Microsoft Word Template - Purchase Order (PO)

Default Template

Default Word Document: PO.dot
Upload Feature Category: PO

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

Click here for options.

Bookmarks - Prime Contract Number, Type, Subject, and Scope

PrimeContractNumber
PrimeContractType
PrimeContractWorkSubject
PrimeContractWorkScope
PrimeContractInclusions
PrimeContractExclusions
PrimeContractClarifications
PrimeContractOwnerPORef

Bookmarks - Prime Contract Specific Address

PrimeContractAddress1
PrimeContractAddress2
PrimeContractCity
PrimeContractState
PrimeContractZipCode
PrimeContractCountry
PrimeContractPhone
PrimeContractFax

Bookmarks - From Company/Contact (Prime Contractor | Your Company)

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 - To Company/Contact (Supplier)

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 - PO General Information

PONumber
PODate
POType
POSubject
POTerms
POFOB
PODefaultDeliveryDate
POReminderDate
POStatus
POStatusDate
POPrintComments
POInternalComments
POSubtotal
POTaxTotal
POTotal

Bookmarks - Breakdown of POTaxTotal Per Tax Code

Click here for details.

Bookmarks - PO Authorized By Information

POAuthorizedDate
AuthorizedByFirstName
AuthorizedByMiddleName
AuthorizedByLastName
AuthorizedBySuffix
AuthorizedByContact
AuthorizedByTitle
AuthorizedByMobilePhone
AuthorizedByEmail

Special e-Sign Bookmark (Contract Admin and Procurement Templates Only): AuthorizedBySignature

Bookmarks - PO Ship To Information

POShipVia
POShipCompany
POShipContact
POShipAddress1
POShipAddress2
POShipCity
POShipState
POShipZipCode
POShipCountry

Mail Merge Table - PO Line Items

Merge Table Start and End Tags: PODetails

ItemNumber
ItemCode
ItemUPC
ItemManufacturer
ItemManufacturerPartNumber
ItemDescription
ItemUnit
ItemQuantity
ItemUnitPrice
ItemSubtotal
ItemTaxTotal
ItemTotal
ItemCostCode
ItemCostResource
ItemTaxCode
ItemEstDeliveryDate
ItemSize
ItemShipWeight
ItemShipHeight
ItemShipWidth
ItemShipDepth

Mail Merge Table - Linked Documents and Images

The report includes only linked files and images that have the grant access option selected.

Linked documents listing

Merge table start and end tags: LinkedDocuments

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate

Linked images listing

Merge table start and end tags: LinkedImages

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate
DocumentImage

Microsoft Word template example including both mail merge table options.