Settle Partially Settled Purchase Orders

Use Partially Settled Purchase Orders in the Follow-Up submodule in the Tasks module to settle 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 settle 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 that you want to settle.
4. In the corresponding Settle all POs and Set Remaining Amount to 0 field, click Settle PO and Set Remaining Amount to 0 .
5. In the confirmation dialog box, click Yes.
   WorkBook changes the status of the partially settled purchase order from Approved to Settled.
6. If you want to settle all partially settled purchase orders, click Settle all POs and Set Remaining Amount to 0 and in the confirmation dialog box, click Yes.