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#1
Posted to microsoft.public.word.mailmerge.fields
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save a mail merge template
I am using Word 2003. I need to create a Template and save this template.
What I need to do is as follows: 1. Data Source is in Excel 2003. 2. Monthly worksheets, that I need to send to parent that have an amount owed to the company. 3. Need a way to have the user just run the Mail Merge process to create & the letters that need to be sent. 4. Need for the user to select the month they wish to report. Each month correspond to a worksheet for the Workbook. Workbook is called School_1. Worksheets are "JAN", "FEB", etc. 5. The selection criteria is Column C must have "PARENT" and Column D must be greater than 0.00. Need to be able to have template set up with C1:C200 = "PARENT" and D1200 0.00. 6. When I used the wizard, I keep having to changing the field code of the merge field, so that dollar amounts print properly from Column D. 7. What I would like to have it do is have the user enter the month they wish to report against and then have the mail merge job run, display the output to allow the user to make any mods they may want and then print. This may be easy, yet I need expert help to do this. I would like to automate as much as possible to keep them from making mistakes and contacting me. Thanx in advance for your help and asistance in this process. You could also send any directly to . Jerome Ball |
#2
Posted to microsoft.public.word.mailmerge.fields
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save a mail merge template
If you are starting from a .dot template, then I suggest you do the
following: a. create and save the template b. set up the mail merge document type c. connect to the data source and lay out your fields as you need them d. set up the destination (for a directory, it can only be a "new document" anyway) e. in the Word VBA editor's immediate window, type activedocument.mailmerge.datasource.close In word 2003, that should close the data source without losing info. about your document type or destination. f. put the following Autonew macro code in a new module in your template g. save and close your template h. test by using file-new, selecting the template, and providing a month abbreviation. Some notes: - It's just an outline - I don't claim it all works, and you will have to change at least some of it to get it to work at all. - ask again about how to do the bits you are unfamiliar with. But http://word.mvps.org is a useful resource about using macros - if you specify sheet "feb" and there is no sheet feb, you will see an ODBC dialog box that your users should probably cancel out of. There may be ways around this, but VBA error trapping will not do it. - the first row in each excel sheet must contain column names. - the data returned from Excel will not necessarily match what was entered unless the sheet is very simple. See http://tips.pjmsn.me.uk/t0003.htm for details if you need them. Sub autonew() ' ' Dim bQuit As Boolean Dim bRetry As Boolean Dim objMMMD As Word.Document Dim strMmm As String Dim strFullName As String Dim strSQL As String strMmm = "mmm" bRetry = True While bRetry strMmm = InputBox("Enter the 3-letter month abbreviation, e.g. e.g. jan, or blank to quit. (Or press escape, etc.)", "Select the month", "mmm") strMmm = LCase(Trim(strMmm)) Select Case strMmm Case "" MsgBox "You quit, or entered a blank month abbreviation - no merge will be performed" bQuit = True bRetry = False Case "jan", "feb", "mar", "apr", "may", "jun", "jul", "aug", "sep", "oct", "nov", "dec" ' OK bQuit = False bRetry = False Case Else MsgBox "The month abbreviation needs to be one of jan, feb, mar, etc.," End Select Wend If Not bQuit Then On Error Resume Next Set objMMMD = ActiveDocument With objMMMD.MailMerge ' You need the full path name to the data source here... strFullName = "C:\Documents and Settings\pjj.DOMAINX\My Documents\My Data Sources\school_1.xls" ' You need to substitute your own column header names for "ColumnC" and "ColumnD" strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(ColumnC) = 'PARENT'" & _ " AND cdbl(ColumnD) 0" .OpenDataSource _ Name:=strFullName, _ sqlstatement:=strSQL If Err.Number 0 Then MsgBox "Could not get the data from the spreadsheet. the merge will not be run." & _ "( Error number " & CStr(Err.Number) & ", " & Err.Description & ")" Err.Clear Else On Error GoTo 0 .DataSource.FirstRecord = wdDefaultFirstRecord .DataSource.LastRecord = wdDefaultLastRecord .Execute Pause:=False .DataSource.Close ' If you are merging to a new document, that becomes the Activedocument ' and you can close the mail merge main document objMMMD.Close savechanges:=False Set objMMMD = Nothing End If End With End If End Sub -- Peter Jamieson http://tips.pjmsn.me.uk "Jerome_Ball" wrote in message ... I am using Word 2003. I need to create a Template and save this template. What I need to do is as follows: 1. Data Source is in Excel 2003. 