The merge fields available are found in the cm_mailmerge.csv file that is created as part of the registration process.
This CSV or 'Comma Separated Values' file has all the necessary contract management details for you to maintain on your template. Any templates created must be linked to this file via the path specified in the Contract Management Default window (Maintenance menu > Defaults):
In order to set up your templates and link them to this merge file, you must firstly create this file, or copy it from the Zavanti Application folder, to the folder as specified in the Defaults window.
You can then use the 'Mail Merge' functions of MS Word or MS Excel to set up your documents using the merge fields on this file as shown below:
|
Merge Field |
Description |
|
JOB_CODE |
Job Code relating to the selected contract |
|
JOB_DESCRIPTION |
Job Name relating to the selected contract |
|
COUNTER |
Template Counter |
|
CONTRACT_ID |
Contract Identifier |
|
CONTRACT_NO |
System Allocated Contract Number |
|
CONTRACT_NAME |
Contract Description |
|
SUBJECT |
Document Subject |
|
VALUE |
Value as entered |
|
CC |
CC list from those selected |
|
RESPONSE_BY |
Response required by date |
|
COMPANY |
Login Company code |
|
COM_ADDRESS |
Login Company Address |
|
COM_STATE |
Login Company State |
|
COM_POSTCODE |
Login Company Postcode |
|
COM_TOWN |
Login Company Town |
|
TO_COMPANY |
To Company |
|
TO_NAME |
To Name |
|
TO_ADDRESS1 |
To Address |
|
TO_ADDRESS2 |
To Address |
|
TO_ADDRESS3 |
To Address |
|
TO_STATE |
To State |
|
TO_POSTCODE |
To Postcode |
|
TO_FAX |
To Fax |
Additional mail merge fields have been added to the Contract Management document registration functionality. The mail merge fields now include supplier, and client details, as well as subcontractor expiry dates and retention details.
|
|
|
|
Template |
|
|
COUNTER |
Template Counter |
|
|
|
|
Contract Header |
|
|
CONTRACT_NAME |
Contract Title |
|
CONTRACT_NO |
System Allocated Contract Number |
|
CONTRACT_ID |
Contract Identifier |
|
|
|
|
Contract Details |
|
|
CM_DATE |
Contract Date |
|
CM_RETAIN_AMOUNT |
Retention Amount |
|
CM_RETAIN_MAX |
Retention MAX |
|
CM_DEFECT_PERIOD |
Defect Liability Period |
|
CM_DEFECT_END |
Defect End Date |
|
CM_LIQUIDATION_VALUE |
Liquidated Damages |
|
CM_VALUE |
Contract Value |
|
TRADE_CODE_VALUE |
Trade Breakdown |
|
|
|
|
|
|
|
COMPANY |
From Company Code |
|
COM_ADDRESS |
From Company Address |
|
COM_STATE |
From Company State |
|
COM_POSTCODE |
From Company Postcode |
|
COM_TOWN |
From Company Town |
|
COM_ABN |
From Company ABN |
|
TO_NAME |
To Name |
|
TO_ADDRESS1 |
To Address Ln1 |
|
TO_ADDRESS2 |
To Address Ln2 |
|
TO_ADDRESS3 |
To Address Ln3 |
|
TO_STATE |
To State |
|
TO_POSTCODE |
To Postcode |
|
TO_FAX |
To Fax |
|
CC |
CC list from those selected |
|
RESPONSE_BY |
Response required by date |
|
SUBJECT |
Document Subject |
|
JOB_CODE |
Job Code |
|
JOB_DESCRIPTION |
Job Name relating to the selected contract |
|
VALUE |
Value as entered |
|
|
|
|
Client Details |
|
|
DR_CODE |
Client Code |
|
DR_NAME |
Client Name |
|
SITE_CODE |
Site Code |
|
SITE_NAME |
Site Name |
|
SITE_ADDRESS_1 |
Site Address Ln1 |
|
SITE_ADDRESS_2 |
Site Address Ln2 |
|
SITE_ADDRESS_3 |
Site Address Ln3 |
|
SITE_ADDRESS_4 |
Site Address Ln4 |
|
SITE_STATE |
Site State |
|
SITE_ZIPCODE |
Site Zipcode |
|
SITE_PHONE_HOME |
Site Phone (home) |
|
SITE_PHONE_WORK |
Site Phone (work) |
|
SITE_FAX |
Site Phone (fax) |
|
|
|
|
Supplier/Subcontractor Details |
|
|
CR_TITLE |
Title |
|
CR_FIRST_NAME |
First Name |
|
CR_LAST_NAME |
Last Name |
|
CR_TERM_CODE |
Term Code |
|
CR_CONTACT |
Contact |
|
CR_PHONE_HOME |
Phone (home) |
|
CR_PHONE_WORK |
Phone (work) |
|
CR_FAX |
Phone (fax) |
|
CR_MOBILE |
Phone (mobile) |
|
CR_ABN |
ABN |
|
CR_SUB_WCCOMPANY |
Workers Comp Company |
|
CR_SUBEXPIRES |
Workers Comp Expiry |
|
CR_SUBPLCOMPANY |
Public Liability Company |
|
CR_PLEXPIRES |
Public Liability Expires |
|
CR_LILICENCE |
License |
|
CR_SUB_LIEXPIRES |
License Expires |
|
CR_BGAMOUNT |
Bank Guarantee Amount |
|
CR_SUBBGEXPIRES |
Bank Guarantee Expires |
|
CR_PICOMPANY |
Prof. Indemnity Company |
|
CR_PIEXPIRES |
Prof. Indemnity Expires |
A full list of mail merge fields can also be found in the 'sample' mail merge document in your Zavanti\ERP folder CM MAIL MERGE TEST.DOC