Cost Plus prime contract invoice Microsoft Word template with details grouped by transaction reference

Default templates and upload category

Default Microsoft Word template:

• Cost Plus without GMP:   PrimeInvoice-CostPlus-ItemsGroupedByTransRef.dot
• Cost Plus with GMP:   PrimeInvoice-CostPlus-ItemsGroupedByTransRef.dot

Upload feature category: Prime Invoice - Cost Plus - Items Grouped By Transaction Reference

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 status and dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Prime contract specific address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

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 - Prime invoice from company/contact (prime company or contractor)

• 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 - Prime invoice to company/contact (client)

• 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 - Prime invoice number, dates, terms, and comments

• PrimeInvNumber
• PrimeInvOrderNumber
• PrimeInvDate
• PrimeInvDateSpelled
• PrimeInvPaymentDueDate
• PrimeInvPaymentDueDateSpelled
• PrimeInvTerms
• PrimeInvPrintComments
• PrimeInvInternalComments

Bookmarks - Prime invoice current work completed gross values

Bookmarks listed below do not include retainage and taxation.

• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled

Bookmarks - Prime invoice retainage percentages

• PrimeInvWorkRetainagePercent
• PrimeInvMaterialRetainagePercent

  Only applicable to Fixed Lump Sum invoices.

Bookmarks - Prime invoice previous, current, and total retainage

• PrimeInvPreviousRetainTotal
• PrimeInvCurrentRetainTotal
• PrimeInvRetainTotal (includes billed retainage)

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

• PrimeInvPreviousBilledRetainTotal
• PrimeInvCurrentBilledRetainTotal
• PrimeInvBilledRetainTotal

Bookmarks - Prime invoice previous net values and balance to complete

• PrimeInvPreviousLessRetainSubtotal
• PrimeInvPreviousLessRetainTaxTotal
• PrimeInvPreviousLessRetainTotal
• PrimeInvPreviousBalanceToFinishSubtotal (includes retainage)
• PrimeInvPreviousBalanceToFinishTaxTotal
• PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime invoice current net values and balance to complete

• PrimeInvCurrentLessRetainSubtotal
• PrimeInvCurrentLessRetainSubtotalSpelled
• PrimeInvCurrentLessRetainTaxTotal
• PrimeInvCurrentLessRetainTaxTotalSpelled
• PrimeInvCurrentLessRetainTotal
• PrimeInvCurrentLessRetainTotalSpelled

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

• PrimeInvPercentComplete
• PrimeInvBalanceToFinishSOVGrossSubtotal
• PrimeInvBalanceToFinishCOsGrossSubtotal
• PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
• PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
• PrimeInvBalanceToFinishTaxTotal
• PrimeInvBalanceToFinishTotal
• PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
• PrimeInvLessRetainTaxTotal
• PrimeInvLessRetainTotal

Bookmarks - Breakdown of PrimeInvCurrentLessRetainTaxTotal per tax code

Learn more here.

Mail merge table fields

ItemLessRetainageSubtotal, ItemLessRetainageTaxTotal, and ItemLessRetainageTotal fields will be shown less retainage.

Merge table start and end tags: PrimeInvItemsGrouped

Grouping fields:

• ItemReference
• ItemReferenceTotal
• ItemReferenceRetainage
• ItemReferenceLessRetainageSubtotal
• ItemReferenceLessRetainageTaxTotal
• ItemReferenceLessRetainageTotal
• Invoice item details:
  • Mail merge sub-table start and end tags: PrimeInvItems
  • Mail merge sub-table fields:
    • ItemNumber
    • ItemCode
    • ItemDescription
    • ItemManufacturer
    • ItemManufacturerPartNumber
    • ItemUPC
    • ItemUnit
    • ItemQuantity
    • ItemUnitPrice
    • ItemRetainage
    • ItemLessRetainageSubtotal
    • ItemLessRetainageTaxTotal
    • ItemLessRetainageTotal
    • ItemTotal
    • ItemOriginalValue
    • ItemTaxCode
    • ItemCostCode
    • ItemCostCodeDesc
    • ItemCostCodeDiv
    • ItemCostCodeDivDesc
    • ItemOwnerCostCode