Overview

RFIs are web forms : your suppliers will fill in them directly in Convergence.

Table of content

Step-By-Step

To Create a ”New RFI”

1- In Tabs => Click on “Accounts”

2- In View Menus => Select “My Accounts”

3- In ListViews => Click on “Account Name” eg.SAP SE

Syensqo IS - Customer Support > A1510 - New RFI > image2018-9-11 9:8:24.png

Go to the "Core RFIs" related list on the right of your screen and click on the button "New“

Syensqo IS - Customer Support > A1510 - New RFI > image2018-9-11 9:11:20.png

Account is automatically filled in this square eg. SAP SE

1- Fill Contact

You must have a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts)

Syensqo IS - Customer Support > A1510 - New RFI > image2018-9-11 9:14:10.png

❑ Go To Next Step

In status, select Sent in View menus

Syensqo IS - Customer Support > A1510 - New RFI > image2018-9-11 9:16:9.png

1- Fill the Due Date

2- Click on Save

You can attached an Excel file in the Core RFI to receive answer from suppliers on specific RFI.

Syensqo IS - Customer Support > A1510 - New RFI > image2018-9-11 9:17:4.png

Related articles

A1511 - New Specific RFI

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