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This section guides the user through the menu options that are available under the Products menu.
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”).
In character Circulation, select Company–GL from the Products menu to display the GL Company Setup screen.
Select Add and complete the following fields.
GL COMPANY
open (4)
Enter the company used in the general ledger system.
DESCRIPTION
open (30)
Enter a description of this general ledger company.
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.
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.
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.
GL COMPANY
display
Circulation displays the GL Company entered on the GL Company Setup screen.
FISCAL YEAR
integer (4)
Enter the fiscal reporting year, such as “1997”.
FISCAL PERIOD
integer (2)
Enter the fiscal period for which you are defining the dates.
START DATE, END DATE
date
Enter the date range for this fiscal period.
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.
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 Deliverable Map), 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).
In character Circulation, select Maps from the Products menu to display the Maps Setup screen.
Select Add and complete the following fields.
MAP
open (8)
Enter the map name.
MAP TYPE
predefined
Indicate whether this is a route map or an ad zone map, or may be used with both map types. If you do not have InsertPlus, “route” will be displayed.
DESCRIPTION
open (30)
Enter a description of this map.
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 Specifics, Map Ad Zone).
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.
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.
Select Specifics | Map Route from the Map Setup screen to display the Map Route Setup screen.
Select Add and complete the following fields.
MAP
display
Circulation displays the map entered on the initial screen.
ROUTE
setup
Enter the home delivery route to associate with this map.
START DATE, END DATE
date
Enter the date range during which this route is assigned to this delivery map. You may leave End Date blank.
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.
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.
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.
MAP
display
Circulation displays the ad zone map entered on the initial screen.
AD ZONE
setup
Enter an ad zone to associate with this map. Ad zones are geographical areas used to book preprints; they can be made up of routes, trucks, Zip codes, and other areas.
START DATE, END DATE
date
Enter the date range during which this ad zone will be part of the map. You may leave END DATE blank.
DAYS OF WEEK
yes/no (x7)
Indicate the days of the week in which the ad zone is valid on this map.
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.
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.
In character Circulation, select Business from the Products menu to display the Business Setup screen.
Select Add and complete the following fields.
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.
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.
In character Circulation, select Edition from the Products menu to display the Edition Setup screen.
Select Add and complete the following fields.
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.
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.
Select Specifics | Publication Edition from the Edition Setup screen.
Select Add and complete the following fields.
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.
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.
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.
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.
Use this option to define your publishing days. Circulation looks at this calendar to decide whether a day is a publishing day, and this affects rating and distribution. If a day of the week has been defined as being non-publishing for a publication (see ), you will not be able to set that weekday as a publishing day.
Define calendars to cover a period extending one year into the past and at least two calendar years into the future. This way, Circulation is less likely to generate errors when attempting to give back credit to carriers or when crediting advanced subscriber payments. See for more about calendars.
In character Circulation, select Publishing Calendar from the Products menu to display the Publishing Calendar Setup screen. Publishing calendars can also be set up in the Calendars option in Graphical Setup.
Enter the ID of a product for which to define the calendar. The screen will appear as shown below.
Refer to the table listed with the , below, as a guide, or press F2 for a list of keys that can be used to define the Publishing Calendar.
When finished setting up the calendar, press F1. Set up a calendar for another product, or press F4 to exit to the Setup menu.
For example, let’s say your product (The Daily Gazette) published Monday through Friday and you wanted to define the Publishing Calendar for all of 2009. You would first press “w”, select Monday through Friday (type “mtwhf”) and then press Enter. Next, with the cursor positioned on Mon Jan 1, you would type “-” and then “/” and enter the date 12/31/09. The screen would display the publishing days for December 2009.
It is important for Circulation to know which days you publish a given publication. The publishing days affect rating, the publishing run, and other areas. If a certain day is not a publishing day, it must either be a holiday or a non-publishing day. These three terms are described below:
A publishing day is any day on which a newspaper publishes. Publishing days are defined on the .
A non-publishing day is any day of the week on which a newspaper does not publish. For example, if your publication does not produce a Sunday paper, then Sunday would be a non-publishing day. Non-publishing days are defined in .
A holiday is a specific day on which a newspaper does not publish. You can define holidays for non-publishing days, but it is necessary to define holidays only for days when a newspaper would normally be published. For example, if your paper does not publish on Sundays, and Christmas is on a Sunday this year, there is no reason to enter a holiday for Christmas. However, if Christmas fell on a Friday (a normal publishing day), you would enter a holiday for Christmas if your newspaper will not publish.
Note: Changes to the holiday calendar must be made at least 14 days in advance of the publishing date to avoid processing errors.
The holiday calendar should extend two years into the future. If you select a day on the holiday calendar, that day will automatically be deselected as a publishing day on the Publishing Calendar. Conversely, if you cancel a holiday, that day will automatically be changed to a publishing day on the publishing calendar.
Note: If there is more than one week between your publishing dates (i.e., you have a monthly or bi-weekly publication), it may be necessary to specify the days between publishing dates as holidays to ensure that your draw rolls forward correctly from week to week. If there is less than a week between publishing dates, this will not be necessary.
