All publications (mail or route delivered) and TM products must be defined as deliverables—that is, as an item that can be delivered independently by your delivery force. The deliverable record indicates what delivery map to use for a product, and also what company a product belongs to.
Note:
The deliverable record for TM products is created automatically when the product is set up in Targeted Marketing. Deliverable information can be modified here, but you do not need to add a deliverable for TM products.
In character Circulation, select Deliverable from the Products menu to display the Deliverable Setup screen.
Select Add and complete the following fields.
PRODUCT
open (8)
Enter the ID of the product for which you are defining a deliverable record.
TYPE
display
The deliverable type (publication or TM product) displays here. If adding a new deliverable, this will be “Publication.” If modifying the deliverable information for a TM product, it will be “Product.”
COMPANY
setup
Enter the company to which this product belongs.
ALLOW DRAW CHANGES
yes/no
Indicate whether draw changes can be entered for this product.
ALLOW INSERTS
yes/no
Indicate if this product can have inserts. (This field is open only if you use InsertPlus.)
ALLOW RETURNS
yes/no
Indicate whether returns can be entered for this product.
ALLOW DISPATCH
yes/no
Indicate whether complaints and shortages for the product will be dispatched.
ALLOW DRAW ADJUSTMENTS
yes/no
Indicate whether draw adjustments can be entered for this product.
ALLOW RESUPPLY
yes/no
After the initial distribution of the publication, some single-copy outlets may run low or sell out. In this case, the outlet may request an extra supply. Indicate whether this product allows resupply.
See the User Manual for more information.
RESUPPLY DRAW ADJUST
setup
If the product allows resupply, indicate which draw adjustment code should be used for shortages where Request Resupply is checked (i.e. are resupply requests rather than actual shortages).
This draw adjustment code will typically be set up to charge the carrier and update AAM.
ESCALATE COMPLAINT
yes/no
DRAW CALCULATION METHOD
predefined
Enter the method of calculating the draw: either processing or percentage.
SHOW AS AVAILABLE
yes/no
Indicate whether this product should be included in the list of available products for subscribers in the Graphical Customer Service module.
DROP CREDIT PRIORITY
integer (4)
This field is used for account drop credit. Normally, when multiple products are delivered to a home address, the product with the highest drop rate is used to determine the drop credit paid to the account.
However, you can use this field to override the calculation. The lowest number will be treated as the highest priority (e.g., if “1” is entered here, this deliverable will be used to determine the drop credit paid to the account).
DELIVER WITH
setup
TM products (and even other publications) are sometimes delivered with a newspaper. For example, carrier/dealers for the Times publication might also deliver a TM product, the Shopper. In this situation it is useful if the bundle tops, truck manifest, and route list for the Times list the Shopper as a product to be delivered.
If this deliverable is delivered by the carrier force of another publication, and you want it to be listed on that publication’s bundle tops and truck manifest, enter the ID of the publication here for each day of the week. So, to continue the example above, you would leave this field blank when defining the Times; with the Shopper, you would enter “Times” for the applicable days of the week.
Note that Business Rules must also be set up to allow TM products to print on bundle tops and truck manifests.
DELIVER WHEN
predefined
If you entered a publication in Deliver With, indicate whether this deliverable should be listed on the bundle tops, truck manifest, and route list of the publication automatically (always) or whether the user should be prompted during Start Publ Run or when running the Route Delivery List (ask).
If Deliver With is blank this, field will be set to never.
CUTOFF TIME
military
Circulation has the ability to display a warning message when complaints, messages or shortages are entered after the cutoff time defined for the publication or TM product.
This informs the Customer Service operators that it is too late in the day to dispatch an item. So, for example, if the cutoff time for Wednesday is set to 15:30 for the Times and a complaint is entered for the Times at 4:00 pm on Wednesday (according to the system clock), a warning message will be displayed during complaint entry. If you do not use dispatch cutoff times, set these fields to 24:00.
RETURNABLE AFTER RETURNABLE DAYS
open (3)
If Allow Returns is set to “yes”, enter the number of days after the publishing date in which this deliverable can be returned and the number of days it can be returned. When entering a return, these values are added to the publish date of the return to determine the dates on which a return is considered “authorized”.
Note: If you enter nothing in these fields, the default return period will be from 0-999 days after the publishing date. This will cause returns to be unauthorized if you use an entry date that is before the draw date, as they will fall outside of the 0-999 day range.
DISPATCH DEFAULT
yes/no
Keeping this defaulted to “y” will cause the Dispatch checkbox in complaint entry to be selected (i.e., set to “yes”) by default, even after the dispatch cutoff time has passed. This allows for dispatching of the deliverable the next day. Note that the complaint code must also be set up to allow dispatching.
Setting this field to “n” will cause the Dispatch checkbox to be unselected by default, and the deliverable will not be dispatched if the dispatch cutoff time has passed.
CUTOFF MESSAGE
open (300)
If you have dispatch cutoff times and would like a warning to display if a complaint, message or shortage is entered after the cutoff time, enter the message here.
Select Specifics | Deliverable Map to specify which delivery map should be used with this deliverable on each day of the week (see below).
If you want to define service areas (used for dispatching) that are valid with this deliverable, select Specifics | Product Service Area.
If the deliverable is a sub-product of another publication, enter the draw percentage in Specifics | Draw Percent.
Select Accept to enter the deliverable and associated specifics into the database.
Set up another deliverable, or press F4 and select Exit to exit to the Setup menu.
A delivery map is a set of home delivery routes used to deliver a product (see Maps for more information about delivery maps). A product can have more than one delivery map; for example, delivery map “Mon-Sat” might be used Monday through Saturday, and delivery map “Sun” might be used on Sunday. This means that a different set of routes would deliver the product on Sunday—all the routes might not be different, but some of them will be.
If you have InsertPlus, you also link the deliverable to ad zone maps here. See the InsertPlus manual for more information.
Select Specifics | Deliverable Map from the Deliverable Setup screen to display the Deliverable Map Setup screen.
Select Add and complete the following fields.
PRODUCT
display
Circulation displays the product from the Deliverable Setup screen.
START DATE, END DATE
date
Enter the date range for which these delivery map assignments pertain to the product. You may leave End Date blank.
ROUTE MAP
setup
For each day of the week, enter the delivery map used to deliver this product. This will define the set of home delivery routes that are valid for each day.
AD ZONE MAP
setup
This field will only be open if you have InsertPlus. For each day of the week, enter the delivery ad zone map for this publication.
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.
A service area is a geographical area used in dispatching. For example, routes might be divided into four service areas, each served by a subgroup of the dispatching force.
Note:
During initial setup of deliverables, you will not be able to select Specifics to specify service areas for this product because you will not yet have defined service areas. Do this by selecting Distribution | Geographic | Service Area, after which you can select Specifics | Product Service Area to specify the products that use each service area.
Select Specifics | Product Service Area from the Deliverable Setup screen to display the Product Service Area Setup screen.
Select Add and complete the following fields.
PRODUCT
display
Circulation displays the product from the Deliverable Setup screen.
SERVICE AREA
open (8)
Enter a service area that can be used to dispatch complaints and shortages for this product.
START DATE, END DATE
date
Enter the date range during which this service area is active for this product. You may leave End Date blank.
Select Accept to accept the service area.
Define more service areas, or press F4 and select Exit to return to the Deliverable Setup screen.
If the deliverable is set up to always be delivered with another product, this option will appear on the Specifics menu.
This option is used for deliverables that are considered sub-products of a publication. When draw changes and adjustments are entered for the main publication, quantities for sub-products are updated automatically according to the percentages entered here.
Select Specifics | Draw Percent from the Deliverable Setup screen to display the Draw Percent Setup screen.
Select Add and complete the following fields.
SUB-PRODUCT
display
The deliverable on the previous screen is displayed. It will be defined as a sub-product of the Product entered below.
PRODUCT
setup
The Product must be entered in one of the Deliver With fields on the Deliverable Setup screen.
EDITION
setup
Enter the edition; can be any valid edition of the parent product, or “*” for all.
ROUTE
setup
Enter any valid route that has a relationship to the parent product, or “*” for all. If you enter a specific route, the Distrib Method, Zone, Region and Area fields will be defaulted and skipped.
CARRIER
setup
Enter a valid carrier ID or “*” for all.
DISTRIB METHOD
setup
If you did not enter a route, enter a distribution method that has a relationship to the parent product, or “*” for all.
TRUCK
setup
Enter a truck ID that has a relationship to the parent product, or “*” for all.
DISTRICT
setup
Enter any valid district that has a relationship to the parent product, or “*” for all. If you enter a specific district, the Zone, Region and Area fields will be defaulted and skipped.
ZONE
setup
If you did not enter a route, enter a zone that has a relationship to the parent product, or “*” for all. If you enter a specific zone, the Region and Area fields will be defaulted and skipped.
REGION
setup
If you did not enter a route, enter a region that has a relationship to the parent product, or “*” for all. If you enter a specific region, the Area field will be defaulted and skipped.
AREA
setup
If you did not enter a route, enter an area that has a relationship to the parent product, or “*” for all.
START DATE, END DATE
date
Enter the date range for which these draw percentages are valid.
PERCENTAGE
decimal
For each day of the week, enter the draw percentage that is to be allocated from the parent product to this product. The percentage can be anywhere from 0 to 100.
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.
Indicate whether complaints for this product should be escalated. See for information on complaint escalation features.
