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#1
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workorder from database
i would like to make a database that could hold information like a customers
name, address, phone, etc. then within the database either by button or thru word, have it dump that information into a workorder or purchase order template i've already made. and then after the workorder had been created and saved, have that file associated with that customer in the database either in a new field or by clicking on the customer and bringing up all the associated documents -- --Chip Smith-- |
#2
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workorder from database
This is going to take some VBA. First you need to modify your template to
add form fields that will be filled with appropriate data. Make sure you name the bookmarks with understandable names. Then in your Access application, you automate Word and fill the bookmarks with data from a query that selected the record you want to fill. If you have a section where you have multiple line items, that will need to be defined in the Word document with a plain bookmark rather than a form field. In the Access app, you would gather together the data in a code loop separating the columns with tab characters and the rows with carriage return, line feed characters. When the data is assembled, you place it at the bookmark and while it is still selected, you convert the selected text to a table. You can use the table formatting features to add lines and header formatting if necessary. If you don't have an items section of the workorder, you can just do a simple mail merge which is significantly less work. "Chip Smith" wrote in message ... i would like to make a database that could hold information like a customers name, address, phone, etc. then within the database either by button or thru word, have it dump that information into a workorder or purchase order template i've already made. and then after the workorder had been created and saved, have that file associated with that customer in the database either in a new field or by clicking on the customer and bringing up all the associated documents -- --Chip Smith-- |
#3
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workorder from database
On Jan 28, 6:21 pm, "Pat Hartman" please no wrote:
in your Access application, you automate Word and fill the bookmarks with data Perhaps worth considering Word's mail merge functionality i.e. pull the data rather than push. Jamie. -- |
#4
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workorder from database
I didn't suggest that because the "pulling" functionality is quite limited.
For a purchase order you normally need two sets of data - the PO header and the PO detail. Word's mail merge cannot handle this. Each document is merged with a single record. "Jamie Collins" wrote in message ... On Jan 28, 6:21 pm, "Pat Hartman" please no wrote: in your Access application, you automate Word and fill the bookmarks with data Perhaps worth considering Word's mail merge functionality i.e. pull the data rather than push. Jamie. -- |
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