In character Circulation, select Holiday Calendar from the Products menu to display the Holiday Calendar Setup screen. Holiday calendars can also be set up in the Calendars option in Graphical Setup.
Enter the product for which you are defining a holiday calendar. The screen then appears as shown in the figure below, with today’s date highlighted with two asterisks.
Refer to the table below (or press F2) for a list of keys to press to define the holiday calendar.
When finished setting up the calendar, press F1. Set up a calendar for another product, or press F4 to exit to the Setup menu.
For example, to define September 5 as a holiday, navigate to September, position the cursor on “5”, and press Enter.
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 .
Note:
Alternate editions can be specified for routes only. Label groups (for mail subscribers) do not have alternate editions.
In character Circulation, select Edition Model from the Products menu to display the Edition Model Setup screen.
Select Add and complete the following fields.
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.
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.
Select Specifics | Edition Model Publ from the Edition Model Setup screen.
Select Add and complete the following fields.
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.
The CC Invoice Calendar defines the billing periods for carrier collect invoices. So, if you selected October 5 and November 5 as dates, 10/5 - 11/5 would be a billing period. Another option, CC Run Date Calendar, defines the date within the period on which carrier collect invoices should be produced for all carriers. The invoices are given to carriers so that they know how much to collect from each carrier collect subscriber.
In character Circulation, select CC Invoice Calendar from the Products menu to display the Statement Calendar Setup screen. CC Invoice calendars can also be set up in the Calendars option in Graphical Setup.
Enter the publication for which you are defining billing periods. The screen will appear as shown below.
Select specific days for billing, using the table listed with the Holiday Calendar as a guide.
Press F1 to accept the dates selected. Set up a calendar for another publication, or press F4 to exit to the Setup menu.
This option is used to define the print order when multiple products are selected for Publishing. If a print order is not defined for a product, alphabetical sorting will be used by default.
Select Deliverable Sort from the Business | Products menu to display the Deliverable Sort setup window.
Click Add Another to add the next product to the sequence.
Click OK when you have finished.
A newspaper may have a policy of offering a previous day’s papers to new or restarting subscribers. For example, if a subscriber starts on Wednesday, the operator may offer to have the previous Sunday’s paper delivered for free. This “previous delivery” practice, however, may not be feasible for some routes or carriers. Those exceptions are defined here, in Prev Deliv Exception. A subscriber who is starting or restarting with a carrier, route, or route type for which an exception is entered will not be offered a previous day’s paper. See the User Manual for more information.
Note:
If you do not offer delivery of a publication’s previous papers, you do not need to enter anything in Prev Deliv Exception.
Select Prev Deliv Exception from the Products menu to display the Previous Delivery Exception screen.
Click the Add icon and define the exception. The fields are described in the table below.
Click OK to save the previous delivery exception in the database or Add Another to save the existing record and add another previous delivery exception.
Enter a paper section that is delivered by this edition. See for more information about sections.
Click the Add Deliverable Sort icon () and complete the following fields.
Select the action(s) performed or select a specific day (if no actions have been entered)
Enter
Enter days of the week
W
Cancel days
C before any selection action
Move the cursor to the next day
Spacebar or right arrow
Move the cursor to previous day
Backspace or left arrow
Move the cursor to previous week
Up arrow
Move the cursor to next week
Down arrow
Move the cursor to previous month
Page Up
Move the cursor to next month
Page Down
Move the cursor to next year
Esc - right arrow
Move the cursor to previous year
Esc - left arrow
To enter a date range
- (hyphen)
To enter the “to date” range
/ (slash)
To multiply
X or * (asterisk)
Accept
F1
Reject
F4 or End
To display help
F2
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.
SORT USAGE
predefined
Select “Publishing.”
SEQUENCE NUMBER
integer
Enter a sequence number to indicate the order in which this product should be sorted (e.g., 10, 20, 30).
PRODUCT
setup
Specify the product that has this sequence number.
Transactions can be kept in history records for a varying amount of time, depending on product and transaction type (such as “start”, “stop”, and “expire”). Product and transaction type also determine how many days transaction activity messages (such as “New Start”) should print on bundle tops. Naviga initially sets up all transaction types with 999 history retention days, 0 message print days (which means the transaction will print only on the first day), and a “*” in Product.
The table below lists all of the transaction types in Circulation.
1stInvoice
AutoRenew
GraceExport
Refund
1stRenewal
AvailRefund
GraceOwed
RefundExprt
2ndInvoice
BankPreNote
GracePaid
RefundWoff
2ndRenewal
BillingChg*
GraceWOff
RefundXfr
3rdInvoice
BonusDay*
MarketTerm
Renewal
3rdRenewal
CollectInvc
Message
Reroute*
4thInvoice
CollectXprt
MoveIn*
Restart*
4thRenewal
ComboChg
MoveOut*
ReverseDraw
5thInvoice
Complaint*
New Transfer
Shortage
5thRenewal
DayPass
Note
Start*
6thInvoice
DayPassUsage
NSFPayment*
StatusCard
6thRenewal
DelivSched*
Payment*
Stop*
7thInvoice
DrawChange
Placement
Suspend
7th Renewal
EndGrace
PrevDeliv
TempAddrEnd*
8thInvoice
EndGraceChg
PymtCancel*
TempAddress*
8thRenewal
Expire
PymtDecline
TransferIn
9thInvoice
ExpireAlert*
RateChange
TransferOut
9thRenewal
ExpireChnge
Rebill
Unsuspend
AutoNotice
GraceAccrual
* Transactions that apply to MESSAGE PRINT DAYS (i.e., you may enter the number of days that the transaction should print on the bundle top).
