Renaming Records in NetSuite
One of the most important features in a CRM or ERP software service is to be able to make customizations with ease. In this article, we will go over renaming records in NetSuite, to change the names of your records and transactions from NetSuite's default names to names that fit the terminology of your company.
The ability to customize fields, centers, tabs, and records in NetSuite allows any company to make their NetSuite environment custom-tailored to meet their business needs. Specifically speaking, one of the first action items a company steps through during their NetSuite implementation is reviewing the default terminology used in NetSuite (Setup > Company > Rename Records/Transactions)
For example, service companies may consider their “customers” as “clients.” By simply adjusting the record name on this setup page, NetSuite will adjust all non-customized records, transactions, and page names accordingly. Using your company’s terminology in NetSuite can facilitate the new system adoption process with your employees and help lead to a successful overall implementation of NetSuite.
Below is a list of important facts to consider before adjusting names or renaming records in NetSuite:
- Avoid using the same record name for different record types; this can lead to confusion when running saved searches or reports in the future.
- If you are operating different languages in NetSuite, make sure to adjust the record names for each language. You can do so by adjusting your language under Set Preferences and going back to the rename records page to adjust the terminology.
- Custom records or any previous field names you may have manually changed in NetSuite will not be overwritten by adjusting the terminology on this page; you will need to manually adjust any customizations you have already done.
- You can also adjust the abbreviations of transaction record names; this abbreviation will be used in the transaction numbering system and can show in lists of transactions, such as the transactions subtab on related records, in the audit trail, and on account registers.
This article describes how to customize records in NetSuite to custom-tailor the platform to your business needs. For more tips on making the most of your investment in NetSuite, check out the rest of our blogs or get in contact with us by filling the form below.