Fixed Lump Sum prime contract invoice with item details grouped by job cost code Microsoft Word templates

Default templates and upload category

Default Microsoft Word template:

• Standard: PrimeInvoice-FLS-ItemsGroupedByCostCode.dot
• With tax broken out on the first page: PrimeInvoice-FLS-ItemsGroupedByCostCode-TaxShown.dot

Upload feature category: Prime Invoice - Fixed Lump Sum - 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 - 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

Learn more about your options here.

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 contract retainage percentages, original contract amounts, and damages or incentives per day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

Bookmarks - Prime invoice from company/contact (prime company or 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 or 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 previous work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• PrimeInvPreviousWorkTotal
• PrimeInvPreviousStoredTotal
• PrimeInvPreviousTotal
• PrimeInvPreviousBilledScheduleOfValues
• PrimeInvPreviousBilledCOs

Bookmarks - Prime invoice current work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• PrimeInvCurrentWorkTotal
• PrimeInvCurrentStoredTotal
• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled
• PrimeInvCurrentBilledScheduleOfValues
• PrimeInvCurrentBilledCOs

Bookmarks - Prime invoice total work completed and stored materials gross values

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 to Fixed Lump Sum invoices.

Bookmarks - Prime invoice previous, current, and total retainage

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 previous, current, and total billed retainage

• 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

Learn more here.

Mail merge table fields - Job cost codes and item details

Merge table start and end tags: PrimeInvItemsGrouped

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)
• Original contract item details:
  • Mail merge sub-table start and end tags: PrimeInvOriginalItems
  • Mail merge sub-table fields:
    • ItemNumber
    • ItemCode
    • ItemDescription
    • ItemUnit
    • ItemQuantity
    • ItemUnitPrice
    • ItemValue
    • PreviousWork
    • PreviousStored
    • PreviousTotal
    • CurrentWork
    • CurrentStored
    • CurrentTotal
    • CurrentRetainWork
    • CurrentRetainStored
    • CurrentRetainTotal
    • CurrentLessRetainageSubtotal
    • TotalCompleted
    • PercentComplete
    • BalanceToFinish
• Approved CO item details:
  • Mail merge sub-table start and end tags: PrimeInvCOItems
  • Mail merge sub-table fields:
    • CONumber
    • ItemDescription
    • ItemValue
    • PreviousWork
    • PreviousStored
    • PreviousTotal
    • CurrentWork
    • CurrentStored
    • CurrentTotal
    • CurrentRetainWork
    • CurrentRetainStored
    • CurrentRetainTotal
    • CurrentLessRetainageSubtotal
    • TotalCompleted
    • PercentComplete
    • BalanceToFinish