Creating Warehouse Merge Files
If you combine a cover letter with collateral to be sent out from a warehouse location, you can set up the letter file and merge information, then forward the batch name and batch ID to your warehouse for assembly and shipping.
1. From the Navigator, choose Mailings -> Letter Merge.
2. Select the batch name you have set up for the collateral merge within the Telemarketing Workbench.
Attention: Setting up a batch process requires Oracle Shipping installed on your system, and requires you to establish a batch process within Pick Release -> Release via SRS.
3. Choose the Create Merge File button.
The files you have designated for the batch should appear in the Merge Files region. The file name, followed by the word processor file type.
4. Choose the Merge button.
The letter and address information are merged, just as when a mail merge process is created, only this screen is intended for use by warehouse personnel to receive your collateral request and combine it with your outgoing collateral order.
To create a Warehouse Merge File record: