Using the Infor Lawson Query Wizard for Mail Merge

The Infor Lawson Query Wizard allows you to retrieve data into an Excel worksheet and load it into the Microsoft Word mail merge program. This allows you to take advantage of the full mail-merging power built into Microsoft Word. The Query Wizard can use either Infor Lawson forms or Infor Lawson tables as your data retrieval source for the mail merge.

You can use one of these processes to create a worksheet with data to be merged into a Microsoft Word mail merge template:

  • Create a query to retrieve the data you want to merge into Word.

  • When you get to the Workbook tab, select the Save Output for Mail Merge option.

  • Use Microsoft Word to create a mail merge document. As the data source for the mail merge, select the Excel file that contains the query results you want to merge.

  • Map fields from the Excel worksheet containing Infor Lawson data to fields in the mail merge template.

  • Merge the Infor Lawson data into the mail merge template.

    For procedures, see "Creating Mail Merge Files".