Finding Routes

The first step in performing most Route Service activities is to find and display information about a route or account (Account Information describes how to locate an account). The Find option allows searching for a route by entering a route name or account name. Additionally, asterisks (*) can be used to perform wildcard searches for route names and single copy locations.

To find a route:

• Click the Find Route button ().

  
• Enter the product and one of the following:

  1. The route ID of the route you wish to locate. If you are not sure of the route ID, click the lookup icon.

  2. An account ID associated with the route you wish to locate. If you enter an account ID that is associated with multiple routes, the following dialog box will be displayed. Select the specific route you wish to view.

  3. Route or account name. See discussion of searching for route or account names, and wildcards, below.

• Click OK to display the route information.

  

Note: When finding a route, you can click the Recall button to default the search criteria entered in the previous find.

Searching for a Route or Account Name

When you perform a Find in Route Service, the system first attempts to locate a route ID that matches what you enter in the Route field. If a matching route ID is not found, the system will attempt to locate a matching account ID. If a matching account ID is not found, the system will now locate all route and account names that begin with the character string you entered.

If multiple matching route and/or account names are found, the search results will be displayed in a dialog box, shown below. Selecting an item in the list will populate the Route field with the route ID. This example shows the results of a search on “go mart”—all routes and accounts with a name that begins with “go mart” are displayed.

Searching for Routes with Wildcards

If you enter a search string that contains wildcards (the asterisk character (*)), Circulation will search only for routes (home delivery and single copy). Wildcards cannot be used to search for an account.

In the following example, *mart is entered to locate all route names that end in “mart.” If mart* is entered instead, Circulation will locate all route names that begin with “mart.” If *mart* is entered, Circulation will locate all route names that have text before and after the string “mart.”

Selecting a route from the list of found routes will populate the Route field. If Circulation finds only one route that matches the search string entered, that route ID will be populated automatically.

The Route Service Window

The Route Service window is divided into three parts:

• The Route Info panel (upper-left) is where route and publication information appears. If more than one product is delivered on this route, two arrow buttons will appear beneath the other route information. Click these buttons to view information about the other products.

• The upper-right portion of the window contains several tabs that show summary information for the route. These tabs are described below.

• The Draw tab shows projected draw for the selected product and route for the next seven days. The projected draw is the total number of newspapers a carrier, dealer, or motor route driver is scheduled to receive on a particular day, including all draw classes. It does not include unprocessed starts and stops. The pending draw, however, takes this into consideration.

  
• The TM Draw tab shows Targeted Marketing draw for this route for past dates (up to 180 days before the current date) and future dates that have been processed.

  
• The Transactions tab shows a summary of transactions for the route. Double-click on a transaction to display detailed information about it in the Transactions tab at the bottom of the window.

• The Create/Modify tab shows the date and time when the route was created and by which user. It also shows when the route information was last modified.

• The Publications tab shows all of the publications delivered by this route. You can double-click on a publication to show detailed information about it in the tabs at the bottom of the window.

• The Tasks tab shows route-related tasks. Double-click on a task to display details in the Tasks tab at the bottom of the window.

• The lower portion of this window contains several tabs that allow you to view and modify additional information about the route. These tabs are described in the next sections.