Complext Mail Merge with VBA   

Hello,
I'm trying to realize a complex Word mail merge with VBA.

GOAL
I've got a data source that needs to be grouped.
Let's say I've got a list of orders need to be grouped by the customer ID 
who made them.
Imagine my data source has a structure like this:
- customerID
- customer description
- customer address
- orderID
- order description
- order total amount
Every customerID can have one to many orders contiguous records,
each record with the same structure described above.

The merge should produce a letter like this for each customer:
- un introductory header with customer personal information (description and 
address)
- a table listing every customer's order
- a greeting footer
- a fill-in pre-compiled form. I'd need a form for each customer's order.
- a fill-in blank courtesy form

SOLUTION
First I tried to solve my problem with Microsoft KB 
(http://support.microsoft.com/default.aspx/kb/294686), but
It didn't help since I need to put data source details after customer footer.

I then decided to write application event procedures.
I created 6 Word document:
- docMain containing the VBA code
- docA containg customer's header
- docB contains orders' list
- docC containing customer footer
- docD containing fill-in pre-compiled form
- docE containing fill-in blank courtesy form
Every document is a mail merge document connected with the same data source.

docMain contains 2 class modules:
- MergeApplication that models the behaviour of docMain merge
- SubMergeApplication that models the behaviour of subdocuments(docA, docB, 
docC, docD and docE) merge

When docMain opens, the merge events is fired and the control of merging is 
given to MergeApplication.
The BeforeRecordMerge event of MergeApplication detect which is the active 
record and the changing of customer ID 
to fire the right subdocument merge. After each subdocument merge, the sub 
merged file is pasted and copied 
into the main document.
The code is shown below:
    ' save the customerId to detect when the Id changes
    rottura1 = arrangeRottura(doc, ThisDocument.strFieldsRottura)
    
    ' checks active record is the data source first
    If (doc.MailMerge.DataSource.activeRecord = 1) Then
        
        ' MERGE DOCUMENTO A
        Set subdoc = Documents.Open(ThisDocument.docA)
        mergeAndCopy subdoc, doc, activeRecord, activeRecord
        mainMergedDoc.Activate
              
        ' MERGE DOCUMENTO B
        Set subdoc = Documents.Open(ThisDocument.docB)
        mergeAndCopy subdoc, doc, activeRecord, activeRecord
        mainMergedDoc.Activate
        
        recordDa = activeRecord
    
    Else
    
        ' checks customerID is changed
        If (rottura1 <> rottura2) Then
            
            ' MERGE DOCUMENTO C
            Set subdoc = Documents.Open(ThisDocument.docC)
            mergeAndCopy subdoc, doc, activeRecord, activeRecord
            mainMergedDoc.Activate
            
            Selection.InsertBreak Type:=wdPageBreak
            Selection.Collapse direction:=wdCollapseEnd
            
            recordA = activeRecord - 1
            
            ' MERGE DOCUMENTO D
            Set subdoc = Documents.Open(ThisDocument.docD)
            mergeAndCopy subdoc, doc, recordDa, recordA
            mainMergedDoc.Activate
            
            recordDa = activeRecord
            
            ' MERGE DOCUMENTO E
            Set subdoc = Documents.Open(ThisDocument.docE)
            mergeAndCopy subdoc, doc, activeRecord, activeRecord
            mainMergedDoc.Activate
            
            ' fine documento singolo con interruzione sezione
            Selection.InsertBreak Type:=wdSectionBreakNextPage
            Selection.Collapse direction:=wdCollapseEnd
            
            ' MERGE DOCUMENTO A
            Set subdoc = Documents.Open(ThisDocument.docA)
            mergeAndCopy subdoc, doc, activeRecord, activeRecord
            mainMergedDoc.Activate
            
            ' MERGE DOCUMENTO B
            Set subdoc = Documents.Open(ThisDocument.docB)
            mergeAndCopy subdoc, doc, activeRecord, activeRecord
            mainMergedDoc.Activate
        
        Else
            
            ' MERGE DOCUMENTO B
            Set subdoc = Documents.Open(ThisDocument.docB)
            mergeAndCopy subdoc, doc, activeRecord, activeRecord
            mainMergedDoc.Activate
        End If

    End If
      
    ' checks active record is the last
    If (doc.MailMerge.DataSource.activeRecord = ThisDocument.totMMRecord) Then
        
        ' MERGE DOCUMENTO C
        Set subdoc = Documents.Open(ThisDocument.docC)
        mergeAndCopy subdoc, doc, activeRecord, activeRecord
        mainMergedDoc.Activate
        
        Selection.InsertBreak Type:=wdPageBreak
        Selection.Collapse direction:=wdCollapseEnd
        
        recordA = doc.MailMerge.DataSource.activeRecord
        
        ' MERGE DOCUMENTO D
        Set subdoc = Documents.Open(ThisDocument.docD)
        mergeAndCopy subdoc, doc, recordDa, recordA
        mainMergedDoc.Activate
            
        ' MERGE DOCUMENTO E
        Set subdoc = Documents.Open(ThisDocument.docE)
        mergeAndCopy subdoc, doc, activeRecord, activeRecord
        mainMergedDoc.Activate
        
        doc.MailMerge.DataSource.activeRecord = wdLastDataSourceRecord
        
    End If
    
    ' save the customerId to detect when the Id changes
    rottura2 = arrangeRottura(doc, ThisDocument.strFieldsRottura)

I develop my solution on Word 2002 and everything worked fine.
I then switched to Word 2003 and 2007 and my merge seems not to move from 
the first data source record.
It seems like the two nested merge interfere with each other.

I hope I was able to explain the problem clearly enough.
Thanks in advace for help.
Francesca Arecco

date: Fri, 8 Feb 2008 08:26:09 -0800   author:   fiensi