Happy Holidays!
Any suggestions how to use MERGEFIELD process with Automation using Access 2013 and Word 2013?
Many times a manager wants to change the content of a letter. The easier way instead of changing in the Access hard code procedure will be to change it in a Word Template.
As you can observe in the sample below there are case conditions which could be converted into a Word Template. I have no experience in this field and will appreciate any feedback.
Thanks a lot.
Norbert
Example:
The following is a partial code from a report which creates a letter in Access 2013:
(Sorry I can't format to change this code to a better view please advise if will help to post all the code of this procedure)
Select Case Me.CollectionMode
Case "Ccard"
Me.p_main = Me.p_main & " " & LCase(Me.EFTCollCycle) & " " & " credit card charge for the premium payment on your"
If Me.prodcde <> "ANTY" Then
Me.p_main = Me.p_main & " " & "FREEDOMFLEX life insurance underwritten by Fidelity Security Life Company has been declined."
Else
Me.p_main = Me.p_main & " " & "annuity underwritten by Fidelity Security Life has been declined."
End If
Me.p_main = Me.p_main & vbCrLf & vbCrLf & "This may have been an oversight, and perhaps it is still your " & _ "desire to continue to have automatic premium payments charged to " & _
"your credit card each month. If you wish to maintain your valuable plan, " & _
"please send us a personal check to replace the charge plus an additional " & sp_nsf_ser_chg & _
" service charge to cover our bank's charges as stated in your service agreement."
If Me.prodcde <> "ANTY" Then
Me.p_main2 = vbCrLf & "FAILURE TO PAY THE AMOUNT DUE MAY RESULT IN A LAPSE IN YOUR FREEDOMFLEX COVERAGE. " & _
"ALTHOUGH WE MAY CONTINUE TO CHARGE YOUR CREDIT CARD WHEN YOU HAVE MISSED A PAYMENT, " & _
"YOUR COVERAGE MAY NOT BE IN FORCE IN THE EVENT OF A CLAIM AGAINST IT, IF THAT PAYMENT HAS NOT BEEN REMITTED."
End If
Case Else
Me.p_main = Me.p_main & " " & "monthly Electronic Funds Transfer for the premium payment on your "
If Me.prodcde <> "ANTY" Then
Me.p_main = Me.p_main & " " & "FREEDOMFLEX life insurance underwritten by Fidelity Security Life has not been honored."
Else
Me.p_main = Me.p_main & " " & "annuity underwritten by Fidelity Security Life has not been honored."
End If
Me.p_main = Me.p_main & vbCrLf & vbCrLf & "This may have been an oversight, and perhaps it is still your " & _
"desire to continue to have automatic premium deductions from your account each month. " & _
"If you wish to maintain your valuable plan, please send us a personal check to replace the transfer " & _
"plus an additional " & sp_nsf_ser_chg & " service charge to cover our bank's charges as stated in your service agreement. " & _
"You may choose to make this payment through your credit card by contacting this office."
If Me.prodcde <> "ANTY" Then
Me.p_main2 = vbCrLf & "FAILURE TO PAY THE AMOUNT DUE MAY RESULT IN A LAPSE IN YOUR FREEDOMFLEX COVERAGE. " & _
"ALTHOUGH WE MAY CONTINUE TO DRAFT WHEN YOU HAVE MISSED A PAYMENT, " & _
"YOUR COVERAGE MAY NOT BE IN FORCE IN THE EVENT OF A CLAIM AGAINST IT, IF THAT PAYMENT HAS NOT BEEN REMITTED."
End If
End Select
'---------------------------------------Client name-------------------------------------------
If Not IsNothing(strClientMN) Then
strClient = strClientFN & " " & strClientMN & " " & strClientLN
Else
strClient = strClientFN & " " & strClientLN
End If
'----------------------------------------Payor Name-------------------------------------------
If Not IsNothing(strPayorFN) Then
strPayor = strPayorFN & " " & strPayorLN
Else
strPayor = strClient
End If
'----------------------------------head_* -----------------------------------------------
Posted by: drnorbert@msn.com
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