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A service area
is a geographical area used in dispatching. For example, you may have your routes divided into four service areas, each served by a dispatching force. See the User Manual for more information about dispatching.
Set up Service Area records only if you dispatch by service area. Routes and single copy outlets are assigned to service areas during Distrib Point setup.
In character Circulation, select Distribution | Geographic | Service Area to display the Service Area Setup screen.
Select Add and complete the following fields.
Select Specifics to define products that are valid for this service area (this specific can also be entered when setting up deliverables).
Select Accept to enter the service area (and specifics information) into the database.
Set up another service area, or press F4 and select Exit to exit to the Setup menu.
Circulation uses areas, regions, distribution zones and districts to construct a hierarchy for routes. This hierarchy should reflect your management structure for route distribution, and many route-related reports will be sorted accordingly. For example, Route B022 may belong to District 451, managed by Mary Miller. District 451, in turn, might belong to Zone 10a (managed by Doug Zeller), which is part of Region South (managed by Tara Long). And finally, Region South might belong to Area Duluth, which is managed by Brian Herzog.
Zones and districts are set up in the Zone/District Mgr option. Areas and regions are set up here. You must set up at least one area and region. As part of area/region setup you may also want to relabel areas and regions—for example, you may want call them “sectors” and “departments”. All reports that list areas and regions will use these labels, rather than “area” and “region”. Labels are defined in the Reports section of Business Rules.
Note:
Avoid using the same name at the area, region, zone or district level. For example, instead of having an area and a region named “Circ,” define an area named “CircArea” and a region named “CircRegion.” Using the same name at different levels can cause confusion when viewing Circulation reports.
In character Circulation, select Distribution | Geographic | Area to display the Area Setup screen.
Select Add and complete the following fields.
To assign a manager to the area, select Find Occupant (if the manager is already entered in the database as an occupant) or Add Occupant. See the User Manual for more information.
Select Specifics | Region to set up regions that fall within this area (see below).
Select Accept to accept the area, along with all associated specifics.
Set up another area, or press F4 and select Exit to exit to the Setup menu.
Use this option to define all regions that fall within an area.
Select Specifics | Region from the Area Setup screen to display the Region Setup screen.
Select Add and complete the following fields.
To assign a manager to the region, select Find Occupant (if the manager is already entered in the database as an occupant) or Add Occupant. See the User Manual for more information.
Select Accept to accept the region.
Set up more regions for this area, or press F4 and select Exit to return to the Area Setup screen.
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|
Field | Type | What to enter |
---|
SERVICE AREA
open (8)
Enter a service area, such as “Metro”.
DESCRIPTION
open (30)
Enter a description for this service area.
PRODUCT | setup | Enter the publication to which this area belongs. |
AREA | open (8) | Enter an ID for the area. |
START DATE END DATE | date | Enter the date range during which this area will be active. You may leave END DATE blank. |
DESCRIPTION | open (30) | Enter a brief description of this area. |
PRODUCT, AREA | display | The publication and area for this region are displayed from the Area Setup screen. |
REGION | open (8) | Enter an ID for the region. |
START DATE END DATE | date | Enter the date range during which this region will be active. You may leave END DATE blank. |
DESCRIPTION | open (30) | Enter a brief description of this region. |
This section guides the user through the menu options that are available under the Geographic menu.
Options on the Distribution menu enable you to set up and maintain Circulation records relating to routes, accounts, trucks, and mail distribution.
The topics covered in this section are as listed below:
With this chapter, the focus of setup activities shifts to distribution. Routes and routers are discussed, along with the trucks that service them and the accounts that deliver on them. Mail distribution is also addressed.
At the center of route distribution is the distribution point
or route
, a collection of one or more addresses which receive one or more copies of a publication. In Circulation, distribution points are broken down into two types: single copy outlets
(convenience stores, racks), which contain one address with many copies, and home delivery routes
, which contain many addresses that receive (usually) one copy apiece.
A distribution point is linked to the one or more publications it distributes. A distribution point is also linked to the account
(home delivery carrier or dealer) that delivers the route, the router
(which determines what route an address belongs to), and the truck that drops off the copies. In addition, home delivery routes are assigned to delivery maps
(used with home delivery routes). Distribution points are organized into districts, which in turn are organized into distribution zones
. One or more distribution zone belongs to a region
, and one or more regions make up an area
. Districts, distribution zones, regions, and areas may all have managers assigned to them.
Typically, one truck distributes papers to many distribution points. The truck sequence determines which trucks drop which distribution points, and in what order; only one truck sequence will be used on a given day for a given publication. So, for example, you might have a “Daily” truck sequence that is used Mon-Fri, and a “Weekend” truck sequence used Sat-Sun. A truck sequence is tied to a publication through its deliverable (see Introduction). The truck is also linked to the truck departure order
, which determines what order the trucks leave the building. This is important to the people who load the trucks.
This distribution structure is illustrated in the diagram below. For a discussion of how Circulation helps to manage distribution, see the User Manual.
Mail distribution does not involve routes or trucks. Rather, mail subscribers are organized (usually by Zip code) into mail label groups
. For example, if delivery is made to two post offices you might have two label groups. Mail labels can print in label group order and within label groups in:
Periodical class order (sorted using either Postalsoft’s PostWare product or Circulation sorting),
Zip code order, or
A user-defined order
The following table lists the mail options that may be selected for the various mail distribution methods.
We recommend that you use PostWare for periodical class mail sorting, so that you can achieve the best possible mailing rates. See the Postware
and Label Studio
documentation for more information about PostWare.
Distribution points are usually supervised by a District Manager, and district managers often report to Zone Managers. The area under a district manager is a district, and the area under a zone manager a distribution zone. Circulation uses districts and distribution zones in dispatching, as well as in various reports (including the District Manager’s Report). Together with areas and regions they form a organizational hierarchy for route-based delivery: routes belong to districts, districts belong to distribution zones, zones belong to regions, and (at the highest level) regions belong to areas.
Select this option to define at least one distribution zone, and the districts within each zone. If you have no zone managers but do have district managers, set up at least one zone and then set up all districts as part of that zone.
In character Circulation, select Distribution | Geographic | Zone/District Mgr to display the Distrib Zone Setup screen.
Select Add and complete the following fields.
Select Specifics | Occupant to enter occupant information about the Zone Manager for this distribution zone (see the User Manual).
Select Specifics | District to set up districts that fall within this distribution zone (see below).
Select Accept to accept the distribution zone, along with all associated specifics.
Set up another zone, or press F4 and select Exit to exit to the Setup menu.
Note: You cannot accept this record until you set up the associated specifics information, including setting up an occupant record for the Zone Manager and the District Manager(s).
Select this option to define districts that fall within a distribution zone:
Select Specifics | District from the Distrib Zone Setup screen to display the District Setup screen.
Select Add and complete the following fields.
Select Specifics to enter occupant information about the District Manager for this district (see the User Manual). If you have InsertPlus, you can also add the district to an ad zone by selecting Specifics | Ad Zone Entity.
Select Accept to accept the district.
Set up more districts under this distribution zone, or press F4 and select Exit to return to the Distrib Zone Setup screen.
Larger newspapers often use depots as part of their distribution process. Depots are warehouses where newspapers for a large number of routes are dropped off and arranged. Carriers then come to the depot and pick up the papers for their routes.
Depots are basically large drop locations. Since a large number of routes have papers dropped there, however, it is useful if the bundle tops are sorted in a depot drop order. Account invoices may also be sorted in depot drop order.
Depots must be defined.
Depot must be set as the sort option for bundle tops and/or account invoices, as defined in Business Rules. Business Rules also determine the label for depots on bundle tops and invoices (for example, they might be called “warehouses” at your newspaper).
If depot sorting is used, the depots will sort in alpha-numeric order. Within each depot, routes will sort in depot drop order. For example, assume the following depots contain these routes:
The sort order for bundle tops or account invoices would be: R111, A0029, 99899, C883, D1566, A0988, C1444
.
Select Distribution | Geographic | Depot to display the Depot screen.
Click the Add icon and complete the following fields.
Click OK to save the depot in the database or Add Another to save the existing record and add another depot.
Topic | Subtopic |
---|---|
Sort by Periodical Class | Sort by Zip code | Sort by user-defined Zip code |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Depots can then be assigned to routes as part of . Along with the depot assignment, a route is assigned a depot drop order. Depot and depot drop orders have no direct connection to truck and truck drop orders.
Depot | Route | Drop Order |
---|
Field | Type | What to enter |
---|
LABEL GROUP
LABEL GROUP PUBL
ZIP PO ZONE
ZIP LABEL GROUP
LABEL GROUP
LABEL GROUP PUBL
ZIP LABEL GROUP
LABEL GROUP
LABEL GROUP PUBL
ZIP LABEL SEQUENCE
ZIP LABEL GROUP
or PostWare options
PRODUCT
setup
Enter the product for this distribution zone.
DISTRIBUTION ZONE
open (8)
Enter an ID for this distribution zone.
START DATE END DATE
date
Enter the date range for this zone. The START DATE for zone managers must precede or be equal to the START DATE for district managers.
REGION
setup
Enter the region to which this distribution zone belongs.
DESCRIPTION
open (30)
Enter a description of this distribution zone.
PRODUCT
display
The product entered on the Distrib Zone Setup screen is displayed.
DISTRICT
open (8)
Enter an ID for the district.
START DATE END DATE
date
Enter a date range for which this district is valid.
DISTRIBUTION ZONE
display
The distribution zone is displayed.
DM ROUTE
setup
When home delivery routes are set up, vacation package handling (where the papers are held for subscribers on vacation) is specified as being done by the carrier or the office.
If vacation packages are handled at the office (i.e., by the District Manager) you must set up a route for the DM. Set it up like any other home delivery route, and then enter the route here.
The vacation packages for all routes in this district (that are set up to hold vac packs at the office) will go to this route, and the District Manager will receive draw charges and credits for them.
DESCRIPTION
open (30)
Enter a description of this district.
A34 | D1566 | 10 |
A0988 | 20 |
C1444 | 30 |
A07 | A0029 | 20 |
99899 | 50 |
C883 | 100 |
90 | R111 | 30 |
DEPOT | open (8) | Enter an ID for this depot. You may want to number your depots so that they sort in the correct depot order. |
DESCRIPTION | open (30) | Enter a description of this depot. |
This section guides the user through the menu options that are available under the Route menu.
Geographic
Route
Account Setup
Truck
Distribution Maintenance
You can categorize distribution points into groups (known as distribution classes) for reporting purposes and also (in the case of single copy routes) for varying the quantity or percent of draw adjustment (when doing a group draw change—see the User Manual). One example is to set up a distribution class for racks located at the beach and another distribution class for racks in town. This enables you to adjust draw percentages so that on a sunny day you can send more papers to beach racks, and on a cloudy day send more papers to town racks.
Distribution classes are also used to denote mixed delivery routes.
Select Distribution | Route | Distribution class to display the Distrib Point Class screen.
Click the Add icon and complete the following fields.
Click OK to save the distribution class in the database or Add Another to save the existing record and add another distribution class.
A single copy outlet may have several different draw quantities that need to be managed and recorded separately. For example, a single copy outlet may have a standing order, but, on occasion, the newspaper may elect to send more copies (box-out) or the location may request additional copies (extras). Promotional copies may also be sent out in certain cases. To manage the standing order (normal) draw separately from the box-out and extra copies, Circulation uses single copy draw types, known as “draw classes”.
Select Distribution | Route | Draw Class to display the Draw Class Setup screen.
Click the Add icon and complete the following fields.
Click OK to save the draw class in the database or Add Another to save the existing record and add another draw class.
Note: If a route is assigned draw for a non-primary draw class, be sure the route also has a draw of 1 or more for the primary draw class.
Many carriers deliver multiple routes. When these routes are adjacent to one another, the carrier often crosses over route boundaries. In these cases, defining walk sequences will not work, because a walk sequence is specific to a route. Instead, a trip sequence is needed. The trip is the order in which addresses are delivered within the entire group of routes.
For example, in the below picture, routes 23, 78, and 11 are delivered by the same carrier. The delivery path (the trip) crosses back and forth between the three routes. The trip sequence would reflect the order in which the addresses are delivered; the trip sequence for a few addresses on the route is indicated.
In character Circulation, select Distribution | Geographic | Trip to display the Trip Setup screen.
Select Add and complete the fields described below.
Select Specifics | Trip route and assign routes to this trip (see next section).
Select Accept to enter the trip into the database.
Define another trip, or press F4 and select Exit to exit to the Setup menu.
Routes are assigned to trips in the Trip Route specific. The trip sequences of the addresses of all the routes within a trip will be sorted collectively. This same specific is also available in Home Delivery Route setup; routes can also be assigned to trips in the Route Setup Utility.
Select Specifics | Trip Route to display the Trip Route Setup screen.
Select Add and complete the following fields.
Select Accept to assign the route to the trip.
Assign another route to the trip, or press F4 and select Exit to exit to the Trip Setup screen.
When defining a , you are required to specify a route type
for the route. Route type is a general category, used to determine the delivery method (such as carrier and motor) and for other purposes. For example, you could have a special route type for routes held by District Managers.
Field | Type | What to enter |
---|
Use of distribution classes is optional—if you will not use distribution classes you may skip this option. Routes will be assigned a distribution class (also known as a route class) during .
Field | Type | What to enter |
---|
When returns are entered for the route, they are applied to draw classes based on a priority defined in Publication setup. The draw class also defines the AAM draw type (paid, unpaid, bulk, or third party) to use for AAM reporting, based on single copy type (see ). The optimal returns percentage or amount, as well as the minimum and maximum draw allowed for a route, is defined by draw class in the Route Setup Utility (see the User Manual).
Field | Type | What to enter |
---|
Trips are defined and assigned to home delivery routes in this option. Trip address assignments can be imported using the Trip Walk Sequence Import () and are included in the Route Delivery List and the Detailed and Detailed 2 renewal notice exports.
Field | Type | What to enter |
---|
Field | Type | What to enter |
---|
ROUTE TYPE | open (8) | Enter an ID for a route type, such as “carrier”. |
START DATE, END DATE | date | Enter the first date on which this route type may be used. Leave END DATE blank unless the route type is only temporary. |
DESCRIPTION | open (30) | Enter a description of this route type. |
AAM DELIVERY METHOD | predefined | Indicate whether this is a motor or carrier (foot) route. This differentiation is primarily for AAM reporting. See page 233 for more information. |
STACKER ID | open (3) | Enter the stacker identifier, if applicable. |
FINNISH POST DELIVERY | yes/no | Indicate if this route type should be included in the Finnish postal exports. |
ROUTE CLASS | open (8) | Enter an ID for the distribution class (route class). |
DESCRIPTION | open (30) | Enter a description of this distribution class. |
DRAW CLASS | open (8) | Enter an ID for the draw class. |
DESCRIPTION | open (30) | Enter a description of this draw class. |
PRIMARY | yes/no | Indicate if this is a primary draw class for single copy routes. This is known as the “standing” or “normal” draw. You must designate one, and only one, draw class as the “primary” class. |
TRIP | open (12) | Enter an ID for the trip. |
DESCRIPTION | open (30) | Enter a description of this trip. |
VALID DAYS | yes/no (x 7) | Indicate the days of the week on which the trip can be used. A route can only be assigned to one trip per day. For example, if a route is assigned to a trip that is valid for all days of the week, it cannot be assigned to another trip. |
TRIP | display | The trip being defined is displayed here. If you are assigning trips from Home Delivery Route setup, however, this field will be open. |
PRODUCT | setup | Enter the publication for which the route below will belong to the trip. |
ROUTE | setup | Enter a route that belongs to this trip when delivering the product above. A route may only be assigned to one trip per day. If you are assigning trips from Home Delivery Route setup, the route being defined is displayed. |
START DATE END DATE | date | Enter the date range during which the route will belong to this trip. End Date may be left blank. |
This section guides the user through the menu options that are available under the Account Setup menu.
Subscribers sometimes ask for the newspaper to be delivered in a specific place, such as under the mat or inside the door. This special location, known as the delivery placement
, can be entered as part of a start, move, reroute or temporary address, and changed with a delivery placement transaction. Only route-delivered subscribers can have delivery placements.
Delivery placement may be valid for only certain routes, and can default from the router. They can even be used as part of a Location rule when defining subscriber rates. Once the delivery placement is entered for a subscriber, it will be printed on bundle tops and the route list, and also be displayed as part of the subscriber’s delivery instructions.
