Microsoft Word Template - Prime Contract Invoice - Cost Plus - Details Grouped By Transaction Reference

Default Templates:

• Cost Plus Without GMP:   PrimeInvoice-CostPlus-ItemsGroupedByTransRef.dot
• Cost Plus With GMP:   PrimeInvoice-CostPlus-ItemsGroupedByTransRef.dot

Upload Feature Category:   Prime Invoice - Cost Plus - Items Grouped By Transaction Reference

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 - General Project Information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress

Bookmarks and Mail Merge Table Options - Project Classifications

Click here for options.

Bookmarks - Prime Contract - Number, Type, Subject, and Scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime Contract - Status and Dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Prime Contract - Specific Address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime Contract - Referenced Architect

• 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 bookmark (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

Bookmarks - Prime Invoice - From Company/Contact (Prime Company aka Contractor)

• 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 Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

• FromE_Signature
• FromE_SignatureDate
• FromE_Initial

Bookmarks - Prime Invoice - To Company/Contact (Client)

• 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 Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

• ToE_Signature
• ToE_SignatureDate
• ToE_Initial

Bookmarks - Prime Invoice - Number, Dates, Terms, Comments

• PrimeInvNumber
• PrimeInvOrderNumber
• PrimeInvDate
• PrimeInvDateSpelled
• PrimeInvPaymentDueDate
• PrimeInvPaymentDueDateSpelled
• PrimeInvTerms
• PrimeInvPrintComments
• PrimeInvInternalComments

Bookmarks - Prime Invoice - Gross Values - Current Work Completed

Bookmarks listed below do not include Retainage and Taxation.

• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled

Bookmarks - Prime Invoice - Retainage Percentages

• PrimeInvWorkRetainagePercent
• PrimeInvMaterialRetainagePercent     (Only applicable for Fixed Lump Sum Invoices)

Bookmarks - Prime Invoice - Retainage - Previous, Current, and Total

• PrimeInvPreviousRetainTotal
• PrimeInvCurrentRetainTotal
• PrimeInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Prime Invoice - Billed Retainage - Previous, Current, and Total

• PrimeInvPreviousBilledRetainTotal
• PrimeInvCurrentBilledRetainTotal
• PrimeInvBilledRetainTotal

Bookmarks - Prime Invoice - Previous Net Values and Balance To Complete

• PrimeInvPreviousLessRetainSubtotal
• PrimeInvPreviousLessRetainTaxTotal
• PrimeInvPreviousLessRetainTotal
• PrimeInvPreviousBalanceToFinishSubtotal     (includes Retainage)
• PrimeInvPreviousBalanceToFinishTaxTotal
• PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime Invoice - Current Net Values and Balance To Complete

• PrimeInvCurrentLessRetainSubtotal
• PrimeInvCurrentLessRetainSubtotalSpelled
• PrimeInvCurrentLessRetainTaxTotal
• PrimeInvCurrentLessRetainTaxTotalSpelled
• PrimeInvCurrentLessRetainTotal
• PrimeInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only.

• PrimeInvPercentComplete
• PrimeInvBalanceToFinishSOVGrossSubtotal
• PrimeInvBalanceToFinishCOsGrossSubtotal
• PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
• PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
• PrimeInvBalanceToFinishTaxTotal
• PrimeInvBalanceToFinishTotal
• PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
• PrimeInvLessRetainTaxTotal
• PrimeInvLessRetainTotal

Bookmarks - Breakdown of PrimeInvCurrentLessRetainTaxTotal Per Tax Code

Click here for details.

Mail Merge Table - Linked Documents and Images

The report includes only linked files and images that have the grant access option selected.

Linked documents listing

Merge table start and end tags: LinkedDocuments

Merge fields:

• DocumentName
• DocumentDescription
• DocumentUploadedBy
• DocumentUploadDate

Linked images listing

Merge table start and end tags: LinkedImages

Merge fields:

• DocumentName
• DocumentDescription
• DocumentUploadedBy
• DocumentUploadDate
• DocumentImage

Microsoft Word template example including both mail merge table options.

Mail Merge Table Fields

ItemLessRetainageSubtotal, ItemLessRetainageTaxTotal, and ItemLessRetainageTotal fields will be shown less Retainage.

Merge Table Start and End Tags: PrimeInvItemsGrouped

Grouping Fields:

• ItemReference
• ItemReferenceTotal
• ItemReferenceRetainage
• ItemReferenceLessRetainageSubtotal
• ItemReferenceLessRetainageTaxTotal
• ItemReferenceLessRetainageTotal
• Invoice Item Details:
  • Mail Merge Sub-Table Start and End Tags: PrimeInvItems
  • Mail Merge Sub-Table Fields:
    • ItemNumber
    • ItemCode
    • ItemDescription
    • ItemManufacturer
    • ItemManufacturerPartNumber
    • ItemUPC
    • ItemUnit
    • ItemQuantity
    • ItemUnitPrice
    • ItemRetainage
    • ItemLessRetainageSubtotal
    • ItemLessRetainageTaxTotal
    • ItemLessRetainageTotal
    • ItemTotal
    • ItemOriginalValue
    • ItemTaxCode
    • ItemCostCode
    • ItemCostCodeDesc
    • ItemCostCodeDiv
    • ItemCostCodeDivDesc
    • ItemOwnerCostCode