Settle Purchase Orders

Use the Costs submodule to settle purchase orders of selected jobs.

To use Costs, you must have access to Jobs as defined in User Access Rights under Settings.

To settle a purchase order:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the purchase order that you want to settle.
3. In the left pane, click Costs.
4. Click the Purchase Order tab.
5. Highlight the purchase order that you want to settle.
   Note: You can only settle a purchase order that has already been approved.
6. Click Settle selected awaiting purchase order .
   WorkBook changes the status of the purchase order from Approved to Settled w/o invoice.