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.
STEP 7
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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