multi record report and emailing

[Alex Paradi]

Hi all.

Is Word a good choice for creating a report and emailing
the report?

What I would like to do is create a report based on an
Access Query that shows a each line item on each invoice
for each customer over a given time period and then
automatically email that report to the customer.

Is this possible to do in Word? Is it easy? Should I be
using Access instead?

I don't know if it possible to have grouping in a Word
Mail Merge. Each record would include customer info,
payment info, the invoice number and date and the Invoice
line item info. So there would be a record for each
Invoice Line Item.

I would like the report to group invoices by customer and
group line items by invoice number. As far as I know this
isn't possible in Word, but a friend told me that perhaps
it is.

Anyone know?

Thanks in advance

 

[Steve Schroeder]

I'm trying to do something very similar, but have had
little success to this point. The source I'm using that
explains how this can be done is:

http://www.knowhow.com/Guides/CompoundMerges/CompoundMerge.
htm

Let's collaborate

 

[Guest]

Hmmm. Interesting... The lack of formating is quite
disappointing, but it could work. I wonder if there is
any way to get these invoices to be automatically
emailed. There must be...

I'll give it a shot later today and get back to you if I
could get it to work.

Alex

 

[Guest]

Yeah you can programmatically e-mail them. You can use
Word VBA to do this:

ActiveDocument.HasRoutingSlip = True

With ActiveDocument

With .RoutingSlip
.Subject = "Matter Change Form"
.AddRecipient "ELITECHANGE"
.Delivery = wdAllAtOnce
.Message = "Attached is a Matter Change Form."
.ReturnWhenDone = False
.TrackStatus = False

End With

.Route

End With

The Recipient could be read from a database certainly.

 

[Alex Paradi]

Wow... thanks!

I'll have to give this a try and test it out