Fixed Lump Sum subcontract invoice with details summed by job cost code Microsoft Word template

• 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

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

• 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 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:

• ArchitectE_Signature
• ArchitectE_SignatureDate
• ArchitectE_Initial

• SubcontractNumber
• SubcontractType
• SubcontractWorkSubject
• SubcontractWorkScope
• SubcontractInclusions
• SubcontractExclusions
• SubcontractClarifications

• SubcontractIssueDate
• SubcontractIssueDateSpelled
• SubcontractStatus
• SubcontractSignedDate
• SubcontractSignedDateSpelled
• SubcontractNTPDate
• SubcontractEstStartDate
• SubcontractEstSubstantialCompletion
• SubcontractEstFinishDate

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

• 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

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

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

• SubInvOriginalContractSubtotal
• SubInvOriginalContractTaxTotal
• SubInvOriginalContractTotal
• SubInvNetChangesSubtotal

  Is equal to the SubInvPreviousCOSubtotal plus the SubInvCurrentCOSubtotal.

• SubInvNetChangesTaxTotal

  Is equal to the SubInvPreviousCOTaxTotal plus the SubInvCurrentCOTaxTotal.

• SubInvNetChangesTotal

  Is equal to the SubInvPreviousCOTotal plus the SubInvCurrentCOTotal.

• SubInvRevisedContractSubtotal
• SubInvRevisedContractTaxTotal
• SubInvRevisedContractTotal

• SubInvPreviousWorkTotal
• SubInvPreviousStoredTotal
• SubInvPreviousTotal
• SubInvPreviousBilledScheduleOfValues
• SubInvPreviousBilledSCOs

The bookmarks do not include retainage and taxation.

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

The bookmarks do not include retainage and taxation.

• SubInvWorkTotal
• SubInvStoredTotal
• SubInvTotal

  Is equal to the SubInvWorkTotal plus the SubInvStoredTotal.

• SubInvTotalBilledScheduleOfValues
• SubInvTotalBilledSCOs

The bookmarks do not include retainage and taxation.

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

Stored refers to stored materials.

• SubInvPreviousRetainWorkTotal
• SubInvPreviousRetainStoredTotal
• SubInvPreviousRetainTotal
• SubInvCurrentRetainWorkTotal
• SubInvCurrentRetainStoredTotal
• SubInvCurrentRetainTotal
• SubInvRetainWorkTotal     (includes billed retainage)
• SubInvRetainStoredTotal     (includes billed retainage)
• SubInvRetainTotal     (includes billed retainage)

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

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

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

The following fields are applicable to Fixed Lump Sum and Cost Plus with GMP invoices only:

• SubInvPercentComplete
• SubInvBalanceToFinishSOVGrossSubtotal
• SubInvBalanceToFinishSCOsGrossSubtotal
• SubInvBalanceToFinishGrossSubtotal

  Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal.

• SubInvBalanceToFinishSubtotal

  Is equal to the SubInvRevisedContractSubtotal minus the SubInvTotal minus the SubInvRetainTotal.

• SubInvBalanceToFinishTaxTotal
• SubInvBalanceToFinishTotal
• SubInvLessRetainSubtotal

  Is equal to the SubInvPreviousLessRetainSubtotal plus the SubInvCurrentLessRetainSubtotal.

• SubInvLessRetainTaxTotal
• SubInvLessRetainTotal

Learn more about the breakdown of SubInvCurrentLessRetainTaxTotal per tax code.

Merge table start and end tags: SubInvItemsSummary

• JCCOrderNumber
• JCCCode
• JCCDescription
• JCCOriginalValue

  Is equal to the sum of the original contract items by job cost code.

• JCCNetChangeValue

  Is equal to the sum of the approved SCO items by job cost code.

• JCCRevisedContractTotal

  Is equal to the JCCOriginalValue plus the JCCNetChangeValue.

• JCCPreviousWorkTotal (excludes retainage)
• JCCPreviousStoredTotal (excludes retainage)
• JCCPreviousTotal

  Is equal to the JCCPreviousWorkTotal plus the JCCPreviousStoredTotal.

