Route Setup Utility
Last updated
Last updated
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A route is a geographic location made up of addresses. Routes that sell papers to customers are single copy routes. Routes that deliver papers to subscribers are home delivery routes. Both types of routes are defined in the Route Setup Utility.
The Route Setup Utility is an alternative to the Distribution Point, Home Delivery Route, and Single Copy Route setup options (see Distribution Point in the Setup Manual). The advantage is that, by using Route Setup, you are walked through all three setups, including specific information, in one continuous entry session.
The Route Setup Utility consists of a number of tabs. These tabs are described in the order in which they are arranged. To begin, select Route Setup Utility from the Setup menu.
Basic information for the route appears in the top portion of the Route Setup window. See the descriptions in the following table. After basic information is entered, additional route information can be specified in the tabs in the bottom portion of the window, as documented below.
PRODUCT
setup
Select a product that can be delivered on this route.
ROUTE
open (8)
Enter an ID for this route.
START DATE
date
Enter the first date this product can be delivered on this route.
END DATE
date
Enter the last date this product can be delivered on this route. Never set an end date until the draw is zero (0) and all billing has been completed.
TYPE
predefined
Indicate whether this is a route (home delivery route) or single copy route.
POSTAL DROP?
yes/no
If you selected “single copy” in TYPE, indicate if this is a bulk postal drop.
NAME
open (25)
Enter the name of the route.
DISTRICT
setup
Enter the district in which this route is located.
SECTIONS BY ROUTE
setup
This field is used by advance publishing and the Burt export option. Indicate if this route delivers all or some of the newspaper’s advance sections. Otherwise, enter none. If you select “all” or “some”, the Sections tab will be available for entry of Burt part information. Note: If all routes of an edition deliver an advanced section, you can link the section to the edition, and can select “All” here.
AAM COLUMN
setup
Select the AAM column in which paid circulation figures for this route should be recorded for AAM reporting.
ROUTE CLASS
setup
Select the route class for this route. A route class is a group of similar routes for group draw purposes. If, for example, you have four racks at a shopping mall whose daily draw would change at the same rate, you can group them together in a route class.
RATE CLASS
setup
Optionally, select an account rate class for this route. A rate class is a group of routes used for account rating purposes.
INSERT GROUP
setup
If you have InsertPlus, enter the insert group for this route (also known as a preprint demographic). Insert groups represent types of routes (such as “apt” and “house”) that are typically sold together when advertisers order insertions.
BONUS RATE CLASS
setup
Optionally, select a bonus rate class for this route. Bonus rate classes are used to insert bonusing with InsertPlus.
BURT ALT ZONE CODE 1
integer
User defined. Works in conjunction with Burt Export and is only for sites that export alternate zone information.
CODE 2
integer
User defined. Works in conjunction with Burt Export and is only for sites that export alternate zone information.
ALLOW RETURNS?
yes/no
Indicate whether returns are allowed for this route.
ALLOW DRAW CHANGES?
yes/no
Indicate whether draw changes (changes to the draw before the publishing run has been processed) are allowed for this route. Leave this box unselected for home delivery routes whose office pay, carrier collect, paid comp, and unpaid comp draws should not be adjusted manually. Note that you will still be able to adjust the draw for samples and service copies.
LOCATION?
open (unlimited)
Indicate whether a drop location should be entered. If the drop location for this route does not vary and is not the carrier’s home address, select this checkbox and then specify the drop location for this route in the Default Drop Location dialog box that appears.
INSTRUCTIONS?
open (unlimited)
Indicate whether special drop instructions apply to this route. If so, select this checkbox and enter the instructions in the Default Drop Instructions dialog box that appears.
If you are defining a home delivery route, you must enter delivery information in the Route Setup tab. Click OK to accept the information. The other Route Setup tabs will then be open.
Note: If this is a single copy route, the fields on the Route Setup tab will be different. See Single Copy Information for descriptions of those fields.
ROUTE TYPE
setup
Enter the route type for this route, such as carrier or foot. Route types are user-defined categories.
NUMBER OF MILES
decimal (4)
Enter the number of miles covered by this route. This field is currently used for reference purposes only.
HOUSEHOLDS
integer (6)
Enter the total number of households on this route (subscribers and non-subscribers). This field is used by InsertPlus.
