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❸ Business

Options on the Business menu enable you to set up and maintain Circulation records about your business, publication, general ledger accounts, and AAM reporting.

The topics covered in this section are as listed below:

Topic

Subtopic

Introduction

This chapter discusses various items that must be set up relating to the business that owns the newspaper. This includes information about companies and publications owned by the business, general ledger accounts, and AAM (Alliance for Audited Media) reporting.

The business hierarchy is illustrated in the diagram below. The business is the highest organization, and only one business can be set up in your Circulation system. A business can own one or more companies, each of which can own one or more publications. Companies can also own TM products (commercial publications, such as shoppers, which are free). Each publication or TM product must be defined as a deliverable.

A deliverable is any item that can be delivered independently by your delivery force. Publications and TM products are deliverables, but inserts (which are delivered with a publication or TM product) are not. The deliverable record links the publication or TM product with the company, and also with a delivery map, which is the set of home delivery routes that deliver the publication. You do not need to set up a deliverable for a TM product (the deliverable is created by the system).

Note:

“Product” is a general name that refers to both publications and TM products. In this manual, “product” will be used to indicate both, while “TM product” will refer only to commercial products.

What you want to define as a “business” and what you want to define as a “company” depends upon your situation. The following table describes Circulation setup plans for business structures that contain one, two, three, and more than three organizations.

Entity

Setup Plan

One organization

If you have only one organization (such as the Tribune), you would set that up as the business, company and publication.

Two organizations

Suppose USA News owns the Tribune, and these are the only two organizations to be set up in Circulation. USA News would be set up as a business and company, with the Tribune set up as a publication.

Three organizations

If the Daily Sun owns USA News which owns the Tribune, you would set up Daily Sun as a business, USA News as a company and the Tribune as a publication.

Three or more organizations

If the Daily Sun (with the structure outlined above) also owns Shopper Services, which distributes three Shopper publications, you would set up Daily Sun as a business, USA News and Shopper Services as companies and the Tribune, Shopper 1, Shopper 2 and Shopper 3 as publications or TM products.

Products Menu

This section guides the user through the menu options that are available under the Products menu.

Business

In Circulation, the business is the one entity that owns and operates companies and publications. During initial setup, you must first delete the business “DTI” before you add your own business.

To set up a business:

In character Circulation, select Business from the Products menu to display the Business Setup screen.

Select Add and complete the following fields.

Field

Type

What to enter

BUSINESS

open (4)

Enter a business ID, such as “LP” for Ledger Papers.

BUSINESS NAME

open (30)

Enter the name of the business.

Use the Specifics options to enter address and occupant information for the business (see the User Manual for more information about adding addresses and occupants).
Select Accept to enter the business into the database.
Press F4 and select Exit to exit to the Setup menu.

Company–GL

Companies may be referred to by different names in Circulation and the general ledger. Because Circulation interfaces account information to the GL, the company name used in your general ledger system must be defined with this option.

Note:

This is also where you define fiscal periods for each company if you use them (i.e., if the Business Rule, Should the fiscal period information of a GL transaction be based on fiscal period or the transaction (calendar) date? (General section) is set to “Fiscal”).

To set up the GL company name:

In character Circulation, select Company–GL from the Products menu to display the GL Company Setup screen.

Select Add and complete the following fields.

Optionally, select Specifics | Fiscal Period and define fiscal periods for the company (see below).
Select Accept to enter the GL company name and fiscal period information into the Circulation database.
Set up more GL company names, or press F4 and select Exit to exit to the Setup menu.

Specifics, Fiscal Period

If the Business Rule, Should the fiscal period information of a GL transaction be based on fiscal period or the transaction (calendar) date? (General section) is set to “Fiscal”, you will need to use this option to define fiscal periods for the company.

Fiscal periods are used for tracking and reporting revenue and other accounting figures. Since fiscal periods differ from company to company, you should define periods for your company here. When running the Unearned Revenue report with Create GL Transactions set to “yes”, a warning message will be written to the process log if the starting and ending dates of the report do not match the fiscal periods set up here.

To define fiscal periods:

Select Specifics | Fiscal Period from the GL Company Setup screen.
Select Add and complete the following fields. For example, you might set up 12 fiscal periods in a fiscal year—one for each calendar month.
Select Accept to accept the fiscal period.
Set up another fiscal period, or press F4 and select Exit to return to the GL Company Setup screen.

Chart of Accounts

See

Maps

A delivery map specifies a group of home delivery routes used for delivery of one or more publications or TM products. A publication is assigned to one or more delivery maps (see ), and this determines the home delivery routes that will be used to deliver the paper on a given day of the week. Delivery maps are used primarily with the router (see the User Manual). You must set up at least one delivery map.

To begin setting up delivery maps, determine how many unique delivery patterns exist. This determines the number of delivery maps to define. For example, the Trib might have one set of routes used on week days (TribW), and another for weekends (TribS). The Times, on the other hand, might use just one set of routes, and the same set might be used by an alternate delivery force (which delivers TM products).

A route may be the same on two delivery maps—for example, route 1 is the same on both the TribW and TribS maps. However, other routes are different: route 3 and 4 on the weekend become route 6 on week days (hence the need for two maps). Notice the address 100 Main St. in the illustration above. If the address receives the Times (or TM products), it will be on route 18. If it receives the Trib it will be on route 6 (week days) and route 3 (weekends)—thus for the Trib it will be a multiple route subscription.

Note:

Select this option to define the delivery map(s) and description during initial setup. The routes which belong to this delivery map will either be converted or set up at a later time.

If you have InsertPlus, you also define ad zone maps here. An ad zone map is a collection of ad zones used with a publication on a certain day of the week (see the InsertPlus manual for more information).

To define a map:

In character Circulation, select Maps from the Products menu to display the Maps Setup screen.
Select Add and complete the following fields.
Select Accept to enter the map (along with specifics information) into the database.
Set up more maps, or press F4 and select Exit to exit to the Setup menu.