2. Monthly worksheets, that I need to send to parent that have an amount owed to the company. 3. Need a way to have the user just run the Mail Merge process to create & the letters that need to be sent. 4. Need for the user to select the month they wish to report. Each month correspond to a worksheet for the Workbook. Workbook is called School_1. Worksheets are "JAN", "FEB", etc. 5. The selection criteria is Column C must have "PARENT" and Column D must be greater than 0.00. Need to be able to have template set up with C1:C200 = "PARENT" and D1200 0.00. 6. When I used the wizard, I keep having to changing the field code of the merge field, so that dollar amounts print properly from Column D. 7. What I would like to have it do is have the user enter the month they wish to report against and then have the mail merge job run, display the output to allow the user to make any mods they may want and then print. This may be easy, yet I need expert help to do this. I would like to automate as much as possible to keep them from making mistakes and contacting me. Thanx in advance for your help and asistance in this process. You could also send any directly to . Jerome Ball |
#3
Posted to microsoft.public.word.mailmerge.fields
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save a mail merge template
Peter,
I am trying this and getting a little confused. If you have some time, I could use some guidance. I have also checked out the links you sent, but could not find information from your steps, so I am coming back to you. a. create and save the template DONE b. set up the mail merge document type 1. I go to tools-letters&mailing-Mail Merge- 2. Select document Type. * Letters 3. Select Starting Document * Start From a template and I get the template I created. c. connect to the data source and lay out your fields as you need them 1. Select recipients * Connect to my data source (Excel) and build the criteria. d. set up the destination (for a directory, it can only be a "new document" anyway) 1. I am lost here??????? e. in the Word VBA editor's immediate window, type 1. What I did was being up the Visual Basic Editor. I am unsure about the immediate window and where it is located. I tried looking around, but I cannot find it. f. put the following Autonew macro code in a new module in your template 1. I am taking that to be the example code you detailed. Yet, I do not know where to create a new module in the template and what you mean by Autonew macro code. g. save and close your template 1. I think I would just close the Visual Basic Editor and then same this as a template again. - the first row in each excel sheet must contain column names. 1. Would you suggest I do the following to meet your above statement. Cell ROW 1 COL C with the heading TYPE_SEL Cell ROW 1 COL D with the heading AMT_DUE and then name any other column I plan to use in the merge and the rest of them could be left blank? Thanx in advance for your assistance in this matter. I look forward to hearing back. "Peter Jamieson" wrote: If you are starting from a .dot template, then I suggest you do the following: a. create and save the template b. set up the mail merge document type c. connect to the data source and lay out your fields as you need them d. set up the destination (for a directory, it can only be a "new document" anyway) e. in the Word VBA editor's immediate window, type activedocument.mailmerge.datasource.close In word 2003, that should close the data source without losing info. about your document type or destination. f. put the following Autonew macro code in a new module in your template g. save and close your template h. test by using file-new, selecting the template, and providing a month abbreviation. Some notes: - It's just an outline - I don't claim it all works, and you will have to change at least some of it to get it to work at all. - ask again about how to do the bits you are unfamiliar with. But http://word.mvps.org is a useful resource about using macros - if you specify sheet "feb" and there is no sheet feb, you will see an ODBC dialog box that your users should probably cancel out of. There may be ways around this, but VBA error trapping will not do it. - the first row in each excel sheet must contain column names. - the data returned from Excel will not necessarily match what was entered unless the sheet is very simple. See http://tips.pjmsn.me.uk/t0003.htm for details if you need them. Sub autonew() ' ' Dim bQuit As Boolean Dim bRetry As Boolean Dim objMMMD As Word.Document Dim strMmm As String Dim strFullName As String Dim strSQL As String strMmm = "mmm" bRetry = True While bRetry strMmm = InputBox("Enter the 3-letter month abbreviation, e.g. e.g. jan, or blank to quit. (Or press escape, etc.)", "Select the month", "mmm") strMmm = LCase(Trim(strMmm)) Select Case strMmm Case "" MsgBox "You quit, or entered a blank month abbreviation - no merge