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
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      • Town of 25
      • Census Tract/Block
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      • Renewal Group
      • Renewal Override
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      • CC Token Prefix
  • ❸ Business
    • Introduction
    • Products Menu
      • Business
      • Company–GL
      • Chart of Accounts
      • Company
      • Maps
      • Deliverable
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      • Paper Section
      • Prev Deliv Exception
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      • Paid/Qualified Row
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    • Language
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    • Combo
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  • ❹ Distribution
    • Introduction
    • Geographic Menu
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      • Service Area
      • Depot
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    • Route Menu
      • Distribution Class
      • Draw Class
      • Route Type
      • Rounding Model
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      • Single Copy Type
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    • Account Setup Menu
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      • Account Notification
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    • Mail Menu
      • Label Group
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    • Maintenance
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    • Carrier Message Rule
    • Carrier Entry Rule
    • Publishing Group
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    • Multi Pack
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    • Print Site
    • Return Rules
  • ❺ Accounting
    • Introduction
    • Account Billing Menu
      • Bill Source
      • Age Period
      • Bill Format
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      • Finance Charge
      • Remit Address
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      • Aging Calendar
      • Terms
      • Charge/Credit Code
      • Draw Adjustment
      • Distribution Code
      • Default Recurr Chrg
    • Account Setup Menu
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    • General Ledger Menu
      • Company - GL
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      • Chart of Accounts
      • Chart of Acct Import
      • Company
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      • CR GL Account
      • Account Payment Adj
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      • Publication
      • Sub Payment Adjustment
      • Unearned Revenue
      • Payment Holding Acct
    • Account Rates Menu
      • About Rate Setup
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      • Account Rates
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      • Source
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      • Maintaining Subscription Rates
      • Delivery Fee
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    • Import Campaign
    • Taxes Menu
      • Tax Authority
      • Exempt Reason
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      • Tax Authority Exempt
      • BAS Category
  • ❻ System
    • Introduction
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    • Security Menu
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      • User Profile
      • User Profile - CR
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      • Security ID
      • Security ID Change
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      • Add On Activation
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      • Security Threshold
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      • 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
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    • 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
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  1. ❹ Distribution

Carrier Entry Rule

PreviousCarrier Message RuleNextPublishing Group

Last updated 2 years ago

Use this option to define the number of calendar days before the publishing date that transactions can be posted (i.e., the lead time). The lead time can vary by product, transaction type, and account. For example, one account may need two calendar days lead time for all transactions, but another account may need two days for new starts, and only one day for all other transactions.

Note: Carrier Entry Rules is not a required Setup table.

In Customer Service, if the user has backdating security, transactions will be allowed if they are before the last publish date and within the number of days allowed for backdating (the Business Rule, How many days will you allow a transaction to be backdated?). Similar validation will occur with the Subscriber Activity Import. In iServices and the Customer Service API, the next valid publishing day, which is defaulted for transactions such as new starts and stops, will also use carrier entry rules.

To set up carrier entry rules:

  1. In the graphical Setup module, select Distribution | Carrier Entry Rule to display the Carrier Entry Rule Selection window. Existing rules are listed in the top portion of the window.

  2. Click Add and complete the following fields.

    Field
    Type
    What to enter

    PRODUCT

    setup

    Enter the product or products to which this rule applies. Or, select “*” for all products.

    TRAN TYPE

    predefined

    Enter the transaction type or types to which this rule applies. Or, select “*” for all transaction types. Note: The following transaction types can not use carrier entry rules: payment, cancel payment, transfer, reward, refund, refund writeoff, grace writeoff, notes, messages, expire change, end grace change, and complaint.

    ACCOUNT

    setup

    Enter the account or accounts to which this rule applies. Or, select “*” for all accounts.

    START DATE END DATE DAYS

    date open (3)

    The Start Date and End Date define the date range during which this rule can be used. Days defines the number of days before the publishing date that transactions can be posted (i.e., the lead time). Set it to the longest lead time required for any transaction type for this product. The number of days entered here will be added to the publishing date.

  3. Click OK.