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
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Create New RFI
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 ” A R WILFLEY AND SONSName” eg.SAP SE
Status colour Blue title Step 2
Scroll down Go to find the "Core RFIs" related list on the right of your screen and click on the button "New RFI“
Status colour Blue title Step 3
❑ Information
Account is automatically fill filled in this square ” A R WILFLEY AND SONSeg. SAP SE
1- Fill the Due Date
2- Click on Save
Contact
Status colour Blue title Step 4
Step 4 Description
❑ Go To Next Step
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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