verview
Table of content
Step-By-Step
STEP 1
Account Owner you can Create” 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 SONS
NB: Create RFI on the supplier, not the supplier group
STEP 2
Scroll down to find the "RFI Specific Parts" and click on the button "New RFI Specific Part“
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account".
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
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".
STEP 4
1-Scroll down to find the related list "RFI Selected Specific Part Templates" and click on the button "Add Templates”
How attach files to my Specific RFI
STEP 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".
Send my Specific RFI
STEP 5
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“
Help my supplier (I connect with the link)
STEP 5
Come back to your Specific RFI page in read mode.
1- Under the RFI detail, click on the link "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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