Unit Price prime contract Invoice with item details summarized by owner code Microsoft Word template

Default templates and upload category

Default Microsoft Word template:

AIA Style: PrimeInvoice-UnitPrice-ItemsSummedByOwnerCode.dot

Upload feature category: Prime Invoice - Unit Price - 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 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 current work completed gross values

Bookmarks listed below do not include retainage and taxation.

PrimeInvCurrentTotal
PrimeInvCurrentTotalSpelled

Bookmarks - Prime invoice retainage percentages

PrimeInvWorkRetainagePercent
PrimeInvMaterialRetainagePercent
Only applicable to Fixed Lump Sum invoices.

Bookmarks - Prime invoice previous, current, and total retainage

PrimeInvPreviousRetainTotal
PrimeInvCurrentRetainTotal
PrimeInvRetainTotal (includes billed retainage)

Bookmarks - Prime invoice previous, current, and total billed retainage

PrimeInvPreviousBilledRetainTotal
PrimeInvCurrentBilledRetainTotal
PrimeInvBilledRetainTotal

Bookmarks - Prime invoice current net values

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 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)
OwnerPreviousTotal (excludes retainage)
OwnerPreviousPercentComplete ((OwnerPreviousTotal / OwnerRevisedContractTotal) * 100)
OwnerPreviousRetainTotal
OwnerPreviousTotalLessRetain (OwnerPreviousTotal - OwnerPreviousRetainTotal)
OwnerCurrentTotal (excludes retainage)
OwnerCurrentPercentComplete ((OwnerCurrentTotal / OwnerRevisedContractTotal) * 100)
OwnerCurrentRetainTotal (current retainage total excluding current billed retainage)
OwnerCurrentBilledRetainTotal
OwnerCurrentTotalLessRetain (OwnerCurrentTotal + OwnerCurrentBilledRetainTotal - OwnerCurrentRetainTotal)
OwnerTotal (OwnerPreviousTotal + OwnerCurrentTotal)
OwnerRetainTotal (OwnerPreviousRetainTotal + OwnerCurrentRetainTotal - OwnerCurrentBilledRetainTotal)
OwnerTotalLessRetain (OwnerTotal - OwnerRetainTotal)
OwnerBalanceToFinish (OwnerRevisedContractTotal - OwnerTotal)
OwnerPercentComplete ((OwnerTotal / OwnerRevisedContractTotal) * 100)