Specifics, Map Route

You assign home delivery routes to your delivery map with this specific. During initial setup, you will not be able to enter route information by selecting Specifics because your routes will not yet have been set up. You can select this option again once routes have been defined. Even if you are setting up only one delivery map, you must still set up Map Route records for each home delivery route, unless this information is being converted.

To link the delivery map with routes:

Select Specifics | Map Route from the Map Setup screen to display the Map Route Setup screen.
Select Add and complete the following fields.
Select Accept to accept the route.
Specify another route for the delivery map, or press F4 and select Exit to return to the Map Setup screen.

Specifics, Map Ad Zone

If you have InsertPlus and are setting up an ad zone map, rather than a delivery map, select this specific to link ad zones to your map. Ad zones can also be assigned to maps in Ad Zone setup in InsertPlus.

To link an ad zone map to ad zones:

Select Specifics | Map Ad Zone from the Map Setup screen to display the Map Ad Zone Setup screen.
Select Add and complete the following fields.
Select Accept to place the ad zone on the map.
Specify another ad zone for the ad zone map, or press F4 and select Exit to return to the Map Setup screen.

Deliverable

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.

To set up a deliverable:

In character Circulation, select Deliverable from the Products menu to display the Deliverable Setup screen.

Select Add and complete the following fields.

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.

Specifics, Deliverable Map

If you have InsertPlus, you also link the deliverable to ad zone maps here. See the InsertPlus manual for more information.

To specify delivery maps for a product:

Select Specifics | Deliverable Map from the Deliverable Setup screen to display the Deliverable Map Setup screen.
Select Add and complete the following fields.
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.

Specifics, Product Service Area

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.

To define which service areas can be used with a product:

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.
Select Accept to accept the service area.
Define more service areas, or press F4 and select Exit to return to the Deliverable Setup screen.

Specifics, Draw Percent

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.

To specify draw percentages for a sub-product:

Select Specifics | Draw Percent from the Deliverable Setup screen to display the Draw Percent Setup screen.
Select Add and complete the following fields.
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.

Deliverable

Note:

To set up a deliverable:

In character Circulation, select Deliverable from the Products menu to display the Deliverable Setup screen.

Select Add and complete the following fields.

Field

Type

What to enter

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.

Specifics, Deliverable Map

A delivery map is a set of home delivery routes used to deliver a product (see 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.

To specify delivery maps for a product:

Select Specifics | Deliverable Map from the Deliverable Setup screen to display the Deliverable Map Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.

Specifics, Product Service Area

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:

To define which service areas can be used with a product:

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.
Field
Type
What to enter
Select Accept to accept the service area.
Define more service areas, or press F4 and select Exit to return to the Deliverable Setup screen.

Specifics, Draw Percent

If the deliverable is set up to always be delivered with another product, this option will appear on the Specifics menu.

To specify draw percentages for a sub-product:

Select Specifics | Draw Percent from the Deliverable Setup screen to display the Draw Percent Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Accept to accept the map assignments.
Press F4 and select Exit to return to the Deliverable Setup screen.

Maps

Note:

Select this option to define the delivery map(s) and description during initial setup. The routes which belong to this delivery map will either be converted or set up at a later time.

To define a map:

In character Circulation, select Maps from the Products menu to display the Maps Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Specifics | Map Route to specify routes that belong to this delivery map (see below). If this is an ad zone map, select Specifics | Map Ad Zone instead (see ).
Select Accept to enter the map (along with specifics information) into the database.
Set up more maps, or press F4 and select Exit to exit to the Setup menu.

Specifics, Map Route

To link the delivery map with routes:

Select Specifics | Map Route from the Map Setup screen to display the Map Route Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Accept to accept the route.
Specify another route for the delivery map, or press F4 and select Exit to return to the Map Setup screen.

Specifics, Map Ad Zone

To link an ad zone map to ad zones:

Select Specifics | Map Ad Zone from the Map Setup screen to display the Map Ad Zone Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Accept to place the ad zone on the map.
Specify another ad zone for the ad zone map, or press F4 and select Exit to return to the Map Setup screen.

Company

In Circulation, companies are part of the business hierarchy (see Introduction). General ledger accounts are organized by company, and many accounting options are carried out by company, rather than by publication.

To set up a company:

In character Circulation, select Company from the Products menu to display the Company Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
COMPANY
open (4)
Enter an ID for the company.
COMPANY NAME
open (30)
Enter the company name.
PHONE
integer (3), integer (7)
In these two fields, enter the area code and phone number for this company.
OTHER PHONE
integer (3), integer (7)
Enter another area code and telephone number for this company, such as a facsimile number, if applicable.
OTHER PHONE USAGE
open (10)
Enter the usage for the other telephone number, such as “FAX”.
SHORT NAME
open (15)
Enter the “short name” for the company, which is used by the bank with direct deposits and bank draft auto renews.
TRANSFER GL ACCOUNT
setup
Enter the GL account (clearing account) used for subscription transfers. The transfer GL account is a “holding account”. It is used in the following scenario: money is transferred from subscriber A to subscriber B, but an error occurs in subscriber B’s account during transaction processing, and the money winds up “in limbo” until the error is corrected. It would temporarily reside in this account.
EXCHANGE DIRECTORY
open (30)
If using the InSight Export, you can specify a separate export directory within the exchange directory for this company. For example, if “times” is specified as an exchange directory, InSight files that contain a company field will be exported to the /dti/exchange/times/cm folder. This will prevent files for one company from overwriting files of another company, if running the InSight Export by company.
SPOOL DIRECTORY
open (30)
It is possible to specify separate spool (reporting) directories by company. For example, if a spool directory of “times” is specified for a company, reports run for that company will be saved to the /dti/spool/times/cm/normal directory. If no folder is specified for a company, reports will be saved to the standard spool folder. Note: In order to save reports or export files to a company directory, the user running the option must have a product belonging to the company set as the Signon Product in User Profile CR setup, and must have security access for that directory.
Select Specifics | Address to enter an address for the company (see the User Manual for more information about adding addresses).
Select Specifics | Company GL Company to link this company with a general ledger defined company (see below).
Select Accept to enter the company in the database.
Set up another company, or press F4 and select Exit to exit to the Setup menu.

Specifics, Company GL Company

Company names in Circulation are not necessarily the same as company names in the GL. In order to properly transfer Circulation information to the general ledger, you must indicate the GL company name to be used with every Circulation company name (see Company-GL for information about how the general ledger company name is set up). This must be done even if the names are identical. Select Company GL Company to link the two company names.

To link the company to a GL company:

Select Specifics | Company GL Company from the Company Setup screen to display the Company GL Company Setup screen.
Select Add and enter the general ledger company name for the company you are setting up.
Select Accept to accept the link between the GL company name and the Circulation company name.
Press F4 and select Exit to return to the Company Setup screen.

Edition

You may produce more than one edition of a particular publication. For example, the Tribune may have a “city” edition and an “outstate” edition; the outstate edition may have the same news content but different classified ads. Edition IDs print on the bundle top, allowing the proper edition to be distributed to each route. A single publishing run may include all editions, or each edition may have its own separate publishing run (known as “edition cutoff”). Publication setup determines whether edition cutoffs are used. At least one edition must be set up for all publications.

Note:

Morning and evening papers should not be treated as editions of the same product; they should be set up as separate products.

The edition delivered by a route is indicated in Distribution Point Setup. The edition for mail delivery is indicated in Label Group Setup.

To set up an edition:

In character Circulation, select Edition from the Products menu to display the Edition Setup screen.

Select Add and complete the following fields.

Field

Type

What to enter

EDITION

open (8)

Enter an ID for the edition.

DESCRIPTION

open (30)

Enter the description for this edition.

Select Specifics to link the edition to a publication (see below).
Select Accept to enter the edition into the database.
Set up other editions, or press F4 and select Exit to exit to the Setup menu.

Specifics, Publication Edition

Select this specific to link an edition to one or more publications. More than one product may have the same edition. For example, a newspaper and a shopper may each have a “northeast” edition. During initial setup, you will not be able to link an edition with a publication until publications are set up.

To link an edition with a publication:

Select Specifics | Publication Edition from the Edition Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
EDITION
display
The edition from the Edition Setup screen is displayed.
PRODUCT
setup
Enter the ID of a product which will use this edition.
START DATE, END DATE
date
Enter the date range during which the product will use this edition. You may leave End Date blank.
EDITION TYPE
predefined
Define the edition type for AAM purposes: Print (the default), Digital Replica, or Digital Non-Replica. Each edition must be defined as one of these three edition types.
ALLOW DAY PASS
yes/no
This and the following five fields open only if the publication offers day pass subscriptions (based on the Allow Day Pass field in Publication setup) and the edition type is “Digital Replica” or “Digital Non-Replica”. Indicate whether this edition allows single day passes. For example, you may define a special non-replica digital edition for day pass subscriptions, allowing them access to your website. See the User Manual for more information.
DAY PASS AAM COLUMN
setup
If the edition allows single day passes (Allow Day Pass = “y”), select the AAM column under which day pass subscriptions should be recorded for AAM reporting.
ALLOW DAY PASS BUNDLE, DAY PASS BUNDLE AAM COLUMN
yes/no
If the edition allows day pass bundles, set Allow Day Pass Bundle to “y” and select the AAM column for day pass bundle subscriptions in the field to the right. (This may be the same AAM column used for single day pass copies, or a different AAM column.) If day pass subscriptions are offered, the edition may be set up to allow only single day passes and not bundles, only bundles, or both.
LABEL GROUP
setup
If the edition offers day pass subscriptions, select the label group that should be associated with day passes. A label group is required because day pass subscriptions are stored as mail subscriptions in the Circulation database. Note: If you are setting up a new edition for day pass, there will be no valid label group because no label group is tied to the edition in Label Group setup. To add the edition in this case, set Allow Day Pass and Allow Day Pass Bundle to “n”, add the edition, link the label group to it, then modify the edition and change those fields to “y”.
ACCESS WINDOW
predefined
If the edition offers day pass subscriptions, indicate whether a day pass should be valid for 24 Hours, or 24 Hours Plus. If this field is set to “24 Hours”, the day pass will be valid for only 24 hours after it is purchased or (for a day pass bundle) begins being used. If set to “24 Hours Plus”, the day pass will be valid to the end of the second day. For example, if a customer purchases a day pass at 11 am on 6/11, the day pass will be valid until 11 am on 6/12 if the edition has a “24 Hours” access window. It will be valid until the end of 6/12 (midnight) if the edition has a “24 Hours Plus” access window.
IS BRANDED
yes/no
Indicate if the edition is branded. The AAM Paid and Qualified History Report will automatically separate branded editions.
AAM PUBLICATION CODE
open (10)
If you file AAM reports electronically, specify your AAM publication code for this edition. This is a user-defined code, and is exported for the edition in the Paragraph 3 by Zip export. You can specify the same pub code across certain editions, and draws for those editions will be rolled up in the Paragraph 3 by Zip export. Other editions may have their own AAM publication code. According to AAM, each publication should have its own code, and branded editions should have publication codes that are different than the main edition(s). The code should have no special characters or leading zeros.
VALID
yes/no (x7)
If you will have separate publishing runs for different editions (as specified by the Edition Cutoff field in Publication setup), indicate the days of the week this edition is active. This determines which editions publishing runs are started for on a given day.
WEIGHT
decimal
Enter the weight of the publication for each valid day of the week. This will be used to calculate the total weight of the truck.
PAGES
integer
Enter the number of pages of this publication for each valid day of the week.
PRT SITE
setup
This field indicates which stacker interface file map is to be used with this edition on each day of the week. The print site entered here must be set up in advance using the Print Site option.
EXCLUDE
yes/no
Indicate if this edition should be excluded from the stacker interface file for each day of the week.
Select Specifics | Publication Edition Section and specify which sections are valid with this publication and edition (see below).
Select Accept to accept the edition-publication link.
Link the edition with other publications, or press F4 and select Exit to return to the Edition Setup screen.

