To create the data worksheet for the mail merge

  1. Log in to the Infor Lawson Query Wizard and select Database Tables or Application as the data source.
  2. Select the fields for the query on the Fields tab. For more information on how to select fields, see Choosing Fields for a Database Query or Choosing Fields for an Application Form Query.
    Note: If field names are long, you might want to shorten them using the Column Headings tab. Column headings become field names in the spreadsheet.
  3. On the Criteria tab, set selection criteria for the query.
  4. Use the Sort tab to sort data if necessary. You might want to sort mailings by zip code, for example, to save on postage costs.
  5. On the Workbook tab, select the Save Output for Mail Merge check box. This tells the Query Wizard not to format the results or display title information.
  6. Click Finish. The requested data is sent to the Excel worksheet.
  7. Verify the data for errors and add any items that may be missing.
  8. Save the Excel file.
  9. If you intend to run the query later with updated data, select the Save Query icon on the Query Wizard window. This saves the query settings as a .dme file.
    Note:  Saved queries can be run again to extract more current data. See "To re-display a previous mail merge query with current data".