Cost Plus prime contract invoice Microsoft Word template with details grouped by job cost code
Related information
Related topics
Default template and upload category
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Default Microsoft Word template:
- Cost Plus without GMP: PrimeInvoice-CostPlus-ItemsGroupedByCostCode.dot
- Cost Plus with GMP: PrimeInvoice-CostPlus-ItemsGroupedByCostCodeGMP.dot
- Included in zip file but not used: PrimeInvoice-CostPlus-ItemsGroupedByCostCodeGMPRetainage.dot
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Upload feature category: Prime Invoice - Cost Plus - Items Grouped By Job Cost Code
About bookmarks and mail merge fields
- All bookmarks and mail merge fields are optional.
- There's no limit on the number of times that bookmarks can be repeated. For example:
- CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
- ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Bookmarks
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
- ArchitectPrefix
- ArchitectFirstName
- ArchitectMiddleName
- ArchitectLastName
- ArchitectSuffix
- ArchitectContact
- ArchitectTitle
- ArchitectMobilePhone
- ArchitectEmail
- ArchitectCompanyCode
- ArchitectCompany
- ArchitectAddress1
- ArchitectAddress2
- ArchitectCity
- ArchitectState
- ArchitectZipCode
- ArchitectCountry
- ArchitectPhone
- ArchitectPhone2
- ArchitectFax
- ArchitectWebsite
- ArchitectGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ArchitectE_Signature
- ArchitectE_SignatureDate
- ArchitectE_Initial
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- FromE_Signature
- FromE_SignatureDate
- FromE_Initial
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ToE_Signature
- ToE_SignatureDate
- ToE_Initial
- PrimeInvNumber
- PrimeInvOrderNumber
- PrimeInvDate
- PrimeInvDateSpelled
- PrimeInvPaymentDueDate
- PrimeInvPaymentDueDateSpelled
- PrimeInvTerms
- PrimeInvPrintComments
- PrimeInvInternalComments
- PrimeInvCurrentTotal
- PrimeInvCurrentTotalSpelled
The bookmarks do not include retainage and taxation.
- PrimeInvWorkRetainagePercent
- PrimeInvMaterialRetainagePercent
Applicable only to Fixed Lump Sum prime contract invoices.
- PrimeInvPreviousRetainTotal
- PrimeInvCurrentRetainTotal
- PrimeInvRetainTotal (includes billed retainage)
- PrimeInvPreviousBilledRetainTotal
- PrimeInvCurrentBilledRetainTotal
- PrimeInvBilledRetainTotal
- PrimeInvPreviousLessRetainSubtotal
- PrimeInvPreviousLessRetainTaxTotal
- PrimeInvPreviousLessRetainTotal
- PrimeInvPreviousBalanceToFinishSubtotal (includes retainage)
- PrimeInvPreviousBalanceToFinishTaxTotal
- PrimeInvPreviousBalanceToFinishTotal
- PrimeInvCurrentLessRetainSubtotal
- PrimeInvCurrentLessRetainSubtotalSpelled
- PrimeInvCurrentLessRetainTaxTotal
- PrimeInvCurrentLessRetainTaxTotalSpelled
- PrimeInvCurrentLessRetainTotal
- PrimeInvCurrentLessRetainTotalSpelled
The following bookmarks are applicable only to Fixed Lump Sum and Cost Plus with GMP invoices:
- PrimeInvPercentComplete
- PrimeInvBalanceToFinishSOVGrossSubtotal
- PrimeInvBalanceToFinishCOsGrossSubtotal
- PrimeInvBalanceToFinishGrossSubtotal
Is equal to the PrimeInvRevisedContractSubtotal minus the PrimeInvTotal.
- PrimeInvBalanceToFinishSubtotal
Is equal to the PrimeInvRevisedContractSubtotal minus the PrimeInvTotal minus the PrimeInvRetainTotal.
- PrimeInvBalanceToFinishTaxTotal
- PrimeInvBalanceToFinishTotal
- PrimeInvLessRetainSubtotal
Is equal to the PrimeInvPreviousLessRetainSubtotal plus the PrimeInvCurrentLessRetainSubtotal.
- PrimeInvLessRetainTaxTotal
- PrimeInvLessRetainTotal
Learn more about the breakdown of PrimeInvCurrentLessRetainTaxTotal per tax code.
Mail merge table
Merge table start and end tags: PrimeInvItemsGrouped
Job cost code grouping fields:
- JCCID (Hidden | Required for populating corresponding items.)
- JCCOrderNumber
- JCCCode
- JCCDescription
- JCCTotal
- JCCRetainage
- JCCLessRetainageSubtotal
- JCCLessRetainageTaxTotal
- JCCLessRetainageTotal
Merge sub-table start and end tags: PrimeInvItems
Mail merge sub-table fields:
- ItemNumber
- ItemCode
- ItemDescription
- ItemReference
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemUPC
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemRetainage
- ItemLessRetainageSubtotal
- ItemLessRetainageTaxTotal
- ItemLessRetainageTotal
- ItemTotal
- ItemOriginalValue
- ItemTaxCode
- ItemCostCode
- ItemCostCodeDesc
- ItemCostCodeDiv
- ItemCostCodeDivDesc
- ItemOwnerCostCode