Circulation User Manual
NavigaSupportSetup Manual
  • Circulation User Manual
  • ❶ Introduction
    • Circulation Overview
      • The Basic Concept
      • Summary
    • Application Launcher
    • Navigating the Graphical Interfaces
    • Viewing and Printing Reports
      • The Report Viewer
      • Filtering and Other Options
    • Personalization
    • Mapping
  • ❷ Customer Service
    • Find
    • Documents
    • Alerts
    • Contacts
    • Mapping
    • Viewing Customer Information
      • Subscription
      • Address
      • Occupant
      • Contact
      • Demographics
      • Financial
      • Rate Changes
      • Rates
      • Miscellaneous
      • Transactions
      • Rewards
      • Merchandise
      • Subscriber Info
    • Address and Occupant
    • Transactions
      • Day Pass
      • New Start
      • Stop
      • Restart
      • Complaint
      • Billing Change
      • Delivery Schedule
      • Route/Mail Reassignment
      • Move
      • Temporary Address
      • End Temporary Address
      • Payment
      • Cancel Payment
      • Transfer
      • Refund
      • Refund Write-off
      • Grace WriteOff
      • Notes
      • Delivery Placement
      • Contact
      • Combo Change
      • End Combo
      • Modifying Transactions
      • A Note About Rerating Subscribers
    • Messages
    • Tasks
  • ❸ Route Service
    • Finding Routes
    • Mapping
    • Viewing Route Information
    • Transactions
    • Draw Management
    • Account Information
    • Messages
    • Route Service Reports
    • Setup
      • Route Sequence
      • Route Setup Utility
      • Router Utility
      • Rerouting
      • Substitute Draw
      • Truck Time
    • Account Services
    • Distribution Maintenance
    • Utilities
      • Suspend Route
      • Insert Base and Draw Exports
      • Burt Export
      • GMA/SAM Export
      • Draw Forecast Export
      • Drop Time Import
      • Truck Dock Import
      • Single Copy Draw Import
      • Router Import
      • Max Return
      • Drop Time Entry
      • Truck Validation
      • Truck Check
      • Deadline Override
      • Reseq Drop Order
      • Reseq Depart Order
      • Draw Change Lockout
  • ❹ Publishing
    • Introduction to Publishing
    • Edition Override
    • Multi-Pack Override
    • Edition List Setup
    • Import Bundle Sizes
    • Carrier Mail Export
    • Set Sub-Product Draw
    • Start Publishing Run
    • Press Room Report
    • Transaction Processing
    • Undo Final Tran Proc
    • Distribution Menu
      • Daily Draw Worksheet
      • Edition Drawsheet
      • Enter Bundle Info
      • Stacker Interface
      • Bundle Tops
      • Truck Manifest
      • Route Labels
      • Status/Collect Cards
      • Prev Delivery Labels
      • Adv Reconciliation
      • Single Copy Receipts
    • Mail Menu
      • Print Labels
      • Daily PO Report
      • Finnish Post Export
    • DM Report
    • End Publ Run
    • Press Room Entry
    • Press Room Import
    • Press Room Audit
    • Resupply Documents
    • Publishing Run Status
    • Advance Processing
  • ❺ Dispatching
    • What Is Dispatching?
    • Review Dispatch Items
    • Dispatching Items
    • Compliance
  • ❻ Reporting
    • The Reporting Module
    • AAM Menu
      • Daily
      • Daily Price Level
      • Paragraph 3 by Town
      • Paragraph 3 by Zip
      • Paragraph 3 by Zip/Town
      • Paid and Qualified History
      • History
      • History Price Level
      • Reduced Rates
      • Nth Factor
      • Other Paid Draw
      • Paid Draw by Rate
      • 4% Allowance
      • Subscriber Export
      • Billing Export
      • AAM Draw Export
      • Period Comparison
      • Restate AAM History
      • Digital Access Draw
      • Digital Analysis Report
      • Digital Subscription Audit Report
    • Account Menu
      • Account List
      • Status/Collect Cards
      • Charge/Credit
      • Bond Activity
      • Billed/Unbilled Draw
      • Past Due Letter
      • 1099 Forms
      • 1099 Audit
      • Vacation Pack Labels
      • Drop Credit Audit
    • Audit Menu
      • Transaction Audit Reports
      • Address Audit Reports
      • Occupant Audit Reports
      • Other Audit Reports
      • Setup Audit Reports
    • Churn Reports
    • Management Menu
      • Unearned Revenue
      • GL Interface Journal
      • Audit GL Journal
      • Summary Age Analysis
      • Detail Age Analysis
      • Daily Draw Impact
      • Start/Stop Analysis
      • Retention Analysis
      • Stop Analysis
      • Subscriber Payment Analysis
      • Formal Complaint
      • Complaint Rate
      • Rate by 100
      • District Summary
      • Dispatch Report
      • Address Duplicates
      • Taxable Revenue
      • Draw and Revenue
      • Revenue Comparison Report
      • CC Success Report
    • Market Penetration Reports
    • Postal Menu
      • Financial PO
      • Walk Sequence Cards
    • Route Menu
      • Route Delivery List
      • Route Walk Sequence
      • Complaint
      • Home Deliv Compare
      • Draw Variance
      • Delivery Credit/Draw
      • Draw Analysis
      • Net Draw
      • Pending Messages Report
      • Future Starts Report
      • Router List
    • Single Copy Menu
      • Return Draw Analysis
      • Pilferage
      • Weekly Manifest
      • Single Copy by Day
    • Subscriber Menu
      • Active Mail
      • Active Online
      • Available Refunds
      • Refunds Written Off
      • Refund Cards
      • Grace Due
      • Grace Balance
      • Receivables Aging
      • Writeoff Analysis
      • Grace Written Off
      • End Grace
      • Fee Analysis
      • Fee WriteOff
      • Office Pay Expires
      • Stopped Subscribers
      • Throwoff Subscribers
      • Paid/Unpaid Starts
      • Discount Prediction
      • Subscriber Info Export
      • Balance Forward Bill
      • Undo Balance Forward
      • Subscriber Activity Export
      • Subscriber Activity Import
    • Taxing Menu
      • Tax Exclusion
      • Tax Liability
      • Trans Cost Remit Tax
      • BAS Reconciliation
      • Tax Export
  • ❼ Targeted Marketing
    • Introduction to Targeted Marketing
    • Setup
      • 1. Create a New TM Product
      • 2. Define Selection Criteria for the TM Product
      • 3. Specify the Output Formats for the TM Product
      • Creating New Formats
      • Other Setup Options
    • Processing
    • Undo Processing
    • Selection Summary
    • Copy
    • Campaigns
      • Campaign Setup
      • Canvass Board
      • iServices Campaign Module
      • Business Rules for the iServices Campaign Module
      • Using a Campaign in iServices Subscriber
  • ❽ Tasks
    • Introduction
    • Setup Menu
      • Task Group
      • User Notification
      • Activity Code
      • Task Type
      • Task
      • Alert
    • Tasks Menu
      • My Tasks
      • All Tasks
    • Generating Tasks
    • Tasks in Targeted Marketing and Reports
    • Reports Menu
      • User Statistics Report
      • User Audit Report
    • Utilities Menu
      • Overdue Tasks
  • ❾ Dashboard
    • Introduction
    • Activity by Time
    • Department Activity by Transaction Type
    • User Activity
    • Activity by Source
    • Activity by Reason
    • Activity by Delivery Schedule
    • Complaint Types
    • Task Types
    • Donations
  • ❿ Accounting
    • Introduction
      • Accounting and the General Ledger
      • About Subscriber Rating
      • About Account Rates
      • Subscriber and Account Rating Examples
      • About Payment Authorization
      • About Credit Card Surcharges
      • When to Use Accounting Options
    • Account Billing Menu
      • Selection
      • Processing
      • Billing Journal
      • Invoices
      • Deposit Slips
      • Trans Exclusion
      • Invoice Export
      • Close
      • Invoices on Bundle
      • Missed Invoices
      • Statement Export
      • Undo Processing
      • Billing Run Status
      • Undo Close
      • Interest Calculation
      • Create Bond Charges
      • Create Drop Credits
      • Undo Drop Credits
      • Trial Billing
    • Accruals
    • Account Payments Menu
      • Payment Entry
      • Lockbox Processing
      • Bank Draft Payments
      • Payments to GL
      • Cancel Payment
      • Cancel Credit Payment
      • Payment Journal
      • Cash Batch Audit Journal
      • Apply Unapplied
      • Apply All Unapplied
      • Applied Journal
      • BACS Pre-Notify
      • Proof of Sale Adj
    • Misc. Charge/Credit Menu
      • Miscellaneous Charge
      • Balance Writeoff
      • Cancel Miscellaneous Charge
      • Charges Journal
      • Charge for Complaints
      • Misc. Charges Export
      • Misc. Chg/Cr Import
    • AP/Direct Deposit Menu
      • Interface to AP
      • Midmonth Pmt Export
      • Direct Deposits
      • Credit Journal
      • Vendor Import
      • Vendor Export
      • Vendor Change Report
    • Subscriber Payments Menu
      • Auto Payments
      • Lockbox Processing
      • Batch Payments
        • Business Rules for Subscriber Payments
        • Entering Subscriber Payments
        • How Circulation Determines Term and Length
        • Payments and Discounted Rates
        • Paying for Premium Days
        • Entering Group Payments
        • Generating Rewards
      • Payment Journal
      • Payment Processing
      • Batch Audit Journal
      • Resolve Payments
      • Resolve Journal
      • Pymt Authorization
      • Vindicia Report
      • ACH Status Update
    • Vindicia Payments
    • Subscriber Menu
      • Renewal Notices
      • Undo Renewal Notices
      • Auto Notice Export
      • Send eBills
      • Batch Refunds
      • Refund Journal
      • Refund Writeoff
      • Avail Refund Export
      • Grace Owed Export
      • Grace Writeoff
