Renaming Records and Transactions

Users with the Administrator role can change record and transaction names from the NetSuite defaults to terms that fit your company. On the Rename Records/Transactions page, you can also change account type names . For screenshots of the different areas of this page, see Sections of the Rename Records/Transactions Page.

By changing records and transaction names, your employees don't have to adjust to NetSuite terms. Instead, NetSuite adapts to the terms they're used to using.

When you rename records or transactions, those names update in most places in NetSuite. You can go back to the Rename Records/Transactions page to switch them back or enter a new term.

Note:

You may see internal tags in translated record and transaction names in the user interface. For example, instead of Record you may see {#Record#}. If you find these, please contact NetSuite Customer Support so that we can make a correction in a future release.

Tip:

In the Help Center, if you search for a renamed record or transaction, the search results offer to search for the default name too. For example, you rename “estimate” to “quote” and search for “quote.” If there are fewer than 10 search results, you're prompted to search for “estimate.” Click the link to search for “estimate” instead.

Tip:

Don't rename records to standard NetSuite record types or reuse the same name for more than one type. For example, don't rename Customer to Partner or use Client for two different record types.

Notes on the Rename Records/Transaction Page

Keep the following important details in mind when renaming records or transactions on this page.

Name changes on the Rename Records/Transactions page apply to the Language preference you currently have set at Home > Set Preferences only, not to every language. You need to switch your Language preference to each language your account uses and repeat the renaming. If you miss a language, users will still see the original names when they select that language.
Field labels on existing custom forms don't update when you rename records or transactions. You'll need to edit the labels manually on the custom forms.
Name changes apply to standard NetSuite elements (standard records, transactions, and page names), but not to elements you've customized. For example, if you rename “Customer” to “Client”, a custom center tab called “Customer” will not change.

To change the names of records or transactions:

Go to Setup > Company > Rename Records/Transactions.
On the Rename Records/Transactions page, the default record name automatically fill in the fields.
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.
Click the Transaction Names subtab.
- In the Name column, you can rename your transactions. 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.
Click the Account Type Names subtab.

In the Name column, you can change your account names.
When you're done renaming records, transactions, and accounts, click Save.
If your account uses different languages, go to Home > Set Preferences, change your Language preference, and repeat steps 1-6.
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.

Sections of the Rename Records/Transactions Page

The Setup > Company > Rename Records/Transactions page includes the following sections:

Body (Record Names)
Transaction Names Subtab
Account Type Names

Body (Record Names)

In the main section of the Rename Records/Transactions page, you can change the names of standard NetSuite non-transactional record types.

Transaction Names Subtab

On the Transaction Names subtab of the Rename Records/Transactions page, you can change the names and abbreviations of standard NetSuite transaction types.

Account Type Names

On the Account Type Names subtab of the Rename Records/Transactions page, you can change the names of standard NetSuite account types.

To manage the list, you can move account type names up or down by selecting a line and clicking Move To Top or Move To Bottom. However, the order of the list on this subtab doesn't affect how users see account type lists.

Explore the following topics to learn more about renaming in NetSuite:

To find out more about other term customizations, see the following topics: