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Chapter 18: Microsoft Word and Templates McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

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Page 1: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Chapter 18:

Microsoft Word and

Templates

McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.

Page 2: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Chapter 18 uses data from the Exercise 6-2.ptb backup file. If you no longer have your back up from Exercise 6-2, use starting data for Bellwether Garden Supply. The bgs.ptb backup file includes starting data for Bellwether Garden Supply. If necessary, refer to pages 29-32 for restoring the bgs.ptb file.

Peachtree integrates with Microsoft Word to edit and create custom templates, and generate mailings using selected Peachtree information.

Peachtree’s program path includes the letter templates: C:\Sage\Peachtree\Company\Letters. Extract the PAWMail.Zip folder. The Customer, Employee, and Vendor letter templates are saved as .doc files.

Steps to extract the PAWMail.Zip folder are on pp. 711-712.

Peachtree Tips

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Page 3: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Files Saved in Chapter 18, p. 656

Files Saved KB Page Nos.

Bellwether Garden Supply.docx 11 KB 705

Customer Letters.docx 3,131 KB 707

Bellwether Sales Special.doc 578 KB 711

Exercise 18-1.docx 3,131 KB 715

Exercise 18-2.docx 3,131 KB 715

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Page 4: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Glossary of Terms

Chapter 18

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Page 5: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Template, p. 703

A template is a document pattern or

part of a document that you can keep

stored so that it can be used again.

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Page 6: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Create a Mailing to Customers,

pp. 705-706

From the Tasks menu, select Write Letters; Customer Letters.

Complete steps 3-7, pp. 706-707.

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Page 7: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Edit Letter Templates, pp. 708-711

From the Select a Report window, make sure Bellwether Sales

Special is selected. Click .

Complete steps 3-6, pp. 708-711.

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Page 8: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Peachtree’s Knowledge Center, pp. 713-714

From the desktop, click . Refer to steps 1-5, pp. 713-714 to complete a knowledgebase search.

Link to Search Knowledgebase.

The URL for the knowledgebase is

www.peachtree.com/supporttraining/findanswers?WT.mc_id=RDpeachtree.com/inproduct_KnowledgeCenter

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Page 9: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Going to the Net, pp. 714-715Access the MSDN Online Library website at

http://msdn.microsoft.com/library/

1. What is the MSDN library?

2. Type What are templates? in the Search field. Click

to search.

3. Link to an article of interest about templates. Write a brief

essay about what you find (minimum length is 75 words;

maximum length 150 words). Include website addresses

in your answer.

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Page 10: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Analysis Questions, p. 716

1. What is included in the PAWMail.zip folder?

The PAWMail.zip file is a compressed, zip file that contains

Peachtree’s letter templates.

2. How do you see its contents?

To see the contents of the PAWMail.zip folder, extract the

files. Then, open the customer, employee, and vendor

folders. Peachtree’s letter templates are saved as .doc files

(Word 97-2003).

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Page 11: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Assessment Rubric, p. 716

File Location Extracted Folders

PAWMail.zip C:\Sage\Peachtree\Company

\Letter

(This is the Windows 7

default location for the letters

folder.)

There are three folders

with letter templates:

Customer letters

Employee letter

Vendor letters

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Page 12: Chapter 18: Microsoft Word and Templates - MCCChorowitk/documents/Chap018.pdf · 2019. 8. 26. · Peachtree integrates with Microsoft Word to edit and create custom templates, and

Online Learning Center

Go online to www.mhhe.com/yacht2012 for additional resources. Link

to Student Edition, select Chapter 18.

o Interactive Testing

o Glossary of Terms

o Feature Quiz

o Narrated PowerPoints

o Assessment Rubric

o Going to the Net

o QA Templates

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