verview
Pre Qualified: Based on the knowledge of the market and on collected documents (RFI, CSR,...), does the supplier meet the requirements to go further in the qualification?
Table of content
Step-By-Step
- Create an account properties
- A1412 - MZS qualification
STEP 1
Each buyer can add new "Account Properties”
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
4- Scroll down to find the "Account Properties" and click on the button "New Account Property“
STEP 2
❑ Information
1- Fill the date “to date" if necessary.
Account is automatically fill in this square eg. A R WILFLEY AND SONS
❑ Qualification Information
❑ Qualification Information
2- Select in the menu (Yes or No or N/A) “Pre Qualified, Commercially Approved, Technically Approved, Qualified “
If you select "No", a comment / reason is mandatory
❑ Axis
3- Fill, Organisational Axis, Geographical Axis, GPS Axis (you can use the the magnifier)
Scope Description: Define here more precisely the scope of this Account Property
4- Click on Save
In Lookup: Select always "all fields“ This allows for more results in research
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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.
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