{"id":3863,"date":"2018-03-29T20:58:47","date_gmt":"2018-03-29T20:58:47","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/building-a-consolidated-a-r-aging-saved-search-by-customer-in-netsuite-2\/"},"modified":"2026-07-28T18:26:11","modified_gmt":"2026-07-28T18:26:11","slug":"creation-dune-recherche-enregistree-consolidee-sur-lanciennete-des-creances-par-client-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/creation-dune-recherche-enregistree-consolidee-sur-lanciennete-des-creances-par-client-dans-netsuite\/","title":{"rendered":"Cr\u00e9ation d&rsquo;une recherche enregistr\u00e9e consolid\u00e9e sur l&rsquo;anciennet\u00e9 des cr\u00e9ances par client 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":"Ce guide d\u00e9crit les \u00e9tapes \u00e0 suivre pour configurer une recherche enregistr\u00e9e dans NetSuite afin d\u2019obtenir une vue consolid\u00e9e de l\u2019anciennet\u00e9 des cr\u00e9ances, regroup\u00e9es par client.","ga_short_answer":"Pour cr\u00e9er une recherche enregistr\u00e9e consolid\u00e9e sur l\u2019anciennet\u00e9 des cr\u00e9ances clients, commencez par le type d\u2019enregistrement \u00ab Transaction \u00bb, filtrez les factures dont le statut est \u00ab En cours \u00bb et utilisez des colonnes de formule (devise) pour calculer les tranches d\u2019anciennet\u00e9 en fonction du nombre de jours de retard et des montants restants des transactions. Regroupez les r\u00e9sultats selon le champ \u00ab Parent de niveau sup\u00e9rieur \u00bb pour obtenir une vue hi\u00e9rarchique des clients.","ga_scenario":"Les organisations ont souvent besoin d\u2019une vue d\u2019ensemble compl\u00e8te de leurs cr\u00e9ances impay\u00e9es, regroup\u00e9es par client, afin de comprendre l\u2019exposition financi\u00e8re totale par client. Cela implique de cr\u00e9er une recherche enregistr\u00e9e dans NetSuite qui classe avec pr\u00e9cision les factures dans diff\u00e9rentes tranches d\u2019anciennet\u00e9, offrant ainsi une vision claire des paiements en souffrance \u00e0 tous les niveaux de la hi\u00e9rarchie des clients.","ga_solution":"Pour cr\u00e9er une recherche enregistr\u00e9e consolid\u00e9e sur l\u2019anciennet\u00e9 des cr\u00e9ances, commencez par s\u00e9lectionner le type d\u2019enregistrement **Transaction**.Configurez les filtres de recherche comme suit :<ul><li>Transaction : Type d\u00e9fini sur `Invoice`\n\n<\/li><li>Transaction : Statut d\u00e9fini sur `Invoice:Open`\n\n<\/li><\/ul>Pour les r\u00e9sultats de la recherche, ajoutez les colonnes suivantes :<ul><li>**Champ** : `Top Level Parent`\n\n<ul><li>**Type de synth\u00e8se** : `Group`\n\n<\/li><\/ul><\/li><li>Colonnes **Formule (devise)** pour chaque tranche d\u2019anciennet\u00e9, avec un **Type de synth\u00e8se** d\u00e9fini sur `Sum`\n\n:<ul><li>**\u00c0 jour (retard inf\u00e9rieur \u00e0 1 jour)** :\n\n```\ncase when ({transaction.daysoverdue} < 1) then {transaction.fxamountremaining} else 0 end\n```\n\n<\/li><li>**Retard de 1 \u00e0 30 jours** :\n\n```\ncase when ({transaction.daysoverdue} between 1 AND 30) then {transaction.fxamountremaining} else 0 end\n```\n\n<\/li><li>**Retard de 31 \u00e0 60 jours** :\n\n```\ncase when ({transaction.daysoverdue} between 31 AND 60 ) then {transaction.fxamountremaining} else 0 end\n```\n\n<\/li><li>**Retard de 61 \u00e0 90 jours** :\n\n```\ncase when ({transaction.daysoverdue} between 61 AND 90 ) then {transaction.fxamountremaining} else 0 end\n```\n\n<\/li><li>**Retard sup\u00e9rieur \u00e0 90 jours** :\n\n```\ncase when ({transaction.type} = 'Invoice' And {transaction.daysoverdue} > 90 ) then {transaction.fxamountremaining} else 0 end\n```\n\n<\/li><\/ul><\/li><\/ul>Cette configuration offre une vue d\u2019ensemble des factures impay\u00e9es, class\u00e9es par anciennet\u00e9 et regroup\u00e9es sous leurs clients parents de niveau sup\u00e9rieur respectifs.","ga_source_author":"Seonmi (Suhn) Kim","ga_source_author_email":"","ga_date_original":"2018-03-29T13:58:47-07:00","ga_date_verified":"2026-07-05","ga_source_subject":"How to build a consolidated A\/R aging search by customer?","ga_ans_id":"ANS-0204","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"spot_check","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The recommended starting record type for an A\/R aging saved search is typically 'Transaction', not 'Customer', although starting with 'Customer' is viable for customer-centric grouping.; 'Top Level Parent' is generally a standard field on the customer record, not a formula that needs to be created.","ga_final_category":"Saved Searches & Formulas","footnotes":""},"ga_category":[91,3,91],"ga_audience":[9],"ga_difficulty":[92],"class_list":["post-3863","qa_entry","type-qa_entry","status-publish","hentry","ga_category-recherches-enregistrees-et-formules","ga_category-saved-searches-formulas","ga_audience-finance-accounting-team","ga_difficulty-niveau-intermediaire"],"taxonomy_info":{"ga_category":[{"value":91,"label":"Recherches enregistr\u00e9es et formules"},{"value":3,"label":"Saved Searches & Formulas"},{"value":91,"label":"Recherches enregistr\u00e9es et formules"}],"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\/3863","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\/3863\/revisions"}],"predecessor-version":[{"id":5784,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3863\/revisions\/5784"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3863"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3863"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3863"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3863"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}