Note:
History retention days for the Payment transaction type should remain at 999.
You should never delete any of the Tran Type Publication records. This will impact Customer Service and Route Service transactions.
Select Tran Type Publication from the Products menu to display the Tran Type Publication screen.
TRANSACTION TYPE
predefined
Enter the transaction type, such as “complaint”. You can press F2 to display valid transaction types.
PRODUCT
setup
Enter the product with which this transaction type is being defined, or type an asterisk (*) to indicate that all products have the same parameters.
HISTORY RETENTION DAYS
integer (9)
Enter the number of days transactions for this transaction type should be retained in history for reporting purposes. The default value is 999 days.
MESSAGE PRINT DAYS
integer (9)
Enter the number of days including the initial message date that transactions should be printed on the bundle top.
For example, if you wanted a “start” message to display three times—on the day of the new start and two days after—you would enter “3” in this field. Messages that have already appeared on the bundle top on previous days will be printed under a “****Reminder****” heading.
SHOW ON WEB WEB DESCRIPTION ENTER ON WEB
yes/no open (30) yes/no
These fields are used by iServices Subscriber (a companion application). Indicate whether transactions of this transaction type should display in iServices always, never or based on an individual transaction’s reason code.
If the transaction will be displayed, specify the label that should display for the transaction on the web. You can also control whether subscribers are allowed to enter certain transactions in iServices, such as complaints.
VALIDATE FOR DID NOT ORDER STOP
yes/no
This field enables payments, temp stops, and complaints to be validated against “did not order” stops.
The validation process will locate payments, temp stops and complaints associated with the subscription within the start and perm stop date range.
Warning messages will be generated during transactions processing if these transactions are found.
Click OK to save your changes.
EDITION MODEL
open (8)
Enter an ID for the alternate edition model.
DESCRIPTION
open (30)
Enter the description for this model.
PRODUCT
setup
Enter the ID of the publication for which you are entering a previous delivery exception (enter “*” if the route type, route, or carrier is used with multiple publications).
ROUTE TYPE
setup
If a route type should be excepted, enter the route type here. All routes of this route type will then be exempt from previous delivery. Otherwise enter “*”.
ROUTE
setup
If an individual route should be exempt from previous delivery, enter the route ID here. Otherwise enter “*”.
ACCOUNT
setup
If an account should be exempt from previous delivery, enter the account ID here. All routes delivered by the carrier will be exempt from previous delivery (on the days the carrier delivers them). Otherwise enter “*”.
START DATE, END DATE
date
Enter the date range during which this exception is in force. End Date may be blank.
Circulation supports advanced publishing—the distribution of certain sections of the newspaper before the publishing date. For example, a newspaper might distribute the Sunday Comics section to carriers on Wednesday; the carriers would insert the comics into the rest of the paper when it was dropped on Sunday. Defining section names is necessary, because the section names print on the bundle tops and truck manifests in the advanced publishing run. See the User Manual for more information about advanced publishing.
If you have InsertPlus, the sections can also be used there.
In character Circulation, select Paper Section from the Products menu to display the Paper Section Setup screen.
Select Add and define the paper section in the fields described in the table below.
PAPER SECTION
open (8)
Enter an ID for this section.
DESCRIPTION
open (30)
Enter a description for this section.
Select Specifics | Deliverable Section to link the section with a publication (see below).
Select Accept to enter the section into the database.
Once a newspaper section is set up, it must be linked to all of the publications that will use it, for the appropriate days.
Select Specifics | Deliverable Section from the Paper Section Setup screen to display the Deliverable Section Setup screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter a product that uses this section.
PAPER SECTION
display
The section will be displayed from the Paper Section Setup screen.
START DATE, END DATE
date
Enter the date range during which this paper section will be active with this publication. You do not need to enter an end date.
VALID
yes/no
Indicate the days of the week that this section will be used by this publication.
MODEL
setup
Alternate editions are assigned to the regular publishing run on an ad hoc basis in PUBLISHING | EDITION OVERRIDE. This field accomplishes the same thing for advance publishing runs.
For example, if route 12 has edition Metro, but should receive the advance sections for the State edition, an edition model could be set up for edition State and specified here. Route 12 would then have the Metro edition for regular publishing runs but the State edition in advance publishing. Alternate editions can only be used in advance publishing if advance draw is kept at the section level (as governed by Business Rules).
WEIGHT
decimal
Enter the weight of the section 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 for this section for each valid day of the week.
Select Accept to accept the section/publication link. Link the section to another product or press F4 and select Exit to return to the Paper Section Setup screen.
If a Targeted Marketing product is defined as a sub-product of a publication, its draw is a percentage of the parent publication’s draw. The TM Calendar defines schedules for delivering these TM sub-products, and is used to determine when draw should be created for them.
