Overview
RFIs are web forms : you and your suppliers will fill in them directly in Convergence. No need to "send" something. |
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.A R WILFLEY AND SONS
Scroll down to find the "Core RFIs" and click on the button "New RFI“
❑ Information
Account is automatically filled in this square eg.A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save
1- Fill Contact (you can use the magnifier)
You must have a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts) |
How to send a RFI ? |
❑ Go To Next
1- In status , select Sent in View menus”
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