Renaming Records and Transactions

Question 1 of 9

1

You can rename records to standard NetSuite record types and reuse the same name for multiple record types. For example, renaming Customer to Partner or renaming two different record types as Client.

Select one of the following:

True
False

Explanation

Question 2 of 9

1

Select from the dropdown list to complete the text.

When you change the names of records or transactions, those names ( DO, DONT ) change in most places they appear in NetSuite to your preferred term.

Explanation

Question 3 of 9

1

You can always return to the Rename Records/Transactions page to change them to the default name or to another term.

Select one of the following:

True
False

Explanation

Question 4 of 9

1

If you search for the name of a record or transaction that you have renamed then the search results include an option to use the default transaction or record name search term?

Select one of the following:

True
False

Explanation

Question 5 of 9

1

If you do not rename records and transactions with a language set as the 'Language' preference, users in your account will continue to see the original Record/Transaction names when they set that language as their preference.

Select one of the following:

True
False

Explanation

Question 6 of 9

1

Select from the dropdown lists to complete the text.

Name changes ( ARE, ARE NOT ) applied to standard NetSuite element names (standard records, transactions, and page names), ( BUT NOT, AND ALSO ) to elements you have customized. (E.g custom center tabs with the same names)

Explanation

Question 7 of 9

1

Select from the dropdown lists to complete the text.

To change the name of transactions/records, you need to go to: ( Setup, Customization ) > ( Company, Accounting, Sales ) > ( Setup Tasks, General Preferences, Accounting Preferences ) > Rename Records/Transactions.

Explanation

Question 8 of 9

1

Which three sections will you find on the renaming transaction/records page under Setup > Company > Setup Tasks > Rename Records/Transactions page

Select one or more of the following:

Body (Record Names)
Transaction Names Subtab
Account Type Names
Custom Forms/Record Types

Explanation

Question 9 of 9

1

Account Type Names is one section under renaming transactions/records in NetSuite. In this section, the order of the list on the subtab effects the account type lists seen by users.

Select one of the following:

True
False

	Created by Hannah Dearman over 3 years ago

Identify the constraints and benefits with renaming records/transactions.

Renaming Records and Transactions

Question 1 of 9

You can rename records to standard NetSuite record types and reuse the same name for multiple record types. For example, renaming Customer to Partner or renaming two different record types as Client.

Select one of the following:

Explanation

Question 2 of 9

Select from the dropdown list to complete the text.

When you change the names of records or transactions, those names DO DONT( DO, DONT ) change in most places they appear in NetSuite to your preferred term.

Explanation

Question 3 of 9

You can always return to the Rename Records/Transactions page to change them to the default name or to another term.

Select one of the following:

Explanation

Question 4 of 9

If you search for the name of a record or transaction that you have renamed then the search results include an option to use the default transaction or record name search term?

Select one of the following:

Explanation

Question 5 of 9

If you do not rename records and transactions with a language set as the 'Language' preference, users in your account will continue to see the original Record/Transaction names when they set that language as their preference.

Select one of the following:

Explanation

Question 6 of 9

Select from the dropdown lists to complete the text.

Name changes ARE ARE NOT( ARE, ARE NOT ) applied to standard NetSuite element names (standard records, transactions, and page names), BUT NOT AND ALSO( BUT NOT, AND ALSO ) to elements you have customized. (E.g custom center tabs with the same names)

Explanation

Question 7 of 9

Select from the dropdown lists to complete the text.

Explanation

Question 8 of 9

Which three sections will you find on the renaming transaction/records page under Setup > Company > Setup Tasks > Rename Records/Transactions page

Select one or more of the following:

Explanation

Question 9 of 9

Account Type Names is one section under renaming transactions/records in NetSuite. In this section, the order of the list on the subtab effects the account type lists seen by users.

Select one of the following:

Explanation

When you change the names of records or transactions, those names ( DO, DONT ) change in most places they appear in NetSuite to your preferred term.

Name changes ( ARE, ARE NOT ) applied to standard NetSuite element names (standard records, transactions, and page names), ( BUT NOT, AND ALSO ) to elements you have customized. (E.g custom center tabs with the same names)