will be performed" bQuit = True bRetry = False Case "jan", "feb", "mar", "apr", "may", "jun", "jul", "aug", "sep", "oct", "nov", "dec" ' OK bQuit = False bRetry = False Case Else MsgBox "The month abbreviation needs to be one of jan, feb, mar, etc.," End Select Wend If Not bQuit Then On Error Resume Next Set objMMMD = ActiveDocument With objMMMD.MailMerge ' You need the full path name to the data source here... strFullName = "C:\Documents and Settings\pjj.DOMAINX\My Documents\My Data Sources\school_1.xls" ' You need to substitute your own column header names for "ColumnC" and "ColumnD" strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(ColumnC) = 'PARENT'" & _ " AND cdbl(ColumnD) 0" .OpenDataSource _ Name:=strFullName, _ sqlstatement:=strSQL If Err.Number 0 Then MsgBox "Could not get the data from the spreadsheet. the merge will not be run." & _ "( Error number " & CStr(Err.Number) & ", " & Err.Description & ")" Err.Clear Else On Error GoTo 0 .DataSource.FirstRecord = wdDefaultFirstRecord .DataSource.LastRecord = wdDefaultLastRecord .Execute Pause:=False .DataSource.Close ' If you are merging to a new document, that becomes the Activedocument ' and you can close the mail merge main document objMMMD.Close savechanges:=False Set objMMMD = Nothing End If End With End If End Sub -- Peter Jamieson http://tips.pjmsn.me.uk "Jerome_Ball" wrote in message ... I am using Word 2003. I need to create a Template and save this template. What I need to do is as follows: 1. Data Source is in Excel 2003. 2. Monthly worksheets, that I need to send to parent that have an amount owed to the company. 3. Need a way to have the user just run the Mail Merge process to create & the letters that need to be sent. 4. Need for the user to select the month they wish to report. Each month correspond to a worksheet for the Workbook. Workbook is called School_1. Worksheets are "JAN", "FEB", etc. 5. The selection criteria is Column C must have "PARENT" and Column D must be greater than 0.00. Need to be able to have template set up with C1:C200 = "PARENT" and D1200 0.00. 6. When I used the wizard, I keep having to changing the field code of the merge field, so that dollar amounts print properly from Column D. 7. What I would like to have it do is have the user enter the month they wish to report against and then have the mail merge job run, display the output to allow the user to make any mods they may want and then print. This may be easy, yet I need expert help to do this. I would like to automate as much as possible to keep them from making mistakes and contacting me. Thanx in advance for your help and asistance in this process. You could also send any directly to . Jerome Ball |
#4
Posted to microsoft.public.word.mailmerge.fields
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save a mail merge template
The comment only applies to a Directory type mail merge main document. If
you want the merged documents to be printed straight away, set the Merge to Printer as the destination. If you want to have the merge executed to a document so that you can check it or for some other purpose, then select Merge to New Document as the destination. You get to the Immediate Window in the VBE from the VBE View menu. Any command that you enter in that window is executed immediately that you press the enter key after entering the command. You would need to modify the code in strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(ColumnC) = 'PARENT'" & _ " AND cdbl(ColumnD) 0" so that it refers to the field names that you are using. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Jerome_Ball" wrote in message ... Peter, I am trying this and getting a little confused. If you have some time, I could use some guidance. I have also checked out the links you sent, but could not find information from your steps, so I am coming back to you. a. create and save the template DONE b. set up the mail merge document type 1. I go to tools-letters&mailing-Mail Merge- 2. Select document Type. * Letters 3. Select Starting Document * Start From a template and I get the template I created. c. connect to the data source and lay out your fields as you need them 1. Select recipients * Connect to my data source (Excel) and build the criteria. d. set up the destination (for a directory, it can only be a "new document" anyway) 1. I am lost here??????? e. in the Word VBA editor's immediate window, type 1. What I did was being up the Visual Basic Editor. I am unsure about the immediate window and where it is located. I tried looking around, but I cannot find it. f. put the following Autonew macro code in a new module in your template 1. I am taking that to be the example code you detailed. Yet, I do not know where to create a new module in the template and what you mean by Autonew macro code. g. save and close your template 1. I think I would just close the Visual Basic Editor and then same this as a template again. - the first row in each excel sheet must contain column names. 