Overview
In this section, you will record other type of docuemtns like audit, QHSE, Risk matrix, Supplier code of conduct or other types, related to supplier. You can make the document private (visible only by you) and share it with other Users (A1712 - Make a document private - confidential)
Table of content
Step-By-Step
STEP 1
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg.A R WILFLEY AND SONS
STEP 2
Scroll down to the "Account Detail Documents" related list and click in the button "New Account Detail Document"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Choose the Type eg."Audit"
3- Fill some content in the description field
4- Click on Save at the end of the pages
STEP 4
Scroll down to the "Notes & Attachments" related list and click on the "Attach File“
STEP 5
1- Click on the "Choose a file" button, choose the file you want to attach
2- Click on "Attach File"
3- Click on the button "Done"
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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