I'm currently creating a process to dump information from our accounting system into excel, grab email addresses and attach them to the proper vendors, dump that email info into word, use a mail merge document to create letters for the vendors, and then email them all out with a vba macro.
I'm stuck at the mail merge part, really bad at doing this kind of stuff. I've tried following a catalogue tutorial to set one up and just can't get it to do what I need it to. I've given a basic example of what the data I have looks like, and an example of what I need each letter to look like.
Can anyone lead me in the right direction or give an example of the code I need to put on my main document?
You guys are awesome, advance compliment!
| VENDOR ID | INVOICE# | INVOICE DATE | INVOICE AMOUNT | REMIT# | REMIT DATE |
| JOHBUS | 1 | 10/31/2012 | 500.00 | REMIT000042558 | 11/15/2012 |
| JOHBUS | 2 | 10/31/2012 | 400.00 | REMIT000042558 | 11/15/2012 |
| JOHBUS | 3 | 11/1/2012 | 600.00 | REMIT000042558 | 11/15/2012 |
| JOHBUS | 4 | 11/2/2012 | 222.31 | REMIT000042558 | 11/15/2012 |
| JOHBUS | 5 | 11/2/2012 | 438.94 | REMIT000042558 | 11/15/2012 |
(note: I do have the email address listed on each line for each vendor, forgot to list it here!)
(note2: I put squigly brackets around everything I think needs to be generated by a field code)
| Hello, | ||
| The total amount of ${total} dollars has been deposited. This should show up in your bank account within two to three business days. Below we have listed which invoices we are paying. For any inquires in regards to your account please email {*** Email address is removed for privacy ***} | ||
| Vendor Name | Payment Date | Payment # |
| {Johns Business} | {11/15/2012} | {REMIT000042558} |
| Invoice | Date | Amount |
| {1} | {10/31/2012} | {500} |
| {2} | {10/31/2012} | {400} |
| {3} | {11/1/2012} | {600} |
| {4} | {11/2/2012} | {222.31} |
| {5} | {11/2/2012} | {438.94} |
| Total | $ {2,161.25} | |
| Thank you, |
