Settle Purchase Orders

Use the Purchase Order submodule to settle purchase orders of selected jobs.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To settle a purchase order:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the purchase order that you want to settle.
3. On the side toolbar, click Purchase Order .
4. On the grid toolbar, use the drop-down list to select the purchase order that you want to settle.
   Alternatively, click Open purchase order list and in the Purchase Order List dialog box, highlight the purchase order that you want to settle.
   Note: You can only settle a purchase order that has already been approved.
5. Click the Header tab.
6. Click Settle purchase order .
   Note: Once a purchase order is settled, the status cannot be changed anymore.
   WorkBook changes the label and color of to Settled and midnight blue, respectively.