In character Circulation, select TM Calendar from the Products menu to display the TM Calendar Setup screen. TM calendars can also be set up in the Calendars option in Graphical Setup.
Enter the publication for which you are defining TM delivery dates. The screen will appear as shown in the figure below.
Select specific billing dates, using the table listed with the Holiday Calendar as a guide.
Press F1 to accept the dates selected. Set up a calendar for another TM product, or press F4 to exit to the Setup menu.
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.
In character Circulation, select Company from the Products menu to display the Company Setup screen.
Select Add and complete the following fields.
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.
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.
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.
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.
In character Circulation, select Delivery Schedule from the Products menu to display the Delivery Schedule Setup screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the ID of the product that will use this delivery schedule.
DELIVERY SCHEDULE
open (8)
Enter an ID for the delivery schedule, such as “Daily” or “Sunday”.
START DATE, END DATE
date
Enter the date range in which this delivery schedule will be used.
DESCRIPTION
open (30)
Enter a description for this delivery schedule.
SUBSCRIPTION TYPE
predefined
Indicate whether this delivery schedule should be used with term (regular) or day pass subscriptions. Once the delivery schedule is defined, this field cannot be modified.
DAYS OF WEEK
predefined
For each day of the week, indicate whether this product is delivered.
ENTER ON WEB, WEB DESCRIPTION
yes/no open (30)
These fields are used by iServices Subscriber (a companion application). You can control whether this delivery schedule is available for subscribers entering transactions via the web. If so, enter “y” in the Enter on Web field, and enter the description of the delivery schedule that should be displayed on the web.
VALID FOR MAIL
yes/no
Indicate if this delivery schedule is valid for mail delivery.
VALID FOR ONLINE
yes/no
Indicate if this delivery schedule is valid for online delivery.
DIGITAL VAC HOLD
yes/no
If subscribers on this delivery schedule can receive a digital vacation pack during a temp stop, leave this field set to “y.” If the delivery schedule does not qualify for a digital vacation pack, set the field to “n.”
VARY COPIES
yes/no
Indicate if the number of copies delivered may vary by day of the week. For example, if this product/delivery schedule can deliver three copies on Wednesday but one copy during the rest of the week, enter “y.”
Select items on the Specifics menu, listed in the table below, to enter additional information about the delivery schedule.
Route Delivery Sched
To assign specific routes to the delivery schedule.
Delivery Schedule Days
If the delivery schedule will be used for mixed delivery routes, to define which will be route, and which will be mail delivered days.
Message Days
To define messages that should be printed on bundle tops for subscribers with this delivery schedule.
Label Group Delivery Schedule
To identify the label groups with which the delivery schedule can be used.
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.
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.
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.
ROUTE
setup
Enter the route to be associated with this delivery schedule. Enter “*” if this delivery schedule is valid on all routes.
PRODUCT
display
The product entered on the Delivery Schedule Setup screen is displayed.
DELIVERY SCHEDULE
display
The delivery schedule entered on the Delivery Schedule Setup screen is displayed.
START DATE, END DATE
date
Enter a date range for which the route will be associated with the delivery schedule.
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.
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.
Set up a distribution class, which will be identified in Business Rules as the mixed delivery distribution class. Any route in this distribution class will be considered a mixed delivery route. See distribution class for more information about distribution classes.
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.
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.
PRODUCT, DELIVERY SCHEDULE
display
The product and hybrid/mixed delivery schedule are displayed from the Delivery Schedule Setup screen.
START DATE, END DATE
date
Enter a date range for the mail/carrier mix that will be entered below. You may leave End Date blank.
LABEL GROUP
setup
HYBRID/MIXED DELIVERY METHOD
predefined
For each day of the week, indicate whether delivery is by route or mail. If the label group entered is valid for online subscriptions, then indicate which days are for online delivery and which days are for route delivery.
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.
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.
Select Specifics | Message Days to display the Message Day Setup screen.
Select Add and complete the following fields.
PRODUCT, DELIVERY SCHEDULE
display
The product and delivery schedule are displayed from the Delivery Schedule Setup screen.
MESSAGE WEEKDAYS
yes/no X 7
For each day of the week, indicate whether the delivery schedule message should print for this delivery schedule.
MESSAGE LABEL
open (20)
Bundle top messages contain headers. Enter the header for this delivery schedule message—for example, “SUNDAY-ONLY”. This field cannot be left blank.
MESSAGE TEXT
open (60)
Enter the text of the message here—for example, “Sunday-only subscriber”.
Select Accept to enter the delivery schedule message into the database.
Select Exit to exit to the Delivery Schedule Setup screen.
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.
Select Specifics | Label Group Deliv Sched to display the Label Group Delivery Schedule Setup screen.
Select Add and complete the following fields.
PRODUCT
display
The product is displayed.
DELIVERY SCHEDULE
display
The delivery schedule is displayed.
LABEL GROUP
setup
Enter a label group for which this delivery schedule is valid.
START DATE, END DATE
date
Enter the date range during which this delivery schedule is valid for the label group.
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.
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 ).
