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

Default template 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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.

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
  • PrimeContractWorkRetainagePercent
  • PrimeContractMaterialRetainagePercent
  • PrimeContractSubtotal
  • PrimeContractSubtotalSpelled
  • PrimeContractTaxTotal
  • PrimeContractTaxTotalSpelled
  • PrimeContractTotal
  • PrimeContractTotalSpelled
  • PrimeContractGMP
  • PrimeContractLiquidDamagesPerDay
  • PrimeContractIncentivePerDay
  • 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
  • PrimeInvPreviousCOSubtotal
  • PrimeInvPreviousCOTaxTotal
  • PrimeInvPreviousCOTotal
  • PrimeInvCurrentCOSubtotal
  • PrimeInvCurrentCOTaxTotal
  • PrimeInvCurrentCOTotal
  • PrimeInvOriginalContractSubtotal
  • PrimeInvOriginalContractTaxTotal
  • PrimeInvOriginalContractTotal
  • PrimeInvNetChangesSubtotal

    Is equal to the PrimeInvPreviousCOSubtotal plus the PrimeInvCurrentCOSubtotal.

  • PrimeInvNetChangesTaxTotal

    Is equal to the PrimeInvPreviousCOTaxTotal plus the PrimeInvCurrentCOTaxTotal.

  • PrimeInvNetChangesTotal

    Is equal to the PrimeInvPreviousCOTotal plus the PrimeInvCurrentCOTotal.

  • PrimeInvRevisedContractSubtotal
  • PrimeInvRevisedContractTaxTotal
  • PrimeInvRevisedContractTotal

  • PrimeInvPreviousWorkTotal

  • PrimeInvPreviousStoredTotal

  • PrimeInvPreviousTotal

  • PrimeInvPreviousBilledSOVs

  • PrimeInvPreviousBilledSOVsWork

  • PrimeInvPreviousBilledSOVsStored

  • PrimeInvPreviousBilledCOs

  • PrimeInvPreviousBilledCOsWork

  • PrimeInvPreviousBilledCOsStored

The bookmarks do not include retainage and taxation.

  • PrimeInvCurrentWorkTotal

  • PrimeInvCurrentStoredTotal

  • PrimeInvCurrentTotal

  • PrimeInvCurrentTotalSpelled

  • PrimeInvCurrentBilledSOVs

  • PrimeInvCurrentBilledSOVsWork

  • PrimeInvCurrentBilledSOVsStored

  • PrimeInvCurrentBilledCOs

  • PrimeInvCurrentBilledCOsWork

  • PrimeInvCurrentBilledCOsStored

The bookmarks do not include retainage and taxation.

  • PrimeInvWorkTotal
  • PrimeInvStoredTotal
  • PrimeInvTotal

    Is equal to the PrimeInvWorkTotal plus the PrimeInvStoredTotal.

  • PrimeInvTotalBilledScheduleOfValues
  • PrimeInvTotalBilledCOs

The bookmarks do not include retainage and taxation.

  • PrimeInvWorkRetainagePercent
  • PrimeInvMaterialRetainagePercent

    Applicable only to Fixed Lump Sum prime contract invoices.

Stored refers to stored materials.

  • PrimeInvPreviousRetainWorkTotal
  • PrimeInvPreviousRetainStoredTotal
  • PrimeInvPreviousRetainTotal
  • PrimeInvCurrentRetainWorkTotal
  • PrimeInvCurrentRetainStoredTotal
  • PrimeInvCurrentRetainTotal
  • PrimeInvRetainWorkTotal (includes billed retainage)
  • PrimeInvRetainStoredTotal (includes billed retainage)
  • PrimeInvRetainTotal (includes billed retainage)
  • PrimeInvPreviousBilledRetainWorkTotal
  • PrimeInvPreviousBilledRetainStoredTotal
  • PrimeInvPreviousBilledRetainTotal
  • PrimeInvCurrentBilledRetainWorkTotal
  • PrimeInvCurrentBilledRetainStoredTotal
  • PrimeInvCurrentBilledRetainTotal
  • PrimeInvBilledRetainWorkTotal
  • PrimeInvBilledRetainStoredTotal
  • 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 fields

Merge table start and end tags: PrimeInvItemsGrouped

  • JCCOrderNumber
  • JCCCode
  • JCCDescription
  • JCCOwnerCode
  • JCCOwnerDescription
  • JCCOriginalValue

    Is the sum of the original contract items by job cost code.

