{"id":3078,"date":"2017-08-21T14:55:38","date_gmt":"2017-08-21T14:55:38","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-automatiser-lenvoi-par-e-mail-des-recapitulatifs-de-fin-dannee-des-transactions-des-clients-dans-netsuite\/"},"modified":"2026-07-28T18:25:27","modified_gmt":"2026-07-28T18:25:27","slug":"comment-automatiser-lenvoi-par-e-mail-des-recapitulatifs-de-fin-dannee-des-transactions-des-clients-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-automatiser-lenvoi-par-e-mail-des-recapitulatifs-de-fin-dannee-des-transactions-des-clients-dans-netsuite\/","title":{"rendered":"Comment automatiser l’envoi par e-mail des r\u00e9capitulatifs de fin d’ann\u00e9e des transactions des 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":"Les utilisateurs de NetSuite peuvent tirer parti des recherches enregistr\u00e9es associ\u00e9es \u00e0 des alertes par e-mail pour envoyer automatiquement \u00e0 chaque client des r\u00e9capitulatifs personnalis\u00e9s des transactions de fin d'ann\u00e9e.","ga_short_answer":"Pour envoyer en masse des r\u00e9capitulatifs des transactions de fin d\u2019ann\u00e9e \u00e0 vos clients dans NetSuite, cr\u00e9ez une recherche enregistr\u00e9e sur les transactions. Configurez l\u2019alerte par e-mail de mani\u00e8re \u00e0 s\u00e9lectionner dynamiquement les noms des clients comme destinataires, d\u00e9finissez un calendrier annuel d\u2019envoi et personnalisez le format du message, par exemple en l\u2019envoyant sous forme de pi\u00e8ce jointe au format PDF. Cela permet d\u2019automatiser la distribution de r\u00e9capitulatifs personnalis\u00e9s.","ga_scenario":"Les entreprises doivent souvent fournir \u00e0 leurs clients un r\u00e9capitulatif complet de leurs transactions en fin d\u2019ann\u00e9e. La g\u00e9n\u00e9ration et la distribution manuelles de ces r\u00e9capitulatifs pour chaque client peuvent s\u2019av\u00e9rer chronophages et peu efficaces. Une solution est n\u00e9cessaire pour automatiser l\u2019envoi massif par e-mail de ces r\u00e9capitulatifs de transactions personnalis\u00e9s directement depuis NetSuite.","ga_solution":"Pour automatiser l\u2019envoi massif par e-mail des r\u00e9capitulatifs de transactions de fin d\u2019ann\u00e9e \u00e0 chaque client, vous pouvez configurer dans NetSuite une recherche enregistr\u00e9e sur les transactions associ\u00e9e \u00e0 une alerte par e-mail.\n1. Dans l\u2019onglet \u00ab Destinataires \u00bb, s\u00e9lectionnez \u00ab Nom du client \u00bb dans le menu d\u00e9roulant \u00ab Destinataires issus des r\u00e9sultats \u00bb afin de garantir une s\u00e9lection dynamique des destinataires pour chaque client.\n2. Acc\u00e9dez \u00e0 l\u2019onglet \u00ab Planification \u00bb, choisissez \u00ab \u00c9v\u00e9nement annuel \u00bb et indiquez la date exacte \u00e0 laquelle l\u2019e-mail doit \u00eatre envoy\u00e9.\n3. Dans l\u2019onglet \u00ab Personnaliser le message \u00bb, s\u00e9lectionnez le format souhait\u00e9 pour le r\u00e9capitulatif, par exemple \u00ab Envoyer au format PDF \u00bb, afin de joindre le r\u00e9capitulatif des transactions sous forme de document PDF<\/a>.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T16:55:38+02:00","ga_date_verified":"2026-07-05","ga_source_subject":"Mass E-mail | Year-end Transaction Summary for each customers","ga_ans_id":"ANS-1339","ga_publish_decision":"publish","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"still_accurate","ga_tier2_concerns":"","ga_final_category":"Printing, PDF & Email Templates","footnotes":""},"ga_category":[95,19,95],"ga_audience":[89],"ga_difficulty":[93],"class_list":["post-3078","qa_entry","type-qa_entry","status-publish","hentry","ga_category-impression-pdf-et-modeles-de-mails","ga_category-printing-pdf-email-templates","ga_audience-administrateur-netsuite","ga_difficulty-debutant"],"taxonomy_info":{"ga_category":[{"value":95,"label":"Impression, PDF et mod\u00e8les d\u2019e-mails"},{"value":19,"label":"Printing, PDF & Email Templates"},{"value":95,"label":"Impression, PDF et mod\u00e8les d\u2019e-mails"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"}],"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\/3078","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\/3078\/revisions"}],"predecessor-version":[{"id":4998,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3078\/revisions\/4998"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3078"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3078"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3078"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}