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Old 05-09-2017, 06:46 AM
dustydream dustydream is offline Windows 7 32bit Office 2016
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Default Merge with multiple lines

Hello,



Can someone please help, I've been trawling the internet for far to long trying to find a solution.

I'm looking to create a letter using data from excel. The data contains multiple customers with some rows that are the same customer. Those same customers have varying invoice lines. I want a letter to be generated to mail the customer to make them aware of their open invoices, so I want them to group together.

E.G my date has the fields Customer number, Customer Name, Address 1,2,3,Invoice number, Date, amount.

I'd want to list someone their open invoices in a table if need be, but only get one letter for each customer detailing all their outstanding invoices.

Sorry this is hard to put into words! Please help XD
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Old 05-09-2017, 07:14 AM
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gmayor gmayor is offline Windows 10 Office 2016
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This is a many to one mail merge. As your data is in Excel you can use http://www.gmayor.com/ManyToOne.htm to achieve your aims - see the example files included.
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Old 05-09-2017, 06:01 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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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
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