Published at: 2026-09-17

Upstream and downstream collaboration


Intercompany messaging, tasks, and business notifications support collaboration across company boundaries. For complete details about these tools and external workflows, see Interconnected Workflows and Notifications.

Before you start

[!IMPORTANT] - Confirm that your account has access to the relevant collaboration feature. - Confirm that the upstream enterprise has configured the required application, role, or business rule.

Collaboration tools

  • Intercompany messaging: Start a direct or group conversation for business communication.
  • Tasks: Review business tasks assigned to you.
  • Business notifications: Stay informed about business progress and new work.

Process a collaborative task

  1. Open Tasks or Notifications from the Partner Connect home page.
  2. Open the target item and review the related business record.
  3. Complete the required action.
  4. Return to the business record and confirm that its status has changed.

Expected result

The task or notification is processed, and the status of the related business record is updated.

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