Renaming Records and Transactions

Change records and transaction names so your employees don't have to adjust to NetSuite terms. When you rename records or transactions, the names are updated in most places in NetSuite. For more information, see Change Record and Transaction Names.

To change the names of records or transactions:

  1. Go to Setup > Company > Rename Records/Transactions.

  2. On the Rename Records/Transactions page, the default record name appears in the fields.

  3. In the top section of the page, edit the names of relationship records to better suit your company.

    For example, in the Name for Customer field, you can change Customer to Client.

  4. Click the Transaction Names subtab.

    • In the Name column, rename your transactions as needed. For example, change Cash Sale to Sales Receipt.

    • In the Abbreviation column, update the abbreviation to match the new name. For example, change RCPT to SALERCPT for Cash Sale.

    Transaction abbreviations often appear in transaction lists, 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 your account names.

  6. When you're done renaming records, transactions, and accounts, click Save.

  7. If your account uses different languages, go to Home > Set Preferences, change your Language preference, and repeat steps 1-6.

  8. Continue this process until you've renamed everything in every language your account uses.

Your record, transaction, and account names are now renamed everywhere in NetSuite to your new name.

Related Topics

General Notices