Renaming Records and Transactions

Users with the Administrator role can change the names of their records and transactions from the NetSuite default names to names that fit the terminology of their company on the Rename Records/Transactions page. On this page, you can also change the names of account types used in NetSuite. For screenshots of the different areas of this page, see Sections of the Rename Records/Transactions Page.

By changing the names of your records and transactions, your employees do not have to change their terms to fit NetSuite terms. Instead, NetSuite changes to fit the terms your employees are accustomed 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 return to the Rename Records/Transactions page to change them to the default name or to another 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 such tags displayed in the user interface, 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 the name of a record or transaction that you renamed, the search results include an option to use the default transaction or record name as a search term. For example, you rename “estimate” to “quote” and search the Help Center for “quote.” If there are fewer than 10 search results, you are asked if you meant to search for “estimate.” You can then click the link in the search results and search for “estimate” instead.

Tip:

Do not rename records to standard NetSuite record types or reuse the same name for multiple record types. For example, renaming Customer to Partner or renaming two different record types as Client.

Notes on the Rename Records/Transaction Page

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

Name changes made in 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 reset your Language preference to each language that your account uses and repeat the renaming process. If you do not rename records and transactions with a language set as the preference, users in your account will continue to see the original Record/Transaction names when they set that language as their preference.
Field labels for records and transactions on previously created custom forms do not change when you make changes on the Rename Records/Transactions page. You will need to manually edit field labels on custom forms.
Name changes are applied to standard NetSuite element names (standard records, transactions, and page names), but not to elements you have customized. In the example in step 3 of the following procedure, the standard entity record named “Customer” is renamed “Client”. In this account, you could also have a custom center tab named “Customer”. The name change will not be applied to this custom element.

To change the names of records or transactions:

Go to Setup > Company > Rename Records/Transactions.
On the Rename Records/Transactions page, the default names for records are autofilled in the fields.
In the fields on the top section 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, in the Name column of the Cash Sale row, you can change Cash Sale to Sales Receipt.
- 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 SALERCPT.
Transaction abbreviations often show in lists of transactions, 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 the names of your accounts in NetSuite.
When you have finished renaming records, transactions, and accounts, click Save.
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.
Continue this process for each language used in your account, until you have completed renaming in each language.

Your record, transaction, and account names are now renamed everywhere in NetSuite to your new name. Return to Setup > Company > Rename Records/Transactions to edit these names.

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 body 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 change the order of the account type names by selecting a line and clicking Move To Top or Move To Bottom. However, the order of the list on this subtab has no effect on account type lists seen by users.

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

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