Overview
You can manage your supplier qualifications from the simplest case (several suppliers qualified for one product for a specific site) to the most complex cases (several suppliers qualified for several products, on several sites, etc.).
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 eg.ENGINEERING EQUIPMENT
2- Fill Start date
You can add a Reason / description
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 Processes"
3- In Listviews, Click on Qualification Process Name
STEP 4
Scroll down to find the related list "Account Qualification Processes" and Click on the button "New Qualification Process"
STEP 5
❑ Select an account
Qualification Process is automatically fill in this square eg.“ENGINEERING EQUIPMENT”
1- Fill an "Account“ you can use the magnifier to found it.
2- Click Save or Save&New to add several Accounts
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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