In character Circulation, select Publication from the Products menu to display the Publication Setup screen.
Select Add and complete the following fields.
Select Specifics to enter specifics information about the publication. The Specifics options and where they are documented are listed in the table below.
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.
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).
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.
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”.
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.
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.
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.
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.
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.
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.
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
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
The CC Run Date Calendar, along with the CC Invoice Calendar, define schedules for producing carrier collect invoices. The CC Invoice Calendar defines the billing periods, while the CC Run Date Calendar defines the actual date within the billing period that carrier collect invoices should be generated. See of the User Manual for more information.
In character Circulation, select CC Run Date Calendar from the Products menu to display the CC Run Date Calendar Setup screen. CC Run Date calendars can also be set up in the Calendars option in Graphical Setup.
Enter the publication for which you are defining billing dates. The screen will appear as shown below.
Select specific billing dates, using the table listed with the Holiday Calendar as a guide.
Press F1 to accept the dates selected. Set up a calendar for another publication, or press F4 to exit to the Setup menu.
The Publishing Info option is used to store a unique 15-digit barcode for each publication/edition combination for each publishing date. This barcode can be included in imports and exports along with an ANA/URN (unique reference number) that identifies a single copy route. The ANA/URN can be included in the bundle top export and is used, in conjunction with the barcode, when importing returns.
Select Publishing Info from the Business | Products menu to display the Publishing Information window.
Click the Add Publishing Information icon and complete the following fields.
Click OK to save the record, or Add Another to add another record.
Click the Modify icon () and enter information in the fields described in the table below (if you are specifying retention or message days for a specific publication, select Add).
If you are assigning label groups to mixed-delivery or hybrid subscribers by delivery schedule (rather than Zip code), enter the label group for this delivery schedule. See .
Note: In order to use the complaint escalation functionality, a publication must be set up to allow complaint escalation in .
See in the User Manual for a list of the messages printed with each renewal notice format.
Rewards programs are promotional offers that give consumers credits for purchasing a product. The credits may be air miles, points, or other incentives. Newspapers sometimes offer rewards to their subscribers, based on the subscription payment term. In Circulation, are user-defined and may be valid only for certain publications. Rewards are linked to publications via this option.
PRODUCT
display
The publication for which you are defining complaint escalation information is displayed.
START DATE, END DATE
date
Enter the date range during which this complaint escalation information is valid. You may leave End Date blank.
NUMBER OF COMPLAINTS ALLOWED
integer (3)
Enter the threshold for complaint escalation. If a customer calls in this number of complaints, that complaint and any additional complaints will be escalated.
REVIEW DAYS
integer (3)
Enter the time period, in days, to use when considering whether a complaint should be escalated. For example, say Number of Complaints Allowed is set to “3” and this field is set to “5”.
The following outcomes will occur for customers calling in complaints within different time periods:
3 complaints in 4 days: third complaint escalated
4 complaints in 5 days: third and fourth complaints escalated
3 complaints in 7 days: no complaint escalation
2 complaints in 1 day: no complaint escalation
COMPLAINT COUNT METHOD
predefined
Indicate whether complaints should be counted for each Occupant, Address, Occupant/Address, Route/Occupant, Route/Address, or Route/Occupant/Address combination.
For example, if Route/Occupant is selected, and a multi-route subscriber calls in a complaint for a day delivered by one route and another for a day delivered by the other route, the complaints will be counted separately.
COUNT BY PRODUCT
yes/no
Indicate whether complaints for different publications and TM products should be counted separately.
For example, if the count method is “occupant” and this field is set to “n”, and a customer calls in complaints about a publication and a TM product, the complaints will be counted together; if the field is set to “y” they will be counted separately.
FORMAL COMPLAINT TYPE
open (12)
Enter the complaint escalation label that should be used by Circulation. For example, if you enter “critical” here, escalated complaints will create a “critical” transaction for the customer.
EMAIL fields
yes/no
In the Email fields, indicate whether email should be sent to the District Manager, Zone Manger, Regional Manager, and/or Area Manager, when a complaint is escalated.
RESOLUTION DAYS
integer (3) X 7
For each day of the week, enter the number of days in which an escalated complaint for that day should be resolved.
For example, if Wednesday is set to “2”, a complaint called in on Wednesday should be resolved by the end of Friday. The Formal Complaint report lists complaints that should be resolved but are not.
NDM
DB
10
Sun
10
ONDM
Sun
20
DB
20
NDM
DB
10
Sun
10
Shopper
20
ONDM
DB
20
Sun
20
Shopper
10
PRODUCT
display
Circulation displays the product entered on the initial screen.
AAM ZONE
setup
Enter the AAM zone to be associated with this product.
START DATE, END DATE
date
Enter the date range in which this product will use the AAM zone. You may leave End Date blank.
AAM ZONE ORDER
integer (10)
Enter the order in which this product/AAM zone should print on AAM reports. AAM zone orders should be assigned in increments of “10”. This allows future zones, if any, to be inserted at any point in the sequence list without changing existing AAM zone order.
PRODUCT
display
Circulation displays the publication entered on the initial screen.
