Go to Setup > Company > Setup Tasks > Rename Records/Transactions (Administrator).
  2.  On the Rename Records/Transactions page, the default names for records are autofilled in the fields.
  3. In the fields at the top half of the page, edit the names of relationship records to better suit your organization. For example, in the Name for Customer field, you can change Customer to Donor.
  4. Click the Transactions Names subtab.
    1. In the Name column, you can rename your transactions. For example, in the Name column of the Cash Sale row, you can change Cash Sale to Donation.
    2. In the Abbreviation column, change the abbreviation of these transactions to match the new name. For example, in the Cash Sale row, change RCPT to DON.
    3. Transaction abbreviations often show in lists of transactions, such as the Transactions subtab on relationship records, in the audit trail and on registers
  5. Click the Account Type Names subtab. In the Name column, you can change the names of your accounts in NetSuite.
  6. When you have finished renaming records, transactions, and accounts, click Save.
  7. If different languages are used in your account, go to Home > Set Preferences, change your Language preference to another language used in your account, and repeat steps 1-6.
  8. Continue this process for each language used in your account, until you have completed renaming in each language.