Microsoft Word 97 and Word 2000

(Financial Controller only)

ODBC options within Word are enabled only when Word is installed as part of Microsoft Office, or with Microsoft Excel. To use the ODBC driver to perform a Mail Merge using your Sage Line 50 data with Microsoft Word.

1. Start Microsoft Word from Windows.

2. Open the Tools menu from the Microsoft Word menu bar and choose the Mail Merge option.

The Mail Merge Helper window appears.

3. Click Create.

The Create drop-down list box appears.

4. Choose the Form Letters option.

The MS Word window appears.

5. Click New Main Document.

The Mail Merge Helper window reappears.

6. Click Get Data.

The Get Data drop-down list appears.

7. Select Open Data Source from this list.

The Open Data Source window appears.

8. Click MSQuery

If the MSQuery button is not shown you must install the MSQuery program. For further information on how to do this see your Microsoft Word User's Guide.

The Select Data Source window appears.

Select the Sage Line 50 data source and click OK.

Note: If the Sage Line 50 data source is not shown in this list box, click New Data Source and then click OK.
The ODBC Data Sources window appears.
When prompted, enter your data source name, for example Sage Line 50.
When prompted, select the SageLine50v8 driver for the database from the drop-down list.

9. Select Connect

The Sage Line 50 ODBC Connect window appears.

10. If you have activated Access rights within your Sage Line 50 program, then the User ID and Password you enter here will be the same as the logon name and password you have entered there. If your password is for the whole company, i.e. Access Rights is turned off, then enter manager in the User ID box and your password in the Password box. Click OK to accept.

If you click OK without entering anything, the driver will try to use Manager as the User ID without a password. If Manager does have a password, an Incorrect User ID or Password window appears.

The Add Tables option appears.

11. Select the table you require and click OK.

12. The table you have selected appears in a list box.

Using your mouse, drag the right edge of this box to expand it, revealing the fields.

13. Select the fields you require from the list by double-clicking on each field in turn until you have all the fields required. As you select them the fields appear in the database.

You can now format and place criteria on the data, as you wish.

14. Open the File menu from the Microsoft Query menu and select the Return Data to Microsoft Word option.

The Mail Merge Helper window appears.

15. Click Edit Main Document and select the document created earlier.

16. Click Insert Merge Field, then choose the name of the field you require from the list.

17. Repeat step 16 for each field you require.

18. Open the Tools menu from the menu bar and select the Mail Merge option.

The Mail Merge Helper window reappears.

19. Click Merge.

The Merge window appears.

20. Click Merge.

The resulting merged document appears.