{"id":2597,"date":"2017-08-21T15:43:46","date_gmt":"2017-08-21T15:43:46","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-generer-des-rapports-sur-les-relations-clients-et-agences-dans-netsuite\/"},"modified":"2026-07-28T18:25:03","modified_gmt":"2026-07-28T18:25:03","slug":"comment-generer-des-rapports-sur-les-relations-clients-et-agences-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-generer-des-rapports-sur-les-relations-clients-et-agences-dans-netsuite\/","title":{"rendered":"Comment g\u00e9n\u00e9rer des rapports sur les relations clients et agences dans NetSuite"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"Tirez parti des champs personnalis\u00e9s et des workflows pour suivre les ventes et l'anciennet\u00e9 des cr\u00e9ances au sein de structures de facturation complexes impliquant des clients et des agences.","ga_short_answer":"Pour g\u00e9rer les relations complexes entre clients et agences dans NetSuite et b\u00e9n\u00e9ficier d\u2019un reporting flexible, mettez en place des champs d\u2019entit\u00e9 personnalis\u00e9s et des workflows. Cela permet de relier les clients aux agences, de suivre les engagements et de g\u00e9n\u00e9rer des rapports sur les ventes et l\u2019anciennet\u00e9 des cr\u00e9ances, tant au niveau de chaque client qu\u2019au niveau agr\u00e9g\u00e9 des agences, en tenant compte de divers sc\u00e9narios de facturation et des achats directs des clients.","ga_scenario":"Un client g\u00e8re \u00e0 la fois ses relations avec ses clients directs et avec des agences repr\u00e9sentant plusieurs clients finaux. Bien que le client final soit le responsable ultime, c\u2019est souvent l\u2019agence qui est le destinataire de la facture. Le client doit pouvoir conserver le client final comme enregistrement \u00ab client \u00bb principal, tout en g\u00e9n\u00e9rant des rapports complets sur les ventes et l\u2019anciennet\u00e9 des cr\u00e9ances, tant au niveau de chaque client individuel qu\u2019\u00e0 un niveau agr\u00e9g\u00e9 pour l\u2019ensemble des clients repr\u00e9sent\u00e9s par une agence sp\u00e9cifique. De plus, certaines agences peuvent \u00e9galement faire office de fournisseurs.","ga_solution":"Pour les cas impliquant des relations complexes entre clients et agences, o\u00f9 un suivi est n\u00e9cessaire aux deux niveaux, une solution robuste consiste \u00e0 exploiter les champs personnalis\u00e9s et les workflows de NetSuite. Cette approche permet un suivi d\u00e9taill\u00e9 et un reporting flexible, m\u00eame lorsque les agences effectuent des achats pour le compte de clients finaux et sont responsables du paiement des factures, tout en prenant en charge les achats directs effectu\u00e9s par les clients finaux. La mise en \u0153uvre implique g\u00e9n\u00e9ralement :\n1. La cr\u00e9ation d\u2019un champ d\u2019entit\u00e9 personnalis\u00e9 dans la fiche client afin d\u2019\u00e9tablir un lien avec l\u2019agence repr\u00e9sentante. Cela permet d\u2019associer plusieurs clients \u00e0 une m\u00eame agence.\n2. Le d\u00e9veloppement de workflows pour automatiser le renseignement des donn\u00e9es relatives \u00e0 l\u2019agence sur les transactions, garantissant ainsi l\u2019exactitude des rapports.\n3. L\u2019utilisation de recherches enregistr\u00e9es et de rapports permettant de regrouper et de filtrer les donn\u00e9es \u00e0 la fois par client final et par agence associ\u00e9e, ce qui facilite une analyse compl\u00e8te des ventes et de l\u2019anciennet\u00e9 des cr\u00e9ances sur l\u2019ensemble de ces relations.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T17:43:46+02:00","ga_date_verified":"2026-07-05","ga_source_subject":"Reporting on agencies and customers","ga_ans_id":"ANS-0858","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The claim that 'We were not able to use Partners as we could not invoice them' is outdated. NetSuite's current Partner Relationship Management (PRM) and Partner Center functionalities allow partners to be involved in order management and invoicing processes.","ga_final_category":"Customer & CRM Records","footnotes":""},"ga_category":[25,99,99],"ga_audience":[9],"ga_difficulty":[92],"class_list":["post-2597","qa_entry","type-qa_entry","status-publish","hentry","ga_category-customer-crm-records","ga_category-enregistrements-clients-et-crm","ga_audience-finance-accounting-team","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":25,"label":"Customer & CRM Records"},{"value":99,"label":"Enregistrements clients et CRM"},{"value":99,"label":"Enregistrements clients et CRM"}],"ga_audience":[{"value":9,"label":"Finance\/accounting team"}],"ga_difficulty":[{"value":92,"label":"Niveau interm\u00e9diaire"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2597","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2597\/revisions"}],"predecessor-version":[{"id":4517,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2597\/revisions\/4517"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=2597"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=2597"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=2597"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=2597"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}