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.A R WILFLEY AND SONS

 

 


Scroll down to find the "Core RFIs" and click on the button "New RFI“

 

1- Account is automatically filled in this square eg.A R WILFLEY AND SONS
2- 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)

 


❑ Go To Next

In status, select Sent in View menus

 



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.

 

 

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