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