Overview
You can record financial rating given by Credit management team or Duns & Bradstreet data base, and can also record financial reports.
Table of content
Step-By-Step
STEP 1
Account Owner you can Create”New the financial situation”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg R WILFLEY AND SONS
STEP 2
Scroll down to the "Financial Situations" related list and click in the button "New Financial Situations"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Fill some content in the description field.
3- Click on "Save" at the end of the page
STEP 4
Scroll down to the "Notes & Attachments" related list and click on the "Attach File“
STEP 5
1- Click on the "Choose a file" button, choose the file you want to attach
2- Click on "Attach File"
3- Click on the button "Done"
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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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