Overview
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RFIs are web forms : your suppliers will fill in them directly in Convergence. |
Table of content
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Step-By-Step
Status colour Blue title Step 1
To Create a ”New RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg.A R WILFLEY AND SONS
Status colour Blue title Step 2
Scroll down to find the "Core RFIs" and click on the button "New RFI“
Status colour Blue title Step 3
1-Account is automatically filled in this square eg.A R WILFLEY AND SONS
21- Fill Contact (you can use the magnifier)
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You must have a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts) |
Status colour Blue title Step 4
❑ Go To Next
In status, select Sent in View menus
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1- Fill the Due Date
2- Click on Save
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You can attached an Excel file in the Core RFI to receive answer from suppliers on specific RFI. |
Need help?
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