Syensqo IS - Customer Support

Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

Overview

  

Table of content

Step-By-Step

Pre Qualified: Based on the knowledge of the market and on collected documents (RFI, CSR,...), does the supplier meet the requirements to go further in the qualification?

Create an account properties

STEP 1

Account Owner you can  add “an account properties”

1- In Tabs => Click on  “Accounts”

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

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

4- Scroll down to find the "Account Properties" and click on the button "New Account Property“

 

 

 

STEP 2

❑ Information

1-Fill the date” from date is automatically fill “  to date ..
Account  is automatically fill in this square ” A R WILFLEY AND SONS
❑ Qualification Information
2- Select in View menus (Yes or No or N/A)  “Pre Qualified, Commercially Approved, Technically Approved, Qualified “


❑ Axis
3- Fill, Organisational Axis, Geographical Axis, GPS Axis (you can use the the magnificer)
If you fill No in Pre Qualified or in Qualified: Please specify a reason when a supplier is not pre-qualified or qualified “fill Pre-Qualified Comment , Qualified Comment “

Scope Description: Define here more precisely the scope of this Account Property
4- Click on Save

 

 

 

STEP 3 New Team Member

 

Account => the buyer name is automatically fill in this square ” X COMPOUND”

1- Type => Put manager in" Chosen “

2- User => fill  the name  “Click on the magnificer at the right of the "User" Field

3- Select the Buyer

4-Save

 

 

 

STEP 4

Step 4 Description

 

 

 

 

STEP 5

Step 5 Description

 

 

Related articles   

 

Need help?


STEP 6

Step 6 Description

 

 

STEP 8

Step 8 Description

 

 

 

The best way to get IT support is to use the new Service One Platform.