SU15 'Customer Listing Mail Merge'

When you select Customer Master Mail Merge (Format 5) from Print Customer Listings (SU15), the regular process for creating a report is not followed. Instead, the following steps must be taken:

  1. Tab through the following fields:

    • Sequence
    • Levels
    • Restrictions

  2. Select the Range From and To for the Mail Merge. If you have not modified the Sequence field, enter Customer codes in the From and To fields.

    • In the From field, enter the starting 'code' for the Mail Merge.

    • In the To field, enter the ending 'code' for the Mail Merge.

    • The information displays in the list box below.

    • To add additional Ranges, repeat these steps.

      Note: To print the entire file (all Customers), simply tab through the From and To fields. The list box displays *Start and *End in the From and To fields.

    • To delete a Range from the list box, double click on the line. The following message displays, "Do you wish to delete this range? Yes/No". Click Yes to delete the range.

  3. Click OK.

  4. The Report Complete screen opens. Click OK to Accept the report (Acceptance Codes are not required).

  5. Microsoft Word automatically opens. The following message displays: "Opening this document will run the following SQL command: SELECT * FROM C:\winsol\temp\su15.txt. Data from your database will be placed into the document. Do you want to continue? Yes/No".

    • Select 'Yes' to continue.

  6. The su15.doc opens with Customer information from SU15. The document is located in the following directory C:\winsol\forms\su15.doc.

    • Use the Mail Merge Toolbar options to browse through the list of Customer records in su15.doc.

    • You can also use the Mail Merge options within Word to modify the output created by SU15.

      TIP: Proficiency in Microsoft Word's Mail Merge is required to use this functionality to its potential. Please consult the Mail Merge Online Help in Word for additional information.

  7. If Microsoft Word does not automatically open or if you receive the following message, "SU15.doc is a mail merge main document. Word cannot find its data source, SU15.txt. Find Data Source/Options", you must manually open the SU15.doc.

    • If Word has opened and you receive the message identified above, select Find Data Source. A Browse window opens allowing you to search for SU15.doc directly. This document is located in C:\winsol\forms\su15.doc.
      OR
      You must manually open Word and search for the SU15.doc directly. This document is located in C:\winsol\forms\su15.doc.

    • Once the document is open, you can use the Mail Merge Toolbar options to browse through the list of records and modify the document as required.

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