nadermik
asked on
MS Word Mail Merge Question
Hi
I Have a table of data as follows:
Item Code Desc Amount
S-GPS GPS Device 100 $
S-CBL GPS Cable 20 $
S-ACS GPS Accessories 20 $
S-CHR Fixing Charge 50 $
S-DISC Discount -10 $
TOTAL 180 $
and I want to print this Invoice using MS Winword mail merge
the point is my invoice printout page is pre-printed forms which has preprinted fields descriptions
S-GPS
S-ACS
S-CBL
S-TRN
S-CHR
S-DISC
TOTAL
From the above list two main notes the order of the pre-printed form of items is not the same as the order of the records (which mainly comes from set of records)
also there are certain items in the pre-printed form might not applicable for this record printout.
how I can design my mail merge form so I can print specific price of a specific item code next to its location in the pre-printed form.
I appreciate if some one can help me ASAP
Regards
I Have a table of data as follows:
Item Code Desc Amount
S-GPS GPS Device 100 $
S-CBL GPS Cable 20 $
S-ACS GPS Accessories 20 $
S-CHR Fixing Charge 50 $
S-DISC Discount -10 $
TOTAL 180 $
and I want to print this Invoice using MS Winword mail merge
the point is my invoice printout page is pre-printed forms which has preprinted fields descriptions
S-GPS
S-ACS
S-CBL
S-TRN
S-CHR
S-DISC
TOTAL
From the above list two main notes the order of the pre-printed form of items is not the same as the order of the records (which mainly comes from set of records)
also there are certain items in the pre-printed form might not applicable for this record printout.
how I can design my mail merge form so I can print specific price of a specific item code next to its location in the pre-printed form.
I appreciate if some one can help me ASAP
Regards
ASKER
Hi
I am attaching a sample of the current mail merge and the new mail merge required based on the same records table
and of course i done want a separate page for every record as it is one sales order printout
Note in the file attached the highlighted fields are pre-printed in the form which i want to print on it from the table source
I hope now the request is clear
Mail-Merge-Sample.xlsx
I am attaching a sample of the current mail merge and the new mail merge required based on the same records table
and of course i done want a separate page for every record as it is one sales order printout
Note in the file attached the highlighted fields are pre-printed in the form which i want to print on it from the table source
I hope now the request is clear
Mail-Merge-Sample.xlsx
Assuming that the sheet shows the layout of the result, and does not resemble the existing records which should each be a single row in your datasource worksheet, then it should be fairly simple to put the fields in the order required.
The difficulty would be in aligning the text to pre-printed stationery.
I suggest that the merge fields be put into textbox shapes (Insert tab, Text group, Text Box, Draw Text Box), which can be dragged into position. For guidance, you could create a background watermark image of your stationery.
The difficulty would be in aligning the text to pre-printed stationery.
I suggest that the merge fields be put into textbox shapes (Insert tab, Text group, Text Box, Draw Text Box), which can be dragged into position. For guidance, you could create a background watermark image of your stationery.
ASKER
Hi
I am still not clear how to design my mail merge form using the mailing rules that achieves what I am looking at as per the previously attached sheet
can you please clarify
I am still not clear how to design my mail merge form using the mailing rules that achieves what I am looking at as per the previously attached sheet
can you please clarify
Can you clarify that your actual spreadsheet for the datasource is has a format with one row per record, like a table with the column/field names in the first row?
If so, use the 'Start Mail Merge' button on the Mailings tab to select 'Letters' for the mail merge output layout.
The use the 'Select Recipients' button to connect to the workbook and sheet. You should now be able to use the 'Insert Merge Field' button to place merge fields on the document at the selection point. In your case, you need to position the fields at specific locations on the document, and the easiest way to do that is to insert text boxes and to put the each field within a text box.
If so, use the 'Start Mail Merge' button on the Mailings tab to select 'Letters' for the mail merge output layout.
The use the 'Select Recipients' button to connect to the workbook and sheet. You should now be able to use the 'Insert Merge Field' button to place merge fields on the document at the selection point. In your case, you need to position the fields at specific locations on the document, and the easiest way to do that is to insert text boxes and to put the each field within a text box.
ASKER CERTIFIED SOLUTION
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Mail Merge reads one record at a time and when it read first record, it only gets Item Descriptioin GPS Device.
If you want to fill description for same customer, you have to convert rows into column as mentioned by GrahamSkan. From that point you can bring all fields for a record into one form.
There is an alternative but then you have to go through hard way; like coding if else and loops
If you want to fill description for same customer, you have to convert rows into column as mentioned by GrahamSkan. From that point you can bring all fields for a record into one form.
There is an alternative but then you have to go through hard way; like coding if else and loops
This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.
I'm afraid you question is not clear. I don't understand this sentence:
>>From the above list two main notes the order of the pre-printed form of items is not the same as the order of the records (which mainly comes from set of records)
In a mail merge, each row of the source data is treated as a new record and will trigger a new document.
Can you post some samples, e.g.
- a sample of the data source, with at least two or three different data sets
- a sample of the merge document as you have it right now
- a manually created document with the desired output.
cheers, teylyn