Open Resource Card of Account Managers of Subscription Agreements Ready for Billing

Use the Subscription Agreements Ready for Billing submodule to open the resource card of the account managers of subscription agreements ready for billing.

To use the Rejected Entries submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the account manager of a subscription agreement ready for billing:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Rejected Entries.
  3. Highlight the subscription agreement ready for billing 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.