Purchase order change order (PO CO) Microsoft Word template
Default template and upload category
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Default Microsoft Word template: POCO.dot
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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
- 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
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
- 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
- PONumber
- PODate
- POType
- POSubject
- POSubtotal
- POTaxTotal
- POTotal
Learn more about the breakdown of POTaxTotal per tax code.
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POCOOrderNumber
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POCONumber
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POCODate
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POCOType
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POCOSubject
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POCORefCONumber
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POCORefWONumber
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POCOTerms
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POCOStatus
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POCOStatusDate
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POCOSubtotal
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POCOTaxTotal
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POCOTotal
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POCOInternalComments
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POCOComments
Learn more about the breakdown of POCOTaxTotal per tax code.
- AuthorizedByFirstName
- AuthorizedByMiddleName
- AuthorizedByLastName
- AuthorizedBySuffix
- AuthorizedByContact
- AuthorizedByTitle
- AuthorizedByMobilePhone
- AuthorizedByEmail
Special e-Sign bookmark for Contract Admin and Procurement templates only: AuthorizedBySignature
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POCOShipVia
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POCOShipAddress1
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POCOShipAddress2
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POCOShipCity
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POCOShipState
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POCOShipZipCode
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POCOShipCountry
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CurrentPOCOSubtotal
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CurrentPOCOTaxTotal
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CurrentPOCOTotal
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CurrentRevisedPOSubtotal
Is equal to the sum of POSubtotal, PreviousPOCOSubtotal, and CurrentPOCOSubtotal.
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CurrentRevisedPOTaxTotal
Is equal to the sum of POTaxTotal, PreviousPOCOTaxTotal, and CurrentPOCOTaxTotal.
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CurrentRevisedPOTotal
Is equal to the sum of POTotal, PreviousPOCOTotal, and CurrentPOCOTotal.
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PreviousPOCOCount
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PreviousPOCOSubtotal
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PreviousPOCOTaxTotal
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PreviousPOCOTotal
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PreviousPOSubtotalRevised
Is equal to the POSubtotal plus the PreviousPOCOSubtotal.
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PreviousPOTaxTotalRevised
Is equal to the POTaxTotal plus the PreviousPOCOTaxTotal.
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PreviousPOTotalRevised
Is equal to the POTotal plus the PreviousPOCOTotal.
Mail merge table
Merge table start and end tags: POCODetails
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ItemNumber
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ItemDescription
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ItemUnit
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ItemUnitPrice
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POCOItemQuantity
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POCOItemSubtotal
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POCOItemTaxTotal
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POCOItemTotal
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ItemCostCode
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ItemCostResource
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ItemTaxCode