Creating mail merge file

Summary

It is possible for Platinum to export it Sales and Purchase Ledger account Names and addresses for use with excel. This article shows you how

Creating the File

• Go to "Sales\Purchase Ledger" -> "Customer File Maintenance"
• Click "Create Mailmerge File"

This will create a file called "SXMERGE.DAT" stored in '<Platinum Installation Drive>sx\Sxco??'

Filtering the output

There may instances where you will want to restrict the amount of addresses in the output file this is done using the range screen within "Customer File Maintenance"

• Go to "Sales\Purchase Ledger" -> "Customer File Maintenance" -> "Alter Range of reports"

Here you will see all the things you can filter your output by. The list is as follows:

• Account Code - (From and To)
• Balance Range - (From and To)
• Period Turnover Range - (From and To)
• Credit Limit Range - (From and To)
• Discount Type - (From and To)
• Discount Type Range - (From and To)
• Account Group - (From and To)
• Reference - (From and To)
• Account Analysis Codes - (First Three Positions)

Opening the File in Excel

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Keywords AND Misspellings

Account, Customer, supplier, export, CSV, comma, separtated, excel