Fixed Lump Sum subcontract invoice with details listed by item type Microsoft Word template

Default templates and upload category

• Default Microsoft Word template: SubInvoice-FLS-ItemDetails.dot
• Default Microsoft Word template with tax broken out:SubInvoice-FLS-ItemDetails.dot

Upload Feature Category:Subcontract Invoice - Fixed Lump Sum - 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

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 - 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 - 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, and damages or incentives per day

• SubcontractWorkRetainagePercent
• SubcontractMaterialRetainagePercent
• SubcontractSubtotal
• SubcontractSubtotalSpelled
• SubcontractTaxTotal
• SubcontractTaxTotalSpelled
• SubcontractTotal
• SubcontractTotalSpelled
• SubcontractGMP
• SubcontractLiquidDamagesPerDay
• SubcontractIncentivePerDay

Bookmarks - Sub invoice from company/contact (subcontractor)

• 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 - Sub invoice to company/contact (prime contractor)

• 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 - Sub invoice number, dates, terms, comments

• SubInvNumber
• SubInvOrderNumber
• SubInvDate
• SubInvDateSpelled
• SubInvPaymentDueDate
• SubInvPaymentDueDateSpelled
• SubInvTerms
• SubInvPrintComments
• SubInvInternalComments

Bookmarks - Sub invoice previous and current change orders

• SubInvPreviousSCOSubtotal
• SubInvPreviousSCOTaxTotal
• SubInvPreviousSCOTotal
• SubInvCurrentSCOSubtotal
• SubInvCurrentSCOTaxTotal
• SubInvCurrentSCOTotal

Bookmarks - Sub invoice revised contract totals

• SubInvOriginalContractSubtotal
• SubInvOriginalContractTaxTotal
• SubInvOriginalContractTotal
• SubInvNetChangesSubtotal     (SubInvPreviousCOSubtotal + SubInvCurrentCOSubtotal)
• SubInvNetChangesTaxTotal     (SubInvPreviousCOTaxTotal + SubInvCurrentCOTaxTotal)
• SubInvNetChangesTotal     (SubInvPreviousCOTotal + SubInvCurrentCOTotal)
• SubInvRevisedContractSubtotal
• SubInvRevisedContractTaxTotal
• SubInvRevisedContractTotal

Bookmarks - Sub invoice previous work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvPreviousWorkTotal
• SubInvPreviousStoredTotal
• SubInvPreviousTotal
• SubInvPreviousBilledScheduleOfValues
• SubInvPreviousBilledSCOs

Bookmarks - Sub invoice current work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvCurrentWorkTotal
• SubInvCurrentStoredTotal
• SubInvCurrentTotal
• SubInvCurrentTotalSpelled
• SubInvCurrentBilledScheduleOfValues
• SubInvCurrentBilledSCOs

Bookmarks - Sub invoice total work completed and stored materials gross values

Bookmarks listed below do not include retainage and taxation.

• SubInvWorkTotal
• SubInvStoredTotal
• SubInvTotal     (SubInvWorkTotal + SubInvStoredTotal)
• SubInvTotalBilledScheduleOfValues
• SubInvTotalBilledSCOs

Bookmarks - Sub invoice retainage percentages

• SubInvWorkRetainagePercent
• SubInvMaterialRetainagePercent (applicable to Fixed Lump Sum invoices only)

Bookmarks - Sub invoice previous, current, and total retainage

Stored refers to stored materials.