Delivery placements are optional, but if they are used they must be defined in advance, using this option.
In character Circulation, select Distribution | Route | Delivery Placement to display the Delivery Placement Setup screen.
Select Add and define the delivery placement in the fields described below.
Select Specifics | Route Delivery Placement and define the routes for which this delivery placement is valid (see next section).
Select Accept to enter the delivery placement into the database.
Define another delivery placement, or press F4 and select Exit to exit to the Setup menu.
Delivery placements can be valid for all routes or only certain routes. When they are defined, delivery placements can be assigned to routes by using this option. This same specific is also available in Home Delivery Route setup and the Route Setup Utility.
Select Specifics | Route Delivery Placement to display the Route Delivery Placement Setup screen.
Select Add and complete the following fields.
Select Accept to assign the delivery placement to the routes entered.
Assign the delivery placement to another route, or press F4 and select Exit to exit to the Delivery Placement Setup screen.
Note: If your newspaper does not do rounding, you may skip this option.
Some newspapers round the draw of their bulk routes when distributing advance sections. By rounding the draw up or down to conform to the standard bundle size, the newspapers can do away with key bundles and thus make it easier to distribute the advance run.
If you do round your advance bulk draw, you will need to define a rounding model to determine how rounding is done and what trucks or route groups will be rounded. Rounding models are set up here.
In character Circulation, select Distribution | Route | Rounding Model to display the Rounding Model Setup screen.
Select Add and complete the following fields.
Select Specifics | Rounding Model Entity and link the rounding model to routes directly or via trucks (described below).
Select Accept to enter the rounding model into the database, along with its specifics.
This is where trucks or groups of routes are added to a rounding model. When rounding is done for this model, only bulk routes in the trucks or route groups entered here will have their draw rounded.
Select Specifics | Rounding Model Entity from the Rounding Model Setup screen to display the Rounding Model Entity Setup screen.
Select Add and complete the following fields.
Select Accept to accept the link. You can then add another truck or route or, if finished, select Exit to return to the Rounding Model Setup screen.
Single copy outlets are set up here and in Distribution Point. The records set up here are unique for single copy outlets (as opposed to home delivery routes). Typical single copy routes include paper boxes, racks, stores, dealers, and office copies. Distribution points are considered single copy routes only if the Route Type field on the Distrib Point Setup screen is “single copy”.
In character Circulation, select Distribution | Route | Single Copy Route to display the Single Copy Setup screen.
Select Add and complete the following fields.
Select Specifics | Single Copy Publication to enter publication-specific information about the outlet. From this screen, select Specifics | Single Copy Draw Class to enter draw class and optimal draw information.
If you would like to assign an AAM price level to the single copy route, select Specifics | Single Copy Price Lvl.
Select Accept to enter the single copy information into the database.
Set up another outlet, or press F4 and select Exit to exit to the Setup menu.
Use this option to associate products with this single copy outlet.
Select Specifics | Single Copy Publ from the Single Copy Setup Screen to display the Single Copy Publication Setup screen.
Select Add and complete the following fields.
Select Accept to accept the single copy publication information.
Enter information for another publication distributed by the single copy outlet, or press F4 and select Exit to return to the Single Copy Setup screen.
Select Specifics | Single Copy Draw Class from the Single Copy Publication Setup screen to display the Single Copy Draw Class Setup screen.
Select Add and complete the following fields.
Select Accept to accept the single copy draw class.
Enter information for another draw class, or select Exit to return to the Single Copy Publication Setup screen.
If your newspaper reports AAM circulation figures based on price level, and the draw for a single copy route will not fall under the default price level for single copy (as defined in Business Rules), a price level must be manually assigned here.
Select Specifics | Single Copy Price Lvl to display the Single Copy Price Level Setup screen.
Select Add and complete the following fields.
Select Accept to assign the price level to the route.
Distribution points, as discussed in the introduction to this chapter, are at the center of route distribution in Circulation. A distribution point can be a home delivery route or a single copy outlet. Some route or single copy information is defined in Home Delivery Route or Single Copy Route; other information which applies to both types is defined using this option (see below diagram).
Business Rules determine whether you tax accounts based on the location of the route (rather than the carrier/dealer’s or publication’s address).
In character Circulation, select Distribution | Route | Distribution Point to display the Distrib Point Setup screen.
Select Add and complete the fields described below.
Select the necessary items from the Specifics menu (see below) and enter further information about the distrib point.
Select Accept to enter the distrib point and all related specifics into the database.
Set up other distribution points, or press F4 and select Exit to exit to the Setup menu.
This specific is used only in Canada, where products can be dropped off in bulk at the post office for delivery to specific occupant types (such as farmers). You must always set up bulk drop routes as single copy routes, and define a single copy publication.
Select Specifics | Bulk Postal Drop from the Distrib Point Setup screen to display the Bulk Postal Drop Setup screen.
Select Add and complete the following fields.
Select Specifics | Bulk Postal Drop Draw to set up the draw for this bulk postal drop (see below).
Select Accept to accept the bulk postal drop information.
Define a bulk drop for another publication that uses this distrib point, or press F4 and select Exit to return to the Distrib Point Setup screen.
This specific allows you to define draw numbers for the bulk drop. The draw can be defined for a specific PO route type, number, and city, if desired.
Select Specifics | Bulk Postal Drop Draw from the Bulk Postal Drop Setup screen to display the Bulk Postal Drop Draw Setup screen.
Select Add and complete the following fields.
Select Accept to accept the bulk drop draw.
Set up another draw, or press F4 and select Exit to return to the Bulk Postal Drop Setup screen.
Select this specific to define the minimum delivery credit for a Targeted Marketing product. You only need to define distribution points for TM products where the minimum delivery credit for the route is not the same as for most routes delivering the product (if it is the same, it can be set up in Targeted Marketing). Accounts must be set up to receive TM delivery credits during account setup.
Select Specifics | Distrib Point Product from the Distrib Point Setup screen to display the Distrib Point Product Setup screen.
Select Add and enter data in the fields described below.
Select Accept to accept the product information.
Define more products, or press F4 and select Exit to return to the Distrib Point Setup screen.
Select this option to link a carrier or single copy dealer with this distribution point. A distrib point can have more than one carrier, as in the case where a route is delivered by weekday and weekend carriers. During initial setup, you will not be able to select Account Distrib Point until you set up (or convert) your carrier accounts.
Select Specifics | Account Distrib Point from the Disrib Point Setup screen to display the Account Distrib Point Setup screen.
Select Add and complete the following fields.
Select Accept to accept the carrier/distrib point link.
Link the distrib point with other carriers, or press F4 and select Exit to return to the Distrib Point Setup screen.
Routes sometimes cross AAM Zone or Town of 25 boundaries. In order to do accurate AAM reporting, Circulation needs to know the percentage of the route draw that lies within each AAM Zone and/or Town of 25 for each day of the week.
AAM Zone/Town of 25 percentages for each publication and publishing day must total 100% for each distribution point. For example, if 20% of the copies of Route 99 were delivered in Waurika and 80% were delivered in Maplewood, set up two records as shown below.
If all subscriber records (including carrier collect and office pay subscribers) are stored in the database, you can use the Compare/Update AAM% utility to establish the percents for home delivery routes based on subscriber AAM Zones and Towns of 25.
Select Specifics | Distrib Point AAM Town from the Distrib Point Setup screen to display the Distrib Point AAM Town Setup screen.
Select Add and complete the following fields.
Select Accept to accept the AAM Zone and Town of 25 information.
Enter another AAM Zone or Town of 25 for this distrib point, or press F4 and select Exit to return to the Distrib Point Setup screen.
Select this specific to enter information about products delivered to this distribution point. The edition, distribution class, route rate class, district and AAM column can also be assigned to the distribution point.
To enter the products delivered to this distribution point:
Select Specifics | Distrib Point Publ from the Distrib Point Setup screen to display the Distrib Point Publication Setup screen.
Select Add and complete the following fields.
Select Accept to accept the publication-related information.
Define another publication for the distribution point, or press F4 and select Exit to return to the Distrib Point Setup screen.
Select this option to define the service areas used for dispatching products for this distribution point, if you use the service area method of dispatching (see Service Area for more information).
Select Specifics | Distrib Point Serv Area from the Distrib Point Setup screen to display the Distrib Point Service Area Setup screen.
Select Add and complete the following fields.
Select Accept to accept the service area assigned to this distribution point.
Set up a service area for another product served by this distribution point, or press F4 and select Exit to return to the Distrib Point Setup screen.
Select this option to specify the Zip codes to which this distribution point delivers, and the draw percentage for each. If, according to Business Rules, you maintain AAM history by Zip code or by ZIP by Town (for use on AAM reports), select this option to set up these records. Zip code percentages may also be used by InsertPlus. Otherwise, the option can be skipped.
The percentages are entered in the same way as with AAM Zone/Town of 25 (see Specifics, Distrib Point AAM Town). If all subscriber records (including carrier collect and office pay) are stored in the database, you can use the Update AAM% utility to establish the percentages for home delivery routes. See the User Manual for more information.
Select Specifics | Distrib Point Zip from the Distrib Point Setup screen to display the Distrib Point Zip Setup screen.
Select Add and complete the following fields.
Select Accept to accept the draw percentages for the Zip.
Define other Zip codes for this distribution point, or press F4 and select Exit to return to the Distrib Point Setup screen.
Select this option to enter census tract information for this distrib point. This information is used only by InsertPlus and Targeted Marketing, and this option is not necessary if you do not use census tracts in InsertPlus or TM. The percentages are entered in the same way as with Town of 25 (see Specifics, Distrib Point AAM Town).
If all addresses in the Circulation database are stored with census tract information, you can use the Update Census Tract % utility to generate these percentages for home delivery routes. For details, see the User Manual.
Select Specifics | Distrib Point Census Tr from the Distrib Point Setup screen to display the Distrib Point Census Tract Setup screen.
Select Add and complete the following fields.
Select Accept to accept the census tract information.
Set up percentages for other census tracts or publications related to this distribution point, or press F4 and select Exit to return to the Distrib Point Setup screen.
The edition normally delivered by a route on each day of the week is entered in Specifics | Distrib Point Publ. On certain occasions, however, a different edition may be delivered—for example, routes sometimes deliver a different edition on holidays. In these cases, an alternate edition model
is used (see Edition Model). The model tells Circulation what edition is delivered by each route on days when the editions are non-standard.
This specific is used to define the edition the route should deliver for each alternate edition model. For example, say route 12 normally delivers edition “Final” on all days. On Christmas, however, route 12 will receive edition “Early”. An alternate edition model (“Xmas”) has been created for December 25th; we would select this specific to enter edition “Early” for the “Xmas” model. If your newspaper does not use alternate edition models, you do not need to enter this information.
Select Specifics | Distrib Point Edit Mod from the Distrib Point Setup screen to display the Distrib Point Edition Model Setup screen.
Select Add and complete the following fields.
Select Accept to accept the alternate edition model information.
Specify editions for other alternate edition models, or press F4 and select Exit to return to the Distrib Point Setup screen.
In this specific, you identify the specific advance sections delivered by the route and their corresponding Burt part indicators. You need only enter these records if the Sections by Route field on the Distrib Point Publ screen is set to “Some” rather than “All” or “None”.
Select Specifics | Distrib Point Section from the Distrib Point Setup screen to display the Distrib Point Section Setup screen.
Select Add and complete the following fields.
Select Accept to accept the section information.
Specify section information for other products, or press F4 and select Exit to return to the Distrib Point Setup screen.
Use this specific to enter the drop address associated with the route.
To enter the drop address:
Select Specifics | Drop Address from the Distrib Point Setup screen to display the Distrib Point Address Setup screen.
Use the appropriate menu option:
Find Address—Use this option to search for an existing address to associate with the route.
Add Address—Use this option to add a new address to associate with the route. The address fields are described in the Customer Service section of the User Manual.
Modify Address—Use this option to modify the address that is associated with the route.
Press F1 when you have finished.
When entering route complaints in Route Service, a valid complaint code must be entered. Use this setup option to create valid complaint codes.
Select Distribution | Route | Complaint Code to display the Complaint Code screen.
Click the Add icon and complete the fields described below.
Click OK to save the complaint code in the database or Add Another to save the existing record and add another complaint code.
The delivery method describes the way in which the newspaper or TM product is delivered to the end customer. Delivery methods are used in the publishing run, rating, AAM reporting, the general ledger, and in other areas.
The first breakdown of delivery methods is between route and mail delivered products. Under route delivery, there is a subdivision between single copy routes (such as dealers and racks), and home delivery routes (routes that have subscribers). Home delivery routes are further divided into route types
(such as “carrier” “motor”, or “DM”); each route type is assigned to an AAM delivery method of carrier (foot delivered) or motor. Single copy routes also have user-defined delivery methods, called single copy types
. Examples might be “dealer”, “rack”, “office”, and “NIE”.
Note:
NIE stands for “Newspapers in Education”. This is a program where the newspaper delivers a certain number of copies to a school at a discounted price, and the school takes responsibility for distributing the papers to classes or individuals. In Circulation, an NIE school may be set up as a single copy route.
In character Circulation, select Distribution | Route | Single Copy Type to display the Single Copy Type Setup screen.
Select Add and complete the following fields.
Select Specifics | Draw Class Single Copy Type to indicate the draw class and AAM type. See below for more information.
Select Accept to enter the single copy type information into the database.
Set up another single copy type, or press F4 and select Exit to return to the Setup menu.
Select Specifics | Draw Class Sngl Copy Type to display the The Single Copy Type, Draw Class Setup screen.
Select Add and complete the following fields.
Select Accept to save the draw class information.
Set up another draw class, or press F4 and select Exit to return to the Setup menu.
Draw bands are draw ranges (e.g., between 50 and 100, or between 1 and 49) for single copy routes that can be used for filtering and sorting reports or selecting single copy outlets during a group draw change. For example, when performing a group draw change, you may want to select all single copy routes in which the draw is between 50 and 100 copies.
You can set up as many draw bands per product as you wish, but they cannot overlap each other. For example, you can enter draw bands of:
0-50
51-100
101-200
…but not 50-100, 100-150, 150-200, and so on.
Select Specifics | Draw Band to display the The Single Copy Type, Draw Band Setup screen.
Select Add and complete the following fields.
Select Accept to save the draw class information.
Set up another draw band, or press F4 and select Exit to return to the Setup menu.
Note:
The route entered here must match the information entered in Distribution Point.
In character Circulation, select Distribution | Route | Home Delivery Route to display the Route Setup screen.
Select Add and enter data in the fields described below.
Select Specifics and enter all or some of the specifics listed below.
Select Accept to accept the route, along with associated specifics information.
Set up another route, or press F4 and select Exit to exit to the Setup menu.
Select this option to enter information about the route that is specific to a particular publication.
Select Specifics | Route Publication from the Route Setup screen to display the Route Publication Setup screen.
Select Add and complete the following fields.
Select Accept to accept the route information.
If this route delivers other publications, define route information for them as well. Or, press F4 and select Exit to exit to the Route Setup screen.
Some pertinent information about the route can be entered in Route Profile, for reference purposes. For example, you can compare the number of households currently on a route with the number five years ago (use the Prev option on the strip menu to bring up previous profiles for a route). The number of households can also be used by InsertPlus.
Select Specifics | Route Profile from the Route Setup screen to display the Route Profile Setup screen.
Select Add and complete the following fields.
Select Accept to accept the profile information.
Set up a profile for a different date (if you are inputting route historical statistics) or press F4 and select Exit to return to the Route Setup screen.
Newspapers may have delivery deadlines defined for routes. For example, the deadline for all the papers to be delivered on route 12 might be 9 a.m. If a subscriber calls in to report a missed paper prior to this deadline, it may be that the carrier simply hasn’t gotten to the address yet. Deadlines can be set up here, and viewed in Customer Service and Route Service (see the User Manual). A message will also be displayed if a complaint is dispatched before the delivery deadline.
Once they are set up, delivery deadlines can be temporarily overridden in the case of bad weather or other delay, using the Deadline Override option (see the User Manual) or when entering broadcast messages.
Select Specifics | Delivery Deadline from the Route Setup screen to display the Route Delivery Deadline Setup screen.
Select Add and complete the fields described below.
Select Accept to accept the deadlines.
Set up deadlines a different publication, or press F4 and select Exit to return to the Route Setup screen.
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Option | When to select |
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You define single copy delivery methods (or types) using this option. Then, when setting up a single copy route (see ), you will specify the single copy type. What single copy type you should set up depends upon how you do rating, AAM reporting, and GL reporting. If you break out certain single copy routes (such as NIE routes) in any of the above areas, you should define a separate delivery type for them. At a minimum, you should set up a type for dealers, racks, and office (copies for tearsheets and other uses).
Field | Type | What to enter |
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Optionally, select Specifics | Demographic Valid Setup to link the single copy type to one or more demographic questions. See for more information.
Select Specifics | Draw Band to set up draw bands (i.e., draw ranges), as well as sellout quantities/percentages for the single copy type. See for more information.
Use this option to indicate the draw class and AAM type when defining single copy types. See for more information on draw classes.
Field | Type | What to enter |
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Field | Type | What to enter |
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A home delivery route
, sometimes referred to as simply a route, is a distribution point that serves multiple addresses, most of which receive only one copy of the publication. Routes are delivered by carriers, who walk on foot (carrier routes
) or drive (motor routes
). Much route information is set up in Distribution Point, but other items (those that home delivery routes do not have in common with single copy outlets) are set up here. A home delivery route must have “Route” as its route type on the .
Field | Type | What to enter |
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Option | When to select |
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Field | Type | What to enter |
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Field | Type | What to enter |
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Field | Type | What to enter |
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PRODUCT
setup
Enter the publication or TM product with which this delivery placement is used. Enter “*” if the delivery placement should be valid for all products.
DELIVERY PLACEMENT
open (8)
Enter an ID for this delivery placement, such as “porch” or “door”.
DESCRIPTION
open (30)
Enter a description of this delivery placement.
PRODUCT, DELIVERY PLACEMENT
display
The product and delivery placement ID is displayed from the Delivery Placement Setup screen. If you are assigning delivery placements from Home Delivery Route setup, however, these fields will be open.
ROUTE
setup
Enter the route for which this delivery placement is valid, or enter “*” to make the delivery placement valid for all routes of the product(s) above.
START DATE, END DATE
date
Enter the date range during which the delivery placement is valid for the route(s) above. End Date may be left blank.
ROUNDING MODEL
open (8)
Enter an ID for this rounding model.
DESCRIPTION
open (30)
Enter a description of this rounding model.
ROUNDING METHOD
predefined
Indicate whether advance draw for bulk routes should be rounded up or down when this rounding model is used.
ROUNDING MODEL
display
The rounding model that you are setting up is displayed.
PRODUCT
setup
Enter the publication for which this rounding model is being linked to the route or truck.
ENTITY TYPE
predefined
Indicate whether the rounding model is being directly linked to a route, or all of the routes on a truck.
ENTITY
setup
Depending on what is entered in ENTITY TYPE, enter a route or truck to link with this rounding model.
START DATE, END DATE
date
Enter the date range during which the route or truck above is linked to this rounding model.
ROUTE GROUPING
integer (8)
If you are linking an individual route to the rounding group, enter the rounding group number for the route. Bulk routes that are on the same truck and have the same rounding group number will be rounded collectively.
SINGLE COPY
setup
Enter the ID for this single copy outlet. This single copy route must have been previously set up in Distribution Point.
LOCATION
open (30)
You can enter a location, such as “1st and Main”, for this single copy outlet.
CITY PERMIT NUMBER
open (15)
If applicable, enter the city permit number for this outlet. Some cities require a permit for every paper box set up on a street corner. Entry of the permit number here is optional; it is for reference only.
SINGLE COPY
display
The single copy route entered on the Single Copy Setup screen is displayed.
PRODUCT
setup
Enter a product delivered through this single copy outlet.
START DATE
date
Enter the first date this single copy outlet can be used for this product.
END DATE
date
If the single copy outlet is being discontinued, enter the last date the outlet can be used for this product. Never specify an end date on a single copy route until the draws are equal to zero.
SINGLE COPY TYPE
setup
Indicate the single copy type for this route (“rack”, “dealer”, etc.). Single copy types are user defined (see Single Copy Type). Note: To establish a Counter Sales route, enter a single copy type with an AAM type of “paid”.
DISPATCH SHORTAGES
yes/no
Indicate if you want to dispatch any shortages for this route. If you enter “no” (the default is “yes”), a draw adjustment will be created for the shortage amount when redelivery is not available, depending on Business Rules.
IDENTIFICATION NUMBER
open (15)
If you use ANA/URN numbers to identify single copy routes, enter this route’s ANA/URN identifier here. The identifier can be included in bundle top exports and returns imports, along with the publication barcode. See Publishing Info for more information.
ALLOW ISERVICES DRAW ADJUSTMENTS
yes/no
Enter “y” here if the route allows draw adjustments to be entered via iServices Distribution. iServices draw adjustments can only reallocate draw between outlets of the same dealer or district manager—the total adjustment must net to zero.
PRODUCT
display
Displays the product ID.
ROUTE
display
Displays the route ID.
DRAW TYPE/CLASS
setup
Enter a valid draw class for this single copy outlet. See Draw Class for more information about draw classes.
START DATE
date
Enter the first date the draw class can be used for this single copy outlet.
END DATE
date
Enter the last date the draw class can be used for this single copy outlet.
OPTIMAL TYPE
predefined
Indicate whether the optimal draw information (entered below) is a percent or an amount.
MIN DRAW
integer (6)
For each day of the week, enter the minimum draw limit for this draw class. Draw changes will not be able to set the draw below this limit (unless the draw is changed to zero).
MAX DRAW
integer (6)
For each day of the week, enter the maximum draw limit for this draw class.
OPTIMAL RETURN PERCENTAGE *
decimal (4)
If the optimal return type for this draw class is “percentage” (as entered in OPTIMAL TYPE), enter the optimal return percentage for each day of the week.
OPTIMAL RETURN AMOUNT *
integer (6)
If the optimal return type for this draw class is “amount” (as entered in OPTIMAL TYPE), enter the optimal quantity for each day of the week.
MAX RETURN PERCENT
decimal (6)
Enter the maximum return percentage for this draw class for each day of the week.
*
The optimal return percentage/amount for this draw class is used for draw return analysis reporting, which compares the draw for the draw class with its returns to the optimal percentage/amount. If the returns are different from the optimal, Circulation creates draw change transactions.
ROUTE
display
The route that is being assigned to a price level is displayed.
PRODUCT
setup
Enter the product for which the route is being assigned to a price level.
START DATE, END DATE
date
Enter the date range during which the price level is to be valid for this route.
AAM PRICE LEVEL
setup
For each day of the week, enter the AAM price level that is assigned to this route. The route’s draw will be counted under this price level.
ROUTE
open (8)
Enter a distribution point ID for this home delivery route or single copy outlet.
ROUTE TYPE
predefined
Indicate whether this distribution point ID is a route or single copy outlet.
CITY
open (28)
Enter the city in which this route is located. This and the following fields are used for taxing purposes and will be required only if you tax accounts based on the location of the route.
COUNTY
open (25)
Enter the county in which this route is located.
STATE
setup (3)
Enter the state in which this route is located.
COUNTRY
setup (3)
Enter the country in which this route is located.
To define bulk drop information about this distribution point (Canada only).
To define draw numbers for the bulk drop. The draw can be defined for a specific PO route type, number, and city, if desired.
To set up the minimum delivery credit for a route/TM product combination.
To set up information about the carriers who deliver products to this distribution point. During initial setup, you must select Account Distrib Point during account setup to define the routes to which a carrier delivers. You may not select Account Distrib Point from the Specifics menu here, because accounts will not yet have been set up.
To set up the AAM Zone, Town of 25, and respective draw percentages for this distribution point.
To define the publication(s) delivered by this distribution point.
To define the service area(s) used for dispatching one or more products for this distribution point if you dispatch by service area.
To set up the Zip codes and respective draw percentages for this distribution point.
To set up and maintain census tract and census block information for this distribution point.
To specify the edition delivered by the route when an alternate edition model is used.
Identify the sections delivered by a route/product combination.
*
These specifics must be entered before the distrib point can be accepted.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
setup
Enter the deliverable that is aligned to this bulk drop (not necessarily the product that will be dropped). This will be your “Product to Use” in Targeted Marketing.
ZIP CODE
char/int/char (3)
Enter the bulk drop ZIP (FSA).
ZIP EXTENSION
int/char/int (3)
Enter the bulk drop ZIP extension (LDU).
CITY
setup
Enter the bulk drop city.
STATE
setup (3)
Enter the bulk drop state.
DELIVERY ROUTE INFO
open (30)
If you wish, enter information about the delivery route here.
DCF ZIP CODE
char/int/char (3)
Enter the Zip code of the DCF post office for the bulk drop. If only one bundle is being dropped, it will go to the DCF (central) post office, rather than the local post office.
DCF ZIP EXTENSION
int/char/int (3)
Enter the ZIP Extension of the DCF post office.
DESCRIPTION
open (30)
Enter a description of the bulk drop.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
display
The product you are entering the postal drop for is defaulted.
PO ROUTE TYPE
predefined
If the quantities are for a specific route type, enter the post office route type for this drop.
PO ROUTE NUMBER
open (4)
If the quantities are for a specific route number, enter the PO route number that will deliver the bulk drop products.
PO ROUTE CITY
open (28)
If the quantities are for a specific route city, enter the PO route city number that will deliver the bulk products.
START DATE, END DATE
date
Enter the date range in which the draw defined may be used.
HOUSES
integer (5)
Enter the total number of houses on the drop.
APARTMENTS
integer (5)
Enter the total number of apartments on the drop.
FARMS
integer (5)
Enter the total number of farms on the drop.
BUSINESSES
integer (5)
Enter the total number of businesses on the drop.
OTHERS
integer (5)
Enter the total number of miscellaneous dwelling types on the drop.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
setup
Enter the product (publication) associated with this TM Product (its “Delivery Product” in Targeted Marketing).
TM PRODUCT
setup
Enter the TM product whose minimum delivery credit you are defining.
START DATE, END DATE
date
Enter a start and (optionally) end date for the product to be delivered at this distrib point.
MIN DELIVERY CREDIT
decimal (7)
Enter a minimum delivery credit. This is the minimum credit that a carrier delivering this route should earn for delivery of this product.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
ACCOUNT
setup
Enter the carrier who delivers to this distribution point.
PRODUCT
setup
Enter the product that is delivered to this distribution point by the carrier.
START DATE, END DATE
date
Enter the date range during which this carrier can deliver to this distribution point.
CONTRACT REVIEW DATE
date
Indicate the review day of this account’s contract.
DAYS OF THE WEEK
yes/no
Enter “y” (for yes) for each day of the week that the carrier delivers this product on the route.
MAX PENALTY
decimal (6) X 7
When a substitute delivers a route, a penalty can be assessed for the regular carrier. Enter the maximum penalty per day that can be charged the account when the route is delivered by a substitute.
Route
99
Product
DB
AAM Zone
City
Town of 25
Waurika
Start Date
1-1-95
End Date
Percentage
20.00
20.00
20.00
20.00
20.00
20.00
20.00
Route
99
Product
DB
AAM Zone
City
Town of 25
Maplewood
Start Date
1-1-95
End Date
Percentage
80.00
80.00
80.00
80.00
80.00
80.00
80.00
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
setup
Enter the publication that is delivered to this distribution point.
AAM ZONE
setup
Enter an AAM Zone for this distribution point.
TOWN OF 25
setup
Enter a Town of 25 for this distribution point.
START DATE
date
Enter the first date the percentages can be used for this product/distribution point.
END DATE
date
Leave this blank for current information. When you want to update AAM percentages, enter an END DATE for the old record and use the next day as the START DATE for the new record.
PERCENTAGE
decimal (6)
Enter the percentage of draw allocated to this product/route/AAM Zone/Town of 25 combination.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
setup
Enter a publication that can be delivered to this route.
START DATE, END DATE
date
In START DATE, enter the first date the product will be delivered by this route. If ending the route, do not enter an END DATE until the route’s draw is zero.
AAM COLUMN
setup
Enter the AAM Column in which paid circulation figures for this distribution point should be recorded for the Daily Circulation Report and the History Report.
DISTRICT
setup
Enter the district assigned to this route.
ROUTE CLASS
setup
Enter the distribution class for this route, if desired. See Distribution Class.
RATE CLASS
setup
Enter a route rate class, if desired. See Route Type.
PREPRINT DEMOGRAPHIC
setup
Indicate the preprint demographic or select all.
BONUS RATE CLASS
setup
This field is used for insert bonusing with InsertPlus, to associate a bonus rate class with a route and publication.
SECTIONS BY ROUTE
predefined
Indicate if all, some, or none of the newspaper’s sections are distributed by this route. If all routes of an edition deliver an advanced section, you can link the section to the edition, and can select “All” here.
RETURNS
yes/no
Indicate whether returns of this product are allowed for this route.
DRAW CHANGES
yes/no
Indicate whether a draw change should ever be allowed for this product/route. Enter “n” for home delivery routes whose office pay, carrier collect, paid comp, and unpaid comp draws should not be manually adjusted. Note that you may still adjust the draw for samples and service copies.
LOCATION
yes/no open (60)
If the drop location for bundles for this route does not vary by day and is not the carrier’s home address, you may enter the drop location for this route here.
INSTRUCTIONS
open (60)
If you enter a drop location in DEFAULT DROP LOCATION, you may enter specific drop instructions here.
BURT ALT ZONE CODE 1
integer
User defined. Works in conjunction with Burt Export and is only for sites that export alternate zone information.
BURT ALT ZONE CODE 2
integer
User defined. Works in conjunction with Burt Export and is only for sites that export alternate zone information.
EDITION SUN - SAT
setup
Enter the edition that is delivered by this route. You can use different editions for each day of the week, beginning with Sunday and ending with Saturday.
DEPOT SUN - SAT
setup
If you use depots (see Depot), enter the depot at which this route’s papers are dropped on each day of the week.
ORDER SUN - SAT
integer (8)
If a depot is entered for some or all days in the week, enter the routes drop order within the depot on that day.
BURT TYPE
open (2)
Specify the Burt product type for this route for each day of the week. The product type is exported to Burt and indicates how the route is inserted (complete, part, etc.). The product type entered here is used for actual and pending draw; the product type used when exporting advance draw is specified in the Section tab.
PRODUCT
setup
Enter the product for this distrib point and service area or enter an asterisk (*) to include all products delivered by this distribution point.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
SERVICE AREA
setup
Enter the service area for this distribution point and product.
START DATE, END DATE
date
Enter the date range during which this service area is valid for this product/route.
VALID DAYS
yes/no
Indicate on which days of the week the route belongs in this service area.
ROUTE
setup
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
display
Enter a product that is delivered by this route.
ZIP CODE
integer (5)
Enter the Zip code to which this route delivers.
ZIP EXTENSION
integer (4)
Enter the 4 digit ZIP extension, if AAM history should be maintained for the ZIP code plus the extension.
TOWN OF 25
setup
Enter a Town of 25 located in this Zip code, if you store AAM history for each Town of 25 within a ZIP (a Business Rules consideration). Otherwise, this field will be set to “*”.
START DATE, END DATE
date
Enter the date range for which this route/Zip code percentage is effective.
PERCENTAGE
decimal (6)
For each day of the week, enter the draw percentage of this product that is delivered by this distribution point and within this Zip code.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
PRODUCT
setup
Enter the publication that is delivered to this route.
CENSUS TRACT
setup
Enter a census tract for this route.
START DATE, END DATE
date
Enter the date range for which this census tract may be used for this route.
PERCENTAGE
decimal (6)
For each day of the week, enter the draw percentage of this product that is delivered by this distribution point within this census tract. Percentages for each product and day must total 100%.
PRODUCT
setup
Enter the publication for which you are defining the edition for an alternate edition model. Only publications linked to the route in SPECIFICS | DISTRIB POINT PUBL can be entered here.
ROUTE
display
The route entered on the Distrib Point Setup screen is displayed.
EDITION MODEL
setup
Enter the alternate edition model for which you are specifying an edition.
START DATE, END DATE
date
Enter the date range for which the edition specified here will be delivered by the route when this alternate edition model is used. Start Date cannot be before the current publishing date; End Date can be left blank.
EDITION
setup
Enter the edition that will be delivered by the route when this alternate edition model is used.
ROUTE
display
The route ID is displayed.
PRODUCT
setup
Enter the product for which you want to enter section information.
PAPER SECTION
setup
Enter the section this route will deliver. Press F2 for a lookup.
START DATE, END DATE
date
Enter the date range during which this section will be delivered by this route. The end date may be left blank.
BURT PART INDICATOR
open
Enter the Burt product type for this route when distributing this section. The product type is exported to Burt and indicates how the route is inserted (complete, part, etc.).
COMPLAINT CODE | open (8) | Enter an ID for this complaint code. |
COMPLAINT TEXT | open (60) | Enter a description of this complaint (e.g., “Box Out”, “Damaged”). |
REDELIVER | yes/no | Indicate whether products with this complaint code should be redelivered. |
DISPATCH | yes/no | Indicate whether this complaint should be dispatched. |
URGENT | yes/no | Indicate whether resolution to this complaint is urgent. |
START DATE, END DATE | date | Enter the date range in which this complaint code can be used. An end date is optional. |
SINGLE COPY TYPE | open (8) | Enter an ID for this single copy delivery type. |
START DATE, END DATE | date | Enter the date range that this single copy type is valid for. You may leave END DATE blank. |
DESCRIPTION | open (30) | Enter a description of the single copy type. |
RACK | yes/no | Indicate whether this single copy type should be classed as a rack. For example, pilferage reporting will include only those single copy outlets classified as racks. |
PRINT RECEIPT | yes/no | Indicate whether a receipt should be printed for this single copy type. |
NOTIFY DRIVER | yes/no | Indicate whether a message should be displayed on the truck manifest when a single copy outlet is new or has stopped. |
STACKER ID | open (3) | Enter the stacker identifier, if applicable. |
FINNISH POST DELIVERY | yes/no | Indicate if this single copy type should be included in the Finnish postal exports. |
SINGLE COPY TYPE | display | The single copy type is displayed. |
DRAW CLASS | setup | Select the draw class to associate with this single copy type (e.g., standing, promo, etc.) |
START DATE, END DATE | date | Enter the date range for which the draw type is valid for the single copy type. You may leave END DATE blank. |
AAM TYPE | predefined | Indicate the AAM type to use with this single copy type (paid, unpaid, bulk, or third party). |
SINGLE COPY TYPE | display | The single copy type is displayed. |
PRODUCT | setup | Select the product for which you want to define draw bands. |
MINIMUM DRAW / MAXIMUM DRAW | open (6) | Enter the draw range in these fields (e.g., “100” and “150” if you want a draw band of 100-150 copies). |
SELLOUT QUANTITY / SELLOUT PERCENTAGE | open (6) / decimal (3.2) | The SELLOUT fields are used to define the sellout levels for each draw band (for use with the Returns Draw Analysis). You can enter a quantity or a percentage, but not both. These fields allow you to define sellouts as something other than zero returns. For example, you may set up a draw band of 100-199, with a sellout quantity of “1”. Doing so would cause an entered return of 1 to be considered a sellout. |
|
|
|
Draw Change Tolerance |
|
|
MAX QUANTITY INCREASE MAX QUANTITY DECREASE MAX PERCENT INCREASE MAX PERCENT DECREASE | integer integer decimal decimal | Draw change tolerances can be defined for single copy routes to establish a range of “reasonable” draw change amounts. For example, increasing a rack’s draw from 20 to 400 might be considered unreasonable (and likely an entry error). If draw change tolerances were set up to limit increases to 100% of draw, however, this error would be readily apparent. Use these fields to establish upside and downside limitations on the entry of draw changes. If a draw change amount fails either or both the quantity or percentage tolerances, the draw change will not be allowed. |
ROUTE | setup | Enter the ID for this home delivery route. This route must have been previously set up in Distribution Point. |
ROUTE NAME | open (25) | Enter a route name that describes this route. |
Map Route | To associate the route with a delivery map. The specific can also be accessed from Maps. |
Route Delivery Schedule | To specify delivery schedules that are valid for delivery. The specific can also be accessed from Delivery Schedule. |
Route Delivery Placement | Specify valid delivery placements for this route. This specific can also be accessed from Delivery Placement. |
Route Publication | To enter products that can be delivered on this route. |
Route Profile | To enter some characteristics of this route. |
Delivery Deadline | To enter the time by which the route should be delivered on each day of the week. |
Trip Route | To add the route to a trip (used to sequence addresses when a carrier delivers multiple routes). This specific can also be accessed from Trips. |
ROUTE | display | The route will be displayed here. |
START DATE, END DATE | date | Enter date range for which the profile information is valid. If the information is current, do not enter an end date. |
MILES | integer (4) | Enter the number of miles covered by this route. |
NUMBER OF HOUSEHOLDS | integer (6) | Enter the total number of households on this route (subscribers and non-subscribers). The number of households will be updated when you select |
ROUTE | display | The route will be displayed here. |
PRODUCT | setup | Enter the product for which the deadlines are being entered. |
START DATE, END DATE | date | Enter date range for which the deadlines are valid. You may leave END DATE blank. |
STANDARD DELIVERY | military (4) | For each day of the week, enter the time by which papers on this route should be delivered. Enter the time in military format. For example, 9 am would be entered as 09:00 and 2:30 pm would be entered as 14:30. |
DISPATCH CUTOFF | military (4) | For each day of the week, enter the time after which redelivery is no longer available. Enter the time in military format. For example, 9 am would be entered as 09:00 and 2:30 pm would be entered as 14:30. |
ROUTE | display | Circulation displays the route entered on the initial screen. |
PRODUCT | setup | Enter a product that can be delivered to this route. |
START DATE | date | Enter the first date this product can be delivered to this home delivery route. |
END DATE | date | If you are taking the route out of service, enter the last date this delivery route can be used for this product. Never set an end date on a home delivery route until all subscribers are rerouted to another route, and the draws are equal to zero (0). |
ROUTE TYPE | setup |
REDELIVER | yes/no | Indicate whether products can be redelivered to the subscriber, if necessary, on this route. You may not redeliver to some subscribers because of time/distance constraints. |
OFFICE PAY | yes/no | Indicate whether office pay subscriptions are allowed on this route. |
CARRIER COLLECT | yes/no | Indicate whether carrier collect subscriptions are allowed on this route. |
BILLING METHOD | predefined | If OFFICE PAY and CARRIER COLLECT are both set to “y”, this field will be open. Enter the default billing method for subscribers on this route. This will be either office pay or carrier collect. Leave the field blank to use the default billing method defined in Business Rules (Customer Services section). |
SUBSCRIPTION RATE CLASS | setup | The route may be assigned to a subscription rate class for subscriber rating purposes. If so, enter the rate class here. |
VACATION PACK HANDLER | predefined | Indicate whether vacation packages will be held for subscribers by the carrier or the office (District Manager). |
PRINT LABELS WHEN | predefined |
PRINT STATUS CARDS | yes/no | Indicate whether Office Pay Status Cards should be printed for this route. These cards print when an office pay subscriber has a transaction that would affect the carrier (such as a change in expiration date). |
DELIVER RENEWALS | yes/no |
THROWOFF | yes/no | Indicate whether this is a throwoff route. A throwoff route is a route where the truck driver delivers the subscriber’s newspaper directly. Throwoff subscribers print on the Truck Manifest for the driver, and are set up as their own route. |
PRINT CC INVOICES | yes/no | If you produce invoices for carrier collect subscribers (a Business Rules consideration), indicate whether carrier collect invoices should be printed for this route. |
BILL WHEN | predefined | This field will only open if PRINT CC INVOICES is set to “y”. If you print carrier collect invoices for this route, indicate whether the invoices should be produced in advance or in arrears. If you select “arrears”, the collect invoices for this route will indicate what is due from each carrier collect subscriber in the current billing period; if you select “advance”, the invoices will indicate what is due for the next billing period. |
DELIVERY PLACEMENT | setup |
Your newspaper may have cases where more than one substitute delivers a route in the absence of the regular carrier. For example, you might put two substitutes on a route because it will take longer for them, being unfamiliar with the neighborhood, to deliver it. Normally, a substitute will be given credit for the route draw at the regular carrier’s rate. However, with multiple substitutes, the system does not know what percentage of the draw each is delivering. So, the draw must be split between the substitutes manually using this option.
You will only be able to split draw for routes and days where multiple substitutes are active. Also, you can only use this option if the Business Rule— Are multiple substitute accounts allowed for a single day for a publication and route? (Account Finance section) is set to “yes”.
Once the draw is split, each substitute will be billed based on their portion of the draw. You may not be able to use the regular carrier’s rate to bill the substitutes—special substitute rates may need to be set up instead. Another Business Rule in the Account Finance section, How should multiple substitutes be rated? determines whether the regular carrier’s rate or special substitute rates are used to rate draw for multiple substitutes.
If the regular carrier’s rate is used, the rate must have “*” in Delivery Schedule, Draw Type, and Rate Code, because split substitute draw will not have a value for any of these fields. If a special substitute rate is defined, you will probably want to use Account Rule with the specific account type for the substitutes. Also, Delivery Schedule, Draw Type, and Rate Code must all be set to “*”.
Note: If multiple substitutes deliver a route, no complaint charges will be charged to the substitute carriers—the complaint will be charged to the regular carrier.
See Account Type for more information about substitute carriers.
In character Circulation, select Distribution | Account Setup | Substitute Draw to display the Substitute Draw screen.
Enter information in the fields described below.
After the draws are entered for each substitute (and they add up to the total draw for the route), select Accept. The Setup menu will then appear.
Carrier/dealers (i.e., accounts) handle the last stage of distribution—getting the paper into the hands of the readers. Home delivery carriers, motor route drivers, and dealers are all considered “accounts”. They are independent contractors who buy the paper wholesale and sell it retail. In the case where one person delivers the paper and another handles finances, both are considered accounts.
In character Circulation, select Distribution | Account Setup | Account to display the Account Setup screen.
Select Add and complete the following fields.
Select Specifics to further define the account. The following options can be selected.
Select Accept to enter all account information into the Circulation database. You cannot Accept this record until you set up associated “specifics” information, including associating billing records (account bill source and account bill route), an occupant record, and an address record.
Set up another account, or press F4 and select Exit to exit to the Setup menu.
Select this specific to assign payment terms and enter other billing information for this carrier and bill source. You must set up an account billing record for every account that can be billed. For example, you do not need to define an account billing record for an account whose bill goes to another account.
Select Specifics | Account Billing from the Account Setup screen to display the Account Billing Setup screen.
Select Add and complete the following fields.
Select Accept to accept the bill source information.
Press F4 and select Exit to return to the Account Setup screen.
Courts sometimes impose a levy on the wages of a carrier for such things as alimony, child support, or auto loans. The levies are based on the Include In Payments amount on the 1099 forms (i.e., the 1099 net income). States usually have laws that define a “protected” amount or percentage of wages that cannot be deducted by levies. A levy charge code is similar to a recurring charge code, except that:
It is at the account level, rather than at the route level.
It is limited by the 1099 net income, rather than the carrier’s balance as a whole. If a carrier’s 1099 income for a period is zero or less, the levy will not be imposed.
Note: 1099 net income is typically associated with carriers on predominantly office pay routes. These are carriers who receive a check from the newspaper (rather than sending the newspaper a payment from money collected).
Define levy charge codes (see Charge/Credit Code for more information). The LEVY flag in Charge Code setup must be set to “y”, and a levy order must be entered. The levy order defines the order in which the levy should be imposed in relation to other levies. For example, a court may stipulate that child support levies be deducted from wages before levies for loans.
Enter the protected amount or percent for the carrier, if any. This is done in Specifics | Account Billing, above.
Assign levies to the accounts, including a secondary order (if there are two levies with the same charge code, the secondary order will be used). Levies are assigned in this specific.
Once defined, levies will be calculated and deducted from the carrier’s income during Account Billing Processing. It is possible that the carrier will not have enough unprotected 1099 income to pay off the levies imposed on the account. In this case, the levy charge code order and the secondary order for a particular levy will determine how much of the levy is imposed. We will illustrate how this works with a few examples.
The carrier has an auto loan levy for $200, and a protected amount of $0. The net 1099 income for the carrier in this period is $941. Circulation would calculate the levy as follows:
The carrier has an auto loan levy for $200 (order of 50) and an alimony levy for 20% (order of 20). The carrier’s protected amount is $700, and the net 1099 income for the carrier in this period is $1015. Circulation would calculate the levies as follows:
The carrier has two alimony levies. One is for 20% (2nd order of 5) and the other for 25% (2nd order of 10). The carrier’s protected amount is 60%, and the net 1099 income for the carrier in this period is $1225. Circulation would calculate the levies as follows:
Select Specifics | Account Levy from the Account Setup screen to display the Account Levy Setup screen.
Select Add and complete the following fields.
Select Accept to accept the assigned levy.
Add another levy, or press F4 and select Exit to return to the Account Setup screen.
Circulation categorizes accounts that have the same billing status into bill sources. For example, if you bill your home delivery and single copy carriers at different times, you would create two billing sources. An account will typically belong to only one bill source, but it is possible to assign an account to different bill sources based on route or district. See Introduction for more information about bill sources.
Note:
After you have started billing accounts, do not modify an account’s bill source. Because accounts are organized under company and bill source, all payments, open items, and other records will become separated from the account. An account’s bill source can be changed (along with all related records) by a special utility. See the User Manual for more information.
Select Specifics | Account Bill Source from the Account Setup screen to display the Account Bill Source Setup screen.
Select Add and complete the following fields.
Select Accept to accept the assigned bill source.
Link another route and publication to the bill source for this carrier, or press F4 and select Exit to return to the Account Setup screen.
Select this option to specify the primary billing route and publication for an account. This is the route that appears in the header of the account invoice and is used for route-based sorting of invoices, if applicable.
Select Specifics | Account Bill Route from the Account Setup screen to display the Account Bill Route Setup screen.
Select Add and complete the following fields.
Select Accept to accept the bill route information.
Press F4 and select Exit to return to the Account Setup screen.
Circulation allows you to bill multiple accounts for a route’s draw—for example, the regular delivery carrier and the agent overseeing the route (see Account Type for more information). If your newspaper does bill multiple accounts for the same draw, and you are defining a non-delivery carrier, select this specific to assign the account one or more routes and an account type. Also select this specific if you are setting up a substitute carrier.
Note:
If this is a non-delivery or substitute carrier, set up this specific rather than Account Distrib Point (see Specifics, Account Distrib Point).
Select Specifics | Billing Distrib Point from the Account Setup screen to display the Billing Distrib Point Setup screen.
Select Add and complete the following fields.
Select Accept to accept the billing distrib point information.
Set up billing distrib point information for another publication or route serviced by this account, or press F4 and select Exit to return to the Account Setup screen.
Select this option to set up and maintain the recurring charges for each product and route combination for this account. Recurring charges (for items such as insurance, or monthly bond charges) show up on the carrier’s bill on a regular basis. See Charge/Credit Code for more information about charges.
Select Specifics | Recurring Charges from the Account Setup screen to display the Recurring Charges Setup screen.
Select Add and enter data in the fields described below.
Select Accept to accept the recurring charge.
Set up more recurring charges for the account, or press F4 and select Exit to return to the Account Setup screen.
Select this option to set up and maintain any tax exemption information for this account, in the case where accounts are normally taxed for a product, but this account is exempt from taxes. Tax authorities and tax exemption reason codes must have been previously set up (see Tax Authority).
Select Specifics | Account Tax Authority from the Account Setup screen to display the Account Tax Authority Setup screen.
Select Add and complete the following fields.
Select Accept to accept the tax authority information.
Set up tax information for another publication or route serviced by this account, or press F4 and select Exit to return to the Account Setup screen.
Select this option to identify the account’s notification preferences. This option is used along with the Carrier Mail Export option to distribute notifications to accounts. For example, if an email address is specified here, the notification will be sent to the account’s email address.
Select Specifics | Notify Preference from the Account Setup screen to display the Account Notification Preference screen.
Select a notification preference method and enter the necessary details. For example, if you select “home email” as the Notification Preference, you would enter the account’s email address in the Notification Method Details field.
Select Accept to accept the notification preference.
Enter another notification preference, or press F4 and select exit.
Select this option to set up and maintain a billing occupant record for this account, in cases where a person other than the carrier/dealer should receive the bill.
Select Specifics | Bill Occupant from the Account Setup screen to display the Account Occupant Setup screen.
Select Find Occupant and locate the occupant record. If you cannot locate the occupant record, select Add Occupant and enter information in the fields described in the User Manual.
Select Accept to accept the occupant information.
