Fixed Lump Sum prime contract invoice with job cost code details grouped by owner code Microsoft Word templates

This template is used for Fixed Lump Sum contracts where invoice details, such as original contract and CO items, are summarized by job cost code and then these codes are grouped by owner code. All job cost codes must reference an owner code, otherwise they will not appear on the prime invoice continuation page (second page).

Default templates and upload category

Default Microsoft Word template:

• Standard: PrimeInvoice-FLS-JCCDetailsGroupedByOwnerCode.dot
• With tax broken out on the first page: PrimeInvoice-FLS-JCCDetailsGroupedByOwnerCode-TaxShown.dot

Upload feature category: Prime Invoice - Fixed Lump Sum - Job Cost Codes Grouped By Owner Code

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 contract retainage percentages, original contract amounts, and damages or incentives per day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

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 (owner or 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 previous and current change orders

• PrimeInvPreviousCOSubtotal
• PrimeInvPreviousCOTaxTotal
• PrimeInvPreviousCOTotal
• PrimeInvCurrentCOSubtotal
• PrimeInvCurrentCOTaxTotal
• PrimeInvCurrentCOTotal

Bookmarks - Prime invoice revised contract totals

• PrimeInvOriginalContractSubtotal
• PrimeInvOriginalContractTaxTotal
• PrimeInvOriginalContractTotal
• PrimeInvNetChangesSubtotal     (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
• PrimeInvNetChangesTaxTotal     (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
• PrimeInvNetChangesTotal     (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
• PrimeInvRevisedContractSubtotal
• PrimeInvRevisedContractTaxTotal
• PrimeInvRevisedContractTotal

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

Bookmarks listed below do not include retainage and taxation.

• PrimeInvPreviousWorkTotal
• PrimeInvPreviousStoredTotal
• PrimeInvPreviousTotal
• PrimeInvPreviousBilledScheduleOfValues
• PrimeInvPreviousBilledCOs

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

Bookmarks listed below do not include retainage and taxation.

• PrimeInvCurrentWorkTotal
• PrimeInvCurrentStoredTotal
• PrimeInvCurrentTotal
• PrimeInvCurrentTotalSpelled
• PrimeInvCurrentBilledScheduleOfValues
• PrimeInvCurrentBilledCOs

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

Bookmarks listed below do not include retainage and taxation.

• PrimeInvWorkTotal
• PrimeInvStoredTotal
• PrimeInvTotal     (PrimeInvWorkTotal + PrimeInvStoredTotal)
• PrimeInvTotalBilledScheduleOfValues
• PrimeInvTotalBilledCOs

Bookmarks - Prime invoice retainage percentages

• PrimeInvWorkRetainagePercent
• PrimeInvMaterialRetainagePercent

  Only applicable to Fixed Lump Sum invoices.

Bookmarks - Prime invoice previous, current, and total retainage

Stored refers to stored materials.

• PrimeInvPreviousRetainWorkTotal
• PrimeInvPreviousRetainStoredTotal
• PrimeInvPreviousRetainTotal
• PrimeInvCurrentRetainWorkTotal
• PrimeInvCurrentRetainStoredTotal
• PrimeInvCurrentRetainTotal
• PrimeInvRetainWorkTotal     (Includes Billed Retainage)
• PrimeInvRetainStoredTotal     (Includes Billed Retainage)
• PrimeInvRetainTotal     (Includes Billed Retainage)

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

• PrimeInvPreviousBilledRetainWorkTotal
• PrimeInvPreviousBilledRetainStoredTotal
• PrimeInvPreviousBilledRetainTotal
• PrimeInvCurrentBilledRetainWorkTotal
• PrimeInvCurrentBilledRetainStoredTotal
• PrimeInvCurrentBilledRetainTotal
• PrimeInvBilledRetainWorkTotal
• PrimeInvBilledRetainStoredTotal
• 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 - Owner codes and job cost codes

Merge table start and end tags: PrimeInvJCCsGrouped

Merge fields listed below do not include taxation.

