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You can create a Mock CE for the purpose of budgeting.  It can be used to check if all information or line items are correct, and are not overestimated or underestimated, before sending the normal CE to the Client for approval.

A Mock CE will not have any impact on financial reporting of any sort.  A Mock CE document may only be created on a Job where no CEs have been created.  Therefore, you can create a new Job or navigate to an existing Job with no existing CEs from where you can create a Mock CE.  Only one Mock CE may be created per Job.

Find out how to:

Step-by-step guide

Enabling a Mock CE

  1. Click the Settings button on the Ribbon.

    The Configuration screen appears.

  2. Click the Company Configuration group in the Configuration tree to expand it.

  3. Click on Company Details.

    The Company Details screen appears. 

  4. Click the Chase Setup tab.

  5. Check the Mock CE Enabled checkbox.

  6. Click the Save button to save your changes.

  7. Click the Access Rights group to expand it, and then select Forms.

    The Access Rights – Form screen appears from where you can control which Users have the required permission to be able to create, edit and delete Mock CEs.

  8. Select the relevant access rights against the Mock CE line. 

    For more details on Access Rights to Forms, see How to set-up access rights to Forms

  9. Click the Save button to save your changes.

Using a Mock CE

  1. Open the Job you want to create a Mock CE for.

  2. Click the Add New button on the Ribbon.

    The Add New dialog appears. 

  3. Double-click the Mock CE button in the Document Types section.

    Mock CE screen appears.

    - The document number, in the format (Job Number) / 00, is displayed on the top left corner of the screen.

    - Notice that the Mock CE Status field is not editable and is in Draft status. 

    - You can add line items, specify values, and edit the document as per a normal CE.

    - Any disciplines that have been configured, which relate to normal CEs, will not apply to a Mock CE. 

  4. Click the Add Lines button.

    An empty line is added to the end of the section. 

  5. To indicate the type of work to be carried out, click the drop down arrow on the Work Type field, and select a Work type.

  6. In the @Cost field, enter the unit cost for this line item. 

    If a default rate has been defined in Chase, this rate will appear in the field. 

  7. Enter all the necessary Work types for this CE, and then click the Save button.

    The document can now be printed or emailed for approval. 

    Once the Mock CE is checked and signed, you can copy a Mock CE to create a normal CE (which will then follow the standard business rules for a CE), or create a normal CE and manually populate it with the same values.