Circulation Setup Manual
NavigaSupportUser Manual
  • Circulation Setup Manual
  • ❶ Introduction
    • Naviga Circulation and the Setup Process
    • Navigating in Circulation Setup
    • Navigating in Graphical Setup
    • Using this manual
  • ❷ Subscription
    • Introduction
    • Address Menu
      • Country
      • State
      • County
      • City
      • Town of 25
      • Census Tract/Block
      • Street Suffix
      • Street
      • Street Synonym
      • Street Abbreviation
      • Dwelling Status
      • Dwelling Type
      • Unit Designator
      • Zip
      • Level Designator
      • Digital Properties
    • Occupant Menu
      • Credit Status
      • Title
      • Name Suffix
      • Occupant Type
      • Other Name Type
      • Phone Number Type
      • Communication
    • Demographic
    • Codes Menu
      • Source
      • Reason
      • Complaint
      • Donation
      • Solicitation
      • Renewal Group
      • Renewal Override
      • Merchandise
      • Offer Code
      • Contact Type
      • Contact Reason
      • CC Token Prefix
  • ❸ Business
    • Introduction
    • Products Menu
      • Business
      • Company–GL
      • Chart of Accounts
      • Company
      • Maps
      • Deliverable
      • Deliverable Sort
      • Edition
      • Edition Model
      • Publication
      • Delivery Schedule
      • Publishing Calendar
      • Holiday Calendar
      • CC Invoice Calendar
      • CC Run Date Calendar
      • TM Calendar
      • Publishing Info
      • Tran Type Publication
      • Paper Section
      • Prev Deliv Exception
    • AAM Menu
      • AAM Zone
      • AAM Column
      • AAM Price Level
      • AAM Report Headings
      • Paid/Qualified Row
    • Do Not Call List
    • Language
    • Reward Program
    • Combo
    • Calendars
  • ❹ Distribution
    • Introduction
    • Geographic Menu
      • Area
      • Zone/District Manager
      • Service Area
      • Depot
      • Trip
    • Route Menu
      • Distribution Class
      • Draw Class
      • Route Type
      • Rounding Model
      • Delivery Placement
      • Distribution Point
      • Home Delivery Route
      • Single Copy Type
      • Single Copy Route
      • Complaint Code
    • Account Setup Menu
      • Account Type
      • Account
      • Substitute Draw
      • Account Class
      • Account Group
      • Account Notification
    • Truck Menu
      • Truck
      • Departure Sequence
      • Truck Sequence
    • Mail Menu
      • Label Group
      • ZIP PO Zone
      • ZIP Label Group
      • ZIP Label Sequence
    • Maintenance
    • Notification
    • Carrier Message Rule
    • Carrier Entry Rule
    • Publishing Group
    • Publishing Group Run
    • Multi Pack
    • Multi Pack Bundle
    • Print Site
    • Return Rules
  • ❺ Accounting
    • Introduction
    • Account Billing Menu
      • Bill Source
      • Age Period
      • Bill Format
      • Bill Message
      • Bill Period
      • Collection Message
      • Finance Charge
      • Remit Address
      • Statement Calendar
      • Accrual Calendar
      • Aging Calendar
      • Terms
      • Charge/Credit Code
      • Draw Adjustment
      • Distribution Code
      • Default Recurr Chrg
    • Account Setup Menu
      • Account Collector
    • General Ledger Menu
      • Company - GL
      • Fiscal Period Util
      • Chart of Accounts
      • Chart of Acct Import
      • Company
      • Bank
      • AR GL Account
      • CR GL Account
      • Account Payment Adj
      • Charge/Credit Code
      • Credit Card Account
      • Publication
      • Sub Payment Adjustment
      • Unearned Revenue
      • Payment Holding Acct
    • Account Rates Menu
      • About Rate Setup
      • Drop Rates
      • Export/Import Account Rates
      • Account Rates
    • Subscription Rates Menu
      • Source
      • Reason
      • Rating Validation
      • Export/Import Subscription Rates
      • Subscription Rates
      • Maintaining Subscription Rates
      • Delivery Fee
      • Fee Code
    • Campaign
    • Campaign Properties
    • Campaign Group
    • Renewal Campaign
    • Import Campaign
    • Taxes Menu
      • Tax Authority
      • Exempt Reason
      • Charge/Credit Code
      • Tax Authority Publ
      • Country Tax Authority
      • State Tax Authority
      • County Tax Authority
      • City Tax Authority
      • Tax Authority Exempt
      • BAS Category
  • ❻ System
    • Introduction
    • Device
    • Security Menu
      • Security Overview
      • Group
      • Group Change
      • User Profile
      • User Profile - CR
      • Generate Access Key
      • Security ID
      • Security ID Change
      • Menu Security
      • Transaction Security
      • Field Security
      • Add On Activation
      • Security Report
      • Security Threshold
      • Encryption Control
      • Encrypt Private Info
      • Decrypt Private Info
      • Purge Private Info
      • Division
    • Time Zone
    • Report Configuration
    • File Map
    • Pymt Auth Messages
    • Website
    • Translation
  • ❼ Business Rules
    • Introduction to Business Rules
    • AAM
    • Account Export
    • Account Finance
    • Account Invoice
    • Account Journal
    • Account Payments
    • Account Setup
    • Address Cleansing
    • Circ API
    • Customer Services
    • Email
    • Events
    • General
    • Import Sub Activity
    • InsertPlus
    • Insight
    • Integration
    • iServices & Mapping
    • List MatchPlus
    • Login
    • Loyalty
    • Mail Processing
    • Pymt Auth - Account
    • Pymt Auth - General
    • Pymt Auth - Subscrib
    • Pymt Auth - Vindicia
    • Reports
    • Returns
    • Rewards
    • Route Processing
    • Route Services
    • Subscriber Acctg
    • Subscriber Billing
    • Subscriber Payments
    • Transportation Cost
    • Household Management
  • ❽ Miscellaneous and Utilities
    • CTI API Properties
    • Documents
    • Mapping Properties
    • SSO Properties
    • Copy AAM Headings
    • Copy Business Rules
    • Copy Publ Info
    • Copy Router By Publ
    • Copy Routes
    • Create RouteDelSched
    • Delivery Schedule Verify
    • Mass Import/Export
  • ❾ Deprecated Features
    • Marketing Terms
Powered by GitBook
LogoLogo

