Overview
Keep supporting discussions and documents alongside registered ERP records.
Before you begin
Open an accessible transaction or master record with a Communication area. Contributions follow existing record access; supporting notes/files can remain available despite financial approval/period locks.
Main task
- Open Messages, Files, or User Notes on the record; supporting content loads when requested.
- Add a note and review its revision history when edited.
- Upload files within the displayed size/count limits, then verify their record links.
- Log a manual email where supported, or compose/send only when the instance has enabled SMTP.
- Inspect recipient attempt status and the notification links associated with communication.
Check the result
Files remain private to authorized record access. Shared masters retain separate communication histories by active subsidiary. Email content snapshots and recipient attempts provide evidence; acceptance does not guarantee delivery.
If something goes wrong
Send is disabled when SMTP is unconfigured or in guest demos. An uncertain send outcome is not automatically retried; review recipient status before using an authorized retry to avoid duplicate delivery. Failed downloads can mean your record access changed.