{"id":2784,"date":"2017-08-21T14:51:55","date_gmt":"2017-08-21T14:51:55","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-etablir-des-previsions-de-chiffre-daffaires-pour-les-devis-de-services-sur-plusieurs-mois-dans-netsuite\/"},"modified":"2026-07-28T18:25:12","modified_gmt":"2026-07-28T18:25:12","slug":"comment-etablir-des-previsions-de-chiffre-daffaires-pour-les-devis-de-services-sur-plusieurs-mois-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-etablir-des-previsions-de-chiffre-daffaires-pour-les-devis-de-services-sur-plusieurs-mois-dans-netsuite\/","title":{"rendered":"Comment \u00e9tablir des pr\u00e9visions de chiffre d’affaires pour les devis de services sur plusieurs mois 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":"D\u00e9couvrez les m\u00e9thodes permettant de pr\u00e9voir le chiffre d'affaires issu des devis de services couvrant plusieurs p\u00e9riodes, notamment les configurations de champs personnalis\u00e9s et la gestion avanc\u00e9e du chiffre d'affaires.","ga_short_answer":"La pr\u00e9vision du chiffre d\u2019affaires pour les devis de services s\u2019\u00e9talant sur plusieurs mois dans NetSuite peut \u00eatre r\u00e9alis\u00e9e \u00e0 l\u2019aide de la gestion avanc\u00e9e du chiffre d\u2019affaires (ARM) pour une comptabilisation compl\u00e8te des commandes apr\u00e8s-vente. Pour la pr\u00e9vision des commandes avant-vente, les champs personnalis\u00e9s de date et de devise dans le corps du formulaire de devis, associ\u00e9s \u00e0 une recherche enregistr\u00e9e personnalis\u00e9e, permettent d\u2019\u00e9tablir des projections de chiffre d\u2019affaires sp\u00e9cifiques \u00e0 une p\u00e9riode donn\u00e9e.","ga_scenario":"Les entreprises ont souvent besoin de pr\u00e9voir le chiffre d\u2019affaires issu de devis de services s\u2019\u00e9talant sur plusieurs mois ou p\u00e9riodes. Le d\u00e9fi consiste \u00e0 r\u00e9partir et \u00e0 pr\u00e9senter avec pr\u00e9cision ces pr\u00e9visions de chiffre d\u2019affaires dans le temps, en particulier avant la finalisation d\u2019une commande client, afin d\u2019obtenir des informations sur le pipeline futur et les performances financi\u00e8res.","ga_solution":"Le module Advanced Revenue Management (ARM) de NetSuite fournit un cadre complet, bas\u00e9 sur des r\u00e8gles, pour la comptabilisation des produits qui va au-del\u00e0 du simple niveau de la commande client, en prenant en charge les contrats complexes, les offres group\u00e9es et les accords \u00e0 \u00e9l\u00e9ments multiples. Ce module offre des fonctionnalit\u00e9s automatis\u00e9es de pr\u00e9vision et de reporting des produits pour les produits post\u00e9rieurs \u00e0 la commande client.\n\nPour les pr\u00e9visions ant\u00e9rieures \u00e0 la commande client ou les sc\u00e9narios sp\u00e9cifiques n\u00e9cessitant un contr\u00f4le granulaire, une approche personnalis\u00e9e peut \u00eatre mise en \u0153uvre :\n\n1. Cr\u00e9ez des champs personnalis\u00e9s dans le formulaire de devis : d\u00e9finissez des paires de champs personnalis\u00e9s pour chaque p\u00e9riode concern\u00e9e par la pr\u00e9vision des revenus. Chaque paire doit \u00eatre compos\u00e9e d\u2019un champ de date et d\u2019un champ de devise. Par exemple, si vous effectuez des pr\u00e9visions sur 24 p\u00e9riodes, 24 champs de date (par exemple, custbody17, custbody19, etc.) et 24 champs de devise (par exemple, custbody18, custbody43, etc.) seront cr\u00e9\u00e9s.\n2. Remplir les champs personnalis\u00e9s : les utilisateurs saisissent manuellement le montant du chiffre d\u2019affaires pr\u00e9visionnel et la date de comptabilisation correspondante pour chaque p\u00e9riode, directement dans le formulaire de devis.\n3. Cr\u00e9er une recherche enregistr\u00e9e personnalis\u00e9e : une recherche enregistr\u00e9e peut \u00eatre configur\u00e9e pour agr\u00e9ger les valeurs de ces champs personnalis\u00e9s. La recherche additionnera les valeurs par mois, ce qui permettra d\u2019\u00e9tablir des pr\u00e9visions de chiffre d\u2019affaires sp\u00e9cifiques \u00e0 chaque p\u00e9riode. Bien que les fonctionnalit\u00e9s avanc\u00e9es de pr\u00e9vision de NetSuite, telles que l\u2019ARM et les pr\u00e9visions glissantes, fournissent des pr\u00e9visions de chiffre d\u2019affaires dynamiques et prospectives, une recherche personnalis\u00e9e bas\u00e9e sur cette m\u00e9thode refl\u00e9tera g\u00e9n\u00e9ralement les valeurs \u00e0 la date d\u2019ex\u00e9cution du rapport.