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

Default templates and upload category

Default Microsoft Word template:

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

Upload feature category: Prime Invoice - Fixed Lump Sum - Items Summed By Owner 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, and 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 - Owner codes

Merge table start and end tags: PrimeInvItemsSummary

Merge fields listed below do not include taxation.

• OwnerOrderNumber
• OwnerCode
• OwnerDescription
• OwnerOriginalValue     (sum of original contract items by owner code)
• OwnerNetChangeValue     (sum of approved CO items by owner code)
• OwnerRevisedContractTotal     (OwnerOriginalValue + OwnerNetChangeValue)
• OwnerRevisedContractTotalPercentOfContract     ((OwnerRevisedContractTotal / PrimeInvRevisedContractSubtotal) * 100)
• OwnerPreviousWorkTotal     (excludes retainage)
• OwnerPreviousStoredTotal     (excludes retainage)
• OwnerPreviousTotal     (OwnerPreviousWorkTotal + OwnerPreviousStoredTotal)
• OwnerPreviousPercentComplete     ((OwnerPreviousTotal / OwnerRevisedContractTotal) * 100)
• OwnerPreviousRetainWorkTotal
• OwnerPreviousRetainStoredTotal
• OwnerPreviousRetainTotal     (OwnerPreviousRetainWorkTotal + OwnerPreviousRetainStoredTotal)
• OwnerPreviousTotalLessRetain     (OwnerPreviousTotal - OwnerPreviousRetainTotal)
• OwnerCurrentScheduleValueTotal     (current original contract items invoice total)
• OwnerCurrentScheduleValueRetainTotal     (current original contract items retainage)
• OwnerCurrentScheduleValueTotalLessRetain     (OwnerCurrentScheduleValueTotal - OwnerCurrentScheduleValueRetainTotal)
• OwnerCurrentChangeOrderTotal
• OwnerCurrentChangeOrderRetainTotal     (current CO items retainage)
• OwnerCurrentChangeOrderTotalLessRetain     (OwnerCurrentChangeOrderTotal - OwnerCurrentChangeOrderRetainTotal)
• OwnerCurrentWorkTotal     (excludes retainage)
• OwnerCurrentStoredTotal     (excludes retainage)
• OwnerCurrentTotal     (OwnerCurrentWorkTotal + OwnerCurrentStoredTotal)
• OwnerCurrentPercentComplete     ((OwnerCurrentTotal / OwnerRevisedContractTotal) * 100)
• OwnerCurrentRetainWorkTotal     (current work retainage total excluding current billed work retainage)
• OwnerCurrentRetainStoredTotal     (current stored material retainage total excluding current billed work retainage)
• OwnerCurrentRetainTotal     (OwnerCurrentRetainWorkTotal + OwnerCurrentRetainStoredTotal)
• OwnerCurrentBilledRetainWork
• OwnerCurrentBilledRetainStored
• OwnerCurrentBilledRetainTotal     (OwnerCurrentBilledRetainWork + OwnerCurrentBilledRetainStored)
• OwnerCurrentTotalLessRetain     (OwnerCurrentTotal + OwnerCurrentBilledRetainTotal - OwnerCurrentRetainTotal)
• OwnerWorkTotal     (OwnerPreviousWorkTotal + OwnerCurrentWorkTotal)
• OwnerStoredTotal     (OwnerPreviousStoredTotal + OwnerCurrentStoredTotal)
• OwnerTotal     (OwnerPreviousTotal + OwnerCurrentTotal)
• OwnerRetainWorkTotal     (OwnerPreviousRetainWorkTotal + OwnerCurrentRetainWorkTotal - OwnerCurrentBilledRetainWork)
• OwnerRetainStoredTotal     (OwnerPreviousRetainStoredTotal + OwnerCurrentRetainStoredTotal - OwnerCurrentBilledRetainStored)
• OwnerRetainTotal     (OwnerPreviousRetainTotal + OwnerCurrentRetainTotal - OwnerCurrentBilledRetainTotal)
• OwnerTotalLessRetain     (OwnerTotal - OwnerRetainTotal)
• OwnerBalanceToFinish     (OwnerRevisedContractTotal - OwnerTotal)
• OwnerPercentComplete     ((OwnerTotal / OwnerRevisedContractTotal) * 100)

Mail merge table fields - CO summary

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

Merge table start and end tags: PrimeInvCO

Merge fields listed below do not include taxation.

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