Microsoft Word Template - Prime Contract Invoice - Fixed Lump Sum - Details Listed By Item Type

Default Templates:

Standard: PrimeInvoice-FLS-ItemDetails.dot
Simple Format: PrimeInvoice-FLS-ItemDetails-Simple.dot

Upload Feature Category: Prime Invoice - Fixed Lump Sum - Item Details

Important Things To Know Regarding Bookmarks and Mail Merge Fields

All Bookmarks and Mail Merge Fields are optional.
Bookmarks can be repeated with no limit on the number of times. Examples:
- 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 Templates Only):

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

ArchitectE_Signature
ArchitectE_SignatureDate
ArchitectE_Initial

Bookmarks - Prime Contract - Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

PrimeContractWorkRetainagePercent
PrimeContractMaterialRetainagePercent
PrimeContractSubtotal
PrimeContractSubtotalSpelled
PrimeContractTaxTotal
PrimeContractTaxTotalSpelled
PrimeContractTotal
PrimeContractTotalSpelled
PrimeContractGMP
PrimeContractLiquidDamagesPerDay
PrimeContractIncentivePerDay

Bookmarks - Prime Invoice - From Company/Contact (Prime Company | 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 (Owner | 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 - Previous and Current Change Orders

PrimeInvPreviousCOSubtotal
PrimeInvPreviousCOTaxTotal
PrimeInvPreviousCOTotal
PrimeInvCurrentCOSubtotal
PrimeInvCurrentCOTaxTotal
PrimeInvCurrentCOTotal

Bookmarks - Prime Invoice - Revised Contract Totals

PrimeInvOriginalContractSubtotal
PrimeInvOriginalContractTaxTotal
PrimeInvOriginalContractTotal
PrimeInvNetChangesSubtotal (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
PrimeInvNetChangesTaxTotal (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
PrimeInvNetChangesTotal (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
PrimeInvRevisedContractSubtotal
PrimeInvRevisedContractTaxTotal
PrimeInvRevisedContractTotal

Bookmarks - Prime Invoice - Gross Values - Previous Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

PrimeInvPreviousWorkTotal
PrimeInvPreviousStoredTotal
PrimeInvPreviousTotal
PrimeInvPreviousBilledScheduleOfValues
PrimeInvPreviousBilledCOs

Bookmarks - Prime Invoice - Gross Values - Current Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

PrimeInvCurrentWorkTotal
PrimeInvCurrentStoredTotal
PrimeInvCurrentTotal
PrimeInvCurrentTotalSpelled
PrimeInvCurrentBilledScheduleOfValues
PrimeInvCurrentBilledCOs

Bookmarks - Prime Invoice - Gross Values - Total Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

PrimeInvWorkTotal
PrimeInvStoredTotal
PrimeInvTotal (PrimeInvWorkTotal + PrimeInvStoredTotal)
PrimeInvTotalBilledScheduleOfValues
PrimeInvTotalBilledCOs

Bookmarks - Prime Invoice - Retainage Percentages

PrimeInvWorkRetainagePercent
PrimeInvMaterialRetainagePercent (Only applicable for Fixed Lump Sum Invoices)

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

Stored refers to Stored Materials.

PrimeInvPreviousRetainWorkTotal
PrimeInvPreviousRetainStoredTotal
PrimeInvPreviousRetainTotal
PrimeInvCurrentRetainWorkTotal
PrimeInvCurrentRetainStoredTotal
PrimeInvCurrentRetainTotal
PrimeInvRetainWorkTotal (Includes Billed Retainage)
PrimeInvRetainStoredTotal (Includes Billed Retainage)
PrimeInvRetainTotal (Includes Billed Retainage)

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

PrimeInvPreviousBilledRetainWorkTotal
PrimeInvPreviousBilledRetainStoredTotal
PrimeInvPreviousBilledRetainTotal
PrimeInvCurrentBilledRetainWorkTotal
PrimeInvCurrentBilledRetainStoredTotal
PrimeInvCurrentBilledRetainTotal
PrimeInvBilledRetainWorkTotal
PrimeInvBilledRetainStoredTotal
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

Only linked files and images that have grant access checked will be shown in the report.

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

Example Microsoft Word Template Showing Both Mail Merge Table Options

Default Mail Merge Tables

Mail Merge Table Fields - Original Contract Items

Merge Table Start and End Tags: PrimeInvOriginalItems

Fields listed below do not include Taxation.

ItemNumber
ItemCode
ItemDescription
ItemUnit
ItemQuantity
ItemUnitPrice
ItemValue
ItemCostCode
ItemCostCodeDescription
PreviousWork
PreviousStored
PreviousTotal
CurrentWork
CurrentStored
CurrentTotal
CurrentRetainWork
CurrentRetainStored
CurrentRetainTotal
CurrentLessRetainageSubtotal
TotalCompleted
PercentComplete
BalanceToFinish

Mail Merge Table Fields - CO Summary

Merge Table Start and End Tags: PrimeInvCO

Fields listed below do not include Taxation.

CONumber
ItemDescription
ItemValue
PreviousWork
PreviousStored
PreviousTotal
CurrentWork
CurrentStored
CurrentTotal
CurrentRetainWork
CurrentRetainStored
CurrentRetainTotal
CurrentLessRetainageSubtotal
TotalCompleted
PercentComplete
BalanceToFinish

Mail Merge Table Fields - Billed Retainage By Job Cost Code

Merge Table Start and End Tags: PrimeInvBilledRetainage

Fields listed below do not include Taxation.

