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Old 05-17-2018, 08:40 AM
Georgina Owen Georgina Owen is offline Windows 10 Office 2016
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Default Mail Merge - Creating customer account

Using Windows 10 I am trying to create a customer account for outstanding invoices using Mailmerge (Directory). Each customer will have a variable number of outstanding invoices, so I need the customer account to include all the invoices for that customer with the outstanding amounts, then break onto a new page/new document when the customer name changes. I have the spreadsheet sorted by customer name. Although a common enough thing to want to try and do, I am struggling to find any code that I can use to do this. Does anyone have any code or a template that I can use to do this? I can't seem to find one. Thankyou
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Old 05-17-2018, 03:05 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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You can 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 (it's a 'Sticky' thread at the top of this forum):
http://www.msofficeforums.com/mail-m...-tutorial.html
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.

Depending on what you're trying to achieve, the field coding for this can be 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

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/...f-8642e46fa103
For a working example, see:
http://www.msofficeforums.com/mail-m...-multiple.html

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB
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Old 05-17-2018, 03:26 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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Cross-posted at: https://www.office-forums.com/thread...tomer.2350314/
For cross-posting etiquette, please read: http://www.excelguru.ca/content.php?184
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Old 05-17-2018, 03:33 PM
Georgina Owen Georgina Owen is offline Windows 10 Office 2016
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Thankyou Paul. I will have a go at this tomorrow, and let you know how I get on.

Georgina
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Old 05-18-2018, 02:11 PM
Georgina Owen Georgina Owen is offline Windows 10 Office 2016
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Paul, this has been incredibly useful. Thanks very much. I think (and hope) I am nearly there on this. Just one thing. One of my spreadsheet columns that I want to use is 'Date of delivery' which is in the format dd/mm/yy. When I use this in mailmerge it converts this to a number no matter what date format I use. So for example 27/03/18 becomes 43186 in the mail merge document, which I want it to stay as 27/03/18. Any idea how I change this? Thanks very much
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Old 05-18-2018, 03:02 PM
Georgina Owen Georgina Owen is offline Windows 10 Office 2016
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Don't worry on the date format - it seems to be working now. Thankyou
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