Overview
Qualifications in Convergence are represented by "Account properties". Each account property is defined for a given account and on three axis (the Master Keys).
Table of content
Introduction
Masters keys are a set of 3 axis :
- Geographical Axis : Zone, Country, Site
Organisational Axis : GBU, Business lines
GPS Axis : Domain, Segment, Material Group, Sub-Material group
Master keys are common master data shared trough all the company and evolve on a regular basis : new countries, new sites, etc.
Master keys is comprehensive way to define qualifications but also qualification processes...
General navigation
Master keys have a dedicated tab
A set of Listviews is available to help you navigate through those Master Keys.
Open one of those Listviews
Open a Master key to get more information
Every Master Key is structured the same way : details and then related lists
Master Key : the name of this Master key
Parent : the parent Master key in the hierarchy
Mark for Deletion : cannot be used in new account properties (qualification) anymore
Record Type : GEO axis, ORG axis, GPS axis
Type : Zone, Country, Site (for GEO axis)
External Key : a unique identifier for this Master Key
After the Master Key details, you will find some useful related lists :
Master Keys : all the children Master Keys in the hierarchy.
Account Properties : all the account properties (=supplier qualifications) for this Master Key.
Related object : all the objects (Qualification process, Visit Minutes or Contact) for this Master Key
And for the GPS axis only :
Preponderant Segment Accounts : all accounts having this Segment as preponderant segment in SAP.
Actions plans : all task labelled with this segment for example.
Geographical axis
Geographical1 - Zone
Geographical2 -- Country
Geographical3 --- Site
Organisational axis
Organisational1 - GBU
Organisational2 -- Business Line
Segmentation axis
Segmentation1 - Domain
Segmentation2 -- Segment
Segmentation3 --- Material Group
Segmentation4 ---- Sub-Material Group
This level is only for Raw Materials.
Need help
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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Service One Platform.