Two colleagues discuss a record and schedule the next step
Who is involved
| Role | What they do |
|---|---|
| Accounts payable clerk | Writes a note on the record and asks a question. |
| Finance controller | Follows the record, replies and schedules the next step. |
Step by step
- Accounts payable clerk
Opens a supplier bill and logs an internal note.
What they see:The note appears on the bill with the clerk's name; the clerk now follows the bill.
- Finance controller
Opens the same bill, follows it and replies with a note.
What they see:Sees the clerk's note and the bill's change history together, and the reply joins the thread.
- Finance controller
Schedules a follow-up call to the supplier from the bill's panel.
What they see:The call is listed on the bill with its due date and owner.
- Accounts payable clerk
Opens the bill again.
What they see:Reads the reply and sees the call to make.
Who is told what
Posting a note or following a record does not send an alert; colleagues see it when they open the record. The scheduled call is an ordinary activity and shows in its owner's My tasks.
Related
- Activities Workspace
- Accounting & E-Invoicing
- A colleague is pulled into a record through a chat discussion
- A leaver's open work is handed to a colleague
- A manager asks the Copilot for a team follow-up plan
- Discussion and follow-ups on vehicles and drivers
- Every record shows its history and discussion
- Team workflows