Select this option to set up and maintain a billing address for this account, in cases where the bill should be sent to an address other than the carrier/dealer’s address.
Select Specifics | Bill Address from the Account Setup screen to display the Account Address Setup screen.
Select Find Address and locate the address record. If you cannot locate the address record, select Add Address and enter information in the fields described in the User Manual.
Accept to accept the address information.
Note: You need to set up account types only if you track substitute carriers in Circulation or if your newspaper bills multiple accounts for the same draw (e.g., a delivery carrier and an agent).
Newspapers may work with certain types of carriers/dealers who do not deliver a route regularly, such as agents (independent contractors who manage one or more routes) and trainees. These people may be charged and credited for the same draw as a delivery carrier, although at different rates. For example, if an agent receives a 6% commission on a route, both the delivery carrier and the agent will receive the charges and credits of the route.
If you bill multiple accounts for the same draw, you will need to do the following:
Set up an account type for each category of non-delivery carrier (e.g., agent, substitute, trainee).
Note: You do not need to set up account types for ordinary delivery carriers, even if you bill multiple accounts for the same draw.
Answer “yes” to the Business Rule, Will multiple accounts be billed for the same draw?, in the Account Finance section.
Set up accounts as usual in Account Activation (see the User Manual for more information).
For delivery carriers, set the Delivery Type field to “delivery”.
For non-delivery carriers, set the Delivery Type field to “non-delivery” or “substitute” and also enter the route or routes for which this account should be billed.
You can also enter a district—the non-delivery carrier will be billed for the draw of all the routes in the district. Then, enter the appropriate account type in the Account Type field.
When you set up rates for your accounts, define separate account rules for your non-delivery carriers using account types. You can use these rules to create special rates for your non-delivery carriers/dealers. For example, agents would receive a much lower rate than regular delivery carriers.
When you process account billing, the draw for each route will be charged and/or credited to the delivery carrier and all non-delivery carrier/dealers assigned to the route.
In addition to delivery and non-delivery carriers, newspapers may also have substitutes. Substitutes deliver newspapers, but they are not the regular carrier for the route that they deliver. When a substitute delivers a route, the regular delivery carrier will be charged for the papers the substitute delivers, but the charges will be reversed (no draw will appear for those days on the carrier’s invoice). The substitute will also be charged, using the delivery carrier’s rate. Some other substitute features are:
The substitute can be given a premium credit for delivering the route, and the regular carrier can be given a penalty charge. This is assigned when the accounts are set up. Charge codes for penalties and premiums are specified in Publication setup.
The substitute will also be credited for inserts, TM products, and renewal notices delivered, and charged for complaints entered on a day that they delivered the route.
More than one substitute carrier can be assigned to deliver a route at the same time. See Specifics, Bill Occupant for more information on multiple substitutes.
While delivering the route, a “substitute” message listing the substitute carrier(s) will be displayed in Customer Service and Route Service.
With the exception of invoices and the billing journal, all reports will still list the regular carrier, even when the substitute is delivering the route.
When setting up substitute carriers in Account Activation (see the User Manual), the Delivery Type field should be set to “substitute”. The start and end date (if known) should correspond with the date range during which the substitute will be delivering the route. You do not need to enter an end date for the regular carrier (the substitute and regular carrier can have overlapping dates).
To set up an account type:
Select Distribution | Account Setup | Account Type to display the Account Type screen.
Click the Add icon and complete the following fields.
Click OK to save the account type in the database or Add Another to save the existing record and add another account type.
Use this option to define different types of agents, such as rural, urban, garage, or alternative. Demographics can then be defined based on these account classes.
Note: Account classes are assigned to accounts at the account level, during account setup or account activation. The account class will also be visible on the main account screen in Route Service.
Select Distribution | Account Setup | Account Class to display the Account Class Setup screen.
Click the Add icon and enter information in the fields described below.
Click OK to save the account type in the database or Add Another to save the existing record and add another account type.
Use this option to define account groups. Account groups are used to organize related accounts at the bill source level to aid in entering and applying account payments. You can also define demographics based on account groups.
Note: Account groups are similar to account classes, but are assigned to accounts at the bill source level (i.e., account billing specifics), rather than the account level, during account setup or account activation. The account group can be viewed as a Specifics option when viewing account information in Route Service.
In character Circulation, select Distribution | Account Setup | Account Group to display the Account Group Setup screen.
Enter information in the fields described below.
Select Specifics | Occupant and attach an occupant to the account group.
Select Specifics | Address and attach an address to the account group.
Select Accept. Add another account group, or select Exit to return to the Setup menu.
Messages (aka, notifications) can be distributed to accounts using a variety of methods. In addition to the usual bundle tops, messages can be exported to files and distributed via email, FTP, telephone, or the Web using Carrier Mail Export and a file format created using File Map.
Account Notification is used to define the message notification methods (bundle tops, email, phone, etc.) that can be used for distributing messages to accounts.
To define an account notification method:
Select Distribution | Account Setup | Account Notification to display the Account Notification screen.
Click the Add icon and enter information in the fields described below.
Click OK to save the account notification in the database or Add Another to save the existing record and add another account notification.
Enter the route type for this route, such as “carrier” or “foot”. Route types are user-defined categories (see ), and are used primarily for carrier billing.
Enter never, always or dwelling to indicate whether route labels for route delivered subscribers should never be printed for this route, always be printed, or be printed only for dwelling types that have been set up for route labels (see for details). For example, you would enter always if this route delivers to a nursing home or campus dormitory where every paper on the route should be labeled for internal distribution; you would enter dwelling if the route included a dormitory and single-occupant homes. Route labels are printed during the publishing run.
Indicate whether or not subscriber renewal notices are delivered by this route. See for more information about renewal notices.
If this route will be used to deliver Targeted Marketing products and you will be using delivery placements in TM, enter the default delivery placement for subscribers on this route. See for more information on delivery placements.
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Field | Type | What to enter |
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PRODUCT
setup
Specify the publication for which you are entering draw for multiple substitute carriers.
ROUTE
setup
Specify the route for which you are entering draw for multiple substitute carriers.
DRAW DATE
date
Enter the date for which you are dividing draw among the substitute carriers for this publication and route.
ROUTE TYPE
display
The route type of the route entered above is displayed here.
TOTAL DRAW
display
The total draw for the route is displayed.
UNALLOCATED DRAW
display
This field displays the draw that has not been allocated to a substitute. As you enter draw for each substitute carrier the unallocated draw will decrease.
CARRIER, DRAW
display
The substitute carriers for the route and the draw previously allocated to them are displayed in these fields.
NEW DRAW
integer (8)
Enter the number of papers that each substitute carrier will deliver on this route and day of week.
ACCOUNT
open (8)
Enter an ID for this account.
START DATE
date
Enter the start date for this account.
END DATE
date
Enter the end date of this account. Leave this field blank until the account becomes inactive.
SOCIAL SECURITY #
integer (11)
Enter the Social Security Number of the account (optional). Enter this number with dashes (for example, “123-45-6789”). Business Rules determine whether the Social Security Number must be unique.
CAN CREDIT TMC
yes/no
Indicate if this account may be credited for the delivery of Targeted Marketing products.
BIRTH DATE *
date
Enter the account’s birth date (optional).
GRADUATION DATE *
date
Enter the account’s graduation date (optional).
BILL WHEN
predefined
Indicate whether this account is billed in advance of product delivery or in arrears (after product delivery).
BILL FORMAT
predefined
Specify the bill format to use with this account, either single or memo. The single bill format prepares one bill for each account and may include more than one route and product combination. The memo bill format prepares separate bills for each route and provides a summary bill with totals for the “bill to” account.
AGE GROUP
predefined
Indicate if this account belongs in the youth or adult age group. You can use the age group, account rate class, and contract date as criteria when determining the rate charged or credited for draw. Note: Charges for the youth age group will appear in Box 3 of the 1099-MISC form.
WORK PERMIT # *
open (15)
Optionally, enter the account’s work permit number.
ACCOUNT CLASS
setup
Enter the account class or press F2 for lookup. See Account Class to learn how to set up account classes.
COLLECTOR
setup
Enter the ID of the collector assigned to this account, if applicable.
VENDOR
open (8)
Enter this account’s vendor ID used in interfacing credit balances to an Accounts Payable system for check generation. If you interface account information to an AP system, the account’s vendor ID and vendor company must be entered here (otherwise the balance will not be interfaced). See the User Manual for more information. This may (based on Business Rules) be a system-assigned number; if so the vendor ID will be displayed here but cannot be changed. The vendor ID, company, and payment method can also be imported into Circulation (see the User Manual).
VENDOR COMPANY
open (4)
Enter this account’s vendor company ID used in interfacing credit balances to an Accounts Payable system for check generation.
VENDOR PMT METHOD
open (8)
Indicate the method by which checks are sent to the account in the AP system. Examples might be “office” and “mail”. This is interfaced to the AP system along with the vendor ID and company.
TAX ID*
open (15)
Optionally, enter the account’s tax ID number.
ACCOUNT RATE CLASS
setup
If this account belongs to a special rate class, enter the rate class here. See Account Rate Subtab for more information.
CONTRACT DATE
date
Indicate the first day of this account’s contract. This can be used in account rating.
Note: If you enter vendor information (i.e., interface credits to an AP system), the Bank Number and secondary bank fields will be skipped unless the AP interface uses the Dunn and Bradstreet or Peoplesoft 3 format.
BANK NUMBER
open (9)
Enter a bank number that defines this account’s bank. This and the following fields are used in direct deposit (see the User Manual). Enter information here only if the account will be involved in your direct deposit program.
BANK ACCOUNT NUMBER
open (20)
Enter the bank account number. This field, along with Bank Number and Branch Number, are used in account direct deposit and should not be entered unless the account has credits directly deposited into a bank account.
BANK ACCOUNT TYPE
predefined
Indicate whether this bank account is a checking or savings account.
BRANCH NUMBER
open (8)
Enter a branch number, if needed, for this bank.
NAME
open (30)
Enter the name to whom the bank account is registered, if different from the account’s name.
PRENOTE SENT
yes/no
A prenote is a zero amount transaction sent to make sure all of the account information is correct. Indicate if a prenote has been sent to the bank for this carrier.
CREDIT CARD NUMBER
open
This field, and the next two fields, allow a site to generate credit card payments through Account Lockbox processing without having to include credit card information in the lockbox file itself. Enter the account’s credit card number for lockbox payments.
EXPIRE DATE
date
Enter the credit card’s expiration date.
USAGE
predefined
Indicate the usage of the credit card: On File (lockbox processing) or Recurring Charges.
NAME
open (30)
Enter the name to whom the credit card is registered, if different from the account’s name.
LANGUAGE
setup
Enter the account’s preferred language.
RCTI
yes/no
This field is used to identify agents who have the ability to generate recipient-created tax invoices (Australia only).
CAN DROP CREDIT
yes/no
This field is used to identify accounts that should be paid on a per-address (i.e., drop) basis rather than account rating basis.
DROP INSTRUCTIONS
open (60
Enter drop instructions that print on the bundle top and truck manifest when the drop location is the account’s address (optional).
*
These fields are for reference only and are not used by Circulation.
Account Billing
To assign billing terms and other billing information for this account.
Account Levy
To assign court-imposed levies that must be deducted from the carrier’s 1099 income.
Account Bill Source
To assign the account to a bill source.
Account Bill Route
To set up and maintain the primary billing route and product for this account.
Account DistribPoint
To set up and maintain information about the products and routes delivered by this carrier. This specific can also be accessed from DISTRIBUTION POINT.
Billing Distrib Point
To assign account types and other information for non-delivery carriers (such as agents).
Recurring Charges
To set up and maintain all applicable recurring charges for each product/route combination for this account.
Account Tax Authority
To set up and maintain tax exemption information for this account, if applicable.
Notify Preference
To identify the account’s notification preferences, which are used along with the Carrier Mail Export option to distribute notifications to accounts.
Address
To set up and maintain an address record for this account.
Occupant
To set up and maintain an occupant record for this account.
Bill Occupant
To set up and maintain a bill-to occupant record for this account.
Bill Address
To set up and maintain a bill-to address record for this account.
BILLING ACCOUNT
display
The account entered on the Account Setup screen is displayed.
COMPANY
setup
Enter a company for which this account will be billed.
BILL SOURCE
setup
Enter the bill source indicating the billing group in which this account will be billed. See Bill Source for more information.
TERMS
setup
Enter a terms ID to indicate the terms which should be used to bill this account (such as “By3rd” to indicate that the payment is due by the 3rd of each month). See Terms for more information.
MIN DAILY DRAW CHG
decimal (8)
Enter the minimum amount charged to this account each delivery day, if desired. Business Rules govern whether minimum daily draw charges are used and, if so, their charge code.
WRITTEN OFF
yes/no
Indicate whether this account’s amount due has been written off. Payments and/or returns are not accepted after a carrier’s amount due has been written off. Changing the value in WRITTEN OFF to “y” will not actually write off the account’s balance, but payments and/or returns will no longer be allowed for this account. You must write off the balance due by selecting ACCOUNTING | MISCELLANEOUS CHARGE/CREDIT and making the appropriate entries.
CAN WRITE OFF
yes/no
Indicate whether this account’s amount due can be written off in the future.
CAN FINANCE CHARGE
yes/no
Indicate whether finance charges can be applied to this account balance.
PROTECTED AMOUNT, PROTECTED PERCENT
decimal (7) decimal (6)
If this carrier has a levy imposed upon his or her net income, enter any protected income here. For example, a levy of $100 may be imposed on a carrier to pay an auto loan, but the court may stipulate that $500 of a carrier’s income is protected. See the next section for more information on account levies. The protected income can be entered either as a flat amount or a percentage. If the carrier has no levies or the levies have no protected amount, leave these fields set to zero.
ACCOUNT GROUP
setup
Enter the account group to which this account belongs, if applicable. These are set up in ACCOUNT GROUP (see Account Group).
Net 1099 income
$941
No protected amount
- $0
Unprotected income
= $941
$941 > $200, so ...
Auto loan levy
= $200
Net 1099 income
$1015
Protected amount
- $700
Unprotected income
= $315
Alimony levy (first in order) 20 x 1015 = 203
-$203
Which leaves unprotected
= $112
$112 < $200 so ...
Auto loan levy
= $112
Net 1099 income
$1225
Protected amount .60 x 1225 = 735
- $735
Unprotected income
= $490
First alimony levy (2nd order of 5) .20 x 1225 = $245
-$245
Which leaves unprotected
= $245
.25 x 1225 = $306.25 $245 < $306.25 so ...
Second alimony levy (2nd order of 10)
= $245
ACCOUNT
display
The ID of the account that is being set up is displayed here.
COMPANY, BILL SOURCE
setup
Enter the company and bill source under which the account is being assigned this levy.
CHARGE CODE
setup
Enter the charge code for the levy. The charge code must be defined in advance and be flagged as a levy charge code.
SECONDARY ORDER
integer (5)
The order different levies are deducted from the carrier’s wages is defined when the levy charge code is set up. However, there may be situations where two levies with the same charge code are imposed on a carrier (for example, two auto loan levies). If two levies of the same charge code are assigned, this field determines which levy is imposed first.
START DATE, END DATE
date
Enter the date range during which this levy will be imposed on the carrier’s wages. End Date may be left blank.
AMOUNT
decimal (6)
If the levy is for a flat amount, enter the amount here. This amount will be deducted from the carrier’s wages each period, if possible.
PERCENT
decimal (6)
If the levy is for a percentage, enter the percentage here. This percentage of the carrier’s wages will be deducted for the levy, if possible.
MAXIMUM AMOUNT
decimal (8)
Enter the maximum cumulative amount for the levy. For example, if the levy for an auto loan is for $100 a period until the entire loan of $2000 is paid off, then $2000 would be entered here.
TOTAL TAKEN
display
The cumulative amount that has been taken out of the carrier’s wages for the levy is displayed here. This will typically increase with each pay period until the maximum amount is met.
COMMENTS
yes/no
Indicate whether you want to enter comments pertaining to the levy. If so, a COMMENTS window will open and you can enter notes about the levy.
BILLING ACCOUNT
display
The account entered on the Account Setup screen is displayed.
PRODUCT
setup
Enter the product for which this account will be billed.
ROUTE
setup
Enter the route for which this account will be billed.