ItemNumber
JCCCode
JCCDescription
JCCPreviousRetainWorkTotal
JCCPreviousRetainStoredTotal
JCCPreviousRetainTotal (JCCPreviousRetainWorkTotal + JCCPreviousRetainStoredTotal)
JCCCurrentRetainWorkTotal (Excludes Current Billed Work Retainage)
JCCCurrentRetainStoredTotal (Excludes Current Billed Stored Retainage)
JCCCurrentRetainTotal (JCCCurrentRetainWorkTotal + JCCCurrentRetainStoredTotal)
JCCCurrentBilledRetainWork
JCCCurrentBilledRetainStored
JCCCurrentBilledRetainTotal (JCCCurrentBilledRetainWork + JCCCurrentBilledRetainStored)
JCCRetainWorkTotal (JCCPreviousRetainWorkTotal + JCCCurrentRetainWorkTotal - JCCCurrentBilledRetainWork)
JCCRetainStoredTotal (JCCPreviousRetainStoredTotal + JCCCurrentRetainStoredTotal - JCCCurrentBilledRetainStored)
JCCRetainTotal (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)

Optional Mail Merge Tables

Mail Merge Table Fields - CO Line Items

Merge Table Start and End Tags: PrimeInvCOItems

Fields listed below do not include Taxation.

CONumber
ItemNumber
ItemDescription
ItemQuantity
ItemUnit
ItemUnitPrice
ItemValue
ItemCostCode
ItemCostCodeDescription
PreviousWork
PreviousStored
PreviousTotal
CurrentWork
CurrentStored
CurrentTotal
CurrentRetainWork
CurrentRetainStored
CurrentRetainTotal
CurrentLessRetainageSubtotal
TotalCompleted
BalanceToFinish
PercentComplete

Mail Merge Table Fields - Job Cost Codes

Merge Table Start and End Tags: PrimeInvItemsSummary

Merge fields listed below do not include Taxation.

JCCOrderNumber
JCCCode
JCCDescription
JCCOwnerCode
JCCOwnerDescription
JCCOriginalValue (Sum of Original Contract Items By Job Cost Code)
JCCNetChangeValue (Sum of Approved CO Items By Job Cost Code)
JCCRevisedContractTotal (JCCOriginalValue + JCCNetChangeValue)
JCCRevisedContractTotalPercentOfContract ((JCCRevisedContractTotal / PrimeInvRevisedContractSubtotal) * 100)
JCCPreviousWorkTotal (Excludes Retainage)
JCCPreviousStoredTotal (Excludes Retainage)
JCCPreviousTotal (JCCPreviousWorkTotal + JCCPreviousStoredTotal)
JCCPreviousPercentComplete ((JCCPreviousTotal / JCCRevisedContractTotal) * 100)
JCCPreviousRetainWorkTotal
JCCPreviousRetainStoredTotal
JCCPreviousRetainTotal (JCCPreviousRetainWorkTotal + JCCPreviousRetainStoredTotal)
JCCPreviousTotalLessRetain (JCCPreviousTotal - JCCPreviousRetainTotal)
JCCCurrentScheduleValueTotal (Current Original Contract Items Invoice Total)
JCCCurrentScheduleValueRetainTotal (Current Original Contract Items Retainage)
JCCCurrentScheduleValueTotalLessRetain (JCCCurrentScheduleValueTotal - JCCCurrentScheduleValueRetainTotal)
JCCCurrentChangeOrderTotal
JCCCurrentChangeOrderRetainTotal (Current CO Items Retainage)
JCCCurrentChangeOrderTotalLessRetain (JCCCurrentChangeOrderTotal - JCCCurrentChangeOrderRetainTotal)
JCCCurrentWorkTotal (Excludes Retainage)
JCCCurrentStoredTotal (Excludes Retainage)
JCCCurrentTotal (JCCCurrentWorkTotal + JCCCurrentStoredTotal)
JCCCurrentPercentComplete ((JCCCurrentTotal / JCCRevisedContractTotal) * 100)
JCCCurrentRetainWorkTotal (Current Work Retainage Total Excluding Current Billed Work Retainage)
JCCCurrentRetainStoredTotal (Current Stored Material Retainage Total Excluding Current Billed Stored Retainage)
JCCCurrentRetainTotal (JCCCurrentRetainWorkTotal + JCCCurrentRetainStoredTotal)
JCCCurrentBilledRetainWork
JCCCurrentBilledRetainStored
JCCCurrentBilledRetainTotal (JCCCurrentBilledRetainWork + JCCCurrentBilledRetainStored)
JCCCurrentTotalLessRetain (JCCCurrentTotal + JCCCurrentBilledRetainTotal - JCCCurrentRetainTotal)
JCCWorkTotal (JCCPreviousWorkTotal + JCCCurrentWorkTotal)
JCCStoredTotal (JCCPreviousStoredTotal + JCCCurrentStoredTotal)
JCCTotal (JCCPreviousTotal + JCCCurrentTotal)
JCCRetainWorkTotal (JCCPreviousRetainWorkTotal + JCCCurrentRetainWorkTotal - JCCCurrentBilledRetainWork)
JCCRetainStoredTotal (JCCPreviousRetainStoredTotal + JCCCurrentRetainStoredTotal - JCCCurrentBilledRetainStored)
JCCRetainTotal (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)
JCCTotalLessRetain (JCCTotal - JCCRetainTotal)
JCCBalanceToFinish (JCCRevisedContractTotal - JCCTotal)
JCCPercentComplete ((JCCTotal / JCCRevisedContractTotal) * 100)