AUTO RENEW TYPE
predefined
Indicate whether the auto renew terms (next field) are valid for auto renew types of credit card, bank draft, or PayPal.
AUTO RENEW TERM
predefined
Enter the auto renew period for this term. This can be year, quarter, month, week or day.
AUTO RENEW LENGTH
integer (3)
Enter the valid number of periods in this auto renew term.
START DATE, END DATE
date
Enter the date range in which this auto renew term is valid for this product. You may leave END DATE blank.
NOTICE DAYS
integer (3)
Enter the number of days before the subscription expiration that auto-renew reminder notices should be sent. Enter a "0" if notices should not be sent. See Send eBills in the User Manual for more information.
TRIAL NOTICE DAYS
integer (3)
Enter the number of days before the trial period of subscription expiration that auto-renew reminder notices should be sent. Enter a "0" if notices should not be sent.
ROUTE RENEW DAYS MAIL RENEW DAYS ONLINE RENEW DAYS TRIAL RENEW DAYS
integer (3)
Enter the number of days before it expires to renew the subscriber for each delivery method.
ROUTE GRACE DAYS MAIL GRACE DAYS ONLINE GRACE DAYS TRIAL GRACE DAYS
integer (3)
Enter the number of grace days allowed for subscribers of each delivery method.
PRODUCT
display
The combined product is displayed by Circulation.
COMBINE PRODUCT
setup
Enter one of the publications that will make up the combined product.
PRODUCT
display
The product that you are setting up is displayed here.
START DATE, END DATE
date
Enter the date range for which you are defining publishing days. You may leave End Date blank.
DAYS OF WEEK
yes/no
Beginning with Sunday, indicate whether each day is a normal publishing day.
DAILY PUBLICATION NAME
setup
For each day on which the publication is active, define a publication name. The publication name will be displayed on all publishing run documents.
Delivery Type
Carrier
Carrier
Carrier
Carrier
Carrier
Period Number
1
2
1
2
3
Occupant Type
*
*
*
*
*
Rate Code
*
*
*
*
*
Payment Days
10
10
0
0
0
Renewal Delivery Method
*
*
*
*
*
Days Before Expire
30
15
10
0
-10
PRODUCT
display
Circulation displays the publication entered on the Publication Setup screen.
BILL TYPE
predefined
Indicate if this record is for a renewal notice or invoice.
DELIVERY TYPE
predefined
Enter the delivery type for this renewal period. This will be either mail or one of the user defined route types, such as “carrier” or “motor”. Enter “*” to define periods for subscribers delivered by multiple routes with different route types. Note that in this case “*” does not mean “all”.
PERIOD NUMBER
predefined
Enter the period number for this renewal period; for example, enter “1” if this is the first notice or invoice that should be sent.
OCCUPANT TYPE
setup
Enter the occupant type for this renewal period, or enter an asterisk (*) to indicate all occupant types.
RATE CODE
setup
Enter the rate code for this renewal period, or enter an asterisk (*) to indicate all rate codes.
PAYMENT DAYS
integer (6)
Enter the minimum number of days that must have been purchased by the last payment processed for the subscriber. For example, if you enter “10” here, only subscribers whose last payment bought at least 10 days will be selected for this renewal period.
RENEWAL DELIVERY METHOD
predefined
Indicate whether only subscribers whose renewal notices are carrier delivered, mail delivered, or eBill (delivered via email) should be selected for this renewal period. Enter “*” to include all renewal delivery methods.
DAYS BEFORE EXPIRE
integer (4)
Enter the number of days before subscription expiration that this notice should be sent. If this notice should be sent after the expiration date, enter the number of days followed by a hyphen; for example, enter “7-” to indicate seven days after expiration. Because most “start and bill” subscribers expire on the day we start them, in order to generate an invoice it is may be necessary to use “0” days before expire to generate the first invoice and a “-” number of days before expire to generate any additional invoices.
MESSAGE
open (60)
Enter one or two lines of information that should print on the renewal notices. These messages are user-defined and might read “To continue service, send check today!”.
Three other messages could print on renewal notices (tax message, rate message or general message) if there is room on the form. See below.
PRODUCT
display
The publication to which you are linking the renewal delivery method is displayed.
RENEWAL DELIVERY METHOD
predefined
Enter the renewal delivery method that you are linking to this publication. Valid choices are carrier, mail, and eBill.
Note: In order select “mail” or “eBill” in this field, the Business Rule, May the subscription renewal delivery method be overridden during a new start or billing change transaction? (Customer Services section), must be set to “yes”.
START DATE, END DATE
date
Enter the date range during which this renewal delivery method should be linked to the publication. You can leave End Date blank.
MERCHANT
open (20)
If the renewal delivery method is “eBill” and an outside merchant will be handling the renewal delivery, enter the merchant ID here. This is for reference purposes only.
ALSO INCLUDE INVOICE PERIODS,
ALSO INCLUDE RENEWAL PERIODS
predefined
These two fields apply only to the renewal delivery method of “eBill.”
Subscribers who are set up to receive eBill notices will have their renewal information exported to an external file. These two fields allow you to include additional, non-eBill subscribers in this file as a way to promote the eBill renewal method. For example, a subscriber on “mail” renewal may also receive an eBill during the first renewal period (or other selected period) and be given the opportunity to pay online.
For these additional, non-eBill subscribers, indicate which renewal numbers or renewal periods should also be exported to the eBill file. To include multiple numbers, separate them with commas. For example, if you would like all subscribers receiving a 1st and 2nd notice to be included in the eBill file, you would enter “1,2” in Also Include Renewal Periods.
SHOW ON WEB,
ENTER ON WEB,
WEB DESCRIPTION
yes/no
yes/no
open (30)
These fields pertain to iServices Subscriber. Set SHOW ON WEB to “y” if this renewal delivery method should display for the publication in iServices on the Bill Delivery Option page, if the subscriber is currently assigned to the method.
Set ENTER ON WEB to “y” if a subscriber can select this renewal delivery method when changing the bill delivery option.
If SHOW ON WEB is “y”, enter the description that should display for the renewal delivery method in WEB DESCRIPTION.
PRODUCT
display
The product that is being defined is displayed here.
BILLING GROUP
open (8)
Enter an ID for this billing group, such as “15th”.
START DATE, END DATE
date
Enter the date range during which this auto renew group is active. END DATE may be left blank.
DESCRIPTION
open (20)
Enter a description of this auto renew group.
RENEWAL TYPE
predefined
Enter the type of renewal payment: bank draft, credit card, PayPal, or “*”.
ENTER ON WEB
yes/no
Indicate if this auto renew billing group should be available in iServices.
WEB DESCRIPTION
open
Enter a description that will be displayed when this auto renew billing group is selected in iServices.
WEB DISPLAY ORDER
integer (3)
This field determines the order in which auto renew billing groups are displayed in iServices. Lower numbers are displayed higher in the order.
WEB DEFAULT
y/n
Indicate whether this auto renew billing group should default in iServices.
PRODUCT
display
The product that is being defined is displayed here.
REWARD PROGRAM
setup
Enter the ID of the rewards program here. The program must be set up in advance.
START DATE, END DATE
date
Enter the date range during which the rewards program will be offered with this publication. You may leave End Date blank.
PRODUCT
display
The product being defined is displayed here.
DRAW CLASS
setup
Enter the ID of the draw class here. Draw classes must be set up in advance.
DISPLAY ORDER
integer (3)
Indicate the order in which this draw class should appear.
RETURN PRIORITY
integer (3)
Indicate priority this draw class should appear when processing returns.
ALLOW GROUP DRAW CHANGE?
yes/no
Indicate if group draw changes can be performed on this draw class.
PRODUCT
setup
Enter the ID for this publication (as set up in DELIVERABLE).
COMBINED PUBLICATION
yes/no
Indicate if this is a combined publication (a publication made up of two or more smaller publications that usually run separately). Combined publications are explained on Specifics, Publication Combine.
PRODUCT NAME
open (30)
Enter the full name of this publication.
PHONE
integer (10)
Enter the area code and telephone number for this publication.
OTHER PHONE,
OTHER USE
integer (10)
integer (10)
Enter an additional telephone number for this publication, such as a facsimile number, and indicate its use (optional).
FREQUENCY OF ISSUE
open (30)
Indicate the frequency with which this product is issued, such as “Daily Monday-Friday”, “Weekly”, “Monthly”, etc. This is printed on the 3541 Post Office Report.
TAX EXEMPT?
yes/no
Indicate whether or not this product is exempt from taxes. If you tax neither carrier/dealers nor subscribers, enter “y”. If you tax one or both, enter “n”.
TAX ID
open (15)
Enter the publication’s tax ID, or ABN number, if applicable.
USPS NUMBER
open (8)
Enter the United States Postal Service (USPS) number assigned to this product. Every US newspaper is assigned a United States Postal Service (USPS) number which is used as a reference number for postal charges incurred. This number is printed on the Post Office Report. Contact the Post Office for more information.
ISSN NUMBER
open (10)
Enter the ISSN Number (International Standard Serial Number) for this product. This field is optional.
TIP CHARGE CODE
setup
Enter the charge code to be used for crediting the carrier’s account if tips are entered with subscriber payments. During initial setup, you will not be able to enter a Tip Charge Code. Once you define your charge codes (in SETUP | ACCOUNTING | ACCOUNT BILLING), you can select this option again to enter the Tip Charge Code.
REFUND W/O LIMIT
integer (7)
Some states require that refund writeoffs over a certain amount go to the state, while newspapers keep writeoffs for less that amount. If this is true of your state, enter the state’s refund writeoff limit here. All refund writeoffs for amounts over this limit will be credited to the “over limit” account entered in the next field, rather than the regular refund writeoff account. If your state does not have a limit, leave this field set to zero.
ALLOW PREVIOUS DELIVERY
yes/no
Some newspapers offer to deliver a paper from earlier in the week (typically Sunday) to new subscribers or restarts, for free (see the User Manual for details). If your newspaper offers previous delivery, enter “y” here.
ALLOW PREVIOUS DELIVERY,
PREVIOUS DELIVERY DAY
yes/no x 7,
predefined
If you entered “y” in Allow Previous Delivery, the Previous Delivery Day window will then open. Specify the days of the week on which subscribers qualify for previous delivery papers. Then, in Previous Delivery Day, enter the day of the week that should be delivered as the previous delivery paper.
