Open Resource Card of Account Managers of Purchase Orders that are Ready to be Settled

Use the Purchase Orders Ready to be Settled submodule to open the resource card of the account managers of purchase orders that are ready to be settled.

To use the Purchase Orders Ready to be Settled submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the account manager of a purchase order that is ready to be settled:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Purchase Orders Ready to be Settled.
3. Highlight the purchase order that is ready to be settled of the account manager whose resource card you want to open.
4. Double-click on the corresponding Responsible field.
   WorkBook opens the account manager's resource card.
5. Click Close .