Tables withmergefields, if statement and calculations.

[Mulith]

Hi,



I am currently working with a table in Word which forms part of invoice.

The invoice makes use of a table within word and pulls data into Word using merge fields. At this point in time it uses merge fields to pull in the description of a fee and the date of the transaction in column a and the gross amount of the fee in column C.

What I'd like to do is split off the VAT element into column B.

As VAT is not always 20% I need to search the value within the description merge field in column A for the VAT amount to be applied:

Example of fee description:
05 Jun 2014 - 60% Take On Fee (£84.00 + VAT @ 20%)


What I'd like to do is add an if statement in column B which checks the description for "+ VAT @ 20%" if it finds this value then to take the value from column C and get the VAT component as the value in column B.

Else if the "+VAT @ 5%" then split off 5% VAT into column B

Else add 0.00 as value within column B.

If this could be achieved it would be an absolute life saver. Any help would be greatly appreciated.

[macropod]

Word fields can't really do any meaningful string testing for parts of a string and are even more limited for string splitting. That said, it would be possible to test whether the field ends with 5%, for example, and vary where the whole of the output for that field goes, accordingly.

So, if your field outputs '£84.00 + VAT @ 20%', or '£84.00 + VAT @ 5%', you could use two fields, to conditionally output the whole field in either column:
{IF{MERGEFIELD Amount}= "*20%" {MERGEFIELD Amount}}
{IF{MERGEFIELD Amount}= "*5%" {MERGEFIELD Amount}}
or:
{IF«Amount»= "*20%" «Amount}}
{IF«Amount»= "*5%" «Amount}}
where 'Amount' is your mergefield's name

Splitting the output components is more complicated, involving some circumlocution. The following will return the £ values:
{IF{MERGEFIELD Amount}= "*20%" {={MERGEFIELD Amount}-.2 \# "£,0.00"}}
{IF{MERGEFIELD Amount}= "*5%" {={MERGEFIELD Amount}-.05 \# "£,0.00"}}
or:
{IF«Amount»= "*20%" {=«Amount»-.2 \# "£,0.00"}}
{IF«Amount»= "*5%" «Amount»-.05 \# "£,0.00"}}
The following will return the % portions:
{IF{MERGEFIELD Amount}= "*20%" "+ VAT @ 20%"}
{IF{MERGEFIELD Amount}= "*5%" "+ VAT @ 5%"}
or:
{IF«Amount»= "*20%" "+ VAT @ 20%"}
{IF«Amount»= "*5%" "+ VAT @ 5%"}

Note: The field brace pairs (i.e. '{ }') for the above examples are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practicable to add them via any of the standard Word dialogues. Likewise, you can't type or copy & paste the chevrons (i.e. '« »') - they're part of the actual mergefields, which you can insert from the mailmerge toolbar. The spaces represented in the field constructions are all required.

[Mulith]

Perfect that has resolved the problem. Thanks for your help.