View or Update General Supplier Settings

Depending on your role in WorkBook, you can view or modify general supplier settings in Resources.

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

To view or update general supplier settings:

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 whose general settings you want to view or modify 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. Update the supplier's general settings as needed.