Overview
You can manage your supplier qualifications from the simplest case (a supplier qualified for one product for a specific site) to the most complex cases (a supplier qualified for several products, on several sites, etc.). Convergence can also deal with Multi Zone Sourcing qualifications. All in one place.
Table of content
Step-By-Step
1- In Tabs => Click on “Qualification Processes
2- Click on “ New”
STEP 2
❑ Information
1- Fill Qualification process Name “ENGINEERING EQUIPMENT”
2- Fill Start date
You can add Reason
3- Click on Save
How add the accounts to Qualification process
STEP 3
1- In Tabs => Click on “Qualification Processes”
2- In View menus , select “ My Qualification Processe
3- In Listviews Click on Qualification Process you want to add an account
STEP 4
Scroll down to find the "Account Qualification Processes" and Click on the button "New Qualification Process
STEP 5
❑ Select an account
Qualification Process is automatically fill in this square “ENGINEERING EQUIPMENT”
1- Fill an Account“ you can use the magnifier at the right of the "Account”
2- Click Save
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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