Overview
To create a new Action, open the app "Value Creation", go to tab 'Actions' and click on button "New"...
Table of content
New Action
STEP 1
Open app "Value Creation"
STEP 2
Go to tab 'Action'
STEP 3
Click on "New"
STEP 4
Section "Information" is filled in by default with your Manager and program "Procurement". You can change them and add "Contributors". Grouping field is a place for keywords. For example, "Project 123".
STEP 5
Fill in section "General" and especially fields in red : they are mandatory.
Title - Choose a title for your Action
Type of Action - Choose in the picklist
Calculation rules - depending on the rule chosen, Benefit impact may be either Spot (1 month) or recurring (12 months)
Benefit duration - Also known as Agreement duration. In years.
Probability - You can fill in a probability between 0 and 100% when your Action is in "Idea" status. It will be set to 100% when next statuses are chosen (In progress, Implemented...)
Implementation date - Choose an implementation Month and implementation Year
Currency - Choose a local currency
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.
The best way to get IT support is to use the new
Service One Platform.