VAC PAC HANDLER
predefined
Indicate whether vacation packages will be held for subscribers by the carrier or the office (District Manager).
PRINT LABELS
predefined
Indicate whether route labels should never be printed for this route, always be printed, or be printed only for dwelling types that have been set up for route labels. Enter “always”, for example, if this route delivers to a nursing home or campus dormitory where every paper on the route should be labeled for internal distribution.
SUBSCRIPTION RATE CLASS
setup
The route may be assigned to a subscription rate class for subscriber rating purposes. If so, enter the rate class here.
ASSOCIATED ROUTE
setup
At times, transactions performed by agents are not reported until after they have occurred. For example, a subscriber may start a subscription on a Monday, but the newspaper may not be notified until Wednesday. In this situation, the agent provides the paper to the subscriber from a specific single copy route until the regular route draw is updated. Backdated draw adjustments can be created to reconcile this draw between home delivery and single copy routes. In associated route, you enter the single copy route that should be used to provide or receive papers related to the backdated transactions. This field is required if the Business Rule, Should backdated transactions create draw adjustments between associated routes? is set to “Yes”.
SUBSIDY
decimal (8)
If transportation cost subsidies can be entered at the route level (as governed by the Business Rule Should route level subsidies be included in transportation costs?) you may specify the subsidy for this route. If a subsidy amount is specified, it increases the transportation cost for taxing purposes.
For example, if a subsidy of .05 is entered and the carrier receives 27¢ per copy to deliver a subscription, the total transportation cost for the subscription would be .32.
If a subsidy amount is entered at the route level, it will be used rather than the subsidy specified in the Business Rule What is the daily subsidy amount which should be added to the remit on payment trans cost calculation?
REDELIVER
yes/no
Indicate whether products can be redelivered to the subscriber, if necessary, on this route. For example, redelivery may not be allowed to some subscribers because of time/distance constraints. Typically, redelivery is made because the paper is wet or damaged.
OFFICE PAY
yes/no
Indicate whether office pay subscriptions are allowed on this route.
CARRIER COLLECT
yes/no
Indicate whether carrier collect subscriptions are allowed on this route.
STATUS CARDS
yes/no
Indicate whether office pay status cards should be printed for this route. These cards are printed when an office pay subscriber has a transaction that would affect the carrier (such as a change in expiration date).
DELIVER RENEWALS
yes/no
Indicate whether subscriber renewal notices are delivered by this route. Renewal notices can be delivered by route or mailed.
THROWOFF
yes/no
Indicate whether this is a throwoff route. A throwoff route represents one or more subscribers delivered directly by the truck driver (the individual subscribers will print on the truck manifest).
PRINT CC INVOICES
yes/no
If you produce invoices for carrier collect subscribers (a Business Rules consideration), indicate whether carrier collect invoices should be printed for this route.
ALLOW ISERVICES WALK SEQ UPDATES
yes/no
Route walk sequencing will only be allowed in iServices Distribution when this field is checked.
BILL WHEN
predefined
This field will be open only if the Print CC Invoices checkbox is selected. If you print carrier collect invoices for this route, indicate whether the invoices should be produced in advance or in arrears. If you select “arrears”, the collect invoices for this route will indicate what is due from each carrier collect subscriber in the current billing period. If you select “advance”, the invoices will indicate what is due for the next billing period.
BILLING METHOD
predefined
If both the Office Pay and Carrier Collect checkboxes are selected, this field will be open. Enter the default billing method for subscribers on this route. This will be either office pay, or carrier collect. Leave the field blank to use the default billing method defined in Business Rules.
TIME ZONE ZIP
setup
Enter the Zip code for this route. Time zones are associated with Zip codes in Zip setup. If you enter a Zip code with an associated time zone, the time zone will default.
TIME ZONE
setup
CITY
open (28)
Enter the city in which this route is located. This and the following fields are used for taxing purposes and will be open only if you tax by route (a Business Rules consideration).
COUNTY
open (25)
Enter the county in which this route is located.
STATE
setup
Select the state in which this route is located.
COUNTRY
setup
Select the country in which this route is located.
EDITION SUN - SAT
setup
For each day of the week (Sunday - Saturday), indicate the edition that will be delivered on this route. The edition will be printed on the bundle top, insuring that the correct edition is sent to the route.
