CAF to Invoice Formal Steps

CAF to Invoice Formal Steps
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  • Communication Paths
  • Implementation Consultant
  • Finance
  • EAC
  • Bus. Dev. Manager
  • Customer
  • Project Managemer
  • CAF Signed
  • <sign here>
  • 1
  • Milestone
  • 2
  • Description
  • Project Kick-off
  • Business Configuraton Complete
  • Signature
  • T. Customer
  • The customer has signed off on Milestone 1
  • CAF handed off to Bus Dev via Box
  • Box
  • CAF 2
  • CAF 3
  • CAF 1
  • End of the Month Billing
  • We need to bill these Netsuite Tasks that are 100% complete
  • Hand-off to Billing
  • Invoice Customer
  • Prepare the customer for milestone completion and CAF sign-off
  • Invoice
  • Invoice
  • Chase down any unsigned CAFs and start billing
  • Hand-off invoice creation to Order Admin
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