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Beginners help for Mail Merge

Okay, so the deal is, I am doing a mail merge document in order to print
invoices. The field I get the amount of money is "invAmount". What I would
like to do is be able to manipulate this number to get different percentages
of that total amount on my document. For example, display 10% of that
amount. I am not too familiar with using field codes and have only used them
a couple of times in the past. I'm currently doing this with Word 2000.

I hope that made some sort of sense. Any help will be greatly appreciated ;)
Thanks.

Tom
Nov 13 '05 #1
5 2821
You need to set up your merge fields in Word to get what you want. Obviously you
want an InvAmount merge field. Then you need to create calculated merge fields
to get percentages of the InvAmount merge field. You need to go to Word help or
a Word newsgroup to find out how to create calculated merge fields.

--
PC Datasheet
Your Resource For Help With Access, Excel And Word Applications
re******@pcdatasheet.com
www.pcdatasheet.com
"Tom Keane" <la********@optusnet.com.au> wrote in message
news:40***********************@news.optusnet.com.a u...
Okay, so the deal is, I am doing a mail merge document in order to print
invoices. The field I get the amount of money is "invAmount". What I would
like to do is be able to manipulate this number to get different percentages
of that total amount on my document. For example, display 10% of that
amount. I am not too familiar with using field codes and have only used them
a couple of times in the past. I'm currently doing this with Word 2000.

I hope that made some sort of sense. Any help will be greatly appreciated ;)
Thanks.

Tom

Nov 13 '05 #2
On Tue, 13 Jul 2004 12:27:03 +1000, "Tom Keane"
<la********@optusnet.com.au> wrote:

I understand you want to write an invoice similar to this:
Your total is $100
Please pay $10 by August 1st.

The easiest way to do this is to create a query that already has all
these values, so you can simply use Word's mail/merge fields. Create
an Access query like this:
select InvAmount, 0.1*InvAmount as InvAmount10Percent from tblInvoices

-Tom.

Okay, so the deal is, I am doing a mail merge document in order to print
invoices. The field I get the amount of money is "invAmount". What I would
like to do is be able to manipulate this number to get different percentages
of that total amount on my document. For example, display 10% of that
amount. I am not too familiar with using field codes and have only used them
a couple of times in the past. I'm currently doing this with Word 2000.

I hope that made some sort of sense. Any help will be greatly appreciated ;)
Thanks.

Tom


Nov 13 '05 #3
Thanks a bunch for that! It was very simple to do once explained. How I wish
I remember all the stuff I learned in high school ;)

Thanks again!
Tom

"Tom van Stiphout" <no*************@cox.net> wrote in message
news:q9********************************@4ax.com...
On Tue, 13 Jul 2004 12:27:03 +1000, "Tom Keane"
<la********@optusnet.com.au> wrote:

I understand you want to write an invoice similar to this:
Your total is $100
Please pay $10 by August 1st.

The easiest way to do this is to create a query that already has all
these values, so you can simply use Word's mail/merge fields. Create
an Access query like this:
select InvAmount, 0.1*InvAmount as InvAmount10Percent from tblInvoices

Nov 13 '05 #4
Tom,

You could use a query and the field would be a percentage of the total. Is this
for tax or some other reason?

Tax: = SumofSomeField * .010

this field will be 10% of the SumOfSomeField I believe.

Michael
Nov 13 '05 #5
In message <40***********************@news.optusnet.com.au> , Tom Keane
<la********@optusnet.com.au> writes
Okay, so the deal is, I am doing a mail merge document in order to print
invoices. The field I get the amount of money is "invAmount". What I would
like to do is be able to manipulate this number to get different percentages
of that total amount on my document. For example, display 10% of that
amount. I am not too familiar with using field codes and have only used them
a couple of times in the past. I'm currently doing this with Word 2000.


If the document you are creating is an invoice then I would tackle the
problem slightly differently. It is very important that the database
stores exactly what is on the invoice, so that an auditor can check it
later.

I would record the item price and tax rate in the table and build a
query to be used for reporting. You have to record precisely what rate
of tax was used at the time the invoice was raised, so you can't just
store one central tax rate because it's possible that the rate would
change, which would invalidate all of the previous invoice data. Talk to
an auditor and ask them what they want in the database.

In the query you would need three fields: for the net, gross and tax
amounts. So if you store [NetAmt] as the value before tax and [TaxRate]
as the proportion to be added as tax then the third field is [GrossAmt]
and in the query you would have a calculated field

GrossAmt: [Netamt] * [TaxRate]

The mailmerge would be run using the query rather than the underlying
table as the data source, and all of the tax calculations get done in
Access and not in Word.

You might also want to set up another table just to hold the totals of
the invoices, for future analysis. Think of it as the first step towards
a data warehouse.

--
Bernard Peek
London, UK. DBA, Manager, Trainer & Author. Will work for money.

Nov 13 '05 #6

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