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Overview

 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?

Table of content


Step-By-Step


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 “AccountA 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

 

 

Related articles   


 A1411 - New Account properties

Need help?


How to ask for assistance?


Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.



 

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