• OwnerOrderNumber
• OwnerCode
• OwnerDescription
• OwnerOriginalValue     (sum of original contract items by owner code)
• OwnerNetChangeValue     (sum of approved CO items by owner code)
• OwnerRevisedContractTotal     (OwnerOriginalValue + OwnerNetChangeValue)
• OwnerRevisedContractTotalPercentOfContract     ((OwnerRevisedContractTotal / PrimeInvRevisedContractSubtotal) * 100)
• OwnerPreviousWorkTotal     (excludes retainage)
• OwnerPreviousStoredTotal     (excludes retainage)
• OwnerPreviousTotal     (OwnerPreviousWorkTotal + OwnerPreviousStoredTotal)
• OwnerPreviousPercentComplete     ((OwnerPreviousTotal / OwnerRevisedContractTotal) * 100)
• OwnerPreviousRetainWorkTotal
• OwnerPreviousRetainStoredTotal
• OwnerPreviousRetainTotal     (OwnerPreviousRetainWorkTotal + OwnerPreviousRetainStoredTotal)
• OwnerPreviousTotalLessRetain     (OwnerPreviousTotal - OwnerPreviousRetainTotal)
• OwnerCurrentScheduleValueTotal     (current original contract items invoice total)
• OwnerCurrentScheduleValueRetainTotal     (current original contract items retainage)
• OwnerCurrentScheduleValueTotalLessRetain     (OwnerCurrentScheduleValueTotal - OwnerCurrentScheduleValueRetainTotal)
• OwnerCurrentChangeOrderTotal
• OwnerCurrentChangeOrderRetainTotal     (current CO items retainage)
• OwnerCurrentChangeOrderTotalLessRetain     (OwnerCurrentChangeOrderTotal - OwnerCurrentChangeOrderRetainTotal)
• OwnerCurrentWorkTotal     (excludes retainage)
• OwnerCurrentStoredTotal     (excludes retainage)
• OwnerCurrentTotal     (OwnerCurrentWorkTotal + OwnerCurrentStoredTotal)
• OwnerCurrentPercentComplete     ((OwnerCurrentTotal / OwnerRevisedContractTotal) * 100)
• OwnerCurrentRetainWorkTotal     (current work retainage total excluding current billed work retainage)
• OwnerCurrentRetainStoredTotal     (current stored material retainage total excluding current billed work retainage)
• OwnerCurrentRetainTotal     (OwnerCurrentRetainWorkTotal + OwnerCurrentRetainStoredTotal)
• OwnerCurrentBilledRetainWork
• OwnerCurrentBilledRetainStored
• OwnerCurrentBilledRetainTotal     (OwnerCurrentBilledRetainWork + OwnerCurrentBilledRetainStored)
• OwnerCurrentTotalLessRetain     (OwnerCurrentTotal + OwnerCurrentBilledRetainTotal - OwnerCurrentRetainTotal)
• OwnerWorkTotal     (OwnerPreviousWorkTotal + OwnerCurrentWorkTotal)
• OwnerStoredTotal     (OwnerPreviousStoredTotal + OwnerCurrentStoredTotal)
• OwnerTotal     (OwnerPreviousTotal + OwnerCurrentTotal)
• OwnerRetainWorkTotal     (OwnerPreviousRetainWorkTotal + OwnerCurrentRetainWorkTotal - OwnerCurrentBilledRetainWork)
• OwnerRetainStoredTotal     (OwnerPreviousRetainStoredTotal + OwnerCurrentRetainStoredTotal - OwnerCurrentBilledRetainStored)
• OwnerRetainTotal     (OwnerPreviousRetainTotal + OwnerCurrentRetainTotal - OwnerCurrentBilledRetainTotal)
• OwnerTotalLessRetain     (OwnerTotal - OwnerRetainTotal)
• OwnerBalanceToFinish     (OwnerRevisedContractTotal - OwnerTotal)
• OwnerPercentComplete     ((OwnerTotal / OwnerRevisedContractTotal) * 100)
• Job cost code Ddetails:
  • Mail merge sub-table start and end tags: PrimeInvJCCs
  • Mail merge sub-table fields:
    • JCCOrderNumber
    • JCCCode
    • JCCDescription
    • JCCOwnerCode
    • JCCOwnerDescription
    • JCCOriginalValue     (sum of original contract items by job cost code)
    • JCCNetChangeValue     (sum of approved CO items by job cost code)
    • JCCRevisedContractTotal     (JCCOriginalValue + JCCNetChangeValue)
    • JCCRevisedContractTotalPercentOfContract     ((JCCRevisedContractTotal / PrimeInvRevisedContractSubtotal) * 100)
    • JCCPreviousWorkTotal     (excludes retainage)
    • JCCPreviousStoredTotal     (excludes retainage)
    • JCCPreviousTotal     (JCCPreviousWorkTotal + JCCPreviousStoredTotal)
    • JCCPreviousPercentComplete     ((JCCPreviousTotal / JCCRevisedContractTotal) * 100)
    • JCCPreviousRetainWorkTotal
    • JCCPreviousRetainStoredTotal
    • JCCPreviousRetainTotal     (JCCPreviousRetainWorkTotal + JCCPreviousRetainStoredTotal)
    • JCCPreviousTotalLessRetain     (JCCPreviousTotal - JCCPreviousRetainTotal)
    • JCCCurrentScheduleValueTotal     (current original contract items invoice total)
    • JCCCurrentScheduleValueRetainTotal     (current original contract items retainage)
    • JCCCurrentScheduleValueTotalLessRetain     (JCCCurrentScheduleValueTotal - JCCCurrentScheduleValueRetainTotal)
    • JCCCurrentChangeOrderTotal
    • JCCCurrentChangeOrderRetainTotal     (current CO items retainage)
    • JCCCurrentChangeOrderTotalLessRetain     (JCCCurrentChangeOrderTotal - JCCCurrentChangeOrderRetainTotal)
    • JCCCurrentWorkTotal     (excludes retainage)
    • JCCCurrentStoredTotal     (excludes retainage)
    • JCCCurrentTotal     (JCCCurrentWorkTotal + JCCCurrentStoredTotal)
    • JCCCurrentPercentComplete     ((JCCCurrentTotal / JCCRevisedContractTotal) * 100)
    • 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)