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

Default template 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
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

  • OwnerOrderNumber
  • OwnerCode
  • OwnerDescription
  • OwnerOriginalValue

    Is equal to the sum of the original contract items by owner code.

  • OwnerNetChangeValue

    Is equal to the sum of the approved CO items by owner code.

  • OwnerRevisedContractTotal

    Is equal to the OwnerOriginalValue plus the OwnerNetChangeValue.

  • OwnerRevisedContractTotalPercentOfContract

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

  • OwnerPreviousWorkTotal (excludes retainage)
  • OwnerPreviousStoredTotal (excludes retainage)
  • OwnerPreviousTotal

    Is equal to the OwnerPreviousWorkTotal plus the OwnerPreviousStoredTotal.

  • OwnerPreviousPercentComplete

    Is equal to the OwnerPreviousTotal divided by the OwnerRevisedContractTotal, multiplied by 100.

  • OwnerPreviousRetainWorkTotal
  • OwnerPreviousRetainStoredTotal
  • OwnerPreviousRetainTotal

    Is equal to the OwnerPreviousRetainWorkTotal plus the OwnerPreviousRetainStoredTotal.

  • OwnerPreviousTotalLessRetain

    Is equal to the sum of the OwnerPreviousTotal minus the OwnerPreviousRetainTotal.

  • OwnerPreviousScheduleValueTotal

  • OwnerPreviousScheduleValueRetainTotal

  • OwnerPreviousScheduleValueTotalLessRetain

  • OwnerPreviousChangeOrderTotal

  • OwnerPreviousChangeOrderRetainTotal

  • OwnerPreviousChangeOrderTotalLessRetain

  • OwnerCurrentScheduleValueTotal

    Is equal to the current original contract items invoice total.

  • OwnerCurrentScheduleValueRetainTotal

    Is the current original contract items retainage.

  • OwnerCurrentScheduleValueTotalLessRetain

    Is equal to the OwnerCurrentScheduleValueTotal minus the OwnerCurrentScheduleValueRetainTotal.

  • OwnerCurrentChangeOrderTotal
  • OwnerCurrentChangeOrderRetainTotal

    Is the current CO items retainage.

  • OwnerCurrentChangeOrderTotalLessRetain

    Is equal to the OwnerCurrentChangeOrderTotal minus the OwnerCurrentChangeOrderRetainTotal.

  • OwnerCurrentWorkTotal (excludes retainage)
  • OwnerCurrentStoredTotal (excludes retainage)
  • OwnerCurrentTotal

    Is equal to the OwnerCurrentWorkTotal plus the OwnerCurrentStoredTotal.

  • OwnerCurrentPercentComplete

    Is equal to the OwnerCurrentTotal divided by the OwnerRevisedContractTotal, multiplied by 100.

  • OwnerCurrentRetainWorkTotal

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

  • OwnerCurrentRetainStoredTotal

    Is equal to the current stored material retainage total excluding current billed work retainage.

  • OwnerCurrentRetainTotal

    Is equal to the OwnerCurrentRetainWorkTotal plus the OwnerCurrentRetainStoredTotal.

  • OwnerCurrentBilledRetainWork
  • OwnerCurrentBilledRetainStored
  • OwnerCurrentBilledRetainTotal

    Is equal to the OwnerCurrentBilledRetainWork plus the OwnerCurrentBilledRetainStored.

  • OwnerCurrentTotalLessRetain

    Is equal to the OwnerCurrentTotal plus the OwnerCurrentBilledRetainTotal minus the OwnerCurrentRetainTotal.

  • OwnerWorkTotal

    Is equal to the OwnerPreviousWorkTotal plus the OwnerCurrentWorkTotal.

  • OwnerStoredTotal

    Is equal to the OwnerPreviousStoredTotal plus the OwnerCurrentStoredTotal.

  • OwnerTotal

    Is equal to the OwnerPreviousTotal plus the OwnerCurrentTotal.

  • OwnerRetainWorkTotal

    Is equal to the OwnerPreviousRetainWorkTotal plus the OwnerCurrentRetainWorkTotal minus the OwnerCurrentBilledRetainWork.

  • OwnerRetainStoredTotal

    Is equal to the OwnerPreviousRetainStoredTotal plus the OwnerCurrentRetainStoredTotal minus the OwnerCurrentBilledRetainStored.

  • OwnerRetainTotal

    Is equal to the OwnerPreviousRetainTotal plus the OwnerCurrentRetainTotal minus the OwnerCurrentBilledRetainTotal.

  • OwnerTotalLessRetain

    Is equal to the OwnerTotal minus the OwnerRetainTotal.

  • OwnerBalanceToFinish

    Is equal to the OwnerRevisedContractTotal minus the OwnerTotal.

  • OwnerPercentComplete

    Is equal to the OwnerTotal divided by the OwnerRevisedContractTotal, 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 April 07, 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.