Subcontract change order (SCO) Microsoft Word template

Default templates and upload category

Default Microsoft Word template: SCO.dot
Default Microsoft Word template with tax broken out: SCO-TaxShown.dot
Upload feature category: Subcontract Change Order (SCO) - 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 - 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 - Issued by (prime contractor)

• IssuedByPrefix
• IssuedByFirstName
• IssuedByMiddleName
• IssuedByLastName
• IssuedBySuffix
• IssuedByContact
• IssuedByTitle
• IssuedByMobilePhone
• IssuedByEmail
• IssuedByCompanyCode
• IssuedByCompany
• IssuedByAddress1
• IssuedByAddress2
• IssuedByCity
• IssuedByState
• IssuedByZipCode
• IssuedByCountry
• IssuedByPhone
• IssuedByPhone2
• IssuedByFax
• IssuedByWebsite
• IssuedByGovTaxID

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.

• IssuedByE_Signature
• IssuedByE_SignatureDate
• IssuedByE_Initial

Bookmarks - Issued to (subcontractor)

• IssuedToPrefix
• IssuedToFirstName
• IssuedToMiddleName
• IssuedToLastName
• IssuedToSuffix
• IssuedToContact
• IssuedToTitle
• IssuedToMobilePhone
• IssuedToEmail
• IssuedToCompanyCode
• IssuedToCompany
• IssuedToAddress1
• IssuedToAddress2
• IssuedToCity
• IssuedToState
• IssuedToZipCode
• IssuedToCountry
• IssuedToPhone
• IssuedToPhone2
• IssuedToFax
• IssuedToWebsite
• IssuedToGovTaxID

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.

• IssuedToE_Signature
• IssuedToE_SignatureDate
• IssuedToE_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 - 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 - Breakdown of SCOTaxTotal per tax code

Learn more here.

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

Mail merge table - SCO items

Merge table start and end tags: SCODetails

• ItemNumber
• ItemCode
• ItemUPC
• ItemManufacturer
• ItemManufacturerPartNumber
• ItemDescription
• ItemUnit
• ItemQuantity
• ItemUnitPrice
• ItemSubtotal
• ItemTaxTotal
• ItemTotal
• ItemCostCode
• ItemTaxCode