Specifics, Publication Edition Section

If you have separate advance publishing runs for each advance section, the sections must be linked to specific editions. This allows for scenarios where sections are distributed to only certain editions. For example, the State edition might receive the Comics and Country sections, while the Metro edition might receive Comics and Metro sections. When starting an advance run, advance draw will be created only for routes with editions that are linked the advance run section.

Note:

If you have a single advance run for all sections, then sections do not need to be linked to editions.

To link an edition to one or more sections:

Select Specifics | Publ Edition Section from the Publication Edition Setup screen to display the Publication Edition Section Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
PRODUCT, EDITION
display
The edition and product from the Publication Edition Setup screen is displayed.
SECTION
setup
START DATE, END DATE
date
Enter the date range during which the edition will contain this section. You may leave END DATE blank.
Select Accept to link the publication/edition and section.
Link the edition to another section, or select Exit to return to the Publication Edition Setup screen.

Edition Model

When setting up a route, you specify the edition the route will deliver on each day of the week. For example, route 12 might deliver the “Final” edition Monday through Friday, and the “Early” edition on the weekend. However, on certain days the route might have a different edition—say Christmas is on a Monday and the newspaper offices will be closed, so the “Early” edition is delivered to the route the night before. On this particular Monday, then, the “Early” edition is delivered instead of the “Final”. In Circulation, this exception is handled by an “alternate edition model”. Alternate edition models are set up to specify the editions routes will deliver special occasions, such as holidays, election days, etc. They work like this:

Alternate edition models are set up with this option, EDITION MODEL, and linked to specific publications.
During route setup, you indicate the edition the route should deliver when the alternate edition model is used.
On a particular publishing day, you can override the normal editions for the publishing run and instead use an alternate edition model. This is done in EDITION OVERRIDE on the Publishing menu.
Edition overrides can also be used in the advance publishing run, if you have separate publishing runs for each section. Edition models can be assigned to individual sections on a permanent basis in Paper Section setup.

Note:

Alternate editions can be specified for routes only. Label groups (for mail subscribers) do not have alternate editions.

To set up an alternate edition model:

In character Circulation, select Edition Model from the Products menu to display the Edition Model Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
EDITION MODEL
open (8)
Enter an ID for the alternate edition model.
DESCRIPTION
open (30)
Enter the description for this model.
Select Specifics to link the edition model to a publication (see below).
Select Accept to enter the edition into the database.
Set up other models, or press F4 and select Exit to exit to the Setup menu.

Specifics, Edition Model Publication

Select this specific to link an alternate edition model to one or more publications, and specify which truck sequence and truck departure sequence should default when the model is used. More than one product may have the same model. During initial setup, you will not be able to link an alternate edition model with a publication until publications are set up.

To link an edition model to a publication:

Select Specifics | Edition Model Publ from the Edition Model Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
EDITION MODEL
display
The alternate edition model from the Edition Model Setup screen is displayed.
PRODUCT
setup
Enter the ID of the product which will use this model.
START DATE, END DATE
date
Enter the date range in which the product will use this model. You may leave End Date blank.
DEPARTURE
setup
Enter the truck departure sequence (the order trucks leave the dock) that should default if this alternate edition model is used.
TRUCK SEQUENCE
setup
Enter the truck sequence that should default if this alternate edition model is used. The defaults for both the departure and truck sequence can be overridden for a specific publishing run.
Select Accept to link the publication with the alternate edition model.
Link the model with other publications, or press F4 and select Exit to return to the Edition Model Setup screen.

Delivery Schedule

A delivery schedule is a set of days on which subscribers can receive a publication. Many publications have several delivery schedules from which subscribers can choose, such as Monday-Friday, weekends only, or 7 days a week. You can define whether a particular delivery schedule is valid for mail delivery, and which routes can deliver that delivery schedule. Business Rules determine the default delivery schedule for new starts.

It is not necessary to set up delivery schedules for Targeted Marketing products (such as shoppers or soap samples) because they have no subscribers and can be delivered whenever you process the TM product.

If you offer day pass subscriptions (see the User Manual), you must set up at least one delivery schedule with a Subscription Type of “Day Pass”. Leave all days of the week set to “y” for this delivery schedule. You can then specify the delivery schedule for the Business Rule What is the delivery schedule used for Day Pass purchases? (Customer Services section). Day pass delivery schedules will not be available for regular (term) subscriptions.

Note: If delivery schedules have not been set up or have incorrect start/end dates, there will be problems in transaction processing, account billing, and customer service.

To set up a delivery schedule:

In character Circulation, select Delivery Schedule from the Products menu to display the Delivery Schedule Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select items on the Specifics menu, listed in the table below, to enter additional information about the delivery schedule.
Option
When to select
Select Accept to enter the delivery schedule and associated specifics into the database.
Set up another delivery schedule, or press F4 and select Exit to exit to the Setup menu.

Specifics, Route Delivery Schedule

Select this option to specify valid routes for this delivery schedule. During initial setup of Delivery Schedules, you will not be able to select this option because your routes will not yet have been set up (unless this delivery schedule is valid for all routes). While setting up your routes, you can define the valid delivery schedules for each route, or this information could be converted.

To define valid delivery schedules for a route:

Select Specifics | Route Delivery Sched from the Delivery Schedule Setup screen to display the Route Delivery Schedule Setup screen.
Select Add and complete the following fields.
Select Accept to link the route with the delivery schedule.
Specify another route for this delivery schedule, or press F4 and select Exit to return to the Delivery Schedule Setup screen.

Specifics, Delivery Schedule Days

Enter this specific only if you are setting up a delivery schedule for use with mixed delivery routes or hybrid subscriptions:

A mixed delivery route has both mail and route delivery, on different days. For example, a rural route might be mail-delivered Monday through Saturday, but route delivered on Sunday when there is no mail.
A hybrid subscription has both route and online delivery, on different days. For example, a subscriber may receive a route-delivered paper on weekends but read an online subscription on weekdays.

Note: Mixed-delivery routes and hybrid subscriptions should not be used with the “carrier collect” billing method.