  • JCCNetChangeValue

    Is the sum of the approved change order (CO) items by job cost code.

  • JCCRevisedContractTotal

    Is equal to the JCCOriginalValue plus the JCCNetChangeValue.

  • JCCRevisedContractTotalPercentOfContract

    Is equal to the JCCRevisedContractTotal divided by the PrimeInvRevisedContractSubtotal, multiplied by 100.

  • JCCPreviousWorkTotal (excludes retainage)
  • JCCPreviousStoredTotal (excludes retainage)
  • JCCPreviousTotal

    Is equal to the JCCPreviousWorkTotal plus the JCCPreviousStoredTotal.

  • JCCPreviousPercentComplete

    Is equal to the JCCPreviousTotal divided by the JCCRevisedContractTotal, multiplied by 100.

  • JCCPreviousRetainWorkTotal
  • JCCPreviousRetainStoredTotal
  • JCCPreviousRetainTotal

    Is equal to the JCCPreviousRetainWorkTotal plus the JCCPreviousRetainStoredTotal.

  • JCCPreviousTotalLessRetain

    Is equal to the JCCPreviousTotal minus the JCCPreviousRetainTotal.

  • JCCCurrentScheduleValueTotal

    Is the current original contract items invoice total.

  • JCCCurrentScheduleValueRetainTotal

    Is the current original contract items retainage.

  • JCCCurrentScheduleValueTotalLessRetain

    Is equal to the JCCCurrentScheduleValueTotal minus the JCCCurrentScheduleValueRetainTotal.

  • JCCCurrentChangeOrderTotal
  • JCCCurrentChangeOrderRetainTotal

    Is the current CO items retainage.

  • JCCCurrentChangeOrderTotalLessRetain

    Is equal to the JCCCurrentChangeOrderTotal minus the JCCCurrentChangeOrderRetainTotal.

  • JCCCurrentWorkTotal (excludes retainage)
  • JCCCurrentStoredTotal (excludes retainage)
  • JCCCurrentTotal

    Is equal to the JCCCurrentWorkTotal plus the JCCCurrentStoredTotal.

  • JCCCurrentPercentComplete

    Is equal to the JCCCurrentTotal divided by the JCCRevisedContractTotal, multiplied by 100.

  • JCCCurrentRetainWorkTotal

    Is the current work retainage total excluding current billed work retainage.

  • JCCCurrentRetainStoredTotal

    Is the current stored material retainage total excluding current billed stored retainage.

  • JCCCurrentRetainTotal

    Is equal to the JCCCurrentRetainWorkTotal plus the JCCCurrentRetainStoredTotal.

  • JCCCurrentBilledRetainWork
  • JCCCurrentBilledRetainStored
  • JCCCurrentBilledRetainTotal

    Is equal to the JCCCurrentBilledRetainWork plus the JCCCurrentBilledRetainStored.

  • JCCCurrentTotalLessRetain

    Is equal to the JCCCurrentTotal plus the JCCCurrentBilledRetainTotal minus the JCCCurrentRetainTotal.

  • JCCWorkTotal

    Is equal to the JCCPreviousWorkTotal plus the JCCCurrentWorkTotal.

  • JCCStoredTotal

    Is equal to the JCCPreviousStoredTotal plus the JCCCurrentStoredTotal.

  • JCCTotal

    Is equal to the JCCPreviousTotal plus the JCCCurrentTotal.

  • JCCRetainWorkTotal

    Is equal to the JCCPreviousRetainWorkTotal plus the JCCCurrentRetainWorkTotal minus the JCCCurrentBilledRetainWork.

  • JCCRetainStoredTotal

    Is equal to the JCCPreviousRetainStoredTotal plus the JCCCurrentRetainStoredTotal minus the JCCCurrentBilledRetainStored.

  • JCCRetainTotal

    Is equal to the JCCPreviousRetainTotal plus the JCCCurrentRetainTotal minus the JCCCurrentBilledRetainTotal.

  • JCCTotalLessRetain

    Is equal to the JCCTotal minus the JCCRetainTotal.

  • JCCBalanceToFinish

    Is equal to the JCCRevisedContractTotal minus the JCCTotal.

  • JCCPercentComplete

    Is equal to the JCCTotal divided by the JCCRevisedContractTotal, multiplied by 100.

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

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

The merge fields do not include taxation.

Posted March 17, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.