\n\nLa formule type suivante peut \u00eatre utilis\u00e9e dans la recherche enregistr\u00e9e pour additionner les valeurs sur un maximum de 24 p\u00e9riodes, en v\u00e9rifiant si le champ de date personnalis\u00e9 se situe dans le mois en cours :\n\n```\nCASE WHEN TRUNC({custbody17},'MM' ) TRUNC({today},'MM' ) THEN {custbody18} ELSE 0 END+CASE WHEN TRUNC({custbody19},'MM' ) TRUNC({today},'MM' ) THEN {custbody43} ELSE 0 END+CASE WHEN TRUNC({custbody20},'MM' ) TRUNC({today},'MM' ) THEN {custbody44} ELSE 0 END+CASE WHEN TRUNC({custbody21},'MM' ) TRUNC({today},'MM' ) THEN {custbody45} ELSE 0 END+CASE WHEN TRUNC({custbody22},'MM' ) TRUNC({today},'MM' ) THEN {custbody46} ELSE 0 END+CASE WHEN TRUNC({custbody23},'MM' ) TRUNC({today},'MM' ) THEN {custbody47} ELSE 0 END+CASE WHEN TRUNC({custbody24},'MM' ) TRUNC({today},'MM' ) THEN {custbody48} ELSE 0 END+CASE WHEN TRUNC({custbody25},'MM' ) TRUNC({today},'MM' ) THEN {custbody49} ELSE 0 END+CASE WHEN TRUNC({custbody26},'MM' ) TRUNC({today},'MM' ) THEN {custbody50} ELSE 0 END+CASE WHEN TRUNC({custbody27},'MM' ) TRUNC({today},'MM' ) THEN {custbody51} ELSE 0 END+CASE WHEN TRUNC({custbody28},'MM' ) TRUNC({today},'MM' ) THEN {custbody52} ELSE 0 END+CASE WHEN TRUNC({custbody29},'MM' ) TRUNC({today},'MM' ) THEN {custbody53} ELSE 0 END+CASE WHEN TRUNC({custbody30},'MM' ) TRUNC({today},'MM' ) THEN {custbody54} ELSE 0 END+CASE WHEN TRUNC({custbody31},'MM' ) TRUNC({today},'MM' ) THEN {custbody55} ELSE 0 END+CASE WHEN TRUNC({custbody32},'MM' ) TRUNC({today},'MM' ) THEN {custbody56} ELSE 0 END+CASE WHEN TRUNC({custbody33},'MM' ) TRUNC({today},'MM' ) THEN {custbody57} ELSE 0 END+CASE WHEN TRUNC({custbody34},'MM' ) TRUNC({today},'MM' ) THEN {custbody58} ELSE 0 END+CASE WHEN TRUNC({custbody35},'MM' ) TRUNC({today},'MM' ) THEN {custbody59} ELSE 0 END+CASE WHEN TRUNC({custbody36},'MM' ) TRUNC({today},'MM' ) THEN {custbody60} ELSE 0 END+CASE WHEN TRUNC({custbody37},'MM' ) TRUNC({today},'MM' ) THEN {custbody61} ELSE 0 END+CASE WHEN TRUNC({custbody38},'MM' ) TRUNC({today},'MM' ) THEN {custbody62} ELSE 0 END+CASE WHEN TRUNC({custbody39},'MM' ) TRUNC({today},'MM' ) THEN {custbody63} ELSE 0 END+CASE WHEN TRUNC({custbody40},'MM' ) TRUNC({today},'MM' ) THEN {custbody64} ELSE 0 END+CASE WHEN TRUNC({custbody41},'MM' ) TRUNC({today},'MM' ) THEN {custbody65} ELSE 0 END\n```","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T10:51:55-04:00","ga_date_verified":"2026-07-05","ga_source_subject":"Quote for a service spreading over 3 months - Pipeline report \/forecast","ga_ans_id":"ANS-1045","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"spot_check","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The statement that revenue recognition can 'only be done with revenue recognition (only on a sales order level)' is outdated, as NetSuite's Advanced Revenue Management (ARM) module provides a comprehensive, rule-based framework for revenue recognition that extends beyond just the sales order level, handling complex contracts, bundled offerings, and multi-element arrangements.; The claim that it 'requires customization on both the quote form and a totally recreated report' is partially outdated. While custom fields and saved searches can still be employed for specific pre-sales order forecasting needs, NetSuite's Advanced Revenue Management (ARM) offers automated revenue forecasting and reporting capabilities for post-sales order revenue, reducing the need for extensive custom reports.; The limitation that a custom search based on the provided formula 'can only be done for the date the report is ran' is less accurate in the context of NetSuite's current advanced forecasting features, such as ARM and rolling forecasts, which provide dynamic, forward-looking revenue projections.","ga_final_category":"Financial Reporting","footnotes":""},"ga_category":[33,110,110],"ga_audience":[50],"ga_difficulty":[94],"class_list":["post-2784","qa_entry","type-qa_entry","status-publish","hentry","ga_category-financial-reporting","ga_category-rapports-financiers","ga_audience-sales-manager","ga_difficulty-avance"],"taxonomy_info":{"ga_category":[{"value":33,"label":"Financial Reporting"},{"value":110,"label":"Rapports financiers"},{"value":110,"label":"Rapports financiers"}],"ga_audience":[{"value":50,"label":"Sales manager"}],"ga_difficulty":[{"value":94,"label":"Avanc\u00e9"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2784","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\/2784\/revisions"}],"predecessor-version":[{"id":4704,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2784\/revisions\/4704"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=2784"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=2784"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=2784"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=2784"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}