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- In the Grouping field, write the name of the Action Plan "Lorem Ipsum"
2- Choose for Example "Improvement Action" in the field "Type".
3- Choose the due date in the related field
4- Click on the "Subject" write the title of the task
- Click on the "Description" write the description of the task
- Click on the "Root Cause" write the Root Cause of the task
- Click on the “Follow-up Comments" write some comments about the tas
- Fill the "GPS Axis" magnifier.(Type the name or the number of the segment you are searching. Choose "All Fields" in the "Search" requirements under the lookup window. Click "Go!“
- Click on the Segment name => The Segment name is automatically added to the "GPS Axis" field
5- Share with Account Contact 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!"
- Click on the contact name => The name of the contact is automatically added to the "Name" field
6- Tick the box "Create Supplier Action“ little square box to engage the supplier in the process
7- Untick "Reminder" little square box
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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