Tree Master Renaming

There are various documents in ERPNext which are maintained in a tree structure.

Read about managing tree structures to learn more.

Following are the steps to be followed for renaming the ID of a master which is maintained in a tree structure. Let's rename an Account for the instance.

  • Step 1: Go to the Tree View of the Document

  • Step 2: Go to the node of the Document which you wish to rename

    When you click on that node, you will have an option to 'Rename' the document.

    Tree Master Renaming

  • Step 3: Rename Account

    When you click on rename, a box will pop-up wherein you will be allowed to rename the document.

    Tree Master Renaming

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