Overview
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Table of content
Step-By-Step
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Account Owner you can Create”New CSR”
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 group
On the supplier group page, scroll down to the "CSR Assessments" related list and click in the button "New CSR Assessement"
1- Verify that the name of your supplier is the right one on the field "Account".
2- Click on the magnifier next to the field "Contact", to search your supplier contact name
Enter the contact name; find it on the list and click on it.
3- Verify that the RFI has the status "is Active".
4- In the field at the right of the text "Valid From", chose the date you want the CSR to be valid from……
- In the field at the right of the text "Valid To", chose the date you want the CSR to be valid to…..
- In the field at the right of the text "Due Date", chose the date you want the CSR to be due by the supplier.
5- Click on the "Status" dropdown menu. And choose the status "Sent“
6- Click in the button "Save" at the top of the page
Help supplier (I connect with the link) |
Stay on the CSR page and review the information required with the supplier
Under the RFI detail, click on the link "Link" in the "URL for Supplier" type
Make sure you are not a robot by clicking on "I am not a robot"
Fill in the form and save it
❑ Supplier View
As a supplier,
1- Edit CSR Assessmen
2 -the status "Submitted".
3- Then "Save"
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