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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

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titleStep 1


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

 

 

 

 

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titleStep 2


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

 

 

 

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1- 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- 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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titleStep 4

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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titleStep 5

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

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".

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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titleStep 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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titleStep 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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titleStep 8


❑ 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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titleStep 9

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

 

 

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