Open Resource Card of Account Managers of Partially Settled Purchase Orders

Use Partially Settled Purchase Orders in the Follow-Up submodule in the Tasks module to open the resource card of the Account Managers of partially settled Purchase Orders (POs).

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

To open the resource card of the Account Manager of a partially settled PO:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Partially Settled Purchase Orders.
  3. Highlight the partially settled PO 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 .