Mail Merge

Nur Md. Iqbal
Nur Md. Iqbal used Ask the Experts™
on
Hello,

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»
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Roy CoxGroup Finance Manager

Commented:
Are you using Excel or Word?

Attach an example of what you want.
Nur Md. IqbalExecutive, TSD

Author

Commented:
Here is the attached file.
WORK_ORDER.xlsm
Work-Order-No.docx
Roy CoxGroup Finance Manager

Commented:
I would simply create it all within Excel. Then the Work order can be populated by formulas
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Nur Md. IqbalExecutive, TSD

Author

Commented:
help me to do so.
Nur Md. IqbalExecutive, TSD

Author

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 Manager

Commented:
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.
Group Finance Manager
Commented:
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.
Work-order.xlsx
Nur Md. IqbalExecutive, TSD

Author

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 Manager

Commented:
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 Manager

Commented:
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, TSD

Author

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 Manager

Commented:
Provide examples of what you need changing in the example
Roy CoxGroup Finance Manager

Commented:
Only solution offered, just needs tweaking for author's use

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