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  1. #1
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    Mail Merge - Multiple Lines on an Invoice (97 SR2)

    I was asked this question, and I am at a loss. A user has an Excel file that lists customers and the services they buy from us (each service has a Service Number). She uses this spreadsheet to merge to Billing letters/invoices in Word. Right now, when she merges, it creates a separate letter/invoice for each customer for each service... John Smith might have 15 services, so he is getting a separate letter for each service.

    Yuck. She wants to set it up so that John Smith would receive ONE letter that lists all 15 of his services. Maybe the next customer, Susy Johnson would have 1 service, so she would receive one letter for her one service. The next customer might have 4 services... so he'd need ONE letter listing all 4 services.

    See what we're trying to accomplish?

    How can we tell Word that at every break in Customer Only, we need a new letter, otherwise, just list the services for that customer on one page??

    Thanks!

  2. #2
    Super Moderator jscher2000's Avatar
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    Re: Mail Merge - Multiple Lines on an Invoice (97 SR2)

    Microsoft has posted one solution, it requires adding a field to your data source and knowing the maximum number of services that will be sold to one customer: WD97: How to Merge Conditional Number of Records to the Same Page (Q105888). Probably the lounge merge gurus will have a better solution.

    Oh, and look at this thread right here on the Word board.

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    Re: Mail Merge - Multiple Lines on an Invoice (97 SR2)

    Wow. Great information. I need to study it a bit, but I went to each of the links and this makes sense. Of course, it'd be better if Microsoft had made it easier to do this, but once again, one of my lounge-mates came to my rescue. Thanks!

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    Re: Mail Merge - Multiple Lines on an Invoice (97 SR2)

    Hi
    I post this as an example of an inerted database field.

    This example gathered up multiple qualifications per staff member from an access database and displayed it in a table in the std merge doc.

    {DATABASE d "PathName.mdb" c "TABLE tblQuals" s "SELECT [Qualification], [Major], [AwardDate], [Institution] FROM [tblQuals] where [StaffID] = x ORDER BY [StaffID]" h }

    Hope it helps

    Geof

  5. #5
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    Re: Mail Merge - Multiple Lines on an Invoice (97 SR2)

    Holy DejaVu!!!
    I posted this exact same question 1 day prior.
    It really does make you wonder...what we're they thinking?
    Didn't they anticipate there might be issues like this?

    Link to my question

    Here's your solution complete with sample files
    <font color=red> <big>Thanks to Phil !! </big></font color=red> <img src=/S/bow.gif border=0 alt=bow width=15 height=15>

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