COPYRIGHT © 2024 NAVIGA

On this page
  • Entering Ranges
  • Weekly
  • Monthly
  • Quarterly
Export as PDF
  1. ❸ Business

Calendars

PreviousComboNext❹ Distribution

Last updated 2 years ago

The Calendars option is used to set up the following Circulation calendars:

  • Publishing

  • Holiday

  • CC invoice

  • CC run date

  • TM

  • Statement

  • Accrual

  • Aging

Note:

It is important that only one user at a time modifies any calendar for the same product or company/bill source combination. For example, while one user is modifying the publishing calendar for product Trib, no other users should be making changes to any calendar (including the holiday calendar, CC invoice calendar, etc.) for the same product. The same is true for a company/bill source combination when modifying the statement, accrual, and aging calendars.

To run this option:

  1. Select Calendars from the Business Menu to display the Calendars window.

  2. In the Calendar field, specify the type of calendar you are setting up and click OK.

  3. Depending on the type of calendar you selected, enter the following additional information:

    • Product and Start Year—Enter the product ID and the year that the calendar should begin. These fields are used for the publishing, holiday, CC invoice, CC run date, and TM calendars.

    • Company, Bill Source, and Start Year—Enter the company and bill source, as well as the year that the calendar should begin. These fields are used for the statement, accrual, and aging calendars.

  4. Click OK. The calendar will appear. Dates that are currently selected are shown with an orange highlight. Dates that are not selected have no highlight. The current date is outlined in red. See the following example.

The calendar can be used as follows:

  • Click the double arrows to move to the previous or next year.

  • Click on a date to select it. Click again to deselect it.

  • Dates can also be selected using the Range option (described below).

  • To save any changes to the calendar, click Apply.

  • To revert back to saved changes, click Reset.

  • To save any unsaved changes and get out of the calendar, click OK.

  • To cancel any unsaved changes and get out of the calendar, click Cancel.

Entering Ranges

To select recurring dates (such as every other Wednesday or the first of every month), you can use the Range option. Click the Range button at the bottom of the window to display the recurrence popup window. The options in this window depend on whether a weekly, monthly, or quarterly pattern is selected.

Weekly

For a weekly recurrence, you can select the number of weeks between each recurrence, the day or days of the week that should be selected, the date range to select or the number of recurrences, and whether to add or replace dates.

Monthly

For a monthly recurrence, you can select a day of the month (or multi-month period) or a specified weekday (i.e., first, second, etc.) of every month or multi-month period. You can specify a date range or number of occurrences, and whether to add or replace dates.

Quarterly

For a quarterly recurrence, you first have to enter the fiscal start date. Then, specify the week pattern (e.g., 5-4-4 to total 13 weeks) and day or days of the week to select. You can then specify a date range or number of occurrences, and whether to add or replace dates.