• SubInvPreviousRetainWorkTotal
• SubInvPreviousRetainStoredTotal
• SubInvPreviousRetainTotal
• SubInvCurrentRetainWorkTotal
• SubInvCurrentRetainStoredTotal
• SubInvCurrentRetainTotal
• SubInvRetainWorkTotal     (Includes Billed Retainage)
• SubInvRetainStoredTotal     (Includes Billed Retainage)
• SubInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Sub invoice previous, current, and total billed retainage

• SubInvPreviousBilledRetainWorkTotal
• SubInvPreviousBilledRetainStoredTotal
• SubInvPreviousBilledRetainTotal
• SubInvCurrentBilledRetainWorkTotal
• SubInvCurrentBilledRetainStoredTotal
• SubInvCurrentBilledRetainTotal
• SubInvBilledRetainWorkTotal
• SubInvBilledRetainStoredTotal
• SubInvBilledRetainTotal

Bookmarks - Sub invoice previous net values and balance to complete

• SubInvPreviousLessRetainSubtotal
• SubInvPreviousLessRetainTaxTotal
• SubInvPreviousLessRetainTotal
• SubInvPreviousBalanceToFinishSubtotal (includes retainage)
• SubInvPreviousBalanceToFinishTaxTotal
• SubInvPreviousBalanceToFinishTotal

Bookmarks - Sub Invoice - Current Net Values and Balance To Complete

• SubInvCurrentLessRetainSubtotal
• SubInvCurrentLessRetainSubtotalSpelled
• SubInvCurrentLessRetainTaxTotal
• SubInvCurrentLessRetainTaxTotalSpelled
• SubInvCurrentLessRetainTotal
• SubInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:

• SubInvPercentComplete
• SubInvBalanceToFinishSOVGrossSubtotal
• SubInvBalanceToFinishSCOsGrossSubtotal
• SubInvBalanceToFinishGrossSubtotal     (SubInvRevisedContractSubtotal - SubInvTotal)
• SubInvBalanceToFinishSubtotal     (SubInvRevisedContractSubtotal - (SubInvTotal - SubInvRetainTotal))
• SubInvBalanceToFinishTaxTotal
• SubInvBalanceToFinishTotal
• SubInvLessRetainSubtotal     (SubInvPreviousLessRetainSubtotal + SubInvCurrentLessRetainSubtotal)
• SubInvLessRetainTaxTotal
• SubInvLessRetainTotal

Bookmarks - Breakdown of SubInvCurrentLessRetainTaxTotal per tax code

Learn more here.

Default mail merge tables

Mail merge table fields - Original contract items

Merge table start and end tags: SubInvOriginalItems

Fields listed below do not include taxation.

• ItemNumber
• ItemCode
• ItemDescription
• ItemUnit
• ItemQuantity
• ItemValue
• ItemCostCode
• ItemCostCodeDescription
• PreviousWork
• PreviousStored
• PreviousTotal
• CurrentWork
• CurrentStored
• CurrentTotal
• CurrentRetainWork
• CurrentRetainStored
• CurrentRetainTotal
• CurrentLessRetainageSubtotal
• TotalCompleted
• PercentComplete
• BalanceToFinish

Mail merge table fields - SCO summary

Merge table start and end tags: SubInvSCO

Fields listed below do not include taxation.

• SCONumber
• ItemDescription
• ItemValue
• PreviousWork
• PreviousStored
• PreviousTotal
• CurrentWork
• CurrentStored
• CurrentTotal
• CurrentRetainWork
• CurrentRetainStored
• CurrentRetainTotal
• CurrentLessRetainageSubtotal
• TotalCompleted
• PercentComplete
• BalanceToFinish

Mail merge table fields - Billed retainage by job cost code

Merge table start and end tags: SubInvBilledRetainage

Fields listed below do not include taxation.

• ItemNumber
• JCCCode
• JCCDescription
• JCCPreviousRetainWorkTotal
• JCCPreviousRetainStoredTotal
• JCCPreviousRetainTotal     (JCCPreviousRetainWorkTotal + JCCPreviousRetainStoredTotal)
• JCCCurrentRetainWorkTotal     (excludes current billed work retainage)
• JCCCurrentRetainStoredTotal     (excludes current billed stored retainage)
• JCCCurrentRetainTotal     (JCCCurrentRetainWorkTotal + JCCCurrentRetainStoredTotal)
• JCCCurrentBilledRetainWork
• JCCCurrentBilledRetainStored
• JCCCurrentBilledRetainTotal     (JCCCurrentBilledRetainWork + JCCCurrentBilledRetainStored)
• JCCRetainWorkTotal     (JCCPreviousRetainWorkTotal + JCCCurrentRetainWorkTotal - JCCCurrentBilledRetainWork)
• JCCRetainStoredTotal     (JCCPreviousRetainStoredTotal + JCCCurrentRetainStoredTotal - JCCCurrentBilledRetainStored)
• JCCRetainTotal     (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)