• JCCPreviousRetainWorkTotal
• JCCPreviousRetainStoredTotal
• JCCPreviousRetainTotal

  Is equal to the JCCPreviousRetainWorkTotal plus the JCCPreviousRetainStoredTotal.

• JCCPreviousTotalLessRetain

  Is equal to the JCCPreviousTotal minus the JCCPreviousRetainTotal.

• JCCCurrentWorkTotal (excludes retainage)
• JCCCurrentStoredTotal (excludes retainage)
• JCCCurrentTotal

  Is equal to the JCCCurrentWorkTotal plus the JCCCurrentStoredTotal.

• JCCCurrentRetainWorkTotal

  Is equal to the current work retainage total excluding current billed work retainage.

• JCCCurrentRetainStoredTotal

  Is equal to the current stored material retainage total excluding current billed stored retainage.

• JCCCurrentRetainTotal

  Is equal to the JCCCurrentRetainWorkTotal plus the JCCCurrentRetainStoredTotal.

• JCCCurrentBilledRetainWork
• JCCCurrentBilledRetainStored
• JCCCurrentBilledRetainTotal

  Is equal to the JCCCurrentBilledRetainWork plus the JCCCurrentBilledRetainStored.

• JCCCurrentTotalLessRetain

  Is equal to the sum of the JCCCurrentTotal and JCCCurrentBilledRetainTotal, minus the JCCCurrentRetainTotal.

• JCCWorkTotal

  Is equal to the JCCPreviousWorkTotal plus the JCCCurrentWorkTotal.

• JCCStoredTotal

  Is equal to the JCCPreviousStoredTotal plus the JCCCurrentStoredTotal.

• JCCTotal

  Is equal to the JCCPreviousTotal plus the JCCCurrentTotal.

• JCCRetainWorkTotal

  Is equal to the sum of the JCCPreviousRetainWorkTotal and JCCCurrentRetainWorkTotal, minus the JCCCurrentBilledRetainWork.

• JCCRetainStoredTotal

  Is equal to the sum of the JCCPreviousRetainStoredTotal and JCCCurrentRetainStoredTotal, minus the JCCCurrentBilledRetainStored.

• JCCRetainTotal

  Is equal to the sum of the JCCPreviousRetainTotal and JCCCurrentRetainTotal, minus the JCCCurrentBilledRetainTotal.

• JCCTotalLessRetain

  Is equal to the JCCTotal minus the JCCRetainTotal.

• JCCBalanceToFinish

  Is equal to the JCCRevisedContractTotal minus the JCCTotal.

• JCCPercentComplete

  Is equal to the JCCTotal divided by the JCCRevisedContractTotal, multiplied by 100.

Merge table start and end tags: SubInvOriginalItems

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

Merge table start and end tags: SubInvSCO

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

Merge table start and end tags: SubInvBilledRetainage

• ItemNumber
• JCCCode
• JCCDescription
• JCCPreviousRetainWorkTotal
• JCCPreviousRetainStoredTotal
• JCCPreviousRetainTotal

  Is equal to the JCCPreviousRetainWorkTotal plus the JCCPreviousRetainStoredTotal.

• JCCCurrentRetainWorkTotal (excludes current billed work retainage)
• JCCCurrentRetainStoredTotal (excludes current billed stored retainage)
• JCCCurrentRetainTotal

  Is equal to the JCCCurrentRetainWorkTotal plus the JCCCurrentRetainStoredTotal.

• JCCCurrentBilledRetainWork
• JCCCurrentBilledRetainStored
• JCCCurrentBilledRetainTotal

  Is equal to the JCCCurrentBilledRetainWork plus the JCCCurrentBilledRetainStored.

• JCCRetainWorkTotal

  Is equal to the sum of the JCCPreviousRetainWorkTotal and JCCCurrentRetainWorkTotal, minus the JCCCurrentBilledRetainWork.

• JCCRetainStoredTotal

  Is equal to the sum of the JCCPreviousRetainStoredTotal and JCCCurrentRetainStoredTotal, minus the JCCCurrentBilledRetainStored.

• JCCRetainTotal

  Is equal to the sum of the JCCPreviousRetainTotal and JCCCurrentRetainTotal, minus the JCCCurrentBilledRetainTotal.

Merge table start and end tags: SubInvSCOItems

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