{"id":3507,"date":"2017-08-21T15:12:19","date_gmt":"2017-08-21T15:12:19","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-afficher-le-sous-onglet-transactions-dans-la-fiche-client-netsuite\/"},"modified":"2026-07-28T18:25:49","modified_gmt":"2026-07-28T18:25:49","slug":"comment-afficher-le-sous-onglet-transactions-dans-la-fiche-client-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-afficher-le-sous-onglet-transactions-dans-la-fiche-client-netsuite\/","title":{"rendered":"Comment afficher le sous-onglet \u00ab Transactions \u00bb dans la fiche client 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":"Veillez \u00e0 ce que les utilisateurs puissent consulter toutes les donn\u00e9es de transaction pertinentes directement \u00e0 partir des fiches clients en configurant correctement les autorisations associ\u00e9es aux r\u00f4les.","ga_short_answer":"Pour afficher le sous-onglet \u00ab Transactions \u00bb de l\u2019onglet \u00ab Ventes \u00bb d\u2019une fiche client NetSuite, le r\u00f4le de l\u2019utilisateur doit disposer de l\u2019autorisation \u00ab Listes > Historique financier \u00bb. Cette autorisation doit \u00eatre attribu\u00e9e avec au moins un acc\u00e8s de type \u00ab Affichage \u00bb. Une configuration correcte garantit que les utilisateurs peuvent acc\u00e9der \u00e0 l\u2019historique financier essentiel directement \u00e0 partir des fiches clients.","ga_scenario":"Les utilisateurs qui tentent de consulter la fiche d\u2019un client dans NetSuite peuvent constater que le sous-onglet \u00ab Transactions \u00bb est absent de l\u2019onglet \u00ab Ventes \u00bb. Cela les emp\u00eache d\u2019acc\u00e9der rapidement \u00e0 l\u2019historique financier d\u2019un client et aux transactions associ\u00e9es directement depuis l\u2019interface de la fiche client, ce qui entrave l\u2019examen efficace des donn\u00e9es.","ga_solution":"Pour vous assurer que le sous-onglet \u00ab Transactions \u00bb s'affiche dans l'onglet \u00ab Ventes \u00bb d'une fiche client, le r\u00f4le attribu\u00e9 \u00e0 l'utilisateur doit disposer de l'autorisation appropri\u00e9e :\n1. Acc\u00e9dez \u00e0 Configuration > Utilisateurs\/R\u00f4les > G\u00e9rer les r\u00f4les.\n2. Modifiez le r\u00f4le sp\u00e9cifique qui n\u00e9cessite l\u2019acc\u00e8s au sous-onglet \u00ab Transactions \u00bb.\n3. Acc\u00e9dez au sous-onglet \u00ab Autorisations \u00bb, puis s\u00e9lectionnez la sous-liste \u00ab Listes \u00bb.\n4. Ajoutez l\u2019autorisation Listes > Historique financier.\n5. D\u00e9finissez le niveau d\u2019acc\u00e8s pour cette autorisation sur au moins \u00ab Affichage \u00bb.\n6. Enregistrez le r\u00f4le.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T11:12:19-04:00","ga_date_verified":"2026-07-05","ga_source_subject":"SOL0608 Customer record - permissions for displaying transactions on the sales subtab","ga_ans_id":"ANS-1768","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 the 'Lists > Financial History' permission is not listed in the NetSuite Excel spreadsheet available in the Help Center is outdated. Current NetSuite documentation indicates that a 'NetSuitePermissionsUsage.xls' spreadsheet is available and lists permissions, including 'Financial History'.","ga_final_category":"Roles, Permissions & Security","footnotes":""},"ga_category":[100,26,100],"ga_audience":[89,35],"ga_difficulty":[92],"class_list":["post-3507","qa_entry","type-qa_entry","status-publish","hentry","ga_category-roles-autorisations-et-securite","ga_category-roles-permissions-security","ga_audience-administrateur-netsuite","ga_audience-implementation-consultant","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":100,"label":"R\u00f4les, autorisations et s\u00e9curit\u00e9"},{"value":26,"label":"Roles, Permissions & Security"},{"value":100,"label":"R\u00f4les, autorisations et s\u00e9curit\u00e9"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"},{"value":35,"label":"Implementation consultant"}],"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\/3507","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\/3507\/revisions"}],"predecessor-version":[{"id":5427,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3507\/revisions\/5427"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3507"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3507"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3507"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}