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Old 01-17-2017, 09:56 PM
E__YU E__YU is offline Windows XP Office 2010 32bit
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Exclamation Mailmerge invoicing multiple items

Hi,

I am looking to create invoices with a mailmerge from an excel list. There are multiple line items to be invoiced for one Fund. I have tried adapting the code in this thread:
http://www.msofficeforums.com/mail-m...nt-dollar.html

with

{QUOTE{IF{MERGESEQ}= 1 {SET Key ""}}
"{IF{QUOTE{MERGEFIELD FirstOrganization}}<> {Key}


"{IF{MERGESEQ}> 1 {QUOTE 12}}{MERGEFIELD FirstOrganization \f " "}{SET Key {QUOTE{MERGEFIELD FirstOrganization}}
Date
"} {MERGEFIELD Item1}
"}
But I get this as a result:

Organisation Organisation Item1

(1 organisation has many items, and I want the invoice to show Organisation with list of Items).

Help is greatly appreciated!! Thank you.
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Old 01-17-2017, 10:46 PM
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gmayor gmayor is offline Windows 10 Office 2016
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See http://www.gmayor.com/ManyToOne.htm
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Visit my web site for more programming tips and ready made processes www.gmayor.com
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Old 01-17-2017, 10:52 PM
E__YU E__YU is offline Windows XP Office 2010 32bit
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Quote:
Originally Posted by gmayor View Post
Thank you but since this is on a work laptop, I cannot install/download my add ins, is there another way?
Thank you
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Old 01-24-2017, 05:55 AM
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macropod macropod is online now Windows 7 64bit Office 2010 32bit
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The fact you're using a laptop does not of itself preclude the use of an Addin.

That said, you can also use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
http://www.msofficeforums.com/mail-m...html#post23345
http://www.msofficeforums.com/mail-m...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: http://www.msofficeforums.com/mail-m...html#post67097
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