1. Would you suggest I do the following to meet your above statement. Cell ROW 1 COL C with the heading TYPE_SEL Cell ROW 1 COL D with the heading AMT_DUE and then name any other column I plan to use in the merge and the rest of them could be left blank? Thanx in advance for your assistance in this matter. I look forward to hearing back. "Peter Jamieson" wrote: If you are starting from a .dot template, then I suggest you do the following: a. create and save the template b. set up the mail merge document type c. connect to the data source and lay out your fields as you need them d. set up the destination (for a directory, it can only be a "new document" anyway) e. in the Word VBA editor's immediate window, type activedocument.mailmerge.datasource.close In word 2003, that should close the data source without losing info. about your document type or destination. f. put the following Autonew macro code in a new module in your template g. save and close your template h. test by using file-new, selecting the template, and providing a month abbreviation. Some notes: - It's just an outline - I don't claim it all works, and you will have to change at least some of it to get it to work at all. - ask again about how to do the bits you are unfamiliar with. But http://word.mvps.org is a useful resource about using macros - if you specify sheet "feb" and there is no sheet feb, you will see an ODBC dialog box that your users should probably cancel out of. There may be ways around this, but VBA error trapping will not do it. - the first row in each excel sheet must contain column names. - the data returned from Excel will not necessarily match what was entered unless the sheet is very simple. See http://tips.pjmsn.me.uk/t0003.htm for details if you need them. Sub autonew() ' ' Dim bQuit As Boolean Dim bRetry As Boolean Dim objMMMD As Word.Document Dim strMmm As String Dim strFullName As String Dim strSQL As String strMmm = "mmm" bRetry = True While bRetry strMmm = InputBox("Enter the 3-letter month abbreviation, e.g. e.g. jan, or blank to quit. (Or press escape, etc.)", "Select the month", "mmm") strMmm = LCase(Trim(strMmm)) Select Case strMmm Case "" MsgBox "You quit, or entered a blank month abbreviation - no merge will be performed" bQuit = True bRetry = False Case "jan", "feb", "mar", "apr", "may", "jun", "jul", "aug", "sep", "oct", "nov", "dec" ' OK bQuit = False bRetry = False Case Else MsgBox "The month abbreviation needs to be one of jan, feb, mar, etc.," End Select Wend If Not bQuit Then On Error Resume Next Set objMMMD = ActiveDocument With objMMMD.MailMerge ' You need the full path name to the data source here... strFullName = "C:\Documents and Settings\pjj.DOMAINX\My Documents\My Data Sources\school_1.xls" ' You need to substitute your own column header names for "ColumnC" and "ColumnD" strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(ColumnC) = 'PARENT'" & _ " AND cdbl(ColumnD) 0" .OpenDataSource _ Name:=strFullName, _ sqlstatement:=strSQL If Err.Number 0 Then MsgBox "Could not get the data from the spreadsheet. the merge will not be run." & _ "( Error number " & CStr(Err.Number) & ", " & Err.Description & ")" Err.Clear Else On Error GoTo 0 .DataSource.FirstRecord = wdDefaultFirstRecord .DataSource.LastRecord = wdDefaultLastRecord .Execute Pause:=False .DataSource.Close ' If you are merging to a new document, that becomes the Activedocument ' and you can close the mail merge main document objMMMD.Close savechanges:=False Set objMMMD = Nothing End If End With End If End Sub -- Peter Jamieson http://tips.pjmsn.me.uk "Jerome_Ball" wrote in message ... I am using Word 2003. I need to create a Template and save this template. What I need to do is as follows: 1. Data Source is in Excel 2003. 2. Monthly worksheets, that I need to send to parent that have an amount owed to the company. 3. Need a way to have the user just run the Mail Merge process to create & the letters that need to be sent. 4. Need for the user to select the month they wish to report. Each month correspond to a worksheet for the Workbook. Workbook is called School_1. Worksheets are "JAN", "FEB", etc. 5. The selection criteria is Column C must have "PARENT" and Column D must be greater than 0.00. Need to be able to have template set up with C1:C200 = "PARENT" and D1200 0.00. 6. When I used the wizard, I keep having to changing the field code of the merge field, so that dollar amounts print properly from Column D. 7. What I would like to have it do is have the user enter the month they wish to report against and then have the mail merge job run, display the output to allow the user to make any mods they may want and then print. This may be easy, yet I need expert help to do this. I would like to automate as much as possible to keep them from making mistakes and contacting me. Thanx in advance for your help and asistance in this process. You could also send any directly to . Jerome Ball |
