Unit Price prime contract invoice with item details summed by job cost code Microsoft Word template
Related information
Related topics
Default template and upload category
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Default Microsoft Word template:
- AIA Style: PrimeInvoice-UnitPrice-ItemsSummedByCostCode.dot
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Upload feature category: Prime Invoice - Unit Price - Items Summed 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
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
Typically, a job cost code is created for each Unit Price item listed in the prime contract’s Unit Price items table (original items), as well as for new Unit Price items added through change orders (COS). These job cost codes are then used to group and total financials and quantities, as shown below.
Merge table start and end tags: PrimeInvItemsSummary
- JCCOrderNumber
- JCCCode
- JCCDescription
- JCCQuantity
- JCCUnit
- RevisedContractItemUnitPrice
- RevisedContractItemEstimatedQuantity
- RevisedContractItemEstimatedValue
The 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
- RevisedContractItemPreviousTotal
- RevisedContractItemCurrentTotal
- RevisedContractItemTotal
- RevisedContractItemPreviousTotalRetainage
- RevisedContractItemPreviousBilledRetainage
- RevisedContractItemCurrentTotalRetainage
- RevisedContractItemCurrentBilledRetainage
- RevisedContractItemTotalRetainage
- RevisedContractItemCurrentTotalLessRetain
- RevisedContractItemCurrentTotalLessRetainTax
- RevisedContractItemCurrentTotalLessRetainTotal
- RevisedContractItemPercentComplete
- RevisedContractItemBalance
- PrimeContractItemUnit
- PrimeContractItemUnitPrice
- PrimeContractItemEstimatedQuantity
- PrimeContractItemEstimatedValue
- PrimeContractItemPreviousBilledQuantity
- PrimeContractItemCurrentBilledQuantity
- PrimeContractItemTotalBilledQuantity
- PrimeContractItemPreviousTotal
- PrimeContractItemCurrentTotal
- PrimeContractItemTotal
- PrimeContractItemCurrentRetainTotal
- PrimeContractItemCurrentTotalLessRetain
- PrimeContractItemCurrentTotalLessRetainTax
- PrimeContractItemCurrentTotalLessRetainTotal
- PrimeContractItemPercentComplete
- PrimeContractItemBalance
- COItemUnit
- COItemUnitPrice
- COItemEstimatedQuantity
- COItemEstimatedValue
- COItemPreviousBilledQuantity
- COItemCurrentBilledQuantity
- COItemTotalBilledQuantity
- COItemPreviousTotal
- COItemCurrentTotal
- COItemTotal
- COItemCurrentRetainTotal
- COItemCurrentTotalLessRetain
- COItemCurrentTotalLessRetainTax
- COItemCurrentTotalLessRetainTotal
- COItemPercentComplete
- COItemBalance