Subcontract change order (SCO) to vendor email template
Default template
Default template: SCO.html
Upload feature category: Subcontract Change Order (SCO)
Bookmark formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
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
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Prime contract number, type, subject, and scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
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
Bookmarks - From company/contact (prime contractor)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - To company/contact (subcontractor)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
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 - 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 - Previous approved SCO summary
- PreviousSCOSubtotal
- PreviousSCOSubtotalSpelled
- PreviousSCOTaxTotal
- PreviousSCOTotal
- PreviousSCOTotalSpelled
Bookmarks - Previous revised subcontract
- PreviousRevisedSubcontractSubtotal
- PreviousRevisedSubcontractSubtotalSpelled
- PreviousRevisedSubcontractTaxTotal
- PreviousRevisedSubcontractTotal
- PreviousRevisedSubcontractTotalSpelled
Bookmarks - Current revised subcontract
- CurrentRevisedSubcontractSubtotal
- CurrentRevisedSubcontractSubtotalSpelled
- CurrentRevisedSubcontractTaxTotal
- CurrentRevisedSubcontractTotal
- CurrentRevisedSubcontractTotalSpelled
Table - SCO line items
The following fields are not included in the default template.
Table Start Tag: {ItemTable}
- ItemNumber
- ItemDescription
- ItemQuantity
- ItemUnit
- ItemUnitPrice
- ItemSubtotal
- ItemTaxTotal
- ItemTotal
- ItemUPC
- ItemManufacturer
- ItemManufacturerCatalogNum