385 – IMK
CHAPTER 18
MICROSOFT WORD AND TEMPLATES
LEARNING OBJECTIVES
1. Copy Sage 50 report data to Microsoft Word.
3. Edit and save letter templates.
5. Extract the PAWMail.zip folder.
6. Save five Word files.
Sage 50’s write letters feature allows you to send information to a large
number of people quickly. For example, your students can send personally
addressed letters to all the company’s customers. The Tasks menu and
the Reports menu include a selection for write letters. Students can use
Sage 50 integrates with Microsoft Word to edit and create custom
templates, and generates mailings using selected Sage 50 information.
The Sage 50 folder on drive C includes the letter templates: C:\Sage
\Peachtree\Company\Letters. Extract the PAWMail.Zip folder. The
Customer, Employee, and Vendor letter templates are .doc files. Sage
386 – IMK Chapter 18
LECTURE OUTLINE FOR CHAPTER 18
A. Learning Objectives, page 661
B. Getting Started, pages 661-662
C. Copying Sage 50 Report Data to Microsoft Word, pages 662-663
D. Create a Mailing to Customers, pages 663-666
E. Edit Letter Templates, pages 666-669
F. PAWMail.Zip Folder, pages 669671
G. Online Learning Center pages 671-672
Complete end-of-chapter activities at www.mhhe.com/yacht2019 > select
Student Edition > Chapter 18.
2. More Resources:
a. QA Templates: Answer 10 short-answer questions and two
Analysis Questions.
b. Narrated PowerPoints: Listen to the narrated PowerPoints.
c. Going to the Net Exercises: Access the Sage Advice blog.
Microsoft Word and Templates 387 – IMK
The OLC also includes links to the Appendixes:
Information Center: Troubleshooting Tips is Appendix A in textbook
Student Edition: Appendix C, Review of Accounting Principles
Student Edition: Appendix D, Glossary (words that are boldfaced
and italicized in chapter)
H. Exercise 18-1, page 672
I. Exercise 18-2, page 673
J. Chapter 18 Index, page 674
388 – IMK Chapter 18
Solution to Exercise 18-1
NOTE: On the Word file, the Chapple Law Offices letter is page 5 of 34.
Microsoft Word and Templates 389 – IMK
Solution to Exercise 18-2
NOTE: On the Word file, the Cummings Construction letter is page 6 of
34.
390 – IMK Chapter 18
ANSWERS TO GOING TO THE NET
Go online to the Sage Advice blog. The website is
https://www.sage.com/en-us/blog/. Answers will vary.
1. In the Headlines section, read an article. Write a brief essay (no more
than 100 words). Include the article’s website address.
3. In the Sage Advice Podcast section, listen to one or more podcasts.
Briefly describe what you heard.
5. Link to the Glossary. The website is https://www.sage.com/en-
us/blog/glossary/. Link to terms that are of interest to you; for example,
link to What are Generally Accepted Accounting Principles (GAAP)?
Define GAAP.
Generally accepted accounting principles, commonly abbreviated to
GAAP, are the set of standardized principles accountants are required
to follow in the preparation of financial documents. GAAP accounting
practice is mandatory for CPAs in all publicly traded companies and
commonly-followed in the private sector.
Microsoft Word and Templates 391 – IMK
ANSWERS TO SHORT ANSWER QUESTIONS, QA TEMPLATES:
Answers will vary.
1. What does the Write Letters feature do?
2. How many customers does Bellwether Garden Supply have?
3. What type of promotion is Bellwether offering its customers?
4. How do customers receive this special offer?
5. What toolbar is used to change or add template fields?
6. What is a template?
7. What is the location (usually drive C) for Bellwether’s letter templates?
8. List four customer templates.
392 – IMK Chapter 18
The Open window shows the customer templates. This window is
shown on textbook pages 668 and 669. Students list four customer
templates. (Students may need to extract the PAWMail.zip files to see
the letter templates.)
ANALYSIS QUESTION
1. What is included in the PAWMail.zip folder?
2. How do you see its contents?
ANSWER
Microsoft Word and Templates 393 – IMK
ASSESSMENT RUBRIC
File
Program Location
Extracted folders
PAWMail.zip
C:\Sage\Peachtree\Company\Letter
There are three folders
with letter templates:
Customer letters
Employee letters
Vendor letters
SOLUTION FILES
The solution files, in .ptb, .pdf, and .xlsx formats, are included on the
Online Learning Center, www.mhhe.com/yacht2019 > Instructor Edition.
For access to the password-protected Instruction Edition website, contact