WorkBook

Link a Creditor to a Supplier

Depending on your role in WorkBook, you can link creditors to suppliers in Resources. You may want to do this if your client is a company with a subsidiary and it is the subsidiary that actually supplies the materials and services for the job.

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

To link a creditor to 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 link to a 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 Link a Creditor to this Supplier .
  7. In the Add Link to Creditor dialog box, select a creditor and click OK.