Multiple versions of a catalog in Word
in [Document Management]
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From: Mike F Mike on 25 Mar 2010 15:01 Hi Team, I hope you can help me. My boss has asked me to create a flexible catalog of our products to be distributed in a couple of different regions. We would like the ability to easily make changes across the entire catalog to reflect changes specific to a particular region. For example, he would like to make a U.S. catalog and a Canadian version, and with as few clicks as possible, make the prices in the Canadian catalog reflect an adjustment because of currency. Is there an easy way to do this? I am reserved to the fact that I will probably have to have an external document (such as Excel) that would feed into the Word file. I am just not sure as to how I would make this work. Thanks in advance for the assistance. Mike F
From: macropod on 25 Mar 2010 17:07 Hi Mike, If the only difference is the prices, it's potentially quite simple. If you create a Custom Document Property named 'Country' with a default value of, say 'USA', you could use an IF field for each price, coded along the lines of: {IF{DOCPROPERTY Country}= "USA" "USD21.00" "CAD$21.50"} or, if your prices are based on USD*Exchange Rate and you a another Custom Document Property named 'ExchRate' with a default value of 1, which you change according to the relevant country's current exchange rate with the USD (eg CAN = 1.024), you could use an IF field for each price, coded along the lines of: {=ROUND({DOCPROPERTY ExchRate}*21.00,1) \# "$,0.00"} In either case, to edit the field code values in the body of the document, you'd need to press Alt-F9 to toggle the field code display. If the differences include some catalog items, you could extend the principles of the field coding for the first example to encompass whole items. For example: {IF{DOCPROPERTY Country}= "USA" "Widget item entry, for which the price is USD21.00"} or {IF{DOCPROPERTY Country}<> "USA" "Widget item entry, for which the price is {IF{DOCPROPERTY Country}= "CAN" "CAD$21.50" "MXN$264}"} Note: The field brace pairs (ie '{ }') for the above examples are all created via Ctrl-F9 - you can't simply type them or copy & paste them from this message. -- Cheers macropod [Microsoft MVP - Word] "Mike F" <Mike F(a)discussions.microsoft.com> wrote in message news:F264509D-76E5-4F1D-AFE2-B2AFB2338EDA(a)microsoft.com... > Hi Team, > I hope you can help me. My boss has asked me to create a flexible catalog of > our products to be distributed in a couple of different regions. We would > like the ability to easily make changes across the entire catalog to reflect > changes specific to a particular region. For example, he would like to make a > U.S. catalog and a Canadian version, and with as few clicks as possible, make > the prices in the Canadian catalog reflect an adjustment because of currency. > Is there an easy way to do this? I am reserved to the fact that I will > probably have to have an external document (such as Excel) that would feed > into the Word file. I am just not sure as to how I would make this work. > > Thanks in advance for the assistance. > > Mike F
From: Mike F on 26 Mar 2010 10:05 WOW, you just talked about 4 levels above my pay grade. But, you solution seems like it might be one way to skin the cat. How do I create the "Custom Document Properties"? I tried searching the Office Help file, but with no success. Thanks for the quick reply. Mike "macropod" wrote: > Hi Mike, > > If the only difference is the prices, it's potentially quite simple. If you create a Custom Document Property named 'Country' with a > default value of, say 'USA', you could use an IF field for each price, coded along the lines of: > {IF{DOCPROPERTY Country}= "USA" "USD21.00" "CAD$21.50"} > or, if your prices are based on USD*Exchange Rate and you a another Custom Document Property named 'ExchRate' with a default value > of 1, which you change according to the relevant country's current exchange rate with the USD (eg CAN = 1.024), you could use an IF > field for each price, coded along the lines of: > {=ROUND({DOCPROPERTY ExchRate}*21.00,1) \# "$,0.00"} > > In either case, to edit the field code values in the body of the document, you'd need to press Alt-F9 to toggle the field code > display. > > If the differences include some catalog items, you could extend the principles of the field coding for the first example to > encompass whole items. For example: > {IF{DOCPROPERTY Country}= "USA" "Widget item entry, for which the price is USD21.00"} > or > {IF{DOCPROPERTY Country}<> "USA" "Widget item entry, for which the price is {IF{DOCPROPERTY Country}= "CAN" "CAD$21.50" "MXN$264}"} > > Note: The field brace pairs (ie '{ }') for the above examples are all created via Ctrl-F9 - you can't simply type them or copy & > paste them from this message. > > -- > Cheers > macropod > [Microsoft MVP - Word] > > > "Mike F" <Mike F(a)discussions.microsoft.com> wrote in message news:F264509D-76E5-4F1D-AFE2-B2AFB2338EDA(a)microsoft.com... > > Hi Team, > > I hope you can help me. My boss has asked me to create a flexible catalog of > > our products to be distributed in a couple of different regions. We would > > like the ability to easily make changes across the entire catalog to reflect > > changes specific to a particular region. For example, he would like to make a > > U.S. catalog and a Canadian version, and with as few clicks as possible, make > > the prices in the Canadian catalog reflect an adjustment because of currency. > > Is there an easy way to do this? I am reserved to the fact that I will > > probably have to have an external document (such as Excel) that would feed > > into the Word file. I am just not sure as to how I would make this work. > > > > Thanks in advance for the assistance. > > > > Mike F > > . >
From: Suzanne S. Barnhill on 26 Mar 2010 10:19 If this is Word 2003 or earlier, File | Properties | Custom. When you define a property, you have to assign a value before it will "take." -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA http://word.mvps.org "Mike F" <MikeF(a)discussions.microsoft.com> wrote in message news:8A2A03DF-8A7A-4496-AAB4-2B7EB0092755(a)microsoft.com... > WOW, you just talked about 4 levels above my pay grade. But, you solution > seems like it might be one way to skin the cat. How do I create the > "Custom > Document Properties"? I tried searching the Office Help file, but with no > success. > > Thanks for the quick reply. > > Mike > > > "macropod" wrote: > >> Hi Mike, >> >> If the only difference is the prices, it's potentially quite simple. If >> you create a Custom Document Property named 'Country' with a >> default value of, say 'USA', you could use an IF field for each price, >> coded along the lines of: >> {IF{DOCPROPERTY Country}= "USA" "USD21.00" "CAD$21.50"} >> or, if your prices are based on USD*Exchange Rate and you a another >> Custom Document Property named 'ExchRate' with a default value >> of 1, which you change according to the relevant country's current >> exchange rate with the USD (eg CAN = 1.024), you could use an IF >> field for each price, coded along the lines of: >> {=ROUND({DOCPROPERTY ExchRate}*21.00,1) \# "$,0.00"} >> >> In either case, to edit the field code values in the body of the >> document, you'd need to press Alt-F9 to toggle the field code >> display. >> >> If the differences include some catalog items, you could extend the >> principles of the field coding for the first example to >> encompass whole items. For example: >> {IF{DOCPROPERTY Country}= "USA" "Widget item entry, for which the price >> is USD21.00"} >> or >> {IF{DOCPROPERTY Country}<> "USA" "Widget item entry, for which the price >> is {IF{DOCPROPERTY Country}= "CAN" "CAD$21.50" "MXN$264}"} >> >> Note: The field brace pairs (ie '{ }') for the above examples are all >> created via Ctrl-F9 - you can't simply type them or copy & >> paste them from this message. >> >> -- >> Cheers >> macropod >> [Microsoft MVP - Word] >> >> >> "Mike F" <Mike F(a)discussions.microsoft.com> wrote in message >> news:F264509D-76E5-4F1D-AFE2-B2AFB2338EDA(a)microsoft.com... >> > Hi Team, >> > I hope you can help me. My boss has asked me to create a flexible >> > catalog of >> > our products to be distributed in a couple of different regions. We >> > would >> > like the ability to easily make changes across the entire catalog to >> > reflect >> > changes specific to a particular region. For example, he would like to >> > make a >> > U.S. catalog and a Canadian version, and with as few clicks as >> > possible, make >> > the prices in the Canadian catalog reflect an adjustment because of >> > currency. >> > Is there an easy way to do this? I am reserved to the fact that I will >> > probably have to have an external document (such as Excel) that would >> > feed >> > into the Word file. I am just not sure as to how I would make this >> > work. >> > >> > Thanks in advance for the assistance. >> > >> > Mike F >> >> . >> >
From: Mike F on 26 Mar 2010 11:02 I am using Word 2007 and I found the Document Properties through the Office Button, however, there is no ability to create a Custom field (as far as I can tell). I typed out one of the examples above. Everything is exactly as written, but when I hit Alt-F9, I just get a blank. Any ideas? Mike "Suzanne S. Barnhill" wrote: > If this is Word 2003 or earlier, File | Properties | Custom. When you define > a property, you have to assign a value before it will "take." > > -- > Suzanne S. Barnhill > Microsoft MVP (Word) > Words into Type > Fairhope, Alabama USA > http://word.mvps.org
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