{"id":17366,"date":"2025-05-01T10:58:47","date_gmt":"2025-05-01T14:58:47","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&p=17366"},"modified":"2025-05-06T11:12:18","modified_gmt":"2025-05-06T15:12:18","password":"","slug":"balises-de-rapports","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/fr\/doc\/comptabilite\/balises-de-rapports\/","title":{"rendered":"Balises de rapports"},"content":{"rendered":"
\"image_print\"<\/a><\/div>

Les balises de rapports servent \u00e0 organiser les transactions dans Zoho Books. Pour pouvoir les utiliser, elles doivent avoir \u00e9t\u00e9 configur\u00e9es dans Zoho Books, puis synchronis\u00e9es dans ALIX.<\/p>\n

 <\/p>\n

Ajouter des balises de rapports pour une transaction d\u2019exp\u00e9dition<\/h2>\n

Les balises de rapports pour une transaction d\u2019exp\u00e9dition doivent \u00eatre ajout\u00e9es sur chaque article d\u2019une commande client.<\/p>\n

    \n
  1. Dans le menu \u00e0 gauche, choisissez\u00a0Ventes -> Commandes client<\/strong>.<\/li>\n
  2. Cliquez sur la commande client voulue. Les informations de cette commande apparaissent \u00e0 l\u2019\u00e9cran.<\/li>\n
  3. Dans chaque article de la commande, cliquez sur Cliquez ici pour d\u00e9finir<\/strong>, juste \u00e0 c\u00f4t\u00e9 de Balises de rapport<\/strong>.
    \n\"\"<\/li>\n
  4. Cliquez sur Ajouter<\/strong>.
    \n\"\"<\/li>\n
  5. Choisissez la balise voulue ainsi que l\u2019option.
    \n\"\"<\/li>\n
  6. Ajoutez autant de balises voulues, puis cliquez sur Enregistrer<\/strong> lorsque vous avez termin\u00e9.<\/li>\n
  7. Le nombre de balises ajout\u00e9 est maintenant visible sur la ligne de commande. Vous pouvez cliquer dessus pour consulter ou modifier les balises.
    \n\"\"<\/li>\n<\/ol>\n

     <\/p>\n

    Ajouter des balises de rapport pour une transaction de consommation<\/h2>\n

    Les balises de rapport sur les cartes sont g\u00e9r\u00e9es diff\u00e9remment selon le type de carte\u00a0:<\/p>\n\n\n\n\n
    Commande client<\/td>\nLes balises de rapport d\u2019une carte Commande client<\/strong> sont li\u00e9es avec celles de la ligne de commande client. Toutes modifications de balises effectu\u00e9es dans la carte ou dans la commande se r\u00e9percuteront automatiquement partout.<\/td>\n<\/tr>\n
    Bon de production<\/td>\nLors de la cr\u00e9ation d\u2019une carte Bon de production<\/strong>, les balises de la ligne de commande sont transf\u00e9r\u00e9es dans la carte. Si on modifie les balises directement sur la carte, la ligne de commande du client reste inchang\u00e9e. Par contre, si on change les balises dans la ligne de commande, celles sur la carte sont effac\u00e9es et remplac\u00e9es par les nouvelles.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

     <\/p>\n

    Pour ajouter ou modifier les balises sur une carte :<\/p>\n

      \n
    1. Dans le menu \u00e0 gauche, choisissez Planification<\/strong>, puis Projets<\/strong>.<\/li>\n
    2. S\u00e9lectionnez le projet voulu, puis cliquez sur l\u2019onglet Cartes<\/strong> en haut de l\u2019\u00e9cran.
      \n\"\"<\/li>\n
    3. Cliquez sur le nom de la carte d\u00e9sir\u00e9e.
      \n\"\"<\/li>\n
    4. Cliquez sur la section Balises de rapport<\/strong>.
      \n\"\"<\/li>\n
    5. Vous pouvez ajouter, modifier ou supprimer les balises \u00e0 cet endroit.
      \n\"\"<\/li>\n<\/ol>\n

       <\/p>\n

      Note : lors de la consommation d\u2019une carte enfant, les balises enregistr\u00e9es pour la transaction sont celles de la carte parent (le parent le plus haut dans la hi\u00e9rarchie).<\/p><\/blockquote>\n

      Consulter les balises de rapport sur les transactions<\/h2>\n
        \n
      1. Dans les param\u00e8tres, allez dans la section Comptabilit\u00e9<\/strong>, puis Transactions<\/strong>.
        \n\"\"<\/li>\n
      2. Cliquez sur la transaction voulue.<\/li>\n
      3. Sur une ligne de transaction, cliquez sur Balises de rapport<\/strong>.
        \n\"\"<\/li>\n
      4. Vous pouvez consulter les balises de cette transaction.
        \n\"\"<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

        Les balises de rapports servent \u00e0 organiser les transactions dans Zoho Books. Pour pouvoir les utiliser, elles doivent avoir \u00e9t\u00e9 […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[634],"doc_tag":[],"year_month":"2026-04","word_count":428,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Comptabilit\u00e9","term_url":"https:\/\/alix.ai\/documentation\/fr\/docs-category\/comptabilite\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17366"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=17366"}],"version-history":[{"count":3,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17366\/revisions"}],"predecessor-version":[{"id":17396,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/17366\/revisions\/17396"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=17366"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=17366"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=17366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}