Report & Mail Merge

Hi All
I've a requirement to send a mail with Overdue Invoices for each customer. It must have a text section followed by a table with all the overdue invoices.
We've developed a Overdue Invoices Report in Answers, but couldn't find the way to break it, do the mail merge and send it to the customers that are not OBI users.
We're using the SA system subject area to store the mails of the customers.
Has anyone done this before?
Sorry for the basic question but I'm new on OBI.
Thanks in advance.

You need to have two reports (one for the output to be sent) and another for the recipients list.
Venkat's post below should give you idea of what you need to do (Doesn't sound like you need SA subject area, but you can decide that for yourself.
http://oraclebizint.wordpress.com/2008/04/25/oracle-bi-ee-101332-sa-system-subject-area-autoloading-profiles-and-bursting/
hth,
Prakash

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Urgent: Mail merge type report

Hi All,
Reports version 2.5 on NT
I'm not a reports expert so pardon me if it is a simple question.
I'm trying to create a salary certificate for all the employees. This will be a mail merge type of report, where there will be static text embedded with dynamic data from the database.
Now my problem is that I want to print the static text with normal font and DB text in bold style.
I can't use fields for DB columns as then my formatting will go for a toss because the data inside the fields is of variable length.
Please advise on what to do? Any workarounds?
Regards
Naveen

You still need to use a Field object that sources on the corresponding DB column. Set font style of the Field object to "Bold". Set its "Horizontal Elasticity" property to "Expand".
Regards
Sripathy

Word document/mail merge with values from Reports

Hi All gurus
Using apex 4.1.1 , linux , 11gr2
Basically I have requirement to generate a Word doc (letter to a Word mail merge) from a button/navigation link pressed on Apex page which will gather data from the report and fill in values in appropriate place in Word doc.
Is this even possible with Apex with/o BI Publisher
I have Fop installed and tested , PDF works great but excel and RTF is not reading the encoding on attachment download.
Any help gratefully appreciated as always !
PS I am aware of new PDF feature in 4.2.2 but upgrade is just not the scope right now.
Thanks

Hi, Tony:
I am working with Hunk09 on this problem. I checked the demos of this PL/SQL lib, it looks powerful, yet we need a short time solution considering our schedule, as our request is just to insert some values into a static RTF document so user can print letters in batch by clicking link and downloading RTF file. I noticed our legacy system is using owa_util.mime_header following with htp.p to produce file, does APEx support this still? Also you have any hint about providing download link in APEX?
Thanks.
Sam
Edited by: lxiscas on May 8, 2013 2:59 PM

Mail Merge type reporting in APEX

Has anyone implememted a reporting tool to create mail merge type documents in APEX 4.0? I have read threads from 2005 - forward on solutions for older releases of APEX. BI Pub is more than our budget, so we are looking for something less costly.
I have read about BIRT and PL/PDF.
Any suggestions would be great!!
Keisha

I found the following to work better.. Like you use..oracle to get data in csv format and then use mail merge..
Other solution is Jasper .. Third there are third party software available but that wont be a solution..
I Think the easies way is get your data in csv format and from there ...you start using mail merge..word can talk directly to csv format data.

When I tried to Mail Merge for Data is is not exporting any data.

HI,
EBS-12.1.3
DB-11gR1
OS - RHEL 5.6
[With my Login User and SysAdmin Login User] When I enter into to the "People -> Enter and Maintain" Form and then I press the "Export Button", there is error Alert
Function is not available to this responsibility. Change Responsibilities or Connect to the System Administrator
I Added the Function "HR ADI Seeded Integrator Form Functions" into the "AE HRMS Manager" Responsiblity. It is also working and Export Data icon is enable.
Problem:
But Problem is when I tried to Mail Merge for Data is is not exporting any data.
====================================================================
Steps
1.Move to the "People -> Recruirment" and then "Request Recruitment Letter" .
2. Enter the New Request. as
Letter Name "App. Letter Contract Site",
Automatic or Manual = Manual.
Select the Name from the LOVs for the Request for Detail Block.
3. Press the "Export Data" icon.
4. Integrator Page Appear with my Custom Integrator Name as "Appointment Letter - Contact Site".
5. Select the "Word 2003" from the View List. and Reporting is Checked.
6. Review the Folowing Enteries as:
Integrator Appointment Letter - Contact Site
Viewer Word 2003
Reporting Yes
Layout App. Letter Contract Site
Content XXHR_MBE_APP_LET_CONT_SITE_V
Session Date 2011/08/02
Mapping XXHR_MBE_APP_LET_CONT_SITE_V Mapping
7. Press "Create Document" Button.
8. It will open the Excel 2003 and then Word 2003. But no data down download from the Form.
9. It open the Mail Merge Letter but no Data is Display.
===========================================================
Note:
a. I am following the Steps from the Link:"http://apps2fusion.com/at/38-ss/351-generate-recruitment-letters-web-adi".
b. From the "Desktop Integrator Manager", "Oracle Web ADI", "HRMS Web ADI", it is working fine and Dowload the Data.
===========================================================
Thanks
Vishwa

Please try the solution in ("Function not available to this responsibility" Error While Cliclking On Forms Personalisation [ID 1263970.1]) and see if it helps.
Thanks,
Hussein

I get an error trying to use Apple Address Book with Word Mail merge - says it cannot open data file?

