WorkBook

Create a New Creditor Using a Supplier

Depending on your role in WorkBook, you can create new creditors using existing suppliers in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To create a new creditor using a supplier:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the supplier that you want to use in creating a new creditor by completing any of the following actions:
    • In the Search in Grid field, enter the name of the supplier, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Suppliers as your filter, and select the supplier from the grid.
  4. On the grid toolbar, click Resource Information / to display the supplier card.
  5. On the side toolbar of the supplier card, click Supplier Settings > Creditor Mapping.
  6. On the top toolbar of the supplier card, click Add New Creditor for Supplier .
  7. In the Create New Creditor for Supplier dialog box, select the company to which you wan to add the new creditor.
  8. Click OK.