Overview
As a controller, you will be notified each time you need to review an Action and its Benefits.
Table of content
Where to start
STEP 1
Open app "Value Creation"
STEP 2
Go to tab 'Benefit'
STEP 3
Choose view "My Benefits (Controller)" and click on "Go"
STEP 4
All your Benefits, already reviewed or not are displayed. Choose view "My Benefits To Be Reviewed (Controller)" to display Benefits to review.
How to review an Action
STEP 1
Either you directly go to the Action from the notification.
STEP 2
Or you choose view "My Benefits To Be Reviewed (Controller)" to display Benefits to review.
STEP 3
Open the Action to be reviewed and go to section "Benefits..."
STEP 4
Click on the green icon to approve or the red one to reject. No other action is required. Repeat the same process for next Benefit.
STEP 5
Use Chatter to collaborate with your buyer on this Action if he or she needs to improve it.
STEP 6
If you need to change your review, let's say from Approved to Rejected, open the Benefit first.
Then change Benefit status and save it.
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.