Optional mail merge tables

Mail merge table fields - SCO line items

Merge table start and end tags: SubInvSCOItems

Fields listed below do not include taxation.

• SCONumber
• ItemNumber
• ItemDescription
• ItemQuantity
• ItemUnit
• ItemUnitPrice
• ItemValue
• ItemCostCode
• ItemCostCodeDescription
• PreviousWork
• PreviousStored
• PreviousTotal
• CurrentWork
• CurrentStored
• CurrentTotal
• CurrentRetainWork
• CurrentRetainStored
• CurrentRetainTotal
• CurrentTotalLessRetain
• TotalCompleted
• BalanceToFinish
• PercentComplete

Mail merge table fields - Job cost codes

Merge table start and end tags: SubInvItemsSummary

Merge fields listed below do not include taxation.

• JCCOrderNumber
• JCCCode
• JCCDescription
• JCCOriginalValue     (sum of original contract items by job cost code)
• JCCNetChangeValue     (sum of approved SCO items by job cost code)
• JCCRevisedContractTotal     (JCCOriginalValue + JCCNetChangeValue)
• JCCPreviousWorkTotal     (excludes retainage)
• JCCPreviousStoredTotal     (excludes retainage)
• JCCPreviousTotal     (JCCPreviousWorkTotal + JCCPreviousStoredTotal)
• JCCPreviousRetainWorkTotal
• JCCPreviousRetainStoredTotal
• JCCPreviousRetainTotal     (JCCPreviousRetainWorkTotal + JCCPreviousRetainStoredTotal)
• JCCPreviousTotalLessRetain     (JCCPreviousTotal - JCCPreviousRetainTotal)
• JCCCurrentWorkTotal     (excludes retainage)
• JCCCurrentStoredTotal     (excludes retainage)
• JCCCurrentTotal     (JCCCurrentWorkTotal + JCCCurrentStoredTotal)
• JCCCurrentRetainWorkTotal     (current work retainage total excluding current billed work retainage)
• JCCCurrentRetainStoredTotal     (current stored material retainage total excluding current billed stored retainage)
• JCCCurrentRetainTotal     (JCCCurrentRetainWorkTotal + JCCCurrentRetainStoredTotal)
• JCCCurrentBilledRetainWork
• JCCCurrentBilledRetainStored
• JCCCurrentBilledRetainTotal     (JCCCurrentBilledRetainWork + JCCCurrentBilledRetainStored)
• JCCCurrentTotalLessRetain     (JCCCurrentTotal + JCCCurrentBilledRetainTotal - JCCCurrentRetainTotal)
• JCCWorkTotal     (JCCPreviousWorkTotal + JCCCurrentWorkTotal)
• JCCStoredTotal     (JCCPreviousStoredTotal + JCCCurrentStoredTotal)
• JCCTotal     (JCCPreviousTotal + JCCCurrentTotal)
• JCCRetainWorkTotal     (JCCPreviousRetainWorkTotal + JCCCurrentRetainWorkTotal - JCCCurrentBilledRetainWork)
• JCCRetainStoredTotal     (JCCPreviousRetainStoredTotal + JCCCurrentRetainStoredTotal - JCCCurrentBilledRetainStored)
• JCCRetainTotal     (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)
• JCCTotalLessRetain     (JCCTotal - JCCRetainTotal)
• JCCBalanceToFinish     (JCCRevisedContractTotal - JCCTotal)
• JCCPercentComplete     ((JCCTotal / JCCRevisedContractTotal) * 100)