To set up mixed delivery routes:

Set up delivery schedules for mixed route customers. Indicate what days are mail and what days are carrier delivered with this specific.
Set up the routes, assigning them to the mixed route distribution class and linking it with one or more of the delivery schedule(s).
Assign subscribers on the route one of the mixed delivery schedules that have been set up.

To define the carrier and mail days for a mixed delivery schedule:

Select Specifics | Delivery Schedule Days from the Delivery Schedule Setup screen to display the Delivery Schedule Days screen.
Select Add and complete the following fields.
Select Accept to save the information.
Specify mixed delivery schedule information for another date range or press F4 and select Exit to return to the Delivery Schedule Setup screen.

Specifics, Message Days

Bundle tops may contain messages for subscribers with a certain delivery schedule. This is useful if the delivery schedule is uncommon or is delivered only on one or two days in the week. For example, the bundle tops for Saturday could have messages for Saturday-only subscribers, so that the carrier will not forget to deliver these papers.

The message label and text for delivery schedule messages is user-defined; only one message may be entered per delivery schedule.

To set up the delivery schedule message:

Select Specifics | Message Days to display the Message Day Setup screen.

Select Add and complete the following fields.

Select Accept to enter the delivery schedule message into the database.
Select Exit to exit to the Delivery Schedule Setup screen.

Specifics, Label Group Delivery Schedule:

This specific allows you to specify the label groups with which the delivery schedule can be used. When entering transactions such as new starts, only the delivery schedules that are valid for the entered label group will be available for selection.

To link a delivery schedule to a label group:

Select Specifics | Label Group Deliv Sched 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 other label groups with this delivery schedule, or press F4 and select Exit to return to the Delivery Schedule Setup screen.

Publication

Use this option to set up your publications (products associated with subscriptions). You must set up a publication record for every product with a deliverable type of “publication” (see ).

To define a publication:

In character Circulation, select Publication from the Products menu to display the Publication Setup screen.
Select Add and complete the following fields.
Field
Type
What to enter
Select Specifics to enter specifics information about the publication. The Specifics options and where they are documented are listed in the table below.
Option
Purpose
Select Accept to enter the publication, along with associated specifics, into the database.
Set up another publication, or press F4 and select Exit to exit to the Setup menu.

Specifics, Complaint Escalation

Targeting problem delivery situations is one of the challenges of a circulation department. In addition to normal complaint transactions, Circulation has the ability to track high-complaint subscribers, so that delivery problems can be handled promptly. This process is known as complaint escalation. The complaint escalation features allow you to:

Specify a threshold number of complaints and time frame for creating a complaint escalation. Any complaints entered for a subscriber beyond the threshold number within the time frame will be marked as escalated. This is done here, in COMPLAINT ESCALATION.
Create a separate “complaint escalation” transaction when a complaint is escalated (see the User Manual). This transaction will be displayed in the subscriber’s Transaction window.
E-mail an area, regional, distribution zone and/or district manager when an escalated complaint is entered. E-mail addresses can be entered when occupant information for the managers is defined.
To deliver the e-mail, Circulation sends the Unix command: sendmail -f <user name> <E-mail List> <file name>, where “user name” is the ID of the user logged in, “E-mail List” is a comma-separated list of e-mail addresses of the district, zone, regional and/or area managers, and “file name” is the name of a temp file containing the complaint text.
Enter contact information for escalated complaints when, for example, the customer is contacted by the Customer Service department.
Mark an escalated complaint as “resolved”.
Create a report that will list escalated complaints (see the User Manual).

To set up a threshold and time frame for complaint escalations:

Select Specifics | Complaint Escalation from the Publication Setup screen to display the Complaint Escalation Setup screen.
Select Add and complete the following fields.
Select Accept to accept the complaint escalation information.
Select Exit to exit to the Publication Setup screen. Only one complaint escalation threshold can be defined for a date range.

Specifics, AAM Zone Publication

Use this specific to indicate which AAM zones can be used with this publication. The order in which the AAM zone paid circulation totals are printed on AAM reports is also determined here. For example, if you have two products, the Daily Bulletin (DB) and the Sun, and you want circulation figures to appear in the newspaper designated market area (NDM) and all other areas outside the newspaper designated market area (ONDM), you can set them up as follows:

To add a new product, the Shopper, with an opposite print sequence, you could define records as follows:

Note: Do not set up an AAM Zone Publication here for the two predefined report areas, “Bulk” and “Unpaid”.

To specify an AAM zone:

Select Specifics | AAM Zone Publication from the Publication Setup screen to display the AAM Zone Publication Setup screen.
Select Add and complete the following fields.
Select Accept to accept the AAM zone as valid for this publication.
Specify more AAM zones, or press F4 and select Exit to exit to the Publication Setup screen.

Specifics, Auto Renew Term

Subscribers may automatically renew subscriptions to a credit card or bank draft for a specified term. This option allows you to set up all valid terms you will offer to subscribers who elect to join your auto-renew program.

You should set up a record for every valid renewal term and length. For example, if you have automatic renewals of 1 month, 6 months and 1 year, you would set up three records, one for each term and length.

To define auto-renew terms:

Select Specifics | Auto Renew Term to display the Auto Renew Term Setup screen.
Select Add and complete the following fields.
Select Accept to accept the auto renew information.
Set up information for other auto renew lengths, or press F4 and select Exit to return to the Publication Setup screen.

Specifics, Publication Combine

A combined publication is made up of two or more other publications, each of which runs separately on certain days. For example, let’s say one company owned two publications, the Star and the Tribune. Monday through Saturday, the Star (a.m. delivery) and Tribune (p.m. delivery) run as separate papers, each with their own routes, carriers, and subscribers. On Sunday, however, the two are combined into a third publication, the StarTribune; both Star and Tribune subscribers would receive the same paper, the StarTribune, on Sunday.

To set up the StarTribune as a publication, the operator would choose Business | Products | Publication and add the StarTribune as a publication, with a “y” in the Combined Publication field. Then the operator would choose the Specifics | Publication Combine option and select the Star and the Tribune as the publications to combine.