ENTITY TYPE, ENTITY
predefined, setup
These two fields will open for non-delivery carriers only (and only if you bill multiple accounts for the same draw). Enter the entity type (district or route) and specific entities for which the account should be billed by this bill source. For example, if “route” is entered in ENTITY TYPE and “03” in ENTITY, the account will be billed for route 03’s draw.
START DATE, END DATE
date
Enter the date range for this bill source record.
ACCOUNT
setup
Enter the account ID of the carrier who actually delivers the route. If the carrier who delivers the route also receives the bills, accept the default (the same as ACCOUNT).
BILL SOURCE
setup
Enter the bill source indicating the billing group for which this account will be billed.
COMPANY
setup
Enter the company for which this account will be billed.
MIN DRAW CREDIT
decimal (6.2)
Enter the minimum amount credited to this account each day. The availability of this field is controlled by Business Rules.
BILLING ACCOUNT
display
The account entered on the Account Setup screen is displayed.
BILL SOURCE
setup
Enter the bill source for which you are defining the account bill route for this account.
COMPANY
setup
Enter the company for which you are defining the account bill route for this account.
PRODUCT
setup
Enter the publication for this account bill route.
ROUTE
setup
Enter the route that should serve as the primary billing route for this account.
DISTRIBUTION CODE
setup
You may want to assign a distribution code to this account (see Distribution Code). Distribution codes can be used in sorting account invoices.
ACCOUNT
display
The account entered on the Account Setup screen is displayed.
PRODUCT
setup
Enter the product for which you are assigning routes and account types to this non-delivery carrier.
ENTITY TYPE
predefined
You can set up non-delivery carriers for districts as well as routes. For example, an agent may be billed for draw for an entire district. If so, enter district here. Otherwise enter route.
ENTITY
setup
Enter the routes (or districts) for which this non-delivery carrier should be billed.
START DATE, END DATE
date
Enter the date range in which these route and account type assignments should be active.
ACCOUNT TYPE
setup
Enter the account type for the carrier, such as “agent” or “trainee”. This may be used to determine the rate for the non-delivery carrier. It also determines if the carrier is a substitute. See Account Type for more information.
DAYS OF WEEK
y/n X 7
Indicate the days of the week in which the carrier should be assigned this route (or district) and account type.
PENALTY, PREMIUM
decimal (6) X 7
If this is a substitute carrier, enter the penalty, if any, that should be charged to the regular carrier, and the premium credited to the substitute for each day the substitute delivers the route.
ACCOUNT
display
The account entered on the Account Setup screen is displayed.
BILLING ACCOUNT
setup
Enter the account to which the recurring charges should be applied (not necessarily the same as the account in the previous field).
PRODUCT
setup
Enter the publication for which recurring charges for this account apply.
ROUTE
setup
Enter the route for which recurring charges can be applied.
ENTITY TYPE, ENTITY
predefined, setup
These two fields will open for non-delivery carriers only (and only if you bill multiple accounts for the same draw). Enter the entity type (district or route) and specific entities for which recurring charges are being defined.
CHARGE CODE
setup
Enter the recurring charge/credit code. Charge and credit codes need to be set up in advance of recurring charges (see Charge/Credit Code ). Note that if the account is a non-delivery carrier at the district level (i.e., is not assigned to a specific route), only charge codes with a flat rate type will be available.
START DATE, END DATE
date
Enter the date range in which recurring charges may apply.
BILL PERIOD
setup
Enter the bill period (see Bill Period) in which the recurring charge should appear on the account bills. For example, if the recurring charge should appear on bills the fourth week of every month, enter the code established for the fourth week recurring charges. Then, during account billing, Circulation prompts you to enter which bill period should be billed in that run.
ADVANCE BILL
yes/no
Indicate whether the recurring charge should be included in the account’s advance bill, if accounts are billed in advance.
RATE TYPE, CALCULATION TYPE
display
The rate type (percentage or flat) and calculation type (the percentage can be calculated based on draw charges or draw credits) display. This is defined when the charge code is set up (see Charge/Credit Code).
FLAT RATE
decimal (6)
If the rate type is flat, enter the amount of the charge or credit for this account.
MAXIMUM AMOUNT
decimal (9)
Enter the maximum ongoing amount that can be charged to the account with this recurring charge. For example, if an account was charged $10 per billing period for a bond, and the maximum was $70, the recurring charge would show up for seven billing periods before it would reach its maximum and no longer appear. It is possible to exceed MAXIMUM AMOUNT with interest calculations. For example, if the recurring charge RATE is $50, MAXIMUM AMOUNT is $150, and the account’s current balance is $145, only $5 of the current recurring charge would be added to the total, but any interest calculations could increase the total amount to more than $150.
PERCENTAGE RATE
decimal (6)
If the rate type is percentage, enter the percentage that draw charges or credits should be multiplied by to calculate the charge. For example enter 3% as “3.000”.
MAXIMUM FACTOR
decimal (6)
If you did not enter a maximum amount for a percentage charge, you can establish a maximum amount each billing period based on the draw charge/credits. This factor is multiplied by the draw charge or credit to find the maximum amount. For example, if the draw charge is $100 and the maximum factor is 2.000, the maximum for this recurring charge would be $200. If you use a maximum factor, the maximum amount will be “floating”—i.e., it will be recalculated each time the charge is billed, based on the current draw charges or credits.
TOTAL AMOUNT
display
Each time this recurring charge is selected for billing and processed, Circulation increases the TOTAL AMOUNT by the amount charged/credited.
ACCOUNT
display
The account entered on the Account Setup screen is displayed.
PRODUCT
setup
Enter the product for which this account is exempt from one or more taxing authorities.
ROUTE
setup
Enter the route for which this carrier is exempt from one or more taxing authorities.
ENTITY TYPE, ENTITY
predefined, setup
These two fields will only open for non-delivery accounts (and only if you bill multiple accounts for the same draw). Enter the entity type (district or route) and specific entities for which tax exemptions are being defined.
START DATE, END DATE
date
Enter the date range in which this tax authority/exemption may be used.
CITY *
display
Circulation displays the city in which this carrier lives.
COUNTY *
display
Circulation displays the county in which this carrier lives.
STATE *
display
Circulation displays the state in which this carrier lives.
COUNTRY*
display
Circulation displays the country in which this carrier lives.
CITY TAX AUTHORITY
display
Circulation displays the city tax authority in which this carrier lives.
CITY EXEMPT REASON
setup
Enter the tax exemption reason code for the city tax authority, if applicable.
CITY TAX NUMBER
open (13)
Enter this carrier’s tax exempt number for the city taxing authority.
COUNTY TAX AUTHORITY
display
Circulation displays the county tax authority.
COUNTY EXEMPT REASON
setup
Enter the tax exemption reason code for the county tax authority, if applicable.
COUNTY TAX NUMBER
open (13)
Enter this carrier’s tax exempt number for the county taxing authority.
STATE TAX AUTHORITY
display
Circulation displays the state tax authority.
STATE EXEMPT REASON
setup
Enter the tax exemption reason code for the state tax authority, if applicable.
STATE TAX NUMBER
open (13)
Enter this carrier’s tax exempt number for the state taxing authority.
COUNTRY TAX AUTHORITY
display
Circulation displays the country tax authority.
COUNTRY EXEMPT REASON
setup
Enter the tax exemption reason code for the country tax authority, if applicable.
COUNTRY TAX NUMBER
open (13)
Enter this carrier’s tax exempt number for the country taxing authority.
*
The system defaults this information from the carrier’s address. It cannot be entered or changed.
ACCOUNT TYPE
open (8)
Enter an ID for this account type, such as “agent”.
START DATE, END DATE
date
Enter the date range during which this account type will be active. You may leave END DATE blank.
DESCRIPTION
open (30)
Enter a description of this account type.
IS SUBSTITUTE
yes/no
Flag this field if this account type is for substitute carriers. If the account type is for non-delivery carriers, set it to “n”.
CAN BILL DRAW
yes/no
Indicate whether carrier/dealers with this account type may be charged (or credited) for draw. Most account types will have this field checked.
CAN BACK CREDIT
yes/no
Indicate whether carrier/dealers with this account type can be given back credits. For example, if an office pay subscriber who is late in paying is switched to carrier collect, but then sends in a payment before the carrier can collect money, delivery back credit is issued to the account.
CAN BILL ADJUSTMENTS
yes/no
Indicate whether carrier/dealers with this account type can be charged or credited for draw adjustments. Draw adjustments are increases or decreases to the draw entered after transaction processing—for example, if a single copy dealer orders more newspapers at the last minute.
IS THIRD PARTY SPONSOR
yes/no
Check this field if this account type is a third-party account type. Account Billing will process and report third-party draw only for accounts of this type.
CAN CREDIT TM
yes/no
Indicate whether carrier/dealers with this account type can be credited for delivering Targeted Marketing products.
CAN CREDIT RETURNS
yes/no
Indicate whether carrier/dealers with this account type can be given credit for returning extra newspapers. Returns are typically entered for dealers.
CAN DROP CREDIT
yes/no
This field is used to identify account types that can be paid on a per-address (i.e., drop) basis rather than account rating basis.
ACCOUNT CLASS
open (12)
Enter an account class ID.
DESCRIPTION
open (30)
Enter a description for this account class.
START DATE
date
Enter the first date this account class can be used.
END DATE
date
Enter the last date this account class can be used.
ACCOUNT GROUP | open (12) | Enter an account group ID. |
DESCRIPTION | open (30) | Enter a description for this account group. |
START DATE | date | Enter the first date this account group can be used. |
END DATE | date | Enter the last date this account group can be used. |
ACCOUNT NOTIFICATION | open (8) | Enter a user-defined notification ID. |
DESCRIPTION | open (30) | Enter a user-defined description for this account notification. |
NOTIFICATION METHOD | predefined | Select the notification method: • Bundle Tops: Messages will be printed on the bundle top or exported to the bundle top file. • Email: A file will be created that will include the email address in the in Notification Details of the account record. • FTP: A file will be created that will include the URL listed in the Notification Details of the account record. • Phone: A file will be created to be used in sending messages via phone using the phone number listed in the Method Type. • XML: A file will be created that will include the URL listed in the Notification Details of the account record. |
METHOD TYPE | setup | If the notification method is “phone”, identify the phone type here. Other notification methods will populate this field automatically. For example, a method of “XML” will automatically populate this field with “URL”. |
FILE MAP | setup | This is where you connect the Account Notification to the File Map you created earlier, which will be used when Carrier Mail Export is run. |
Use this option to set up the individual trucks that distribute your publication. The truck IDs that are assigned here will then be used when defining truck sequences and truck departure orders. See the this chapter’s Introduction for more information about trucks.
Note: Because truck IDs are used in many places in Circulation, changing IDs after setup is a time consuming process. Therefore, be sure to carefully plan your truck delivery system.
In character Circulation, select Distribution | Truck | Truck to display the Truck Setup screen.
Select Add and enter data in the fields described below.
Select Specifics and find or add an occupant (driver) for this truck in the Circulation database. See the User Manual for more information about occupant records. If you have InsertPlus, you can also add the truck to an ad zone (see the InsertPlus manual for more information).
Select Accept to accept the truck, along with occupant specifics.
Set up more trucks, or press F4 and select Exit to exit to the Setup menu.
A label group
is a user-defined set of mail subscribers that print on mailing labels and/or postal reports. Many newspapers define only one label group, which prints the addresses of all of their mail subscribers on mail labels in one run. However, product delivery plans may require that labels and/or postal reports be grouped and printed in a specific order. For example, it may be necessary to print labels for out-of-state subscribers before local subscribers—this would require at least two label groups. You must also set up label groups to produce separate postal reports for any different edition of a product.
You may define label groups for each sectional carrier facility (SCF) or post office from which products are mailed. This accommodates situations where groups of papers are dropped at different post offices or sectional center facilities for mailing.
Label groups are user-defined, and multiple products may use the same label group identifiers. For example, all products may use label group names of “1st”, “2nd”, and “3rd”. One label group might be called “mail” for the majority of mail subscriptions, and another label group might be called “first” for 1st class mail delivery. If using PostWare, it is helpful if you set up a label group for each entry point (i.e. post office) you deliver mail to.
Mailing labels may be printed in Periodical class order (using PostWare or PO zones set up in Circulation), Zip code order, or a user-defined order—as determined by Business Rules. Business Rules also determine whether PostWare should be used to sort mail labels, whether labels groups represent separate mailings, whether a Financial PO Report will be submitted with each label group, and whether page breaks should occur between labels groups.
Note: Periodical class sorting does not apply to Canada (US only).
In character Circulation, select Distribution | Mail | Label Group to display the Label Group Setup screen.
Select Add and complete the following fields.
Select Specifics to link the label group to one or more publications and, if applicable, to specify mail trucks for the label group (see below).
Select Accept to accept the label group and associated specific information.
Set up other label groups, or press F4 and select Exit to exit to the Setup menu.
This specific allows you to specify what publications and editions can be used with a label group. When printing mail labels for a publication, the label groups linked to the publication will be printed.
More than one product may have the same label group ID. For example, a newspaper and a shopper may each have a label group ID of “1st”.
Select Specifics | Label Group Publ from the Label Group Setup screen to display the Label Group Publication Setup screen.
Select Add to enter product information for the displayed label group (described below).
Select Specifics and enter address and occupant of the publication for this label group (see the User Manual for more information). This information will be printed on the postal report.
Select Accept to accept the label group/publication link.
Link the label group with other publications, or press F4 and select Exit to return to the Label Group Setup screen.
Some newspapers put mail subscriptions on trucks, which then drive to a post office closer to the subscribers to mail them. Using PostWare, Circulation can produce “bundle wrappers” for the mail subscriptions. These documents aid the mail truck drivers and the post office in delivery.
Set up your mail trucks in Truck Setup. You do not need to add the trucks to a truck departure order or truck sequence.
Link the trucks to label groups in this specific. You can assign different trucks based on Zip code. This is also where you can enter messages to appear on the bundle wrappers.
Set up a special single copy type for mailed single copy routes, and enter this for the Business Rule— For which single copy type should mail labels print when using Postalsoft Presort and Label?. This will tell Circulation to send mail truck and associated info in its file that is exported to PostWare when producing mail labels.
Assign mail subscribers that will be delivered via a mail truck to the label group with the appropriate truck(s).
Set up or modify your PostWare presort job file so that it will output the mail truck and associated delivery information that is sent to it by Circulation (most likely, the truck information will appear on sack or package labels). You will need to work with Postalsoft to implement this setup.
Select Specifics | Mail Truck from the Label Group Setup screen to display the Mail Truck Setup screen.
Select Add and specify the mail trucks that should be used with this label group (within a Zip code range) on each day of the week (fields are described below).
Select Accept to accept the mail truck assignments.
Assign mail trucks to other Zip code ranges, or press F4 and select Exit to return to the Label Group Setup screen.
This specific allows you to specify the delivery schedules that can be used with a label group. When entering transactions such as new starts, only the delivery schedules that are valid for the entered label group will be available for selection.
Select Specifics | Label Group Deliv Sched from the Label Group Setup screen to display the Label Group Delivery Schedule Setup screen.
Select Add and complete the following fields.
Select Accept to accept the label group/delivery schedule link.
Link the label group with other delivery schedules, or press F4 and select Exit to return to the Label Group Setup screen.
The departure sequence defines the order in which bundle tops and truck manifests print and, subsequently, the order in which trucks depart from the dock. You may define more than one departure sequence, if necessary. For example, there may be one truck departure sequence for the Mon-Sat newspaper and one for the Sunday newspaper. The departure sequence is defined for a publishing day during the publishing run. Business Rules determine the default departure sequence to be used when printing the Account Billing Journal.
In character Circulation, select Distribution | Truck | Departure Sequence to display the Departure Sequence Setup screen.
Select Add and complete the following fields.
Select Specifics and enter the trucks that belong to this departure sequence (see below).
Select Accept to enter the departure sequence and related specifics into the database. Note that you cannot Accept this record until you enter the “specifics” information.
Set up another departure sequence, or press F4 and select Exit to exit to the Setup menu.
To assign individual trucks to a departure sequence:
Select Specifics | Truck Departure from the Departure Sequence Setup screen to display the Truck Departure Setup screen.
Select Add and enter data in the fields described below.
Select Accept to accept departure order information about a specific truck.
Add other trucks into the departure order, or press F4 and select Exit to return to the Departure Sequence Setup screen.
Note: This menu item is optional.
In some cases, label groups may be associated with one or more Zip codes. For example, label group “local” might include Zip codes 55118, 55119, and 55120, while label group “mail” includes everything else.
