Select the Primary Debtor for a Client

Depending on your role in WorkBook, you can specify the primary debtors for each client in Resources.

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

To select the primary debtor for a client:

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 client for which you want to identify a primary debtor by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Debtor.
6. In the Primary column of the client card grid, select the check box for the debtor that you want to set up as the primary debtor for the selected client.
   You can select more than one primary vendor per client.