Purchase order change order (PO CO) Microsoft Word template
Default templates and upload category
Default Microsoft Word template: POCO.dot
Upload feature category: POCO
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 specific address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - From company/contact (prime contractor or 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
- POSubtotal
- POTaxTotal
- POTotal
Bookmarks - Breakdown of POTaxTotal per tax code
Learn more here.
Bookmarks - Purchase order change order (PO CO) general information
-
POCOOrderNumber
-
POCONumber
-
POCODate
-
POCOType
-
POCOSubject
-
POCORefCONumber
-
POCORefWONumber
-
POCOTerms
-
POCOStatus
-
POCOStatusDate
-
POCOSubtotal
-
POCOTaxTotal
-
POCOTotal
-
POCOInternalComments
-
POCOComments
Bookmarks - Breakdown of POCOTaxTotal per tax code
Learn more here.
Bookmarks - PO CO authorized by information
- AuthorizedByFirstName
- AuthorizedByMiddleName
- AuthorizedByLastName
- AuthorizedBySuffix
- AuthorizedByContact
- AuthorizedByTitle
- AuthorizedByMobilePhone
- AuthorizedByEmail
Special e-Sign bookmark (Contract Admin and Procurement templates only): AuthorizedBySignature
Bookmarks - PO CO ship to information
-
POCOShipVia
-
POCOShipAddress1
-
POCOShipAddress2
-
POCOShipCity
-
POCOShipState
-
POCOShipZipCode
-
POCOShipCountry
Bookmarks - Current approved PO CO information
-
CurrentPOCOSubtotal
-
CurrentPOCOTaxTotal
-
CurrentPOCOTotal
-
CurrentRevisedPOSubtotal (=POSubtotal + PreviousPOCOSubtotal + CurrentPOCOSubtotal)
-
CurrentRevisedPOTaxTotal (=POTaxTotal + PreviousPOCOTaxTotal + CurrentPOCOTaxTotal)
-
CurrentRevisedPOTotal (=POTotal + PreviousPOCOTotal + CurrentPOCOTotal)
Bookmarks - Previous approved PO CO information
-
PreviousPOCOCount
-
PreviousPOCOSubtotal
-
PreviousPOCOTaxTotal
-
PreviousPOCOTotal
-
PreviousPOSubtotalRevised (=POSubtotal + PreviousPOCOSubtotal)
-
PreviousPOTaxTotalRevised (=POTaxTotal + PreviousPOCOTaxTotal)
-
PreviousPOTotalRevised (=POTotal + PreviousPOCOTotal)
Mail merge table - PO CO line items
Merge table start and end tags: POCODetails
-
ItemNumber
-
ItemDescription
-
ItemUnit
-
ItemUnitPrice
-
POCOItemQuantity
-
POCOItemSubtotal
-
POCOItemTaxTotal
-
POCOItemTotal
-
ItemCostCode
-
ItemCostResource
-
ItemTaxCode