Unlink a Creditor From a Supplier

Depending on your role in WorkBook, you can unlink creditors from suppliers in Resources.

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

To unlink a creditor from 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 unlink from 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. In the supplier card grid, select the creditor that you want to unlink from the supplier.
7. On the top toolbar of the supplier card, click Remove Link to Selected Creditor .