Zip code label groups are used to determine the default label group when a subscription start is entered for a product. To continue to example above, a new start in Zip code 55119 would be assigned to the mail label group “local”.
Suppose that one product, the Tribune, must be dropped off at the local post office (LOC) and also at a different SCF location (Duluth). The setup might be:
In order for the label group to default for subscription starts, the router must determine that they are mail delivered (rather than route delivered) subscribers. To set up the router to work with label groups, enter the mail delivered Zip codes in the router, but leave Route blank to indicate this is a mailed Zip code.
Select Distribution | Mail | Zip Label Group from the Mail menu to display the Zip Label Group screen.
Click the Add icon and complete the following fields.
Click OK to save the Zip label group in the database or Add Another to save the existing record and add another group.
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Label groups, discussed on , are used for printing mailing labels for subscriptions and/or postal reports. Label groups are user-defined, and multiple products may use the same label groups.
Product | Start Zip Code | End Zip Code | Label Group |
---|
Field | Type | What to enter |
---|
See in Circulation User Manual.
TRUCK
open (8)
Enter a truck ID.
START DATE, END DATE
date
Enter a date range for this truck.
TRUCK NAME
open (20)
Enter a name describing this truck.
LABEL GROUP
open (8)
Enter an ID for this label group.
DESCRIPTION
open (30)
Enter a description for this label group.
LABEL GROUP
display
Circulation displays the label group entered on the initial screen.
PRODUCT
setup
Enter the product which will use this label group.
START DATE, END DATE
date
Enter the date range during which this product can use the label group.
IS ONLINE?
yes/no
Enter “y” if this label group is used to define online subscriptions. A label group cannot be shared between mail and online subscriptions, so entering “y” will make this label group invalid as a mail label group.
IS PRIMARY?
yes/no
Enter “y” if this online label group is the primary group. Only one label group can be defined as primary.
DEFAULT AAM COLUMN
setup
Enter the default AAM column to be used with this online label group.
PRINT ORDER
integer (8)
Enter the order in which this group of labels should print (among other labels that are valid for this publication).
EDITION
setup
For each day of the week, enter the edition that will be delivered to subscribers by this label group.
PO FINANCE NUMBER
open (8)
Enter the post office finance number for this label group.
LABEL GROUP
display
Circulation displays the label group entered on the initial screen.
PRODUCT
setup
Enter the publication for which mail trucks are being assigned to the label group.
START ZIP CODE, END ZIP CODE
open (5)
Enter the Zip code range for which the mail trucks are being assigned.
START DATE, END DATE
date
Enter the date range for the mail truck assignments.
TRUCK
setup
For each day of the week, enter the ID of the mail truck that should be used to deliver mail subscriptions within this label group and Zip code range.
RELAY INFO
open (30 x 4)
If this truck will transfer mail to a relay truck, enter the relay truck message that should print on the bundle wrappers.
BUNDLE INFO
open (30 x 4)
Enter information about the subscription being transported by this truck, for example the edition and destination.
LABEL GROUP
display
Circulation displays the label group entered on the initial screen.
PRODUCT
setup
Enter the product that will use this label group.
DELIVERY SCHEDULE
setup
Enter a delivery schedule that is valid for this label group.
START DATE, END DATE
date
Enter the date range during which this delivery schedule is valid for the label group.
DEPARTURE
open (8)
Enter a departure sequence ID for the truck departure sequence you are defining, such as “Daily” or “Sunday”.
DESCRIPTION
open (30)
Enter a description of this departure sequence.
DEPARTURE
display
The departure sequence entered on the Departure Sequence Setup screen is displayed.
DEPARTURE ORDER
integer (10)
Enter the departure order for one of the trucks in this sequence. This determines the order in which the bundle tops and truck manifest for this truck will be printed relative to the other trucks. Give trucks departure order numbers in increments of 10 or 100 (10, 20, 30, etc.). This way, a new truck can be inserted between two numbers. When you enter the departure sequence for relay trucks, ensure that the departure order for the first relay truck is before the next truck. For example, if Truck A drops papers to Truck B, Truck A’s departure order must precede Truck B’s so that bundle labels and truck manifests print in the correct order.
START DATE, END DATE
date
Enter a date range for this truck departure sequence.
TRUCK
setup
Enter the truck that uses this departure order in this departure sequence.
SPOOL BREAK
yes/no
Indicate whether a new spool file should be created once this truck’s bundle tops have printed. Enter “y”, for example, if you print bundle tops at more than one printer at the same time.
CHUTE
open (2)
Enter the chute ID for the truck that uses this departure order in this departure sequence.
BUNDLE SIZE METHOD
predefined
Indicate with whether the key or split key bundle size calculation should be used for this truck. The key option will produce one key bundle, while the split key option will produce two key bundles (a key bundle is the odd sized bundle in a group of standard bundles). An example of a “split key” calculation: Suppose the standard bundle size is 25, the maximum is 25, and the minimum is 13. If the draw for this truck is 155, you would have 5 bundles of 25, a split key bundle of 16 and a split key bundle of 14.
PRINT OPTION
predefined
If bundle tops print for both keys and standards (PRINT KEY BUNDLES ONLY set to “never” in Enter Bundle Info), this field determines whether standard or key bundles print first for the truck.
PRINT KEYS WHERE
predefined
Select with route, which will cause the key bundle(s) to be printed with the route, or end of truck, which will cause the key bundles to print at the end of the truck.
Trib | 55110 | 55199 | LOC |
Trib | 00000 | 55109 | DUL |
Trib | 55200 | 99799 | DUL |
PRODUCT | setup | Enter the product for this Zip label group record. |
START ZIP CODE | open (5) | Enter the starting Zip code that you wish to assign to a label group. For Canadian Zip codes, enter the first 3 digits only. |
END ZIP CODE | open (5) | Enter the ending Zip code that you wish to assign. |
LABEL GROUP | setup | Enter the label group. |
Carrier Message Rule setup defines when messages will be created for each product, transaction type, account, rate and notification method. The messages themselves are generated when you run the Carrier Mail Export option in the Publishing module.
Select Distribution | Carrier Message Rule to display the message rules window. Existing rules are listed in the top portion of the window.
Click the Add button.
Complete the following fields.
Click OK.
If you sort mail labels in a user-defined sort order (rather than Periodical Class or Zip Code order), use Zip Label Sequence to set up the sorting. Canadian Newspapers, in particular, may wish to use this feature.
• By a range of Zip codes
• By one Zip code, and then, within the Zip code, by postal route type and/or a range of postal route numbers
For example, suppose the label print order for the Tribune should be foreign, followed by out-of-state, followed by in-state, regardless of postal routes:
When specifying a range of values in the alphanumeric Zip code fields, numbers come before letters. A blank field comes before any number of letter. “ZZZZZZZZZZ” is the last possible entry in a Zip code range. There are no Zip codes in the United States higher than 99799-9999.
Note: You must manually maintain this information (i.e., Circulation cannot automatically create or remove a bag tag based on more or less papers delivered to one area).
Select Distribution | Mail | Zip Label Sequence to display the Zip Label Sequence screen.
Click the Add icon and complete the following fields.
Click OK to save the Zip label sequence in the database or Add Another to save the existing record and add another Zip label sequence.
As in the previous example, suppose the label print order should be (1) foreign, (2) out-state, (3) in-state. In addition, labels for postal route type C in Zip code 55110 should print before in-state labels. The following table shows how to enter these records.
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.
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.
Click Add and complete the following fields.
Click OK.
A multi pack
is a bundle that includes two or more products with combined draw. A multi-pack
indicator is a notation (an asterisk) on the truck manifest and bundle top indicating that the bundle contains multiple products.
For example, two distinct publications, “Star” and “Tribune”, may be processed together as a publishing group
and their draws combined on distribution documents. If a bundle contains 5 copies of “Star” and 10 copies of “Tribune”, the bundle top can list these draw figures as a combined amount—15*, with the * indicating that this number represents a combination of products.
Once the publishing group and publishing group run have been created, you define multi packs using this option.
Select Distribution | Multi Pack to display the Multi Pack Selection window. Existing multi packs are listed in the top portion of the window.
Click Add and complete the following fields:
Multi Pack—Enter an ID for the multi pack.
Description—Enter a description for the multi pack.
Click OK.
Field | Type | What to enter |
---|---|---|
Product | Label Group | Start Zip Code | End Zip Code | Print Order |
---|
Field | Type | What to enter |
---|
Record #1 | Record #2 | Record #3 | Record #4 | Record #5 |
---|
Field | Type | What to enter |
---|
PRODUCT
setup
Enter the product or products to which this rule applies. Or, select Apply To All Products.
TRAN TYPE
predefined
Enter the transaction type or types to which this rule applies. Or, select Apply To All Tran Types.
ACCOUNT
setup
Enter the account or accounts to which this rule applies. Or, select Apply To All Accounts.
RATE
setup
Enter the rate or rates to which this rule applies. Or, select Apply To All Rates.
NOTIFICATION METHOD
setup
Enter the notification method or methods to which this rule applies. Or, select Apply To All Notification Methods.
WHEN TO GENERATE
predefined
Select Always, New Only, or Never.
“Always” means that all messages will be exported each time the Carrier Mail Export is run.
“New Only” means that only those messages that have not been exported previously will be exported.
“Never” means that messages of this type will not be exported.
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, and Days defines the number of calendar days before the publishing date that messages will be generated.
Note: The number of days is validated by Carrier Entry Rule setup.
Expire Alert Fields
If this rule applies to a transaction type of “Expire”, you can have an expire alert transaction be created automatically (via the Create Transaction checkbox).
Identify a reason code for the transaction, and specify a label (i.e., a message heading) and message text be generated.
You can apply this rule to auto-renew subscriptions by clicking the checkbox labeled Apply Expire Alert Rule To Auto Renew Subscriptions.
Trib | 1st | A | ZZZZZZZZZZ | 10 |
Trib | 2nd | 0 | 55109 | 20 |
Trib | 2nd | 55600 | 99799 | 30 |
Trib | 3rd | 55110 | 55599 | 40 |
PRODUCT | setup | Enter the product for this Zip label sequence. |
LABEL GROUP | setup | Enter a label group that will be a part of the sequence. |
START ZIP CODE | open (10) | Enter the starting Zip code within this label group. |
START ZIP EXTENSION | open (4) | Enter the starting Zip code extension within this label group (if applicable). |
END ZIP CODE | open (10) | Enter the ending Zip code within this label group. To break the label group down by postal route type and/or postal routes, enter the same Zip code in Start Zip Code and End Zip Code; for example, enter 55119 in both fields. Circulation will then prompt you to enter the postal route type. |
END ZIP EXTENSION | open (4) | Enter the ending Zip code extension within this label group (if applicable). |
PO ROUTE TYPE | predefined | Enter the PO Route Type for this label group if you are defining by PO Route Type. Valid entries are Box, Carrier Route, Highway Contract, and Rural Route. |
START PO ROUTE | integer (4) | Enter the starting PO Route if this label group should include a range of postal route numbers. |
END PO ROUTE | integer (4) | Enter the ending PO Route if this label group should include a range of postal route numbers. |
PRINT ORDER | integer (8) | Enter the order in which you want this label group printed for this product. Numbering print orders by 10 or 100 makes it easier to later insert new label group sequences at a later time. |
BAG TAG LABEL | open (90) | Enter the information that should print on the postal bag tag label for this label group sequence. A bag tag is a label attached to a mail bag, which has information about the contents of the bag. |
Product | Trib | Trib | Trib | Trib | Trib |
Label Group | 1st | 2nd | 2nd | 3rd | 3rd |
Start ZIP | A | 0 | 55600 | 55110 | 55110 |
End ZIP | ZZZZZZZZZZ | 55109 | 99799 | 55110 | 55599 |
PO Route Type |
|
|
| C |
|
Start PO Route |
|
|
| 10 |
|
End PO Route |
|
|
| 70 |
|
Print Order | 10 | 20 | 30 | 40 | 50 |
BagTag ZIPs/ Boxes | A-ZZZZZ/ ZZZZZ | 00000-55109 | 55600-99799 | Carrier routes 10-70 in Zip code 55110 | 55110-55599 |
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. |
This option allows you to identify which file map is used for the stacker interface at each physical printing site. This is useful when different printing sites must use different file maps.
Select Distribution | Print Site.
Click Add and complete the following fields:
Print Site—Enter the ID of the physical site where printing is performed. This field is not validated; it can be any combination of characters and numbers.
Stacker Format—Select the stacker interface file map you wish to use at this printing site.
One File Per Edition—Selecting this checkbox allows the <Edition> token of the stacker file name to be overridden, so that only one file is created, rather than one file per edition. See note, below.
Note:
Using the <Product> and <Edition> tokens in the stacker file name allows for creating uniquely named stacker export files when publishing by edition. For example, if the file name is <Product><Edition>stacker.dmy
, the Publication is “News,” there are 3 editions, and today’s date is September 15, 2010, the following files would be created during processing: News1stacker.150910, News2stacker.150910, and News3stacker.150910.
Use the Multi Pack Bundle option to assign publishing groups to multi packs. Products assigned to the same multi pack will be combined on distribution documents if the “physical” method of combining is used in Publishing Group Run setup.
Select Distribution | Multi Pack Bundle to display the Multi Pack Bundle Selection window. Existing multi pack bundle setup is shown in the top portion of the window.
Click Add and complete the following fields:
Publishing Group—Select the publishing group you want to add to a multi pack.
Multi Pack—Select the multi pack to which you want to add the publishing group.
Product—Select the product to include in the multi pack bundle.
Edition—Select the product’s edition to include in the multi pack bundle.
Click OK.
Select the Publishing Group you want to add to a multi pack, identify the Multi Pack, then select the Product and Edition.
In the example, you see that multi pack “Pack1” includes the “Final” edition of products “DM” and “GZ” from the publishing group “AM”. If the publishing group run is set up to physically combine these products on distribution documents, the draw for these editions will be combined into a single figure, and a multi-pack indicator (*) will identify that the draw figure is for multiple products.
A publishing group is used to link multiple publications together in regard to the truck manifest and bundle tops. When running Start Publ Run, you will select a publishing group rather than a product if you want multiple publications to have their draws combined on distribution documents.
Publishing groups are also necessary if you want multi-pack indicators (asterisks) to appear on the truck manifest and bundle top indicating that the bundle contains multiple products.
Select Distribution | Publishing Group to display the Publishing Group Selection window. Existing publishing groups are listed in the top portion of the window.
Publishing Group —Enter an ID for this publishing group.
Description—Enter a description of this publishing group.
Business Rule Product—Enter the product whose Business Rules should apply to the entire publishing group.
Click OK to add the publishing group.
After creating publishing groups, the next step is to add products to them. You do this with the Publishing Group Run option.
Select Distribution | Publishing Run to display the Publishing Group Run Selection window. Publishing groups that have been combined into publishing group runs are listed in the top portion of the window.
Click OK to save the publishing group selection.
In the lower portion of the screen, click the Add Publishing Group icon () and complete the following fields:
Click the Add Publishing Group Run icon () and complete the fields described in the table below.
Field | Type | What to enter |
---|---|---|
PUBLISHING GROUP
setup
Select the publishing group you want to add to the publishing group run for.
PRODUCT
setup
Select the product you want to add to this publishing group. Note: All publications within a publishing group must share the same “Cutoff By Edition” setting in Publication setup. Either all must be set to “y” or all must be set to “n.”
COMBINE BUNDLE
predefined
Specify how you want the products to be combined on the bundle top. You have the following options:
None. Nothing will be combined on the distribution documents; a separate set of documents will be produced for each product. This option is useful if you want to start the publishing run for multiple products at the same time, but do not want them combined in any way.
Logical. The bundle tops for each product will be interspersed. For example, Route 999 for publication “Star” will be printed first, followed by Route 999 for publication “Tribune”, followed by Route 1000 for publication “Star”, and so on.
Physical. All products in the group will use the same bundle top. Multi packs will be identified with an asterisk (*) and their draw combined (note that multi packs require additional setup using the Multi Pack and Multi Pack Bundle options). The bundle top will include the total weight for the route.
Note:
When using the “Physical” option, in order for a route’s delivered products to be included on the same bundle top, they must have the same carrier, edition, truck, drop drop order, insert package, print key bundle setting and (for single copy routes) draw class. When products are combined on a single bundle top, the appearance of bundle tops may differ from when products are not combined physically.