DEPOT SUN - SAT
setup
If you use depots, enter the depot at which this route’s papers are dropped for each day of the week.
ORDER SUN - SAT
integer (8)
If a depot is entered for some or all days in the week, enter the route’s drop order within the depot on that day.
BURT TYPE
open (2)
Specify the Burt product type for this route for each day of the week. The product type is exported to Burt and indicates how the route is inserted (complete, part, etc.). The product type entered here is used for actual and pending draw; the product type used when exporting advance draw is specified in the Section tab.
Single copy routes include racks, dealers, NIE, bulk, and office copies. Dealers and racks are reported in paid circulation totals, bulk is reported in the bulk sales section of AAM reports, and the office is reported in the unpaid section of the AAM reports.
If you are setting up a single copy route, the Route Setup tab will contain different fields, as shown below.
CITY PERMIT
open (15)
Some cities require a permit for every newspaper box on a street corner. If so, enter the city permit number for this route. The permit number is for reference only.
IDENTIFIER
open (15)
If you use ANA/URN numbers to identify single copy routes, enter this route’s ANA/URN identifier here. The identifier can be included in bundle top exports and returns imports, along with the publication barcode. See Publishing Info in the Setup manual for more information.
SINGLE COPY TYPE
setup
Indicate the single copy type for this route. To establish a Counter Sales route, enter a single copy type other than “office” so that it is included in paid circulation.
DISPATCH SHORTAGES
yes/no
Indicate whether shortages should be dispatched on this route.
CITY
open (28)
Enter the city in which this route is located. This and the following fields are used for taxing purposes, and will be open only if you tax by route (a Business Rules consideration).
COUNTY
open (25)
Enter the county in which this route is located.
STATE
setup
Select the state in which this route is located.
COUNTRY
setup
Select the country in which this route is located.
TIME ZONE ZIP TIME ZONE
setup setup
Optionally enter the ZIP Code and time zone for this route. Time zones can be associated with ZIP Codes in Zip setup. If you enter a ZIP Code with an associated time zone, the time zone will default, but can be changed.
If a time zone is specified, transactions for subscribers delivered by the route will display in Customer Service and elsewhere with the time adjusted for the time zone.
ALLOW ISERVICES DRAW ADJUSTMENTS
yes/no
Check these fields if the route allows draw adjustments, draw changes and/or returns to be entered via iServices Distribution. Note: These fields are enabled only if iServices Distribution is installed. In addition, Allow iServices Draw Changes is enabled only if the Allow Draw Changes checkbox is selected for the route, and Allow iServices Returns enabled only if the Allow Returns checkbox is selected for the route.
ALLOW ISERVICES DRAW CHANGES
yes/no
Check these fields if the route allows draw adjustments, draw changes and/or returns to be entered via iServices Distribution. Note: These fields are enabled only if iServices Distribution is installed. In addition, Allow iServices Draw Changes is enabled only if the Allow Draw Changes checkbox is selected for the route, and Allow iServices Returns enabled only if the Allow Returns checkbox is selected for the route.
ALLOW ISERVICES RETURNS
yes/no
Check these fields if the route allows draw adjustments, draw changes and/or returns to be entered via iServices Distribution. Note: These fields are enabled only if iServices Distribution is installed. In addition, Allow iServices Draw Changes is enabled only if the Allow Draw Changes checkbox is selected for the route, and Allow iServices Returns enabled only if the Allow Returns checkbox is selected for the route.
DRAW ADJUST
setup
Enter the draw adjustment code to apply to returns entered via iServices Distribution.
UNAUTH DRAW ADJUST
setup
Enter the draw adjustment code to apply to unauthorized returns entered via iServices Distribution.
EDITION SUN - SAT
setup
For each day of the week (Sunday - Saturday), indicate the edition that will be delivered on this route. The edition will be printed on the bundle top, insuring that the correct edition is sent to the route.
DEPOT SUN - SAT
setup
If you use depots, enter the depot at which this route’s papers are dropped for each day of the week.
ORDER SUN - SAT
integer (8)
If a depot is entered for some or all days in the week, enter the route’s drop order within the depot on that day.
