Mail Merge


How can I use Mail Merge to make a Work order using mail merge which should be Sorted by WO.
The format of WO is as below.... I am trying but not working....

Work Order No.      :      SNCL/ MTCE/001                                                             Date of ISSUE      :      «DoI»

Vendor                             :      «Vendor_Name»
Contact                              :      Mr/s. «Contact_Person»
Address                       :      «Address»
Phone No                      :      «Phone_Number»            

W/O Started in               :      «Started»
W/O Completed in       :      «Finish»

//Item Description Table
SL#       |    DESCRIPTION OF ITEMS   |QTY           |UOM        |UNIT PRICE        |TAX                      |Total AMOUNT
«Sr» |   «Items»                                 | «Qty»   |«UoM»     |«Unit_Price»    |«TAX»                | «Total_Price»«Next Record»
 (1)     |   «Description»                      |               |                 |                           |                          |
«Sr» |   «Items»                                 | «Qty»   |«UoM»     |«Unit_Price»    |«TAX»                | «Total_Price»«Next Record»
 (2)  |   «Description»                      |               |                 |                           |                          |
«Sr» |   «Items»                                 | «Qty»   |«UoM»     |«Unit_Price»    |«TAX»                | «Total_Price»
 (3)   |   «Description»                      |               |                 |                           |                          |
Grand Total:      «Grand_Total»

In words:«In_words»
Nur Md. IqbalExecutive, TSDAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Roy CoxGroup Finance ManagerCommented:
Are you using Excel or Word?

Attach an example of what you want.
Nur Md. IqbalExecutive, TSDAuthor Commented:
Here is the attached file.
Roy CoxGroup Finance ManagerCommented:
I would simply create it all within Excel. Then the Work order can be populated by formulas
Get Blueprints for Increased Customer Retention

The IT Service Excellence Tool Kit has best practices to keep your clients happy and business booming. Inside, you’ll find everything you need to increase client satisfaction and retention, become more competitive, and increase your overall success.

Nur Md. IqbalExecutive, TSDAuthor Commented:
help me to do so.
Nur Md. IqbalExecutive, TSDAuthor Commented:
I think it is possible to separate the information as Main Tab, Items_Info Tab and Vendor_Info Tab in Excel.  Then It will looks better and will work as DATABASE.
Roy CoxGroup Finance ManagerCommented:
You are right. You need a a database for Vendor Details, Products and Work Order details. That would be 3 databases i.e. 3 tables on 3 sheets.

I'll have a look through my previous work and find something to adapt for you.  It will tak a while so be patient.
Roy CoxGroup Finance ManagerCommented:
This is an example of what I mean. I'm not sure what you will need changing but provide some notes or add relevant columns and I'll help you adapt it.

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Nur Md. IqbalExecutive, TSDAuthor Commented:
#Mr. Roy_Cox, In your solution there is some extra row Printed which was not assign to be there. Check the Word file... I need exactly same format.
Roy CoxGroup Finance ManagerCommented:
It's an example. Edit the form to match your word doc. If you need help amending the formulas then let me know
Roy CoxGroup Finance ManagerCommented:
I'm still waiting for any response. I cannot proceed any further than my last example which demonstartes how to do this usuing only Excel
Nur Md. IqbalExecutive, TSDAuthor Commented:
@Roy: As my requirements was to generate a Word file having all information by calling an unique key "Work Order No.", it should process a single page containing all information related to these key.
Roy CoxGroup Finance ManagerCommented:
Provide examples of what you need changing in the example
Roy CoxGroup Finance ManagerCommented:
Only solution offered, just needs tweaking for author's use
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Office

From novice to tech pro — start learning today.