#5
Posted to microsoft.public.word.mailmerge.fields
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save a mail merge template
1. Doug has provided some key pointers, but in addition...
have also checked out the links you sent, but could not find information from your steps, so I am coming back to you. 2. There is plenty of info. starting at.... http://word.mvps.org/FAQs/MacrosVBA/index.htm Although it would be nice in a way to be able to install and use macros like "magic bullets", i.e. without really understanding anything about how they work, it is actually difficult and expensive to create macros that will "just work" on any given system. So once you start doing stuff that involves macros (in this case written in VBA, and also using SQL) It's advisable to spend a bit of time exploring how things work, especially if your work is going to be used by others. The chances are that provided macro code will need to be tweaked in various ways before it will work at all, and the next thing you know your users will be clamouring for modifications :-) If you don't want to get into that situation, it's probably better to avoid doing anything that requires you to use macros. f. put the following Autonew macro code in a new module in your template 1. I am taking that to be the example code you detailed. Yet, I do not know where to create a new module in the template and what you mean by Autonew macro code. a. With your template selected in the VBA editor's Project list (in the left-hand pane), click Insert-Module. You should see a new branch open up your template's name in the project list. It will probably say Modules Module1 b. Ensure Module1 is selected. c. The "Autonew macro code" is the VBA code I posted starting from Sub Autonew() and ending End Sub I called it "macro code" because "Sub"s in Word (and other applications) are often referred to as "Macros" I called it "Autonew code" simply because there are some special macros that Word executes automatically when you create a new document based on a template (Autonew), open a document (Autoopen), or close a document (Autoclose) d. Copy paste the Autonew macro code into the code pane to the right of the Project list e. When you try to run the code, you may find that the process of copying the code has wrapped some of the lines. In that case you have to identify the offending lines (the VBA editor uses some colour-coding which should help) and put them back together f. put the following Autonew macro code in a new module in your template 1. I am taking that to be the example code you detailed. Yet, I do not know where to create a new module in the template and what you mean by Autonew macro code. g. save and close your template 1. I think I would just close the Visual Basic Editor and then same this as a template again. That would probably do it. - the first row in each excel sheet must contain column names. 1. Would you suggest I do the following to meet your above statement. Cell ROW 1 COL C with the heading TYPE_SEL Cell ROW 1 COL D with the heading AMT_DUE and then name any other column I plan to use in the merge and the rest of them could be left blank? 3. I would name all the columns. I would certainly name all the ones up to and including the ones I wanted to use. You may be able to get away with not naming the others but I leave you to find out. If you have a lot of columns, you should be able to propagate names such as "field1","field2" using standard Excel techniques. I would avoid spaces in names, but give them readable names if possible - e.g. perhaps RecordType (or whatever makes sense to you) AmountDue In that case, you would need to alter the SQL to strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(RecordType) = 'PARENT'" & _ " AND cdbl(AmountDue) 0" If you use the names you suggested, you would need strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(TYPE_SEL) = 'PARENT'" & _ " AND cdbl(AMT_DUE) 0" (If that does not work, you may need something like the following (using your names): strSQL = " SELECT T.* FROM [" & strMmm & "$] [T]" & _ " WHERE ucase(T.RecordType) = 'PARENT'" & _ " AND cdbl(T.AmountDue) 0" -- Peter Jamieson http://tips.pjmsn.me.uk "Jerome_Ball" wrote in message ... Peter, I am trying this and getting a little confused. If you have some time, I could use some guidance. I have also checked out the links you sent, but could not find information from your steps, so I am coming back to you. a. create and save the template DONE b. set up the mail merge document type 1. I go to tools-letters&mailing-Mail Merge- 2. Select document Type. * Letters 3. Select Starting Document * Start From a template and I get the template I created. c. connect to the data source and lay out your fields as you need them 1. Select recipients * Connect to my data source (Excel) and build the criteria. d. set up the destination (for a directory, it can only be a "new document" anyway) 1. I am lost here??????? e. in the Word VBA editor's immediate window, type 1. What I did was being up the Visual Basic Editor. I am unsure about the immediate window and where it is located. I tried looking around, but I cannot find it. f. put the following Autonew macro code in a new module in your template 1. I am taking that to be the example code you detailed. Yet, I do not know where to create a new module in the template and what you mean by Autonew macro code. g. save and close your template 1. I think I would just close the Visual Basic Editor and then same this as a template again. - the first row in each excel sheet must contain column names. 