After it is set up, the combined publication will appear in Circulation as a normal publication. You will be able to do a publishing run for the publication, and produce AAM reports for it.

In the case of the StarTribune, one set of bundle labels and truck manifests will print for the Star, and another set for the Tribune; the Star carriers will deliver to the Star subscribers, and the Tribune carriers to the Tribune subscribers. However, if a route delivers both the Star and Tribune, it will print only once on a StarTribune route list. And if the route is on the same truck and truck sequence for both publications you can (via Business Rules) have Circulation generate only one bundle top, one route label, one carrier collect or office pay status card, and give the route a single line on the truck manifest.

There are no General Ledger accounts for the StarTribune: the Star receives credits and debits based on its own Sunday circulation, as does the Tribune. So, in effect, the StarTribune is a publication only in terms of publishing and AAM reporting.

Note: This specific is only accessible if Combined Publication is set to “y” on the Publication Setup screen.

To specify individual publications to be a part of the combined publication:

Select Specifics | Publication Combine from the Publication Setup screen to display the Publication Combine Setup screen.

Select Add and complete the following fields.

Select Accept to accept the single publication as part of the combined publication.
Specify other publications that belong to the combined publication, or press F4 and select Exit to return to the Publication Setup screen.

Specifics, Publication Days

In order to validate publishing and holiday calendar setup, Circulation needs to know your publication’s normal publishing days. You define the normal publishing days here. For each weekday on which the publication is active, a different publication name can be defined. The daily publication name will be displayed on all publishing run documents.

To specify normal publishing days for a publication:

Select Specifics | Publication Days from the Publication Setup screen to display the Publication Days Setup screen.
Select Add and complete the following fields.
Select Accept to enter the publishing day information into the system.
Press F4 and select Exit to return to the Publication Setup screen

Specifics, Renewal Periods

Intervals for sending renewal notices may vary by delivery method of the subscription. For example, you might send mail subscribers renewal notices 45, 30, and 15 days before the expiration of the subscription, and you might send renewal notices for carrier-delivered subscribers 30 and 15 days before subscription expiration. Intervals may also vary by occupant type and rate code. For example, you may want to give certain “VIP” subscribers with a “1year” rate more time than “regular” subscribers with a “3month” rate.

Also, you may have a different interval period for “start and bill” office pay subscribers who have requested a “start” but have not yet paid. Since “start and bill” subscribers will be paying for goods that have already (in part) been received, they are sent an invoice rather than a renewal notice. The start and expiration dates for these subscriptions are the same date until you receive payment (the subscriber is in grace).

The following example shows records that might be set up for carrier delivery “renewals” and “invoices”.

Notice that one of the invoice terms has -10 days before expire. This means that invoice will be sent 10 days after the subscription starts (for start and bill subscribers, the expiration date is the start date).

You should set up at least one renewal period for invoices and at least one for renewals (as indicated in Bill Type field) for each delivery method. Also, when determining interval periods for invoices, include at least one interval period for subscriptions that will start at some future date. This makes it possible to send an invoice before a subscription has been started. For example, you might want to define an invoice to be sent 10 days before expire on a 10-week subscription.

To set up renewal periods:

Select Specifics | Renewal Periods from the Publication Setup screen to display the Renewal Periods Setup screen.
Select Add and complete the following fields.
Select Accept to accept the renewal information.
Define other renewal periods, or press F4 and select Exit to return to the Publication Setup screen.

Messages Printed on Renewal Notice Forms

Renewal messages may contain one or two lines of information (depending on the renewal notice format used). There are four types of messages that can be printed on renewal notices, as listed below. Because some renewal notice forms cannot accommodate all messages, the order for printing messages is also indicated.

Tax Messages (if applicable for the subscription).
Renewal Messages (defined in Publication Setup | Specifics | Renewal Periods).
Rate Messages (as defined in Accounting | Subscriber Rates | Rate Code).
General Messages (as entered in Subscriber Billing).

Specifics, Renewal Delivery Publ

Renewal delivery methods describe how the renewal notices are delivered. There are currently three valid methods: “carrier”, “mail”, and “eBill” (an eBill renewal notice is delivered by e-mail, rather than by the carrier or post office). Renewal delivery methods must be linked to publications.

When running renewal notices for a publication, only renewal delivery methods linked to the publication can be selected. And, when an individual subscriber’s renewal delivery method is overridden, “mail” and “eBill” can only be selected if they are linked to the publication.

To add a renewal delivery publication link:

Select Specifics | Renewal Delivery Publ from the Publication Setup screen to display the Renewal Delivery Publication Setup screen.
Select Add and complete the following fields.
Select Accept to link the renewal delivery method to the publication.
Link other renewal delivery methods to the publication, or select Exit to return to the Publication Setup screen.

Specifics, Auto Renew Billing Group

When subscribers sign up for auto renew, they are sometimes given a choice of auto renew dates. For example, they may be offered the 1st of the month, the 10th, or the 20th, and then choose the date that works best with their cash flow situation. Subscribers who select the 1st will be auto renewed on the 1st of each month, those who select the 10th will have the money withdrawn on the 10th, and so on. In Circulation, this is accomplished by using auto renew groups.

Auto renew groups are simply categories—they are not attached to a specific day of the month. Auto renew subscribers are assigned to an auto renew group when they start (or during a billing change), and auto renews can be run for one or more auto renew groups.

As an example of how auto renew groups can be employed:

Three groups are set up, called “1st”, “10th”, and “20th”.
Subscribers are assigned to one of the groups during a start or billing change, based on the day of the month they would like their credit card to be charged, or the bank draft to take place.
Auto renews for group “1st” are run on the 1st of the month, group “10th” is run on the 10th, and group “20th” is run on the 20th. Only subscribers in a specific group (whose expire date is within a certain number of days, as defined by Business Rules) will be selected for automatic renewal.

Auto renew groups can be used for other purposes as well—for example, to separate 3-month from 1-year renewal periods. You must have at least one auto renew group set up.

