Account Setup

• 1. Enter the character or string to be used to represent the day of week the account does not deliver the product. B (NCS) These two Business Rules are used in the Account Services module (within Route Service). They identify the characters to represent delivery and non-delivery days for an account in the Account Detail window. The default for this setting is <font color=#5994d5><b>O</b></font> (a light blue “O” character). The characters and the colors can be changed.

• 2. Enter the character or string to be used to represent the day of week the account delivers the product. B (NCS) By default, this setting is <b> X</b> (a black “X” character).

• 3. Should the social security number for each account be unique? B (Client) Circulation can verify, if desired, that the Social Security Number entered for each carrier is unique. If the Social Security Number entered is not unique within the Circulation database, and set this rule to “yes”, the operator will be prompted to enter a unique Social Security Number.

  Value
  Yes	If entry of a unique Social Security Number is required.
  No	If the operator may enter duplicate Social Security Numbers.

• 4. Should the vendor ID/company for each account be unique? B (Client) An account’s vendor company and vendor ID in your Accounts Payable system can be entered when the account is set up. When entering a vendor company/ID, Circulation can validate the vendor ID to make sure it is not being used for another account with the same vendor company. This setting determines whether duplicate vendor ID/companies can be entered.

  Value
  Yes	If carrier vendor ID/companies must be unique.
  No	If duplicate vendor ID/companies can be entered.

• 5. Should the vendor ID be automatically assigned? B (Client) The account’s vendor ID may be specified as part of Account Setup. If this rule is set to “yes”, and the Vendor Company is specified, the Vendor field will be display-only, and the vendor ID will be assigned by Circulation. It will be the next number in the vendor ID sequence—for example, if the last vendor ID assigned was 00001472, the next one will be 00001473.

  Value
  Yes	The vendor ID should be assigned by the system.
  No	The vendor ID should be assigned by the user.

• 6. What account demographic should be used for the primary contract holder in the Vendor and Carrier Mail Exports? B (Client) This setting will be the value of the PrimaryContractHolder exported to the DTI Standard 2 vendor export file. It can be set to any “account” type of demographic question.

• 7. To which system should vendor information be interfaced? B (Client) This setting determines the format for the vendor export. Formats may be selected only if the appropriate add-activation record is licensed. Otherwise, this rule should be set to “None”.

  Value
  DTI Standard	Vendor information should be exported in the Standard format.
  DTI Standard 2	Vendor information should be exported in the Standard 2 format (an expanded format).
  Lawson	Vendor information should be exported in the Lawson format.
  None	Vendor information will not be exported.
  PeopleSoft II	Vendor information should be exported in the PeopleSoft format.

• 8. At what level of detail should DTI Standard vendor file be exported? B (Client) This setting determines whether the standard or expanded format should be used, as well as whether new or active carriers are included in the export.

  Value
  New Standard	Carriers created after a date and who have a social security number, tax ID, or vendor ID will be exported in the DTI Standard format.
  Active Standard	All all carriers who have a social security number or tax ID will be exported in the DTI Standard format.
  New Expanded	Carriers created after a date and who have a social security number, tax ID, or vendor ID will be exported in the expanded format.
  Active Expanded	All all carriers who have a social security number or tax ID will be exported in the expanded format.

• 9. What is the default name for the vendor file? BC (Client) This rule allows you to define the name of the vendor file. The default is vendorexport.d.

• 10. Should vendor export create separate export files by company? B (Client) Setting this rule to “y” will cause the vendor export file, vendorexport.d, to be prefixed with the ID of the company. One export file will be created for each company.

  Value
  Yes	A separate export file will be created for each company.
  No	One export file will be created for all companies.

• 11. What email type notification should be used to identify email addresses to include in DTI Standard 2 export? B (Client) An account notification e-mail address can be exported in the Notification Details field of the DTI Standard 2 format for the Vendor Export, if the notification is selected here. Only account notifications set up with a notification method of “Email” can be selected. If no notification is selected here, the first notification found for an account is exported instead.

• 12. Should a message be broadcast when a new account is assigned to a route? BCP (Client) A broadcast message can be automatically generated by the system when a new carrier delivers a route; the message will display for any subscriber on that route. This can be helpful to Customer Service associates if they receive calls about service on the route.

  Value
  Yes	A broadcast message should display within Customer and Route Services when a new carrier delivers a route.
  No	A broadcast message should not display when a new carrier delivers a route.

  If Yes:

  • 13. How many days should the new account message be broadcast? BCP (Client) If a message should be generated when a new carrier begins delivering a route, indicate for how many days the message should display.

• 14. Should the account ID be automatically assigned? B (Client) This setting determines if the account number assigned to a home delivery carrier, agent, or dealer is automatically assigned by the system during account setup.

  Value
  Yes	The account ID will be assigned automatically.
  No	The account ID will need to be entered.

• 15. The Search Date in Account Services should default as how many days before the current date? B (Client) This setting controls the default date when searching for an account in Account Services, with 0 (the default) being today’s date.

• 16. What is the default account notification preference? B (Client) In Account Setup and Account Activation, each account must have at least one notification preference set up. This Business Rule allows you to set a default value in this field. Notification preferences must be set up in advance.