PRIMARY PRODUCT FOR PUBLISHING RUN
yes/no
Flag this field if the Business Rules for this product should be used for the publishing group documents.
For example, if the Business Rule, Should returns print on the bundle top?, is set to “Yes” for publication A and “No” for publications B and C, and publication A is primary, then returns will print on bundle tops for the publishing group. Only one product can be flagged as primary for a certain publishing group.
Return rules that determine whether returns are “authorized” or “unauthorized” can be set up for product / single copy type combinations in addition to the rules defined in Press Room Entry and Deliverable Setup. The hierarchy for determining which set of return rules is used is as follows:
Return Rules setup at the single copy level (this option) overrides both of the following rules.
Rules defined in Press Room Entry (return period start and end dates) overrides the rules set up at the deliverable level.
If neither of the above rules are set up, rules at the deliverable level (returnable days and returnable after) will be used.
Select Distribution | Return Rules to display the Return Rules window.
Complete the following fields:
Product—Enter the ID of any product that allows returns.
Single Copy Type—Specify the single copy type for which you are establishing return rules.
Start Date / End Date—Enter a date range (end date is optional). Multiple rules can be established for the same product / single copy type combination as long as the date ranges do not overlap.
Returnable After Days—For each day of the week, enter the number of days beyond the publishing date after which this product can be returned (up to 999).
Returnable Days—For each day of the week, enter the length of the return period in days (up to 999). When entering a return, this value is added to the publish date of the return to calculate the dates on which a return is considered “authorized”.
Click OK to save the rule, or Add Another to add another rule.
This section guides the user through the menu options that are available under the Truck menu.
The truck sequence identifies the order in which products are dropped for each route on the truck. Circulation uses the truck sequence to determine which routes each truck is responsible for dropping, and in what order the bundles of papers should be dropped. A newspaper can have more than one truck sequence. For example, a Daily sequence might be used for Monday-Friday, and a Weekend sequence for Saturday and Sunday. A route may be dropped by a different truck and in a different order in the two sequences.
Business Rules determine whether overrides to the truck sequence are allowed in Enter Bundle Info and during the publishing run. Business Rules also determine the default truck sequence to be used when printing invoices and the Account Billing Journal.
In character Circulation, select Truck Sequence from the Truck menu to display the Truck Sequence Setup screen.
Select Add and complete the following fields.
Select Specifics to define the truck sequence. See below.
Select Accept to enter the truck sequence, along with associated specifics information, into the database.
Set up another truck sequence, or press F4 and select Exit to exit to the Setup menu.
Select this option to define the default truck sequence for each publication. You may or may not be able to override this default in the publishing run (as determined by Business Rules).
Select Specifics | Deliverable Truck Seq from the Truck Sequence Setup screen to display the Deliverable Truck Sequence Setup screen.
Select Add and complete the following fields.
Select Accept to accept the truck sequence/publication link.
Define default truck sequences for other publications, or press F4 and select Exit to return to the Truck Sequence Setup screen.
Select this option to define drop locations for each truck sequence and truck. This defines where the bundles are being dropped; you must define a Truck Drop Distrib Point record with the same drop order to specify which route’s papers should be dropped there.
Select Specifics | Truck Drop Sequence from the Truck Sequence Setup screen to display the Truck Drop Sequence Setup screen.
Select Add and complete the following fields.
Select Accept to accept the drop location.
Define other drop locations for this truck or another truck in the truck sequence, or press F4 and select Exit to return to the Truck Sequence Setup screen.
Select this option to assign a distribution point for each drop on each truck for this truck sequence (the drops themselves are defined in Truck Drop Sequence). Note that papers for more than one route can be dropped at the same location (enter each route individually, but using the same drop order number).
Select Specifics | Truck Drop Distrib Pnt from the Truck Sequence Setup screen to display the Truck Drop Distrib Point Setup screen.
Select Add and complete the following fields.
Select Accept to accept the distrib point as being dropped at this drop order.
Define drop orders for other distrib points, or press F4 and select Exit to return to the Truck Sequence Setup screen.
A relay truck is one which receives papers from another truck. In the following example, Trucks B, C and D are relay trucks. For Truck A, you would enter the drops for routes 100-105. You would also add a drop record for Truck B, entering “Truck B” in Relay Truck, and do the same for Truck C. Truck B, in turn, would have a drop record with “Truck D” in Relay Truck.
When setting up the departure order for relay trucks, be sure that the departure order for the relay truck is preceded by its “parent” truck. In the example above, Truck A should depart before Truck B so that bundle labels and truck manifests print in the correct order.
In Circulation you can set up trucks to be bulk trucks. This means that at least some of the papers for that truck will be loaded in bulk onto the truck: bundle tops will not print for routes (unless key bundles were requested), but only for standard and/or key bundles of the bulk.
Truck drivers use the Truck Manifest to determine how many bulk papers to drop at a bulk route or single copy outlet. A bundle top will be printed for a bulk route (after all other bundle tops have printed) if Print Key Bundles Only in Truck Drop Distrib Pnt is set to “y”. If this field is set to “n”, a message sheet will be printed instead (if the route has messages). Separate bundle tops will be printed for bulk draw if there are different editions or insert combinations (applicable only if you use InsertPlus).
To illustrate bulk bundles, say routes 4, 5, and 6 each have 50 papers and the standard bundle size is 20. Using the normal method (non bulk) the bundle distribution would be as follows:
If these routes were bulk, however, the bundle distribution would be:
Notice that fewer bundle tops are printed for the bulk method. However, bulk trucks face a challenge when it comes to bundle sizes. Sizes can be defined (in Enter Bundle Info, see the User Manual) by:
AAM Zone
Delivery Method (Carrier, Motor, or Single Copy)
AAM Zone by Delivery Method
Truck
A bulk load might have different delivery methods or AAM Zones, and Circulation would have to pick one zone or method at random. This option solves the difficulty by assigning the bulk truck a specific delivery method and AAM Zone that should be used for bundle sizes.
You need only set up this specific for bulk trucks (Bulk = y on the Truck Drop Distrib Point Setup screen, see Specifics, Truck Drop Distrib Point). Set up only one Truck Bulk record per truck and define a specific AAM Zone and/or Delivery Method based on how you enter bundle information.
Select Specifics | Truck Bulk from the Truck Sequence Setup screen to display the Truck Bulk Setup screen.
Select Add and complete the following fields.
Select Accept to accept the truck bulk information.
Set up bulk truck bundle designations for other trucks within this truck sequence, or press F4 and select Exit to return to the Truck Sequence Setup screen.
Field | Type | What to enter |
---|---|---|
Option | When to select |
---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
TRUCK SEQUENCE
open (8)
Enter a truck sequence, such as “Daily” or “Sunday”.
DESCRIPTION
open (30)
Enter a description of this truck sequence.
Deliverable Truck Sequence
To define default truck sequences for each publication for each weekday.
Truck Drop Sequence
To define the drop locations (for routes and single copy outlets) for each truck within a truck sequence. For each truck sequence, enter a record for where the bundles are dropped (Truck Drop Sequence) and a record for which bundles are dropped (Truck Distrib Point). For example, if Truck 1 has bundles for 25 routes and makes 20 stops to drop these bundles, you would set up 20 truck drop sequence records (Truck Drop Sequence). Next, you would set up 25 records for the routes that are being dropped (Truck Distrib Point).
Truck Distrib Point
To define the routes to be dropped at each truck drop.
Truck Bulk
To set up and maintain bulk bundle size parameters used for each truck and truck sequence.
PRODUCT
setup
Enter a publication ID.
START DATE, END DATE
date
Enter the date range in which this publication can use these default truck sequences.
TRUCK SEQUENCE
setup x 7
For each day of the week, enter the default truck sequence for this publication.
TRUCK SEQUENCE
display
The truck sequence entered on the Truck Sequence Setup screen is displayed.
TRUCK
setup
Enter the truck for this drop location.
DROP ORDER
integer (8)
Specify the drop order number of this drop location within this truck sequence. The Truck Drop Distrib Point must also be defined with the same drop order. Assign drop order numbers in increments of 10 or 100 (10, 20, 30, etc.). This way, a new drops can be inserted between two numbers.
START DATE, END DATE
date
Enter date range in which this truck and drop order can be used.
MAP REFERENCE
open (4)
Enter map reference.
MAP NUMBER
open (4)
Enter map number.
DROP WHERE
predefined
Indicate the drop location type. Enter account if the drop location should be the carrier’s home address. Enter distribution point if the default drop location for the distribution point should be used (see Specifics, Distrib Point Publ). Enter specific if you are entering the drop location in Drop Location.
DROP LOCATION
open (60)
If specific is entered in Drop Where, enter the location for this drop within this truck and truck sequence.
DROP INSTRUCTIONS
open (60)
Optionally enter any drop instructions for this specific drop location.
TRUCK SEQUENCE
display
The truck sequence entered on the Truck Sequence Setup screen is displayed.
TRUCK
setup
Enter the truck for this route.
DROP ORDER
integer (8)
Enter the drop order of this route in relation to all other drops this truck makes for this truck sequence. The drop order must correspond to the drop order entered in the Truck Drop Sequence specific.
PRODUCT
setup
Enter the publication to be delivered.
ROUTE
setup
Enter the route for this drop or leave blank if the drop is to another truck.
START DATE, END DATE
date
Enter the date in which this drop may be used.
SUBSCRIPTION
setup*
If the drop is to a “throwoff” subscriber, enter the subscription ID.
RELAY TRUCK
setup
If the drop is to another truck, enter that truck here. A truck is a relay truck if it receives papers from another truck. For example, if Truck A drops papers to Trucks B, C, and D, you would define three drops on Truck A where trucks B, C, and D are identified in Relay Truck and Route is left blank. See How Relay Trucks Work.
BULK
yes/no
Indicate with “y” or “n” whether the papers are delivered in bulk to this route. See Specifics, Truck Bulk for more information about bulk trucks.
PRINT KEY BUNDLES ONLY
yes/no
Indicate whether only bundle tops for key bundles should be printed. This field is valid only if you enter “route” in PRINT KEY BUNDLES ONLY during Publishing | Distribution | Enter Bundle Info (see the User Manual).
Route 4
2 standard of 20, 1 key of 10
Route 5
2 standard of 20, 1 key of 10
Route 6
2 standard of 20, 1 key of 10
Bulk
7 standard of 20, 1 key of 10
TRUCK SEQUENCE
display
The truck sequence entered on the Truck Sequence Setup screen is displayed.
TRUCK
setup
Enter the truck ID of a bulk truck.
START DATE, END DATE
date
Enter the date range for which this bundle size designation can be used for this truck and truck sequence.
AAM ZONE
setup
Enter the AAM zone which should be used for bundle size parameters when AAM zones determine bundle sizes.
DELIVERY METHOD
predefined
Indicate the AAM delivery method to use to determine bundle sizes: carrier, motor, or single copy. Enter “*” to select all delivery methods.
This section guides the user through the menu options that are available under the Mail menu.
Note: You need to set up ZIP PO Zones only if you mail Periodical class and do not use PostWare. If you need to establish an order for mail labels to print that is different from Periodical class order, see ZIP Label Sequence.
Zip PO Zones ones are set up in relation to the location of the post office from which a product is mailed. The zones are established by each post office to reflect the relative distance of each zone from that post office. For example, the immediate vicinity is Zone 1, the next closest area is Zone 2, and zones 3, 4, and so on form concentric rings around zone 1.
Bulk (Periodical class) postal rates are based on the delivery distance from the post office at which the piece of mail is posted. Therefore, it costs less to send mail to Zone 1 (because it is closer) than to Zone 8.
In addition, certain five-digit Zip codes are in-county; that is, in the same county as the post office from which mail is posted. You may also have Sectional Center Facilities (SCFs) in your area. This option allows you to establish all applicable Zip PO Zones to provide the maximum postal discounts. Other postal zones you may set up are: Canada, In-County Delivery Unit, In-County Other, All Other, Foreign, Out-County Delivery Unit and sectional center facility (SCF) zones.
Each product that is mailed from the same post office will have the same postal zones, and each postal zone is made up of one or more Zip codes. Therefore, define postal zones by designating the Zip codes (and/or range of Zip codes) for each product.
If all Zip codes with a 3-digit prefix should be assigned the same postal zone, you need enter only one record. For example, Zip codes 55101 through 55199 are all in Postal Zone 2, so you can enter this information in one record:
For any Zip codes within that range that should be assigned a different postal zone, you must make additional entries. For example, Zip code 55157 is an out-of-county Zip code, and 55158 is a sectional carrier facility, so you would enter three records, as follow:
Before entering information here, obtain the Official Zone Charts from each post office from which you mail deliverables. These list the unique postal zones and the Zip codes for each postal zone.
Once you define the Zip codes in each postal zone for the first product, select Copy from the strip menu to copy these records for any additional products mailed from the same post office. You can then set up records to define the Zip codes contained in each postal zone for any product that is mailed from a different post office. Continue in this manner until all postal zones have been set up for all products that are delivered by mail.
Select Distribution | Mail | Zip PO Zone to display the Zip PO Zone Setup screen.
Click the Add icon and complete the following fields.
Click OK to save the Zip PO Zone in the database or Add Another to save the existing record and add another Zip PO Zone.
Notifications display for users in the Alerts area in Customer Service, or for subscribers in iServices. They can also be exported with renewal notice information, in the General Message field in the Detailed Export 2 format. Notifications are similar to alerts defined in Task setup, but they are not linked to tasks.
Note: Account notifications, used with accounts, are defined in a separate Account Notification option (see Account Notification).
Select Distribution | Notification to display the Notification screen.
Under Notification, click the Add Notification icon.
Complete the fields in the table below.
Click OK.
Under Notification Select, click the Add Notification Selection icon.
Complete the fields described in the table below.
Click OK to accept the notification.
Product | Zip code | PO Zone |
---|---|---|
Product | Zip code | PO Zone |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Field | Type | What to enter |
---|---|---|
Trib
551
2
Trib
551
2
Trib
55157
In Other
Trib
55158
SCF
PRODUCT
setup
Enter a product distributed in this Zip PO Zone. Zones are set up by product because products may be mailed from different post offices.
ZIP CODE
open (5)
Enter a Zip code located in this Zip PO Zone.
PO ZONE
predefined
Enter the postal zone that this Zip belongs to. If the Zip code is in the same county as the post office from which deliverables are mailed, enter “In Del Unit” or “In Other” for reduced postage.
TITLE
open (30)
Provide a title for this notification. The title will appear in the Alerts tab as well as the Alerts pop-up window when the alert is displayed in Customer Service. The title also appears in iServices Subscriber.
TYPE
predefined
Identify whether this alert applies to Customer Service, iServices Subscriber, or Subscriber Billing.
START DATE, END DATE
date
Enter the date range during which this alert will be active. The end date is optional.
DETAILS
open (unlimited)
Enter the text or HTML content (text and images) that comprise the notification.
PRIORITY
open (1)
The priority determines the order in which notifications are listed in Customer Service and iServices Subscriber. A priority “1” alert will be listed before a priority “2” notification, for example. Level 1 tasks (set up in the Task module) are given a priority of “1” automatically.
LOCATION
predefined
Location applies only to iServices Subscriber. Select the sidebar where this notification will be displayed, select All Sidebars, or multi-select locations.
TYPE
predefined
The available notification selection types vary depending on the notification type selected above. For iServices Subscriber and Customer Service, these include:
Subscriber status
Email (has email or no email)
Demographic answer
Auto renew status (credit card, bank draft, either or none)
Billing method
Rate code
Credit status
Renewal method (route, mail or eBill)
For Subscriber Billing, these include:
Depot
Area Label
Region Name
Zone
District
Route
Payment Type
Delivery Schedule
Grace Status
Start Source
Zip Code
PRODUCT
setup
Select a product to which this alert applies, or select the All Products checkbox.
For the notification types of Customer Service and iServices Subscriber, product can be defined only for the notification selection types of “Subscriber Status” and “Credit Status”.
For the notification type of Subscriber Billing, the product cannot be defined for the notification selection types of “Grace Status”, “Start Source”, or “Zip Code”.
variable field
setup
This field varies depending on the notification selection type identified above. For example, if Type is “Renewal Method,” you would select the renewal delivery method in this field. The notification would then display for subscribers with the selected renewal delivery method.
ANSWER LOW HIGH
setup
These fields are available only if the notification selection type is “Demographic”. Specify a demographic answer and, if the demographic value is a range, enter the low and high values as well.