What you need to know to start...
Convergence Contract Workspaces replace ARIBA. All your non obsolete contracts were recovered in Convergence.
Once you create a Contract Workspaces depending on the below conditions, they will be assigned status flag.These are a great aid to manage your workload
Look below all existing Status Flag for Contract Workspaces
You can visualize your Contract Workspaces on the list view. You can choose to view all your Contract Workspaces, all your to-be-reviewed & outdated Contract Workspaces.
What to do for each Task Status :
Up-to-date :
- Nothing ! But you can still share it with internal customers (except for RM & Energy) should you need to.
To be reviewed :
- If the status is draft then make sure your contract has properties and at least one attachments then change the status to completed.
- If the status is completed most likely the contract will soon expired. This is a warning !
- If the contract is auto renew please make sure to extend expiration date of the contract
Outdated :
- This is a warning that the contract passed his expiration date. Depending on your situation :
- Extend the contract expiration date and upload and amendment
- If the contract is no longer applicable you can switch off the active flag and contract will be deactivated or change the status Marked for deletion and your contract will be archived
Good Practice : Should you need to create a new similar contract do not forget to use the Create Clone function
Need Help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
Contract Workspaces Glossary
Complex Contract :
Contracts related to other commitments or other conditions, example :
- Contracts not classifiable as own-use contracts
- Contracts granting the right to use an asset
- Contracts with an embedded derivative
- Onerous contracts -Swap contracts
- Contracts of transfers of assets from customers
- Derecognition of asset
- Contracts increasing payment
Term Type:
- Fixed: means that the contract will expire on the Expiration date.
- Auto Renew : causes the contract to automatically extend past the expiration date.
Who can do what and see what ?
| Who's who | What I can or cannot do ? | What other can do ? |
| Contract owner (Buyer/Manager in charge of the Contract Worspace) |
|
|
| Solvay User (Buyers,Buying Assistant Managers, Directors) | Contains all Purchasing members (buyers, managers, directors etc...)
| Perf Manager can view/edit all contract workspaces Other Solvay User can view but can not edit your contract workspace except if you give them the rights trough Sharing or granting them Substitute Your manager/Director can not modify contracts except if you give them the rights trough Sharing or granting them Substitute The substitute can edit your Contract Workspace |
| Community User |
|
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