Note: At least one auto renew billing group should be defined, if you offer automatic renewal.

To define auto renew groups:

Select Specifics | Auto Renew Billing Group from the Publication Setup screen to display the Billing Group Setup screen.
Select Add and complete the following fields.
Select Accept to enter the auto renew group into the database.
Define other auto renew groups, or select Exit to exit to the Publication Setup screen.

Specifics, Reward Program

To link a rewards program to a publication:

Select Specifics | Rewards Program from the Publication Setup screen to display the Reward Program Publication Setup screen.
Select Add and complete the following fields.
Select Accept to make the rewards program valid for the publication.
Link other rewards programs to the publication, or select Exit to exit to the Publication Setup screen.

Specifics, Draw Class Publication

A single copy outlet may have several different draw quantities that need to be managed and recorded separately. To manage these different types of draws, you use draw classes. Draw classes are set up in Distribution | Route | Draw Class. You use this specifics option to assign draw classes to a publication.

To define a draw class as valid for the publication:

Select Specifics | Draw Class Publication from the Publication Setup screen to display the Draw Class Publication Setup screen.
Select Add and complete the following fields.
Select Accept to make the draw class valid for the publication.
Define other draw classes as valid for the publication, or select Exit to exit to the Publication Setup screen.

Calendars

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

Publishing
Holiday
CC invoice
CC run date
TM
Statement
Accrual
Aging

Note:

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

To run this option:

Select Calendars from the Business Menu to display the Calendars window.
In the Calendar field, specify the type of calendar you are setting up and click OK.
Depending on the type of calendar you selected, enter the following additional information:
- Product and Start Year—Enter the product ID and the year that the calendar should begin. These fields are used for the publishing, holiday, CC invoice, CC run date, and TM calendars.
- Company, Bill Source, and Start Year—Enter the company and bill source, as well as the year that the calendar should begin. These fields are used for the statement, accrual, and aging calendars.
Click OK. The calendar will appear. Dates that are currently selected are shown with an orange highlight. Dates that are not selected have no highlight. The current date is outlined in red. See the following example.

The calendar can be used as follows:

Click the double arrows to move to the previous or next year.
Click on a date to select it. Click again to deselect it.
Dates can also be selected using the Range option (described below).
To save any changes to the calendar, click Apply.
To revert back to saved changes, click Reset.
To save any unsaved changes and get out of the calendar, click OK.
To cancel any unsaved changes and get out of the calendar, click Cancel.

Entering Ranges

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

Weekly

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

Monthly

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

Quarterly

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

AAM Report Headings

AAM report headings are the titles which appear above each circulation amount on the Daily Circulation Report and the History report (both required for AAM reporting). The circulation amount itself is made up of one or more AAM columns.

Report headings are user-defined and usually break down circulation totals horizontally by use or delivery method. The reports are organized vertically by product and, within each product, by AAM zone plus Bulk, Unpaid, and Paid Complimentary (see the example of the Tribune Daily Circulation Report on The Tribune - Daily Circulation Report). The Paid Complimentary AAM report heading and content are automatically printed, rather than being user-defined. However, you must set up AAM report headings for your AAM zones and the Bulk and Unpaid AAM report areas. See AAM Column for more information on setting up AAM columns.

Headings for price levels (see the previous option) are also defined here.

To set up report headings:

In character Circulation, select AAM Report Headings from the AAM menu to display the AAM Report Heading screen.

Select Add and complete the following fields.

Field

Type

What to enter

PRODUCT

setup

Enter the ID of the product for which you wish to set up report headings.

ENTITY TYPE

predefined

Indicate whether you are defining a heading for an AAM Report Area (headings for the standard AAM reports) or an AAM Price Level (headings for the AAM price level reports).

ENTITY ID

setup

Enter the AAM Report Area or price level for this heading. If Entity Type is set to “AAM Report Area”, Entity may be set to “bulk”, “unpaid”, or any user-defined AAM zone.

If Entity Type is set to “AAM Price Level”, any valid AAM price level, “bulk”, or “unpaid” may be entered. Note: “Bulk” circulation will be reported under “Third Party Sales” on the price level reports.

HEADING 1ST LINE

open (8)

Enter the first line of the report heading. Report headings may be one or two lines long.

If you use a one-line heading, enter it in Heading 2nd Line so that it is positioned immediately above the column.

HEADING 2ND LINE

open (8)

Enter the second line of the report heading or enter the first line for a one-line heading.

COLUMN ORDER

integer (10)

Enter the order in which this report heading should appear horizontally on the report(s).

Order the report headings by increments of 10, so that new columns can be inserted later.

Select Specifics | AAM Report Heading Link to link the report heading with one or more AAM columns that have been previously set up (see below).
Select Accept to enter the report heading and associated specific information into the database.
Set up more report headings, or press F4 and select Exit to exit to the Setup menu.

Specifics, AAM Report Heading Link

The circulation history is stored in the AAM columns, and the AAM report headings are the reporting areas.

Select this option to link the AAM columns and report headings:

Select Specifics | AAM Report Heading Link from the AAM Report Heading Setup screen to display the AAM Report Heading Link Setup screen.

Select Add and complete the following fields.

Field

Type

What to enter

PRODUCT, AAM REPORT AREA, HEADING 1ST LINE, HEADING 2ND LINE

display

These fields are displayed from the AAM Report Heading Setup screen.

AAM COLUMN

setup

Enter the AAM column with which to link this report heading.

Select Accept to accept the link.
Link the report heading to another column, or press F4 and select Exit to return to the AAM Report Heading Setup screen.

The Tribune - Daily Circulation Report

Combo

A combo is a subscription that contains multiple publications or multiple delivery methods and uses a single rate. For example, a newspaper may want to combine a 6-day publication (Mon-Sat) with a Sunday-only publication to create a multiple-product subscription. Another example would be a bundled package that includes a print publication and an online publication. In both cases, a single bill is created for the subscription, and payments are allocated among the different publications.

This option is used to define the combinations that will be offered as subscriptions. See Circulation FAQ #116 for more information on combos.