BURT TYPE
open (2)
Specify the Burt product type for this route for each day of the week. The product type is exported to Burt and indicates how the route is inserted (complete, part, etc.). The product type entered here is used for actual and pending draw; the product type used when exporting advance draw is specified in the Section tab.
The Delivery Schedule tab is where you indicate the delivery schedules that are valid for this route. Subscribers with delivery schedules not added here cannot be assigned to the route.
Click Add and complete the following fields. Click OK to make the delivery schedule valid for the route.
ROUTE
display
The route ID is displayed.
PRODUCT
display
The product for which this route is being defined is displayed.
DELIVERY SCHEDULE
setup
Enter a delivery schedule valid for this route. Press F2 to display a lookup of valid schedules.
START DATE, END DATE
date
Specify the first date range this delivery schedule will be used for this route. You may leave End Date blank.
Subscribers can specify a delivery placement (for example, “door” or “mat”) for the paper as part of a start, move, temporary address or reroute transaction. Delivery placements are set up in advance and can be valid for all home delivery routes or for a specific set of routes. If your delivery placements are valid only for certain home delivery routes, you can specify the delivery placements that are valid for this route here. This tab is not active for single copy routes.
Click Add and complete the fields described below. Then click OK to make the delivery placement valid for this route.
ROUTE, PRODUCT
display
The route and product being defined are displayed.
DELIVERY PLACEMENT
setup
Enter a valid delivery placement for this home delivery route.
START DATE, END DATE
date
Enter the date range during which this delivery placement will be valid for this route. You may leave End Date blank.
Home delivery routes are attached to delivery maps for routing and other purposes. If you have more than one delivery map set up, specify the map(s) to which the route should be assigned on the Map Route tab.
Click Add and complete the fields described below. Then click OK to accept the map assignment.
MAP
setup
Enter the ID of a delivery map to which this route should be assigned.
DELIVERY DAYS FOR MAP
display
The days on which the delivery map is used by this product are displayed.
START DATE, END DATE
date
Enter the date range during which the route will be assigned to this map. You may leave End Date blank.
Because routes may lie in more than one census tract, the draw percentages for each census tract should be specified on the Census Tract tab. You need enter census tract information only if you have census tracts defined and use them for market penetration, subscriber rating, Targeted Marketing selection or InsertPlus. To add census tract percentages, click Add and complete the fields described below. Click OK to accept the percentages entered for the census tract.
Note: If all addresses within the Circulation database are stored with census tract information, you can select UTILITIES | ACCOUNT | UPDATE CENSUS TRACT % to establish the percents for home delivery routes.
Routes may lie in more than one Town of 25, so you need to establish what percentage of the route draw lies within each area. These percentages are used to determine Town of 25 circulation for the paragraph 3 by Town Report. Percentages are defined on the Town of 25 tab.
Click Add and complete the fields described below. Then click OK to accept the percentages. Enter all Towns of 25 that overlap with this route.
Note: If all subscriber records (including carrier collect and office pay) are stored in the Circulation database, you can select Utilities | Account | Compare/Update AAM % to establish the Zip code percents for home delivery routes.
ROUTE
display
The route ID is displayed.
PRODUCT
display
The product for which you are defining this route is displayed.
TOWN OF 25
setup
Enter a Town of 25 that overlaps with this route.
AAM ZONE
setup
Enter the AAM zone for this Town of 25. It is possible (though uncommon) that the Town of 25 lies in two or more AAM zones. In that case, you would enter percentages for each Town of 25/AAM zone combination.
START DATE, END DATE
date
Enter the date range during which the following draw percentages are valid. An end date is not required.
SUN-SAT
decimal (6)
For each publishing day of the week, enter the percentage of this route’s draw that lies within this Town of 25 and AAM zone. The combined percentages for all Towns of 25 must equal 100 for each publishing day.
As with Towns of 25, routes may also cross Zip code boundaries. If you do AAM reporting by Zip, you will need to specify the percentage of this route’s draw that lies within each Zip code. These percentages are used to determine circulation within a Zip on the Paragraph 3 by Zip Report.
Note: If, according to Business Rules, you maintain AAM history by Zip code (for use on AAM reports) or use InsertPlus, select this option to set up these records. Otherwise, the option can be skipped. Note also that if all subscriber records (including carrier collect and office pay) are stored in the Circulation database, you can select Utilities | Account | Compare/Update AAM % to establish the Zip code percents for home delivery routes.