I am running MS Word 2011, latest Mac OS, and trying to use the Mail Merge option with the Apple Address Book as the data source.
However whenever I select the Apple Address Book as the data source, I get the error "Word was unable to open the data source".
Anybody got any idea why?
Thanks for your help

I am guessing you could have solved this little problem already but perhaps someone else may benefit:
I struggled with the same problem - not being able to use Mac Address Book (i.e. Contacts) with Word 2013 for mac mail-merge (on Mountain Lion and, now, on Mavericks) - with the exact same error message reported by Klausngigtoas above .
So I read lots of techie stuff on forums which passed a nice few hours but didn't help. Finally, with slumped, defeated expression, I gave up.
But I just now (such is life) I accidentally stumbled upon the simple solution:
1. Enter System Preferences and click Security & Privacy.
2. Select the Privacy tab and then on Contacts on the left hand panel.
3. In the right hand panel ("Allow the apps below to access your contacts") just tick the Contacts box.
4. And Voilà! - at least it worked for me - hope it does for you.

BP Information in a Mail Merge Spreadsheet Format

Hi Guys,
I need to run a report that I can export to excel that will allow me to export BP details (ie name and address) in a format that will allow me to mail merge the addresses into a Word Document for a mailing campaign.
I have looked through the standard B1 reports/queries and cant find anything there. As I am a little bit dumb regarding the query generator I would be very grateful if anyone has done this previously, if they could post the queries details.
Many thanks in advance
Sean Martin

Hi Sean,
You can achive it without using query, just follow the following steps.
Open Business Partenr master screen.
In find mode put * in code and click on find
then click on form setting
Select the fields you want to export to excel
click ok
again use find, you will find all the fields in find list, now use export to excel button
Hope it helps,
Samir Gandhi

Set word file read only after exporting through mail merge

Hello,
I am exporting the ALV report to word file using standard functionality using mail merge.
But my requirement is after exporting to word ,file should be protected or read only.
Plz Help me to solve this issue.
Thanks,
Paresh.

you can do that by calling class method CL_GUI_FRONTEND_SERVICES=>FILE_SET_ATTRIBUTES exporting parameter READONLY
note: this will work only in the foreground, it is not possible to do it in a background job

When I mail merge a message that incudes a table with an excel spreadsheet, the table disappears and the data appears in list form

I've tried both creating the table using Thunderbird, as well as creating the table in Word first and the problem is the same. I've reinstalled and updated both the mail merge add on and Thunderbird.

If you do not need all the excel specific items you can just write it to a spreadsheet using the write to spreadsheet file vi's.
If you want to go the excel route you will have to use active x. you can see a lot of examples on the excel board under the breakpoint forum. please post a sample of how you want your data to look and I can maybe help explain what options you have. and also oyu do not necesarily need the report generation toolkit.
Joe.
"NOTHING IS EVER EASY"

Mail merge encrypted pdf's.

Hi. I'm trying to generate pdf's using the mail merge feature in MS Word via the Acrobat PDFMaker Addin. I'm able to generate and send the pdf's without issue. The problem is that I can't restrict the recipients from editing the pdf's. I've set the security settings in the preferences menu. If I send a single pdf (no mail merge) it works fine. However, when I use the mail merge feature the document isn't encrypted.
It's the same problem reported here only none of what's suggested works for me.
I'm using Acrobat Pro 11.0.2 and MS Word 2010
I'd apreciate your help.

Thanks for the reply. I tried this already though. You can change the security settings in the printer menu (name?) but for whatever reason they're not being applied to the mail merge. I'm stymied.

Mail merge using PDF file and Excel spreadsheet

How do I mail merge an existing PDF file (the template) with a 50-record text file exported from Excel to create 50 PDFs? I am using Adobe Acrobat XI. I could not find anything under TOOLS | FORMS that would allow me to do a mail merge. I was able to import the text file but it only produced one record.
Since this is a pre-designed legal document, I do not want to recreate the PDF file in MS Word, then perform the mail merge in Word to PDF.
From my online research it seems I will be forced to purchase an Acrobat plugin to perform this simple task.
Am I simply overlooking something?
Thanks.

oracle reports does not provide this capability. however, the e-business suite provides a tool that might do, what you are looking for ...
http://otn.oracle.com/products/applications/publishing/index.html
thanks,
ph.

Can you mimic the mail-merge part of Recuitment to other areas of HRMS?

