Microsoft Word Template - Subcontract Change Order (SCO)

Default Template

Default Word Document: SCO.dot
Default Word Document With Tax Broken Out: SCO-TaxShown.dot
Upload Feature Category: Subcontract Change Order (SCO) - Item Details

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 - Prime Contract - Referenced Owner or Client

OwnerPrefix
OwnerFirstName
OwnerMiddleName
OwnerLastName
OwnerSuffix
OwnerContact
OwnerTitle
OwnerMobilePhone
OwnerEmail
OwnerCompanyCode
OwnerCompany
OwnerAddress1
OwnerAddress2
OwnerCity
OwnerState
OwnerZipCode
OwnerCountry
OwnerPhone
OwnerPhone2
OwnerFax
OwnerWebsite
OwnerGovTaxID

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 - Issued By (Prime Contractor)

IssuedByPrefix
IssuedByFirstName
IssuedByMiddleName
IssuedByLastName
IssuedBySuffix
IssuedByContact
IssuedByTitle
IssuedByMobilePhone
IssuedByEmail
IssuedByCompanyCode
IssuedByCompany
IssuedByAddress1
IssuedByAddress2
IssuedByCity
IssuedByState
IssuedByZipCode
IssuedByCountry
IssuedByPhone
IssuedByPhone2
IssuedByFax
IssuedByWebsite
IssuedByGovTaxID

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.

IssuedByE_Signature
IssuedByE_SignatureDate
IssuedByE_Initial

Bookmarks - Issued To (Subcontractor)

IssuedToPrefix
IssuedToFirstName
IssuedToMiddleName
IssuedToLastName
IssuedToSuffix
IssuedToContact
IssuedToTitle
IssuedToMobilePhone
IssuedToEmail
IssuedToCompanyCode
IssuedToCompany
IssuedToAddress1
IssuedToAddress2
IssuedToCity
IssuedToState
IssuedToZipCode
IssuedToCountry
IssuedToPhone
IssuedToPhone2
IssuedToFax
IssuedToWebsite
IssuedToGovTaxID

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.

IssuedToE_Signature
IssuedToE_SignatureDate
IssuedToE_Initial

Bookmarks - Subcontract Number, Type, Subject, and Scope

SubcontractNumber
SubcontractType
SubcontractWorkSubject
SubcontractWorkScope
SubcontractInclusions
SubcontractExclusions
SubcontractClarifications

Bookmarks - Subcontract Status and Dates

SubcontractIssueDate
SubcontractIssueDateSpelled
SubcontractStatus
SubcontractSignedDate
SubcontractSignedDateSpelled
SubcontractNTPDate
SubcontractEstStartDate
SubcontractEstSubstantialCompletion
SubcontractEstFinishDate

Bookmarks - Subcontract Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

SubcontractWorkRetainagePercent
SubcontractMaterialRetainagePercent
SubcontractSubtotal
SubcontractSubtotalSpelled
SubcontractTaxTotal
SubcontractTaxTotalSpelled
SubcontractTotal
SubcontractTotalSpelled
SubcontractGMP
SubcontractLiquidDamagesPerDay
SubcontractIncentivePerDay

Bookmarks - General SCO Information

SCONumber
SCOOrderNumber
SCOIssueDate
SCOInitiatedBy
SCOSubject
SCODescription
SCORefDrawing
SCORefLocation
SCORefRFI
SCORefSpecSection
SCORefOther
SCOStatus
SCOSignedDate

Bookmarks - Current SCO Schedule and Financial Impact Information

SCOScheduleImpact
SCOSubtotal
SCOSubtotalSpelled
SCOTaxTotal
SCOTaxTotalSpelled
SCOTotal
SCOTotalSpelled

Bookmarks - Breakdown of SCOTaxTotal Per Tax Code

Click here for details.

Bookmarks - Previous Approved SCO Summary Bookmarks

PreviousSCOSubtotal
PreviousSCOSubtotalSpelled
PreviousSCOTaxTotal
PreviousSCOTotal
PreviousSCOTotalSpelled

Bookmarks - Previous Revised Subcontract Bookmarks

PreviousRevisedSubcontractSubtotal
PreviousRevisedSubcontractSubtotalSpelled
PreviousRevisedSubcontractTaxTotal
PreviousRevisedSubcontractTotal
PreviousRevisedSubcontractTotalSpelled

Bookmarks - Current Revised Subcontract Bookmarks

CurrentRevisedSubcontractSubtotal
CurrentRevisedSubcontractSubtotalSpelled
CurrentRevisedSubcontractTaxTotal
CurrentRevisedSubcontractTotal
CurrentRevisedSubcontractTotalSpelled

Mail Merge Table - SCO Items

Merge Table Start and End Tags: SCODetails

ItemNumber
ItemCode
ItemUPC
ItemManufacturer
ItemManufacturerPartNumber
ItemDescription
ItemUnit
ItemQuantity
ItemUnitPrice
ItemSubtotal
ItemTaxTotal
ItemTotal
ItemCostCode
ItemTaxCode

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.