Overview
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RFIs are web forms : you and your suppliers will fill in them directly in Convergence. No need to "send" something. |
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 ” 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“
❑ InformationStatus colour Blue title Step 3
Account is automatically fill filled in this square ” A R WILFLEY AND SONSeg. SAP SE
1- Fill the Due Date
2- Click on Save
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How send a RFI |
a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts) |
Status colour Blue title Step 4
RFI Detail "Click on Edit "RFI-0000259”
5Status colour Blue title Step
4
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❑ Go To Next Step
1- In status, select Sent in View menus”menus
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- GENERAL COMPANY INFORMATION (Supplier Name, Corporate Name , etc..)
- Address (Street, Zip/Postal code, Country , City , etc…)
- PO Box Address (PO box, Zip/Postal code)
- Supplier account manager (Salutation, First Name, last Name, etc..)
- Company Geographical Coverage (Zone, etc…)
- Turnover
- Quality
- Sustainable Development, etc…..
2- Click on Save “down the page”
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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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