To create a mail merge document

  1. Open Microsoft Word. Select View > Toolbars > Mail Merge to display the Mail Merge toolbar.
  2. Click the Open Datasource icon on the Mail Merge toolbar.
  3. Select and open the Excel workbook on the Select Data Source window. The workbook will have a .xls extension.
  4. On the Select Table window, select the worksheet that contains the query results.
  5. Create the mail merge template document in Word and insert fields from Infor Lawson data into your template. (For detailed instructions, see the Microsoft Word documentation.)
  6. When finished creating the template document, click the Merge to New Document icon.
  7. In the dialog box, indicate which records you want to include in the generated file. To include all records, select All.

    Click OK.

    A generated document displays the results of the merge.

  8. Save the Word document. The document will contain individual pages for each record you merged.