To access the Renaming Records and Transactions page, log in as the administrator and navigate to Setup > Company > Rename Records/Transactions. On this page, we can change the names of three entities: relationship records, transactions, and account types.
Customized Items
When we change the name of a record, transaction, or account item, that name generally updates throughout NetSuite. However, it will not update for any customized items.
Eg: If we have a custom field, a custom form, or custom tab that uses the previous name, we will need to manually change the name in those areas to reflect our company’s preference.
Different Languages
Another potential problem is that when the administrator renames records or transactions, the new name applies only for the preferred language that is currently set under Set Preferences.
In other words, if an administrator who has English set as the preferred language makes a name change for a record, then when a user with French set as the preferred language logs in, they will not see a comparable name change in their language. In order to update a record or transaction name for every language used by our company, we will need to rotate through setting each language as our preferred language under Set Preferences and updating the record or transaction name for that language. Unfortunately, there is currently no shortcut to the process.
Duplicate Names
Another potential problem in renaming records and transactions is that we must be careful to avoid having duplicate names.
Searching Names in the Help Center
Suppose that we are looking up a renamed record or transaction in the Help Center. We may be concerned that we will not get the result we need since NetSuite does not natively recognize that name. While search for our custom name, NetSuite will notice that we are searching for a custom name and will ask if we intended to search for the original name. All we have to do is click the link provided in the Help Center to access all the results for that record or transaction under its native NetSuite name.