Zip code percentages are defined on the Zip tab. Click Add and complete the fields described below. Then click OK to accept the Zip percentage. Define percentages for each Zip code that overlaps with this route.
ROUTE
display
The route ID is displayed.
PRODUCT
display
The product for which you are defining this route is displayed.
ZIP CODE
open (5)
Enter a Zip code that overlaps with this route.
TOWN OF 25
display
The Town of 25 is displayed.
START DATE, END DATE
date
Enter the date range for which these draw percentages are effective. You may leave END DATE blank.
SUN-SAT
decimal (5)
For each day of the week, enter the percentage of the draw that is delivered within this Zip code. Draw percentages for all Zip codes must total 100% for each publishing day.
If you use service areas in dispatching, you can assign the route to a service area on the Service Area tab. Click Add and complete the fields described below. Then click OK to accept the service area assignment.
ROUTE
display
The route ID is displayed.
PRODUCT
display
The product for which you are defining this route is displayed.
SERVICE AREA
setup
Enter the service area to which this route belongs. A route may belong to different service areas on different days of the week. Service areas must be set up in advance.
START DATE, END DATE
date
Enter the date range during which the route belongs to the service area above. You may leave END DATE blank.
SUN-SAT
yes/no
Enter the days of the week that the route belongs in this service area.
If this is a single copy route, you can assign a single copy price level via the Price Level tab. If your newspaper reports AAM circulation figures based on price level, and the draw for a single copy route will not fall under the default price level for single copy (as defined in Business Rules), a price level must be assigned. Enter a price level for each day of the week, and the date range for which the price level assignment is valid.
The edition normally delivered by the route has already been specified as part of the basic information for the route. On certain occasions, however, a different edition may be delivered. For example, routes sometimes deliver a different edition on holidays. In these cases, an alternate edition model is used. The model tells Circulation which edition is delivered by each route on days when the editions are non-standard. If your newspaper does not use alternate edition models, you do not need to enter information on this tab.
Alternate editions are specified on the Edition Model tab. Click Add and enter the editions that should be delivered by the route when a certain alternate delivery model is used. Click OK to accept the alternate edition assignment.
ROUTE
display
The route being defined is displayed.
PRODUCT
display
The publication delivered by the route is displayed.
EDITION MODEL
setup
Enter the alternate edition model for which you are specifying an edition.
START DATE, END DATE
date
Enter the date range for which the edition specified here will be delivered by the route when this alternate edition model is used. START DATE cannot be before the current publishing date; END DATE can be left blank.
EDITION
setup
Enter the edition that will be delivered by the route when this alternate edition model is used.
If the route will deliver TM products, a minimum delivery credit for each product can be defined on the TM Product Info tab. You need to enter this information only when the minimum delivery credit for the route is not the same for all routes delivering the product (if it is the same, it can be set up in Targeted Marketing). Click Add to define the minimum delivery credit for a TM product and OK to accept.
ROUTE
display
The route ID is displayed.
PRODUCT
display
The product for which you are defining the route is displayed.
TM PRODUCT
setup
Enter a TM product that can be delivered by this route.
START DATE, END DATE
date
Enter a start date and, optionally, an end date during which the delivery credit information is in effect.
MINIMUM CREDIT
decimal (8)
Enter a minimum delivery credit. This is the minimum credit that a qualifying account can earn for delivery of this product. Accounts must be cleared for delivery credits during Account Setup.
This tab is used to enter route-level resupply exceptions. An exception is needed when a product allows resupply (Deliverable record), but the route does not.
You can specify the time by which the route should be delivered on each day of the week on the Deadlines tab. This information can be useful to customer service associates, especially when entering complaints. Click Add to enter the deadline times and OK to accept the deadlines.
START DATE, END DATE
date
Enter date range for which the deadlines are valid. You may leave END DATE blank.
STANDARD DELIVERY (SUN-SAT)
military (4)
For each day of the week, enter the time by which papers on this route should be delivered. Enter the time in military format. For example, 9 am would be entered as 09:00, and 2:30 pm would be entered as 14:30.
DISPATCH CUTOFF (SUN-SAT)
military (4)
For each day of the week, enter the latest time of the day by which papers must be dispatched for redelivery.
