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Overview

 

Excerpt

 For specific request, a dedicated form was created : the RFI specific part. In this form, you can add Excel templates and make it available for your supplier. Each purchasing segment can have its own template.

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Step-By-Step

Note 

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Account Owner you can  Create” new RFI”

1- In Tabs => Click on  “Accounts”“Accounts”

2- In View Menus => Select “My Accounts”“My Accounts”

3- In  ListViews => Click on “Account” “Account Name" eg.A R WILFLEY AND SONSNB: Create RFI on the supplier, not the supplier group

 

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Scroll down to find the related list "RFI Specific Parts" and click on the button "New RFI Specific Part“

 

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1-
Verify that the name of your supplier is the right one on the field "Account".
 Account is automatically filled in this square eg.A R WILFLEY AND SONS

2- Click on the magnifier next to the field "Contact", to search your supplier contact name
Enter the contact name; find it on the list and click on it.

3- Click on the "Content Summary" field and add some details about the content of the Specific RFI you are asking to the supplier Content Summary is automatically filled according the comments uploaded in content

4- Verify that the RFI has the status "is Active".

5- Click on the "Due Date" field to change the maximum date you want the supplier to return the RFI.

6 - Leave the status "Draft (We first need to attach the Excel template to this Specific RFI before sending it”

7- Scroll down and add the content of the request: explain to the supplier what you need

8- Scroll down at the bottom of the page and click on the button "Save".

 

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1-Scroll down to find the related list "RFI Selected Specific Part Templates" and click on the button "Add Templates”

 

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How attach templates to my Specific RFI

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1- Fill part of the name and Click on the magnifier next to the field "RFI Selected Specific Part Template".

 If If no template appears, click on the "+" in the tab menu. Then choose "RFI Specific Part Templates" : you will get the full list

2- Click on the name of the template you need

3- Click on the button "Save".

 

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Note

Please note that if you don't find your RFI Specific Part template, you can :

  • Attach your existing Excel file in Core RFI or the specific part
  • or ask to load your template in Convergence through a request / Freshdesk ticket
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Send my Specific RFI

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Step 5 Description

 

 

 

6

Scroll to the "Go To Next Step" section and double-click in the pen next to the field "Status".

1- Click on the dropdown menu and select "Sent“
 
2- Click in the button "Save“

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Help my supplier (I connect with the link)

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Step 5 Description

 

Related articles   

 

Need help?

7

Come back to your Specific RFI page in read mode.


1- Under the RFI detail, click on the "Link" in the "URL for Supplier" type.
Make sure you are not a robot by clicking on "I am not a robot“
The supplier have the same access to this page. He can update the informations and you can see the results directly in Convergence.
As a supplier, download the Excel template, fill in it and then attach it back to the Specific RFI.

 

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  Receive the answer from the supplier

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❑ Supplier View

As a supplier:

1- Click on Edit the specific RFI page and choose

2 -the status "Submitted".

3- Click on "Save"

As a buyer, you are warned by email that the supplier submitted his specific RFI

Click on the link in the email

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Go back to the top of the form and click on the button "Mark Completed"

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Related articles   

Need help?

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D - Need Help - Convergence
D - Need Help - Convergence

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