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
STEP 1
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
STEP 2
Scroll down to find the "Core RFIs" and click on the button "New RFI“
STEP 3
❑ Information
Account is automatically filled in this square eg.A R WILFLEY AND SONS
1- Fill the Due Date
2- Click on Save
How to send a RFI ?
You must have a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts)
STEP 4
Open your RFI
RFI Detail "Click on Edit "RFI-0000259”
STEP 5
1- Fill Contact ( you can use the magnificer)
STEP 6
❑ Go To Next
1- In status , select Sent in View menus”
STEP 7
❑ Entered more information about the following parts
- GENERAL COMPANY INFORMATION (Supplier Name, Corporate Name , etc..)
- Address (Street, Zip/Postal code, Country , City , etc…)
- PO Box Address (PO box, Zip/Postal code)
- Supplier account manager (Salutation, First Name, last Name, etc..)
- Company Geographical Coverage (Zone, etc…)
- Turnover
- Quality
- Sustainable Development, etc…..
2- Click on Save “down the page”
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.