1. Would you suggest I do the following to meet your above statement. Cell ROW 1 COL C with the heading TYPE_SEL Cell ROW 1 COL D with the heading AMT_DUE and then name any other column I plan to use in the merge and the rest of them could be left blank? Thanx in advance for your assistance in this matter. I look forward to hearing back. "Peter Jamieson" wrote: If you are starting from a .dot template, then I suggest you do the following: a. create and save the template b. set up the mail merge document type c. connect to the data source and lay out your fields as you need them d. set up the destination (for a directory, it can only be a "new document" anyway) e. in the Word VBA editor's immediate window, type activedocument.mailmerge.datasource.close In word 2003, that should close the data source without losing info. about your document type or destination. f. put the following Autonew macro code in a new module in your template g. save and close your template h. test by using file-new, selecting the template, and providing a month abbreviation. Some notes: - It's just an outline - I don't claim it all works, and you will have to change at least some of it to get it to work at all. - ask again about how to do the bits you are unfamiliar with. But http://word.mvps.org is a useful resource about using macros - if you specify sheet "feb" and there is no sheet feb, you will see an ODBC dialog box that your users should probably cancel out of. There may be ways around this, but VBA error trapping will not do it. - the first row in each excel sheet must contain column names. - the data returned from Excel will not necessarily match what was entered unless the sheet is very simple. See http://tips.pjmsn.me.uk/t0003.htm for details if you need them. Sub autonew() ' ' Dim bQuit As Boolean Dim bRetry As Boolean Dim objMMMD As Word.Document Dim strMmm As String Dim strFullName As String Dim strSQL As String strMmm = "mmm" bRetry = True While bRetry strMmm = InputBox("Enter the 3-letter month abbreviation, e.g. e.g. jan, or blank to quit. (Or press escape, etc.)", "Select the month", "mmm") strMmm = LCase(Trim(strMmm)) Select Case strMmm Case "" MsgBox "You quit, or entered a blank month abbreviation - no merge will be performed" bQuit = True bRetry = False Case "jan", "feb", "mar", "apr", "may", "jun", "jul", "aug", "sep", "oct", "nov", "dec" ' OK bQuit = False bRetry = False Case Else MsgBox "The month abbreviation needs to be one of jan, feb, mar, etc.," End Select Wend If Not bQuit Then On Error Resume Next Set objMMMD = ActiveDocument With objMMMD.MailMerge ' You need the full path name to the data source here... strFullName = "C:\Documents and Settings\pjj.DOMAINX\My Documents\My Data Sources\school_1.xls" ' You need to substitute your own column header names for "ColumnC" and "ColumnD" strSQL = " SELECT * FROM [" & strMmm & "$]" & _ " WHERE ucase(ColumnC) = 'PARENT'" & _ " AND cdbl(ColumnD) 0" .OpenDataSource _ Name:=strFullName, _ sqlstatement:=strSQL If Err.Number 0 Then MsgBox "Could not get the data from the spreadsheet. the merge will not be run." & _ "( Error number " & CStr(Err.Number) & ", " & Err.Description & ")" Err.Clear Else On Error GoTo 0 .DataSource.FirstRecord = wdDefaultFirstRecord .DataSource.LastRecord = wdDefaultLastRecord .Execute Pause:=False .DataSource.Close ' If you are merging to a new document, that becomes the Activedocument ' and you can close the mail merge main document objMMMD.Close savechanges:=False Set objMMMD = Nothing End If End With End If End Sub -- Peter Jamieson http://tips.pjmsn.me.uk "Jerome_Ball" wrote in message ... I am using Word 2003. I need to create a Template and save this template. What I need to do is as follows: 1. Data Source is in Excel 2003. 2. Monthly worksheets, that I need to send to parent that have an amount owed to the company. 3. Need a way to have the user just run the Mail Merge process to create & the letters that need to be sent. 4. Need for the user to select the month they wish to report. Each month correspond to a worksheet for the Workbook. Workbook is called School_1. Worksheets are "JAN", "FEB", etc. 5. The selection criteria is Column C must have "PARENT" and Column D must be greater than 0.00. Need to be able to have template set up with C1:C200 = "PARENT" and D1200 0.00. 6. When I used the wizard, I keep having to changing the field code of the merge field, so that dollar amounts print properly from Column D. 7. What I would like to have it do is have the user enter the month they wish to report against and then have the mail merge job run, display the output to allow the user to make any mods they may want and then print. This may be easy, yet I need expert help to do this. I would like to automate as much as possible to keep them from making mistakes and contacting me. Thanx in advance for your help and asistance in this process. You could also send any directly to . Jerome Ball |
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