{"id":11743,"date":"2025-03-13T23:22:22","date_gmt":"2025-03-13T22:22:22","guid":{"rendered":"https:\/\/help.mapal-os.com\/?p=11743"},"modified":"2026-01-26T11:57:58","modified_gmt":"2026-01-26T10:57:58","slug":"fermer-budgets-de-vente","status":"publish","type":"post","link":"https:\/\/help.mapal-os.com\/fr\/analytics-fr\/budgets-de-vente\/fermer-budgets-1\/fermer-budgets-de-vente\/","title":{"rendered":"Fermer budgets de vente"},"content":{"rendered":"<div data-wrapper=\"true\">\n<p><strong>Point de d\u00e9part : <\/strong>Le tableau de bord Analytics.<\/p>\n<ul>\n<li>\n<p>Acc\u00e9dez \u00e0 <strong>Budgets de Vente &gt; Close Budgets<\/strong> depuis le menu principal.<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" data-msdynid=\"___122414b2-5800-f011-bae3-000d3a227812___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02051\/img0.jpg\"><\/p>\n<ul>\n<li>\n<p>L'\u00e9cran affichera une liste structur\u00e9e de tous les budgets, incluant :<\/p>\n<ul>\n<li>\n<p>Nom du budget<\/p>\n<\/li>\n<li>\n<p>Sites<\/p>\n<\/li>\n<li>\n<p>Ann\u00e9e et mois<\/p>\n<\/li>\n<li>\n<p>Statut (Ouvert\/Ferm\u00e9)<\/p>\n<\/li>\n<li>\n<p>Historique des modifications<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Fermer un Budget<\/h2>\n<ul>\n<li>\n<p>Utilisez les options <strong>Rechercher, Filtrer<\/strong> ou <strong>Filtrer par site<\/strong> pour trouver le budget que vous devez cl\u00f4turer.<\/p>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" data-msdynid=\"___162414b2-5800-f011-bae3-000d3a227812___\" data-msdyntype=\"data:image\/png;base64\" height=\"407\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02051\/img1.jpg\" style=\"width: 252px; height: 407px\" width=\"252\"><img loading=\"lazy\" decoding=\"async\" data-msdynid=\"___182414b2-5800-f011-bae3-000d3a227812___\" data-msdyntype=\"data:image\/png;base64\" height=\"411\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02051\/img2.jpg\" style=\"width: 450px; height: 411px\" width=\"450\"><\/p>\n<ul>\n<li>\n<p>Localisez le budget et s\u00e9lectionnez son <strong>statut Ouvert<\/strong> pour le modifier.<\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>Le statut du budget sera mis \u00e0 jour vers <strong>Ferm\u00e9<\/strong> et l'<strong>historique des modifications appara\u00eetra sur sa ligne<\/strong>, emp\u00eachant toute modification suppl\u00e9mentaire \u00e0 moins qu'il ne soit rouvert.<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" data-msdynid=\"___1a2414b2-5800-f011-bae3-000d3a227812___\" data-msdyntype=\"data:image\/png;base64\" src=\"\/wp-content\/uploads\/2025\/migration\/KA-02051\/img3.jpg\"><br \/><strong>Remarques : <\/strong>Pour rouvrir un budget, s\u00e9lectionnez le statut Ferm\u00e9 sur sa ligne. Le statut passera alors \u00e0 Ouvert.<\/p>\n<h2>Cl\u00f4turer plusieurs budgets en masse<\/h2>\n<ul>\n<li>\n<p>Dans l'en-t\u00eate de la grille, localisez le bouton<strong> Tout fermer <\/strong>(ic\u00f4ne de cadenas ferm\u00e9).<\/p>\n<\/li>\n<li>\n<p>Tous les budgets s\u00e9lectionn\u00e9s seront d\u00e9sormais marqu\u00e9s comme <strong>Ferm\u00e9s<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p><strong>Remarques :<\/strong> Vous pouvez rouvrir les budgets en masse en utilisant le bouton <strong>Tout ouvrir<\/strong> (ic\u00f4ne de cadenas ouvert).<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>La cl\u00f4ture des budgets est une fonctionnalit\u00e9 cl\u00e9 du module Budgets de Vente de la plateforme Analytics. Elle permet aux utilisateurs de finaliser les budgets de vente de mani\u00e8re organis\u00e9e, en garantissant que les informations enregistr\u00e9es sont consolid\u00e9es et prot\u00e9g\u00e9es contre les modifications accidentelles ou non autoris\u00e9es.<\/p>\n","protected":false},"author":251210541,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[132493],"tags":[],"class_list":["post-11743","post","type-post","status-publish","format-standard","hentry","category-fermer-budgets-1"],"acf":{"article_type":"default","post_id":"","post_url_text":"","post_url":"","info_box":{"title":"","info":""},"post_video":"","import_category":"","overview_item":null,"troubleshoot_case":null},"_links":{"self":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/11743","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/users\/251210541"}],"replies":[{"embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/comments?post=11743"}],"version-history":[{"count":0,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/posts\/11743\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/media?parent=11743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/categories?post=11743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.mapal-os.com\/fr\/wp-json\/wp\/v2\/tags?post=11743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}