Chapter 18 Write Letters, Use Templates, and Peachtree Online McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.

Software Objectives, p. 649 Use Peachtree’s Write Letters feature. Use Peachtree’s letter templates. Save Word files. Extract the PAWMail.zip folder. Explore Peachtree’s website. 18-2

Web Objectives, p. 649 Go to the Internet Activity link on the book’s website at http://www.mhhe.com. Select WEB EXERCISES PART 4. Complete the fourth exercise in Part 4- Additional Accounting Sources. Use a word processing program to write summaries of the websites that you visited. 18-3

Peachtree Tips 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. If necessary, refer to Appendix A, Installing Starting Data for the Sample Companies, page 702. Peachtree integrates with the Microsoft Word to edit and create custom templates, and generate mailings using selected Peachtree information. Peachtree’s program path includes the letter templates: C:\Program Files\Sage Software\Peachtree\Company \Letters. Extract the PAWMail.Zip folder. The Customer, Employee, and Vendor letter templates are .doc files. 18-4

Backing up Chapter 18 Backup Name KB Page Nos. Customer Letters.doc The chart below shows the size of the files saved Chapter 18. Refer to textbook p. 594 for the chart of backups and files saved in in Part 4. Backup Name KB Page Nos. Customer Letters.doc 3,741 KB 652 Bellwether Sales Special.doc 578 KB 654 Exercise 18-1.doc 571 KB 663 Exercise 18-2.doc 18-5

Chapter 18 topics Software objectives, page 649 Web objectives, p. 649 Getting started, p. 650 Create a Mailing to Customers, pp. 650-652 Edit Letter Templates, pp. 652-653 Customer Templates, pages 654-656 PAWMail.Zip folder, pages 656-657 Peachtree Online, pp. 658-659 Internet Activity, p. 659 Summary and Review, p. 660 a. Going to the net, p. 660 b. Short-answer questions, pp. 661-662 c. Exercise 18-1, p. 663 e. Exercise 18-2, p. 663 e. Chapter 18 index, p. 664 18-6

Getting started, p. 650 Read steps 1 and 2 on page 650. If necessary, restore the Exercise 6-2.ptb backup file. This backup was made on page 204. Comment If you no longer have your Exercise 6-2 back up file, use starting data for Bellwether Garden Supply. Refer to pages 26-30, Using Peachtree’s Restore Wizard, to restore Bellwether’s starting data. 18-7

Create a Mailing to Customers, pp. 650-652 The write letters feature allows you to send information to a large number of people quickly. You can create mailings such as newsletters, announcements and other types of mailings. Peachtree integrates with the Microsoft Word Mail Merge feature. 18-8

Create a Mailing to Customers, page 650 From the Tasks menu, select Write Letters; Customer Letters. The Select a Report or Form window appears. If necessary, make the selections shown. 18-9

Create a Mailing to Customers, page 651 Click . The Write Letters - Bellwether Sales Special Select Recipients window appears. Observe that you can select Word or E-Mail. Click . Wait a few moments for the first customer letter to appear. Observe that the taskbar shows Page 1 of 33– . This means there are 33 customer letters. The Aldred Builder’s, Inc. letter is shown on the next slide. Read the letter. 18-10

Customer Letter, page 651 After completing steps 1-3 on pages 650-651, a customer letter appears. Complete steps 4-7 on page 652. 18-11

Edit Letter Templates, p. 652 Complete steps 1 and 2 on page 652. 18-12

Edit Letter Templates (continued), pp. 653-654 After clicking complete step 3 on page 653. The letter appears with fields identified. Complete steps 4 and 5 on pages 653-654. 18-13

Customer Templates, pp. 654-655 From Word’s menu bar, select the Office button ; Open. A list of letters appears. (Hint: Another way to open the templates is to extract the PAWMail.zip folder. See textbook pages 656-667.) 18-14

Customer Templates (continued), pp. 655-656 Complete step 2 on page 655. Complete steps 3 - 6 on pages 655-656. Exit Word and Peachtree. 18-15

PAWMail.Zip Folder, pp. 656-657 Right-click Start . Go to Peachtree’s program path: C:\Program Files\Sage Software\Peachtree\Company\Letters. Copy the PAWMail.Zip folder to your desktop. Extract the files. The Customer folder includes these documents. Read b. and c. on page 657. Complete steps 5 and 6. 18-16

Peachtree Online, pp. 658-659 Complete steps 1-6 on pages 658-659. Go online to www.peachtree.com. (Select Services; Peachtree Passport Services, Create a New Passport Account.) Peachtree Passport includes a searchable knowledgebase. 18-17

Chapter 18 Glossary of Terms 18-18

Template, p. 649 A template is a document pattern or part of a document that you can keep stored so that it can be used again. 18-19

Internet Activity, p. 659 1 Go to the textbook website at www.mhhe.com/yacht2008. 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Chapter 18 to complete Quizzes, PowerPoints, and Going to the Net Exercises. 4 Since this exercise was started in Chapter 17, continue to explore the WEB DEVELOPMENT links. 5 Using a word processing program, write a brief summary of what you find. Include all appropriate web site addresses. 18-20

Going to the Net, p. 660 Access the MSDN Online Library website at http://msdn.microsoft.com/library/ What is the MSDN library? Type What are templates? in the Search field. Click Search. 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. 18-21