Unit Price prime contract invoice with items grouped by job cost code Microsoft Word template

Default template and upload category

  • Default Microsoft Word template: PrimeInvoice-UnitPrice-ItemsGroupedByCostCode.dot

  • Upload feature category: Prime Invoice - Unit Price - 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
  • 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
  • PrimeInvCurrentTotal
  • PrimeInvCurrentTotalSpelled

The bookmarks do not include retainage and taxation.

  • PrimeInvWorkRetainagePercent
  • PrimeInvMaterialRetainagePercent

    Applicable only to Fixed Lump Sum prime contract invoices.

  • PrimeInvPreviousRetainTotal
  • PrimeInvCurrentRetainTotal
  • PrimeInvRetainTotal (includes billed retainage)
  • PrimeInvPreviousBilledRetainTotal
  • PrimeInvCurrentBilledRetainTotal
  • PrimeInvBilledRetainTotal
  • 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: PrimeInvItemsGrouped

  • JCCOrderNumber
  • JCCCode
  • JCCDescription
  • JCCQuantity (quantity listed on the job cost code table)
  • JCCUnit (unit of measure listed on job cost code table)
  • RevisedContractItemUnitPrice
  • RevisedContractItemEstimatedQuantity
  • RevisedContractItemEstimatedValue

    RevisedContractItemEstimatedValue is the unit price documented in the prime contract or CO item's table, depending on where it was initially created.

  • RevisedContractItemPreviousBilledQuantity
  • RevisedContractItemCurrentBilledQuantity
  • RevisedContractItemTotalBilledQuantity

    Is equal to the RevisedContractItemPreviousBilledQuantity plus the RevisedContractItemCurrentBilledQuantity.

  • RevisedContractItemPreviousTotal
  • RevisedContractItemCurrentTotal
  • RevisedContractItemTotal

    Is equal to the RevisedContractItemPreviousTotal plus the RevisedContractItemCurrentTotal.

  • RevisedContractItemPreviousTotalRetainage
  • RevisedContractItemPreviousBilledRetainage
  • RevisedContractItemCurrentTotalRetainage
  • RevisedContractItemCurrentBilledRetainage

    Billed retainage entered in the prime invoice JCC summary table.

  • RevisedContractItemTotalRetainage

    Is equal to the sum of the RevisedContractItemPreviousTotalRetainage minus the RevisedContractItemPreviousBilledRetainage and the RevisedContractItemCurrentTotalRetainage minus the RevisedContractItemCurrentBilledRetainage.

  • RevisedContractItemCurrentTotalLessRetain
  • RevisedContractItemCurrentTotalLessRetainTax
  • RevisedContractItemCurrentTotalLessRetainTotal
  • RevisedContractItemPercentComplete
  • RevisedContractItemBalance

    Is equal to the RevisedContractItemEstimatedValue minus the RevisedContractItemTotal.

  • RevisedContractItemBalanceQuantity

    Is equal to the RevisedContractItemEstimatedQuantity minus the RevisedContractItemTotalBilledQuantity.

Merge sub-table start and end tags: PrimeInvItems

Mail merge sub-table fields:

  • ItemNumber
  • ItemCode
  • ItemDescription
  • ItemUnit
  • ItemUnitPrice
  • ItemEstimatedQuantity
  • ItemEstimatedTotal
  • ItemPreviousQuantity
  • ItemPreviousTotal
  • ItemQuantity
  • ItemTotal
  • ItemPercentComplete
  • ItemRetainage
  • ItemLessRetainageSubtotal
  • ItemLessRetainageTaxTotal
  • ItemLessRetainageTotal
  • ItemTotalQuantity

    Is equal to the ItemPreviousQuantity plus the ItemQuantity.

  • ItemTotalTotal

    Is equal to the ItemPreviousTotal plus the ItemTotal.

  • ItemRemainingQuantity

    Is equal to the ItemEstimatedQuantity minus the ItemTotalQuantity.

  • ItemRemainingTotal

    Is equal to the ItemEstimatedTotal minus the ItemTotalTotal.

  • ItemTaxCode
  • ItemOwnerCostCode

Merge sub-table start and end tags: PrimeInvItemsCO

Mail merge sub-table fields:

  • CONumber
  • ItemNumber
  • ItemCode
  • ItemDescription
  • ItemUnit
  • ItemUnitPrice
  • ItemEstimatedQuantity
  • ItemEstimatedTotal
  • ItemPreviousQuantity
  • ItemPreviousTotal
  • ItemQuantity
  • ItemTotal
  • ItemPercentComplete
  • ItemRetainage
  • ItemLessRetainageSubtotal
  • ItemLessRetainageTaxTotal
  • ItemLessRetainageTotal
  • ItemTotalQuantity

    Is equal to the ItemPreviousQuantity plus the ItemQuantity.

  • ItemTotalTotal

    Is equal to the ItemPreviousTotal plus the ItemTotal.

  • ItemRemainingQuantity

    Is equal to the ItemEstimatedQuantity minus the ItemTotalQuantity.

  • ItemRemainingTotal

    Is equal to the ItemEstimatedTotal minus the ItemTotalTotal.

  • ItemTaxCode
  • ItemOwnerCostCode

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.