Fixed Lump Sum prime contract invoice with item details summarized by internal division code Microsoft Word templates

Default template and upload category

  • Default Microsoft Word template:

    • Standard: PrimeInvoice-FLS-ItemsSummedByDivCode.dot
    • Simple format: PrimeInvoice-FLS-ItemsSummedByDivCode-Simple.dot
    • With CO summary table: PrimeInvoice-FLS-ItemsSummedByDivCode-COSummary.dot
    • With tax broken out on the first page: PrimeInvoice-FLS-ItemsSummedByDivCode-TaxShown.dot

  • Upload feature category: Prime Invoice - Fixed Lump Sum - Items Summed By Internal Division 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
  • PrimeInvNumber
  • PrimeInvOrderNumber
  • PrimeInvDate
  • PrimeInvDateSpelled
  • PrimeInvPaymentDueDate
  • PrimeInvPaymentDueDateSpelled
  • PrimeInvTerms
  • PrimeInvPrintComments
  • PrimeInvInternalComments
  • 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 table

Merge table start and end tags: PrimeInvItemsSummary

  • DivCode
  • DivDescription
  • DivOriginalValue

    Is the sum of the original contract items by division code.

  • DivNetChangeValue

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

  • DivRevisedContractTotal

    Is equal to the DivOriginalValue plus the DivNetChangeValue.

  • DivRevisedContractTotalPercentOfContract

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

  • DivPreviousWorkTotal (excludes retainage)
  • DivPreviousStoredTotal (excludes retainage)
  • DivPreviousTotal

    Is equal to the DivPreviousWorkTotal plus the DivPreviousStoredTotal.

  • DivPreviousPercentComplete

    Is equal to the DivPreviousTotal divided by the DivRevisedContractTotal, multiplied by 100.

  • DivPreviousRetainWorkTotal
  • DivPreviousRetainStoredTotal
  • DivPreviousRetainTotal

    Is equal to the DivPreviousRetainWorkTotal plus the DivPreviousRetainStoredTotal.

  • DivPreviousTotalLessRetain

    Is equal to the DivPreviousTotal minus the DivPreviousRetainTotal.

  • DivCurrentScheduleValueTotal

    Is the current original contract items invoice total.

  • DivCurrentScheduleValueRetainTotal

    Is the current original contract items retainage.

  • DivCurrentScheduleValueTotalLessRetain

    Is equal to the DivCurrentScheduleValueTotal minus the DivCurrentScheduleValueRetainTotal.

  • DivCurrentChangeOrderTotal
  • DivCurrentChangeOrderRetainTotal

    Is the current CO items retainage.

  • DivCurrentChangeOrderTotalLessRetain

    Is equal to the DivCurrentChangeOrderTotal minus the DivCurrentChangeOrderRetainTotal.

  • DivCurrentWorkTotal (excludes retainage)
  • DivCurrentStoredTotal (excludes retainage)
  • DivCurrentTotal

    Is equal to the DivCurrentWorkTotal plus the DivCurrentStoredTotal.

  • DivCurrentPercentComplete

    Is equal to the DivCurrentTotal divided by the DivRevisedContractTotal, multiplied by 100.

  • DivCurrentRetainWorkTotal

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

  • DivCurrentRetainStoredTotal

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

  • DivCurrentRetainTotal

    Is equal to the DivCurrentRetainWorkTotal plus the DivCurrentRetainStoredTotal.

  • DivCurrentBilledRetainWork
  • DivCurrentBilledRetainStored
  • DivCurrentBilledRetainTotal

    Is equal to the DivCurrentBilledRetainWork plus the DivCurrentBilledRetainStored.

  • DivCurrentTotalLessRetain

    Is equal to the DivCurrentTotal plus the DivCurrentBilledRetainTotal minus the DivCurrentRetainTotal.

  • DivWorkTotal

    Is equal to the DivPreviousWorkTotal plus the DivCurrentWorkTotal.

  • DivStoredTotal

    Is equal to the DivPreviousStoredTotal plus the DivCurrentStoredTotal.

  • DivTotal

    Is equal to the DivPreviousTotal plus the DivCurrentTotal.

  • DivRetainWorkTotal

    Is equal to the DivPreviousRetainWorkTotal plus the DivCurrentRetainWorkTotal minus the DivCurrentBilledRetainWork.

  • DivRetainStoredTotal

    Is equal to the DivPreviousRetainStoredTotal plus the DivCurrentRetainStoredTotal minus the DivCurrentBilledRetainStored.

  • DivRetainTotal

    Is equal to the DivPreviousRetainTotal plus the DivCurrentRetainTotal minus the DivCurrentBilledRetainTotal.

  • DivTotalLessRetain

    Is equal to the DivTotal minus the DivRetainTotal.

  • DivBalanceToFinish

    Is equal to the DivRevisedContractTotal minus the DivTotal.

  • DivPercentComplete

    Is equal to the DivTotal divided by the DivRevisedContractTotal, multiplied by 100.

These fields are optional and they're not included in the default template.

Merge table start and end tags: PrimeInvCO

  • 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.