Overview
You can involve your supplier directly in this process by sending him a link to his tasks : he can then connect to Convergence and manage them
Table of content
Step-By-Step
STEP 1
After the creation of a new task : Create “New task”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” ” YOUR ACCOUNT
STEP 2
Scroll down to the "Open Activities" related list and click in "New Task”
STEP 3
1- Click on the "Name" magnifier (Click on the lookup field. Write the name of the contact or the supplier you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!“)
2- Tick box on the "Create a Supplier Action" little square box to engage the supplier in the process
Click on "Save"
The supplier's task view
STEP 4
Click on email Link
STEP 5
The supplier can modify the task by clicking on Edit
STEP 6
Select “Submitted” in view menu supplier status
Click on 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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Service One Platform.