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Overview

In this View, you will find information about process on assesment of supplier. The goal of this questionnaire is assess the supplier in different domains:

  • Environment
  • Labor practices & Human rights
  • Fair business practices
  • Sustainable Purchasing

Table of content


Step-By-Step


STEP 1


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

 

 

 

 


STEP 2


On the supplier group page, scroll down to the "CSR Assessments" related list and click in the button "New CSR Assessement"

 

 

 


STEP 3

 

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 CSR 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)


STEP 4

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

 

 

 


STEP 5

Supplier View
 
As a supplier,
1- Edit CSR Assessmen

2
-the status "Submitted".

3
- Then "Save"

 

 

 

Receive the answer from the supplier

STEP 6


You received by email the updated CSR from the supplier.

Click on the link in the mail. If asked, connect to your Convergence account via the Solvay Google Account

 

Request more information

STEP 7


You need to request more information so you click on the button "Request more information

Please note that you can also change the status manually to "Need more information but in this case, no mail is sent. May be useful if you request more information outside Convergence.

 

 

STEP 8













1 -Request the information you need .


2- Click on Send

 

 

 


Receive the answer from the supplier

  • As a supplier, edit the CSR questionnaire page and choose the status "Submitted". Then "Save
  • As a buyer, you are warned by email that the supplier submitted his CSR questionnaire
  • Click on the link in the email

 

Complete the CSR

STEP 9

 


Verify that you have all the information you need to complete the CSR Assessment

Go back to the top of the form and click the button "Mark Completed

 

 

Need help?


How to ask for assistance?


Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.



 

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