To set up combos:

Select Combo from the Business menu to display the Combo setup window.
In the Combo panel, click the Add Combo button and complete the following fields.
Field
Type
What to enter
COMBO
open (8)
Enter an ID for this combination of products/delivery methods. Note: A combo ID cannot match a product ID.
START DATE END DATE
date
Enter the date range within which this combo can be used.
DESCRIPTION
open (30)
Enter a description for this combo.
MUST STOP TOGETHER
yes/no
Indicate if subscriptions in this combo should always temp stop and perm stop together.
DEFAULT ALL SUBSCRIPTIONS
yes/no
Indicate if this combo should default during the entry of temp stop/perm stop and restart transactions. This checkbox will be selected automatically if MUST STOP TOGETHER is selected.
SHOW ON WEB
yes/no
Indicate if this combo should be displayed in iServices.
ENTER ON WEB
yes/no
Indicate if this combo can be selected when entering transactions in iServices.
WEB DEFAULT
yes/no
Indicate if this combo should default when entering transactions in iServices.
WEB DESCRIPTION
open (30)
Enter a description for this combo that will be displayed in iServices (if SHOW ON WEB is selected).
WEB DISPLAY ORDER
integer (3)
Enter the order in which this combo should be displayed in iServices (e.g., 10, 20, etc.)
Click OK.
In the Combo Product Mix panel, click the Add Combo Product Mix button and complete the following fields.
Field
Type
What to enter
PRODUCT
setup
Select a product to add to the combo.
DELIVERY METHOD
predefined
Select the delivery method of the product (route, mail, or online).
DELIVERY SCHEDULE
setup
Select the delivery schedule for this product.
EDITION
setup
The field opens only if the delivery method is “Online”—for other delivery methods, Edition is set to “*”. A specific edition may be defined for an online delivery method when setting up combos. This allows multiple online editions of a product to be defined for the same combo, as long as the delivery schedules are different. Note: Label Group Publication is used to determine the publication for an online edition used with a combo. So in order to be valid for this field, an edition must only have one active Label Group Publication record defined with Is Online set to “y.”
OVERRIDE TAX PRODUCT
setup
If this product should be taxed based on Tax Authority Publication setup for a different product, select that product here. For example, if your state does not require you to tax online subscriptions, but does require tax on online portions of a combo subscription, you would set the online component up to use the print component for taxing. If no override product is specified, the component will be taxed based on its own taxing setup. In order to select a publication as a Tax Override Product, the publication must be a component in the combo.
OVERRIDE TAX DISTRIB METHOD
predefined
If an override product is specified in the field above, an override distribution method (carrier, motor, etc.) must also be selected here. This allows the correct Tax Authority Publication setup to be matched.
PRIMARY
yes/no
Indicate if this product is the primary product. Only one of a combo’s products can be the primary, which is used to determine taxes, which billing run will bill the subscriber, and which subscription receives leftover money that cannot buy a full day of the combo.
REQUIRE AAM RESTATING
yes/no
The Require AAM Restating checkbox should be selected if: • This component of the combo is considered the “paid” product for AAM purposes, regardless of the delivery method. This is how Circulation identifies the paid product. • The delivery method is “online” and the product does not meet AAM’s incremental pricing standard. This digital product will be subject to AAM’s access-interval standards and should be considered when running the Restate AAM History report.
PRIMARY DIGITAL
yes/no
Check Primary Digital if the combo has multiple digital editions, and AAM draw should be stored under this edition. This field opens only for digital editions in combos where all digital components are for the same product. Only one edition may be flagged as the primary digital within a combo. Note: This setting only pertains if the subscriber’s rate code has a Digital Restate Type of “One Digital” and a Digital Draw Type of “Best Digital Only”.
Click OK to add the product to the combo.
Repeat steps 4 and 5 for additional products in the combo.

Note: Once combos are set up, you can move existing subscriptions to the combo using the Comboizer tool. Also note that once a rate code is set up for a combo, you will no longer be able to add, modify or delete the combo setup.

❸ Business

Introduction

Products Menu

Business

To set up a business:

Company–GL

To set up the GL company name:

Specifics, Fiscal Period

To define fiscal periods:

Chart of Accounts

Maps

To define a map:

Specifics, Map Route

To link the delivery map with routes:

Specifics, Map Ad Zone

To link an ad zone map to ad zones:

Deliverable

To set up a deliverable:

Specifics, Deliverable Map

To specify delivery maps for a product:

Specifics, Product Service Area

To define which service areas can be used with a product:

Specifics, Draw Percent

To specify draw percentages for a sub-product:

Products Menu

Business

To set up a business:

Introduction

Deliverable

To set up a deliverable:

Specifics, Deliverable Map

To specify delivery maps for a product:

Specifics, Product Service Area

To define which service areas can be used with a product:

Specifics, Draw Percent

To specify draw percentages for a sub-product:

Company–GL

To set up the GL company name:

Specifics, Fiscal Period

To define fiscal periods:

Maps

To define a map:

Specifics, Map Route

To link the delivery map with routes:

Specifics, Map Ad Zone

To link an ad zone map to ad zones:

Chart of Accounts

❸ Business

AAM Menu

Company

To set up a company:

Specifics, Company GL Company

To link the company to a GL company:

Publishing Calendar

To set up a publishing calendar:

Edition

To set up an edition:

Specifics, Publication Edition

To link an edition with a publication:

Specifics, Publication Edition Section

To link an edition to one or more sections:

CC Invoice Calendar

To set up the invoice calendar:

Edition Model

To set up an alternate edition model:

Specifics, Edition Model Publication

To link an edition model to a publication:

Holiday Calendar

To set up a holiday calendar:

Deliverable Sort

To set up the deliverable sort order:

Delivery Schedule

To set up a delivery schedule:

Specifics, Route Delivery Schedule

To define valid delivery schedules for a route:

Specifics, Delivery Schedule Days

To set up mixed delivery routes:

To define the carrier and mail days for a mixed delivery schedule:

Specifics, Message Days

To set up the delivery schedule message: