{"id":3041,"date":"2017-10-30T20:38:58","date_gmt":"2017-10-30T20:38:58","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-consulter-lanciennete-des-creances-dun-client-principal-et-de-tous-ses-sous-clients-dans-netsuite\/"},"modified":"2026-07-28T18:25:25","modified_gmt":"2026-07-28T18:25:25","slug":"comment-consulter-lanciennete-des-creances-dun-client-principal-et-de-tous-ses-sous-clients-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-consulter-lanciennete-des-creances-dun-client-principal-et-de-tous-ses-sous-clients-dans-netsuite\/","title":{"rendered":"Comment consulter l&rsquo;anciennet\u00e9 des cr\u00e9ances d&rsquo;un client principal et de tous ses sous-clients 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":"Le tableau de bord client de NetSuite fournit un lien direct vers un rapport d\u00e9taill\u00e9 sur l'anciennet\u00e9 des cr\u00e9ances qui inclut automatiquement tous les sous-clients au sein d'une hi\u00e9rarchie \u00e0 plusieurs niveaux.","ga_short_answer":"Pour g\u00e9n\u00e9rer un rapport \u00ab D\u00e9tail de l\u2019anciennet\u00e9 des cr\u00e9ances \u00bb pour un client racine et tous ses sous-clients, acc\u00e9dez au tableau de bord Client. Dans le portlet \u00ab Liens du tableau de bord Client \u00bb, rep\u00e9rez et cliquez sur le lien du rapport \u00ab D\u00e9tail de l\u2019anciennet\u00e9 des cr\u00e9ances \u00bb. Ce rapport regroupe automatiquement les donn\u00e9es de l\u2019ensemble de la hi\u00e9rarchie client, ce qui permet une analyse d\u00e9taill\u00e9e et des vues r\u00e9capitulatives.","ga_scenario":"Les utilisateurs ont souvent besoin de g\u00e9n\u00e9rer un rapport d\u2019anciennet\u00e9 des cr\u00e9ances (A\/R) qui englobe un client principal et tous ses sous-clients associ\u00e9s au sein d\u2019une hi\u00e9rarchie \u00e0 plusieurs niveaux. Les filtres standard du rapport d\u2019anciennet\u00e9 des cr\u00e9ances ne prennent pas directement en charge cette vue consolid\u00e9e, ce qui rend difficile l\u2019obtention d\u2019une vue d\u2019ensemble financi\u00e8re compl\u00e8te pour les structures clients complexes.","ga_solution":"\n1. Acc\u00e9dez \u00e0 la vue \u00ab Tableau de bord client \u00bb du client racine souhait\u00e9. Les m\u00e9thodes de navigation peuvent varier ; elles impliquent souvent de cliquer sur l\u2019ic\u00f4ne \u00ab Afficher le tableau de bord \u00bb dans une liste de clients ou de d\u00e9finir le tableau de bord comme vue par d\u00e9faut pour la fiche client.\n2. Dans le portlet \u00ab Liens du tableau de bord client \u00bb, rep\u00e9rez et cliquez sur le lien correspondant au <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/how-to-create-a-custom-a-r-search-with-aging-periods-in-netsuite\/\">rapport \u00ab D\u00e9tail de l\u2019anciennet\u00e9 des cr\u00e9ances<\/a> \u00bb.\n3. Ce rapport affiche automatiquement les informations relatives \u00e0 l\u2019anciennet\u00e9 des cr\u00e9ances pour le client racine s\u00e9lectionn\u00e9 et tous ses sous-clients associ\u00e9s, quelle que soit la profondeur de la hi\u00e9rarchie (par exemple : client, sous-clients, sous-clients de sous-clients).\n4. Le rapport offre des fonctionnalit\u00e9s permettant de d\u00e9velopper et de r\u00e9duire rapidement les donn\u00e9es \u00e0 chaque niveau hi\u00e9rarchique et permet aux utilisateurs de basculer entre une vue d\u00e9taill\u00e9e et une vue r\u00e9capitulative du rapport.\n5. Il est important de noter que les filtres standard du rapport d\u2019anciennet\u00e9 des cr\u00e9ances ne permettent pas d\u2019obtenir directement cette vue consolid\u00e9e sur l\u2019ensemble de la hi\u00e9rarchie client.","ga_source_author":"Jean-Mathieu Rose","ga_source_author_email":"","ga_date_original":"2017-10-30T13:38:58-07:00","ga_date_verified":"2026-07-05","ga_source_subject":"Unable to pull an AR report filtered for one root customer and including all its children in a multi-tier customer structure","ga_ans_id":"ANS-1302","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"spot_check","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The exact navigation methods 'click on 'Dashboard View' on top right, or on the gauge icon next to the word Customer on top left of the Customer record' are not consistently described in current documentation; while a customer dashboard view is prominent, navigation often involves a 'View Dashboard icon' from a customer list or setting the dashboard as the default view.; The 'Customer Dashboard Links section' is more accurately referred to as a 'Customer Dashboard Links portlet' in current terminology.","ga_final_category":"Financial Reporting","footnotes":""},"ga_category":[33,110,110],"ga_audience":[9],"ga_difficulty":[93],"class_list":["post-3041","qa_entry","type-qa_entry","status-publish","hentry","ga_category-financial-reporting","ga_category-rapports-financiers","ga_audience-finance-accounting-team","ga_difficulty-debutant"],"taxonomy_info":{"ga_category":[{"value":33,"label":"Financial Reporting"},{"value":110,"label":"Rapports financiers"},{"value":110,"label":"Rapports financiers"}],"ga_audience":[{"value":9,"label":"Finance\/accounting team"}],"ga_difficulty":[{"value":93,"label":"D\u00e9butant"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3041","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\/3041\/revisions"}],"predecessor-version":[{"id":4961,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3041\/revisions\/4961"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3041"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3041"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3041"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3041"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}