The Demographic tab is where you can answer single copy demographic questions (as set up in Setup | Subscription | Demographics). To answer a question, highlight the question and click Modify. You can then supply an answer for the question. Click OK to accept the answer.
If you select “all” or “some” in the Sections By Route field, the Sections tab will be available. If you select “all”, the Paper Section field will be populated automatically with “*”. If you select “some”, you will need to complete the fields described below to identify which sections are delivered by this route.
PRODUCT
display
The route’s product is displayed.
ROUTE
setup
The route ID is displayed.
START DATE, END DATE
date
Enter the date range during which this section will be delivered by this route. The end date may be left blank.
PAPER SECTION
setup
Enter the section this route will deliver.
BURT PART
open
Enter the Burt product type for this route when distributing this section. The product type is exported to Burt and indicates how the route is inserted (complete, part, etc.).
The Draw Class tab allows you to enter draw classes for a single copy route, as well as minimum and maximum draw, and optimal and maximum return information. At least one draw class (flagged as primary) must be defined for a single copy route. See Draw Class in the Setup Manual for more information on draw classes.
Click Add to add the first draw class. The draw class flagged as primary in Draw Class setup will display in the CLASS field and cannot be changed. If additional draw classes are added for the route, the CLASS field opens and a non-primary draw class can be selected.
PRODUCT
display
Displays the product ID.
ROUTE
display
Displays the route ID.
CLASS
setup
Select a valid draw class for this single copy outlet. When adding the first draw class record for a route, this field will display the primary draw class defined in Draw Class setup.
START DATE
date
Enter the first date the draw class can be used for this single copy outlet.
END DATE
date
Enter the last date the draw class can be used for this single copy outlet.
OPT RET TYPE
predefined
Indicate whether the optimal draw information (entered below) is a percent or an amount. The optimal return percent or amount is used for Return Draw Analysis reporting, which compares the actual returns for the route with its optimal percentage/amount. If the returns are different from the optimal, Circulation creates draw change transactions.
MIN DRAW
integer (6)
For each day of the week, enter the minimum draw limit for this draw class. Draw changes will not be able to set the draw below this limit (unless the draw is changed to zero).
MAX DRAW
integer (6)
For each day of the week, enter the maximum draw limit for this draw class.
OPT RET %*
decimal (4)
If the optimal return type for this draw class is “percentage” (as entered in Optimal Type), enter the optimal return percentage for each day of the week.
OPT RET AMOUNT*
integer (6)
If the optimal return type for this draw class is “amount” (as entered in Optimal Type), enter the optimal quantity for each day of the week.
MAX RET %
decimal (5)
For each day of the week, enter the maximum percentage of draw that may be returned. The maximum percentage may not exceed 100%. Note: Returns that exceed the maximum percentage entered for this draw class will be considered “unauthorized” returns.
Note: When end dating draw classes, draws should be moved from the old draw class to the new draw class with draw changes. Also, do not end date or delete the primary draw class record for a route unless you are changing primary draw classes.
Trips are walk sequences used by carriers who deliver multiple routes; addresses from all of the routes are arranged collectively in one trip sequence. If this home delivery route belongs to a trip, you can assign it on the Trip Route tab. Click Add and specify the trip for the route. Then click OK.
ROUTE, PRODUCT
display
The route being set up is displayed, along with the product it delivers.
TRIP
setup
Enter a trip that includes this route. A route may only be assigned to one trip per day. For example, if a route is assigned to a trip that is valid for all days of the week, it cannot be assigned to another trip.
START DATE, END DATE
date
Enter the date range during which the route will belong to this trip. End Date may be left blank.
Use this option to enter or change the drop address associated with the route. This is the address that will be shown in the Single Copy Locator (through geocoding).
Find the route whose address you want to enter or change.
You have the following options in this window:
Add—Use this option to add a new address to associate with the route. The address fields are described in the Customer Service section.
Find—Use this option to search for an existing address to associate with the route.
Remove—Use this option to modify the address that is associated with the route.
Click Continue when you have finished.
You can add (), find (), modify () or copy () routes using the Route Setup Utility.
Note: The other option on the toolbar () is used to maintain the drop address associated with the route. See Maintain a Route Address for more information about this option.
Click the Maintain a Route Address icon (). The Route Address window appears.