SUBSTITUTE CHARGE CODES
yes/no
If you will track substitute carriers in Circulation, enter “y” here to define charge codes that should be used for penalties and premiums associated with substitutes. See Account Type for more information on substitutes.
PENALTY, PREMIUM
setup x 7
Substitute carriers can be given incentives for delivering a route, and the regular carrier disincentives. If you entered “y” in Substitute Charge Codes the Charge Codes for Substitute Carriers window will open. Enter the charge code, if any, that should be used on each day of the week to penalize the regular carrier and/or reward the substitute carrier for delivering this publication.
CUTOFF BY EDITION
yes/no, yes/no x 7
You may want different editions of this publication to have separate publishing runs (see the User Manual). If so, enter “y” here and enter the days of the week that have separate edition cutoffs in the Cutoff By Edition window.
STAND ALONE?
yes/no
When using combos, enter “n” if the publication does not have a standalone rating structure and is only available if purchased as part of a combo.
ALLOW DAY PASS
yes/no
Indicate whether you offer day pass subscriptions with this publication. See the User Manual for more information.
ALLOW DAY PASS BUNDLE
yes/no
If Allow Day Pass is set to “y”, the Day Pass Setup window opens with this and the next field. Indicate whether day pass bundles (containing multiple days) are offered with this publication.
DAY PASS WRITEOFF GL ACCOUNT
setup
If offering day passes for this publication, select the GL account to use for writing off day pass subscriber balances. Day pass writeoff is not currently a supported feature.
REFUND GL ACCOUNT
setup
Enter the general ledger account number that will be credited when a subscription refund is issued. Note that GL accounts for refunds to credit cards are defined in Credit Card Account setup.
REFUND W/O GL ACCOUNT
setup
Enter the general ledger account number that will be credited when a refund is written off.
SUBSCRIPTION AR ACCOUNT
setup
Enter the general ledger account number for the AR account that should be debited when a grace owed transaction is created and then credited when the grace is eventually paid or written off.
VACATION PACK GL ACCOUNT
setup
Enter the promotional vac pack general ledger account number. This account is debited in cases where a vac pack extends the subscriber’s expiration date.
OVER LIMIT REFUND W/O
setup
Enter the number of the general ledger account that will be credited for refund writeoffs if the writeoff amount is greater than the limit entered in Refund W/O Limit. If there is no limit in your state, leave this field blank.
START BAD DEBT ACCOUNT
setup
Enter the general ledger account number that will be debited when the grace owed transactions are written off for “start-and-bill” subscribers (who have never renewed their subscription).
RENEW BAD DEBT ACCOUNT
setup
Enter the general ledger account number that will be debited when the grace owed transactions are written off for subscribers who have renewed their subscription at least once. This may be the same as the account entered in Start Bad Debt Account.
DISCREPANCY GL ACCOUNT
setup
Enter the general ledger account number that will be debited for revenue adjustments when the Revenue Comparison report is run in update mode.
MANUAL REFUND GL ACCOUNT
setup
Enter the general ledger account number that will be credited when a refund is processed for a subscriber who does not have an available refund amount.
To define thresholds and complaint numbers for escalating complaints.
To enter valid AAM zones for this publication.
To enter address information about the publication. (refer User Manual)
To enter automatic renewal subscription terms.
To enter credit status codes (and related information) for this publication.
Label Group Publication
To enter label groups used by this publication.
To enter occupant information about the publication. (refer User Manual)
To enter information about combined publications.
To enter the days on which this publication publishes.
To enter valid editions for this publication.
To specify alternate edition models that will be used with this publication.
To set up renewal and invoice periods for this publication.
To specify valid renewal delivery methods (“carrier”, “mail”, and/or “eBill”) for this publication.
To set up categories for renewing credit card, bank draft, and PayPal autorenew subscribers.
To link rewards programs to valid publications.
To assign draw classes to a publication.
PRODUCT
setup
Enter the product for which this barcode is used.
EDITION
setup
Enter the edition for which this barcode is used.
ISSUE NUMBER ISSUE DATE
open (8) date
Enter the issue number (volume, season, month, etc.) or the issue date of the publication.
BARCODE
open (15)
Enter the barcode.
COVER PRICE
decimal (7)
Enter the price on the publication’s cover.
WEEK NUMBER
integer (2)
If applicable, enter the week number of the campaign associated with this publication.
PUBLISH DATE
date
Enter the date on which this product was published.
OFFICIAL ON SALE DATE
date
Enter the date when this publication is officially made available for sale.
UNOFFICIAL ON SALE DATE
date
Enter the unofficial on-sale date.
LAST DATE OF SALE
date
Enter the last date on which this publication will be offered for sale.
PUBLISHER’S RECALL DATE
date
Enter the date on which unsold copies of this publication are returned to the publisher.
LAST DATE FOR ORDER
date
Enter the last date on which copies of this publication can be sold.
ROUTE CLASS
setup
Enter the route class. This information helps in locating the appropriate route during imports.
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.
