WorkBook

Deactivate a Supplier From the Supplier Card

Depending on your role in WorkBook, you can deactivate suppliers that you no longer need in Resources.

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

To deactivate a supplier from the supplier card:

  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 deactivate 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 > General Settings.
  6. At the top of the supplier card, click Supplier Menu > Enable/Disable Supplier.