I'm running a Mail Merge using Word 2013. I have a list with 3 items on it [Fig. 3], and I have a template that I've written. The template has some basic formatting and displays the line items (1 on each line) with the calculated Total Shipping (Freight), Total before tax, Total VAT amount and Grand Total in separate lines below that. To get to the next line item I am using the NEXT record rule. Each line item shows on its own line, but the Total Shipping, Total before tax and Grand Total do not populate unless I manually update the fields [Fig. 1]. I have played with the NEXTIF rule and I can get those fields to update automatically, but I have 5 lines in the item table and the other lines fill with the first record [Fig. 2]. Can anyone point me in the right direction here? End goal is to have anything from 1 to 5 records/line items in the table and for the bottom fields to populate during the mailmerge.

The NEXTIF rule is populated like so: { NEXTIF { MERGEFIELD "Product_Product_ID" } = "True" }

Thank you kindly



Screenshot of my populated table using NEXT:


Screenshot of populated table using NEXTIF:


Screenshot of the data table:

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 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:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

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 (Grham's post already mentions this); or
Doug Robbins at http://bit.ly/1hduSCB

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]