We are migrating to Oracle HR from a legacy system that allows users to run custom mail-merge MS Word docs from almost any screen that they choose. Is it possible to do this in HRMS from areas other than OTA and Recruitment?
For example, when someone leaves the company, automatically run a letter. Are Oracle Alerts suitable for this? Or would this have to be a manual concurrent request? We don't want Oracle Reports as a concurrent process, as the MS Word output is difficult to edit with all of the frames it uses. We also don't want the users to manually enter parameters - just use the current record on the screen.
TIA
Regards, PRW

Paul,
You can create custom Web ADI Integrators for any HRMS forms apart from the HRMS People Management template forms. You will need to create a view similar to the one used by the forms and make sure you link the Web ADI Layout to a Mailmerge template document. I can walk you through if you want.
Regards,
Sarju..

Mail Merge & cell references

Hi @all,
I have several tables in numbers (09). On is for users input, the other for calculating values I need in a mail merge.
In the first table, the user types a date in this format "DD.MM.YYYY hh:mm" (german datetime). In the second table, there is only a mapping A{i}={first table} :: A{i}.
Now using the second table for mail merge in Pages, the results are strange. The merge-mapping is: "date" = {file}{table}{column name} (made with the inspector). But Pages takes the values for date in this order: first replacement is taken from column 1 line 1, second replacement is taken from column 2 line 2, third is taken from col 3 line 3 and so on... In effect, pages traverses the numbers table diagonally rather than vertically.
If I replace (in Numbers) the reference by direct values (not A{i}={first table} :: A{i} but A1 = "01.01.2009 09:00", A2 = "02.01.2009 08:30", and so on) everything works fine!
Is this a known bug in Numbers / Pages?

If you are interested to see merge at work, I uploaded a disk image with two examples into my idisk:
<http://idisk.me.com/koenigyvan-Public?view=web>
Download:
For_iWork:iWork '09:forNumbers09:forMerge.sparseimage.zip
You will see at work what is described in this thread.
Here is the bug report:
Your tracking number for this issue is Bug ID# 7254413. You may check status on this report via the 'My Originated Problems' tab.
+25-Sep-2009 09:21 PM Yvan KOENIG:+
Hello
+Attached is a demo of an oddity in the merge function in iWork '09.+
+Tested with the revision 2 under 10.4.11 but behave the same in other operating systems.+
+the pair 4merge behaves flawlessly. In the spreadsheet, the dateTime values are typed in the cells.+
+the two pairs 4merge2 and 4merge2- fail.+
+This is due to the fact that the field date contain dateTime objects resulting of formulas.+
+the pair 4merge3 use also calculated dates but this time, as I concatenate them to a nil string, the cells contain strings, not dateTime objects and this time the merge behaves flawlessly.+
+It seems that what we get with merge2 and merge2- resemble to what we call a bug. Isn't it ?+
+'4merge.dmg.zip' was successfully uploaded+
Yvan KOENIG (VALLAURIS, France) vendredi 25 septembre 2009 21:11:33

Mail merge and custom charts?

I want to give report cards of sorts to students. I want the info on the report cards to be populated by info from a Numbers document. I can mail merge stuff like names alright, but what I really want is a chart that shows the overall class average and the student's individual performance on the same chart.
This would be similar to the Numbers Grade Book template chart, with the huge exception being that I can mail merge and create documents for a bunch of students rather than having to fill out each student's name individually to change the charts like you have to do in Numbers.
I tried to add mail merge info into a chart, but it didn't work. Any other solutions or ideas?

I'll try and break things down more clearly.
I have student data in Numbers, including Names, Student #s, Homework Scores, and Test Scores. I have all of this info in one Numbers table.
I can setup a mail merge with that Numbers document and can population Name, Student #s, and Homework Scores fine.
For Test Scores, I would like to have a graph that shows the class averages for Test Scores and Total Scores (Test Scores + Homework Scores).
The graph would ideally be like the one in the Numbers Grade Book template, with a filled in section representing the class scores, and dots representing each student's individual scores.
I want a way for this info to get filled in automatically. I could copy and paste a Numbers chart into the pages document in order to get the class averages, but that doesn't help me get each student's individual scores in. If I could do a mail merge with info from Numbers going into a chart created in Pages, that would be great, but that doesn't seem to work. I'm not given the option to insert new fields.
I'm open to any kind of solution. Initially I thought that I might have to use applescript to create a new sheet for each student directly in Numbers, but no one in the Numbers forum gave me any insight about how to do that (and I'm dead useless at writing applescript). Someone did suggest doing a mail merge, though, so I ended up here.
Does that clear everything up?

Mail Merge Documents

I currently have a report which comes out of 'Answers'. Now there is a need to automatically generate documents from this report. In other words mail-merge. I think BI publisher is the way to go.
Your thoughts?
Thanks,
Dinesh.

If you are talking about mail merge concept, which is delivering the same report with different content to multiple users. Then there is a concept called Bursting in BI Publisher will work. Take a look at BI Publisher bursting feature.
Check this tutorial from Oracle
http://www.oracle.com/technology/obe/obe_bi/bipub/advance/advance.htm#t4s2
- Madan

Report & Mail Merge

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