Overview
RFIs are web forms : your suppliers will fill in them directly in Convergence.
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
Account is automatically filled in this square eg.A R WILFLEY AND SONS
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)
STEP 4
❑ Go To Next
In status, select Sent in View menus
STEP 5
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.
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.