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Step-By-Step

 


Account Owner you can  Create” new RFI”

1- In Tabs => Click on  “Accounts”

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

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

NB: Create RFI on the supplier, not the supplier group

 

 



Scroll down to find the "RFI Specific Parts" and click on the button "New RFI Specific Part

 

 

 


 

Account is automatically fill in this square ” A R WILFLEY AND SONS

1- Fill the Due Date

2- Click on Save

 

 

 

 


Step 4 Description

 

 

 

 


Step 5 Description

 

 

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Step 6 Description

 

 


Step 8 Description