Document

E-mail

Field

Premium Type Name

ü

ü

ü

•    Word Ribbon

Premium Information / Premium Type

•    E-mail

[[Premium_PremiumType]]

•    Calculated Field

[[PremiumInfo[PremiumTypeId='#']/PremiumType]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Gross Premium Amount

ü

ü

ü

•    Word Ribbon

Premium Information / Gross Premium Amount

•    E-mail

[[Premium_Amount]]

•      Calculated Field

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/GrossPremium]]

[[PremiumInfo[PremiumType='name']/Amount]]

[[PremiumInfo[PremiumTypeId='#']/Amount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type Name or ID.

Document

E-mail

Field

Total Gross Premium Amount

ü

ü

ü

•    Word Ribbon

Premium Summary / Total Gross Premium Amount

•    E-mail

[[TotalGrossPremiumAmount]]

•    Calculated Field

See the $TotalGrossPremiumAmount() function.

Document

E-mail

Field

Premium Currency Name

ü

ü

ü

•    Word Ribbon

Premium Summary / Currency Name

•    E-mail

[[PremiumCurrencyName]]

•    Calculated Field

[[PremiumCurrencyName]]

Document

E-mail

Field

Premium Currency Code

ü

ü

ü

•    Word Ribbon

Premium Summary / Currency Code

•    E-mail

[[PremiumCurrencyCode]]

•    Calculated Field

[[PremiumCurrencyCode]]

Document

E-mail

Field

Commission

ü

ü

ü

•    Word Ribbon

Premium Information / Commission

•    E-mail

[[Premium_CommissionAmount]]

•      Calculated Field

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/CommissionAmount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Total Commission Amount

ü

ü

ü

•    Word Ribbon

Premium Summary / Total Commission Amount

•    E-mail

[[TotalCommissionAmount]]

•    Calculated Field

See the $TotalCommissionAmount() function

Document

E-mail

Field

Net Premium

ü

ü

ü

•    Word Ribbon

Premium Information / Net Premium

•    E-mail

[[Premium_NetPremium]]

•      Calculated Field

[[PremiumCommissionList/PremiumCommissionInfo[PremiumTypeId='#']/NetPremium]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Total Net Premium Amount

ü

ü

û

•    Word Ribbon

Premium Summary / Total Net Premium Amount

•    E-mail

[[TotalNetPremiumAmount]]

Document

E-mail

Field

Tax Name

û

û

ü

•    Calculated Field

[[TaxDefinition[PremiumTypeId='#']/TaxName]]

Notes:  Values must be called individually by premium type ID.

Document

E-mail

Field

Tax Amount

û

û

ü

•    Calculated Field

[[TaxDefinition[PremiumTypeId='#']/CalculatedAmount]]

Notes:  Values must be called individually by premium type ID.

Document

E-mail

Field

Total Taxes Amount

ü

ü

ü

•    Word Ribbon

Premium Summary / Total Taxes Amount

•    E-mail

[[TotalTaxesAmount]]

•    Calculated Field

See the $TotalTaxesAmount() function