|1||Create CE||Account Executive||Can be left in DRAFT and edited multiple times until ready to be approved.|
|2||Create task to have CE approved||Account Executive||Assign task to your GM or person responsible for signing off a CE, put a due date of 2 days or whatever your company SLA is for having CE's approved.|
|3||Approve CE||GM / Manager||Review CE, if changes are needed make a comment on the task and assigned back to the AE (Account Executive).|
|4||Update CE||Account Executive||Make CE changes and reassign approval task back to GM and update due date.|
|5||GM Approves CE||GM / Manager||Save CE as INTERNALLY APPROVED and close CE approval task which will generate notification to AE.|
|6||Send CE to Client||Account Executive||Send CE to client using send account functionality in Magnetic and choose option to set CE as ISSUED.|
|7||Client Requests Changes||Client||Email received by CE Owner and Job Watchers requesting changes and job comment made.|
|8||Changes reviewed and CE updated||Account Executive||After updating CE either resend to Client or create task for GM to approve again.|
|9||Client Approves CE||Client||Email received by CE Owner and Job Watchers giving approval.|
Job comment made with approvers email address.
CE Status set to CLIENT APPROVED.
Client receives email upon approving CE, requesting a PO is sent to the CE Owner.
|11||Schedule Project Kick off||Account Executive||Schedule kick off meeting with stakeholders and Traffic to schedule work. Policy may dictate waiting for PO before starting though.|
If client doesnt requires a signed PO then proceed to Step 13.
|12||PO sent to AE||Client||Client send PO to AE via email|
|13||AE actions billing||Account Executive||Attach PO to Job.|
Set CE Status to WAITING TO BILL.
Kick-off project work if not started already.
Create billing instruction task for FM/Bookkeeper to bill X% depending on CE terms.
|14||Accountant bills client||FM/Accountant||Create TI.|
Close billing instructions task.
CE status will be updated to PART BILLED or BILLED depending on % billed.
If policy dictates that Accountant sends to client then do so and set TI as ISSUED else AE will action.
|15||AE send to client||Account Executive||Send TI to Client if not done by Accountant and choose option to set as ISSUED.|
|Draft||CE is still being internally created and confirmed.|
|Internally Approved||CE is approved internally and ready to be sent to the client.|
|Internally cancelled||CE has been canceled before being sent out.|
|Issued||Sent to client and waiting for approval.|
|Client Approved||Client has approved CE.|
|Client Cancelled||Client has canceled CE.|
|Awaiting Signature||CE Approved but waiting for PO or signed CE.|
|Waiting to bill||CE is waiting to be invoiced to the client.|
|Part Billed||Part of CE has been invoiced.|
|Billed||Full amount of CE has been invoiced.|
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