{"id":3409,"date":"2023-01-31T02:33:34","date_gmt":"2023-01-31T02:33:34","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-regrouper-les-factures-netsuite-par-tache-de-projet-pour-la-facturation-a-lacte\/"},"modified":"2026-07-28T18:25:45","modified_gmt":"2026-07-28T18:25:45","slug":"comment-regrouper-les-factures-netsuite-par-tache-de-projet-pour-la-facturation-a-lacte","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-regrouper-les-factures-netsuite-par-tache-de-projet-pour-la-facturation-a-lacte\/","title":{"rendered":"Comment regrouper les factures NetSuite par t\u00e2che de projet pour la facturation \u00e0 l&rsquo;acte"},"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":"Une solution NetSuite personnalis\u00e9e permet de regrouper les frais et de g\u00e9n\u00e9rer une facture par t\u00e2che de projet, ce qui permet de contourner les limitations du syst\u00e8me natif en mati\u00e8re de facturation \u00e0 l'acte.","ga_short_answer":"Pour regrouper les factures NetSuite par \u00ab T\u00e2che de projet \u00bb dans le cadre d\u2019une facturation \u00e0 l\u2019acte, cr\u00e9ez un champ personnalis\u00e9 \u00ab T\u00e2che de projet \u00bb dans l\u2019enregistrement \u00ab Facture \u00bb. Remplissez ce champ \u00e0 partir du champ \u00ab casetaskevent \u00bb de l\u2019entr\u00e9e de temps via un workflow. Ce champ personnalis\u00e9 permet un regroupement pr\u00e9cis des factures, palliant ainsi la limitation du syst\u00e8me natif qui ne prend pas en compte la \u00ab T\u00e2che de projet \u00bb dans les factures issues des entr\u00e9es de temps.","ga_scenario":"Les organisations utilisant la facturation \u00e0 l\u2019acte (en particulier la facturation au temps pass\u00e9) ont souvent besoin de pouvoir g\u00e9n\u00e9rer une seule facture par t\u00e2che de projet, regroupant tous les frais associ\u00e9s. Un probl\u00e8me courant survient car le regroupement natif par \u00ab T\u00e2che de projet \u00bb, accessible sous Configuration > Comptabilit\u00e9 > Pr\u00e9f\u00e9rences de facturation > Frais (T\u00e2che de projet), ne fonctionne pas comme pr\u00e9vu. Ce probl\u00e8me r\u00e9sulte de l\u2019absence d\u2019un champ \u00ab T\u00e2che de projet \u00bb natif sur les frais g\u00e9n\u00e9r\u00e9s directement \u00e0 partir des saisies de temps.","ga_solution":"La solution consiste \u00e0 cr\u00e9er un m\u00e9canisme de regroupement personnalis\u00e9 pour les factures :\n1. Cr\u00e9ez un champ personnalis\u00e9 \u00ab T\u00e2che de projet \u00bb dans l\u2019enregistrement \u00ab Facture \u00bb. Ce champ doit \u00eatre configur\u00e9 pour r\u00e9cup\u00e9rer la \u00ab T\u00e2che de projet \u00bb \u00e0 partir de la \u00ab Saisie de temps \u00bb via un workflow.\n2. D\u00e9veloppez un workflow s\u2019ex\u00e9cutant sur l\u2019enregistrement \u00ab Frais \u00bb. Au sein de ce workflow, utilisez l\u2019identifiant interne de l\u2019enregistrement de temps pour r\u00e9cup\u00e9rer et stocker la valeur de \u00ab casetaskevent \u00bb (qui fait souvent r\u00e9f\u00e9rence \u00e0 la t\u00e2che de projet). Les champs de workflow peuvent \u00eatre utilis\u00e9s \u00e0 cette fin. Attribuez cette valeur r\u00e9cup\u00e9r\u00e9e au champ personnalis\u00e9 \u00ab T\u00e2che de projet \u00bb cr\u00e9\u00e9 \u00e0 l\u2019\u00e9tape pr\u00e9c\u00e9dente.\n3. Le champ personnalis\u00e9 nouvellement cr\u00e9\u00e9 sera alors utilis\u00e9 pour regrouper les factures, en remplacement du champ \u00ab T\u00e2che de projet \u00bb natif.\n\nRemarque : cette solution ne s\u2019appliquera pas automatiquement aux factures existantes. Par cons\u00e9quent, le champ personnalis\u00e9 doit \u00eatre <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/how-to-import-netsuite-resource-allocations-for-ongoing-processes\/\">mis \u00e0 jour manuellement ou via une mise \u00e0 jour en masse<\/a> pour toutes ces factures existantes.","ga_source_author":"Pallavi Chaurasia","ga_source_author_email":"","ga_date_original":"2023-01-30T21:33:34-05:00","ga_date_verified":"","ga_source_subject":"Grouping Invoices by Project Task - Charge-based billing","ga_ans_id":"ANS-1670","ga_publish_decision":"publish","ga_staleness_risk":"low","ga_review_priority":"trust_default","ga_tier2_verdict":"","ga_tier2_concerns":"","ga_final_category":"Project Management","footnotes":""},"ga_category":[107,21,107],"ga_audience":[9],"ga_difficulty":[92],"class_list":["post-3409","qa_entry","type-qa_entry","status-publish","hentry","ga_category-gestion-de-projet","ga_category-project-management","ga_audience-finance-accounting-team","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":107,"label":"Gestion de projet"},{"value":21,"label":"Project Management"},{"value":107,"label":"Gestion de projet"}],"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\/3409","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\/3409\/revisions"}],"predecessor-version":[{"id":5329,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3409\/revisions\/5329"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3409"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3409"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3409"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}