      • CC Invoice Export
      • Credit Card Expires
      • Trans Cost Export
    • Fiscal Close Menu
      • Close Period (Account)
      • Close Period (Subscriber)
      • Fiscal Close - GL Submenu
        • Export GL
        • Audit GL Transactions
  • ⓫ Utilities
    • Introduction
    • Account Menu
      • Rate Check
      • Draw Export
      • Compare/Update AAM %
      • Update # Households
      • Update Census Tract %
      • Balances
      • Change Recur Charge
      • Holiday Draw
      • Holiday Edition
      • Change Bill Source
      • Change Account ID
      • Rate Change
    • Audience Menu
      • Audience Sync
      • Reset Audience Sync
    • Subscription/Address Menu
      • Batch Addr Hygiene
      • Router Addr Hygiene
      • Change Credit Status
      • Extend Grace Days
      • Dupl Address Edit
      • Dupl Address Report
      • Subscription Purge
      • Address Demographics
      • Product Change Setup
      • Product Change
      • ACS Update
      • Bonus Day Setup
      • Copy Bonus Day Setup
      • Bonus Day Delivery
      • Bonus Day Adjustment
      • Delivery Schedule Change
      • Extend Expire Dates
      • Stop Utility
      • Batch Transactions
      • Sub Length Pricing
      • Auto Accept Batches
    • System Menu
      • Batch Setup
      • Check Disk Space
      • Check Date & Time
      • View/Print
      • Who’s Logged In
      • Process Log Report
      • Purge Process Log
      • Find Fields
      • Purge Session Data
      • Performance Analysis Tools
    • History Purge
    • Setup Menu
      • Bulk Route Changes
      • Bulk Router Updates
      • Truck Validation
      • Route Delivery Sequence
      • Route Delivery Sequence Update
      • Trip Delivery Sequence
      • Trip Delivery Sequence Import
      • Postal Walk Sequence
      • Route Type Change
      • Route ID Change
      • Copy Publ Info
      • GMA/SAM Account Type
      • One Day Rate Change
    • Tools Menu
      • Check Single Copy and Check Home Delivery
      • Move Truck Drop
      • Change Area Code
      • Rerate Subscribers
      • Unlock/Clear Batches
      • Undo Draw Adj Batch
      • Re-Export Interface to AP
      • Re-Export Direct Deposits
      • Re-Export Subscriber Payment Batch
      • Re-Export Direct Debit
      • Find CC Transactions
      • Comboizer
    • Export Menu
      • Subscriber Activity
      • Collectech
      • Subscriber Balances
      • mass2one
      • Rewards
      • Update Cleanse Flag
      • Subscriber Info
      • Draw Impact Export
      • Addresses
      • Subscribe Extract Export
    • Import Menu
      • Billing Change
      • Do Not Call List
      • Subscriber Activity
      • Reward Response
      • Address Information
      • Update Cleanse Flag
      • Communication Hist
      • Auth Import
      • Note Transaction Import
      • Single Copy Demographic Answers
      • Token Account Updater
    • Close Day for AAM
    • Reset End Publ Run
    • Remove End Publ Lock
    • Custom Menu
    • Handheld Export
    • Newsvendor Invoice
    • Weekly Sales Order (WSO) Report
    • Vaulting Service
  • ⓬ Options
    • Introduction
    • Bellatrix Interface
  • ⓭ Appendix A—Glossary
    • A-B
    • C
    • D
    • E-L
    • M-O
    • P-R
    • S
    • T-Z
  • ⓮ Appendix B—File Formats
    • File Formats: An Introduction
    • “Secure” Directory for Private Information
    • 1099 File Format
    • AAM 4% Report Export
    • AAM Billing Export
    • AAM Draw Export
    • AAM Paragraph 3 by ZIP Export
    • AAM Subscriber Export
    • Account Credit Card Payment Formats
    • Account Invoice Scan Line Format
    • ACS Update Format
    • Admail Export File
    • Advance Reconciliation Export Format
    • Audience Sync
    • Auto Notice Export Format
    • Auto Renew Statement Export
    • Available Refund Export
    • Bank Draft Formats
    • Bellatrix Import and Export
    • Bill Format Export Elements (Used for Invoice Export)
    • Bonus Day Adjustment Export Format
    • Bundle Sizes Import Format
    • Burt Address Manager
    • Burt Export Formats
    • Burt Export Formats for TM
    • Cancel Credit Card Payment Format
    • Carrier Collect Invoice Format
    • Chart of Accounts Import
    • Collectech Export Format
    • Desktop Mailer Export
    • District Manager Export
    • Draw Export Format
    • Draw Impact Export
    • Draw Import Format
    • eBill Export Format
    • E-mail Templates
      • General Variables
      • eBill Templates
      • New Password template
      • Digital Vacation Pack template
      • Digital Complaint Template
      • Day Pass Template
      • Start Template
      • Temp Stop - Restart Template
      • Payment Template
      • Tip Donation Template
    • Export/Import Account Rates
    • Export/Import Subscription Rates
    • File Mapping Data Elements
      • 1099 Export
      • 1099 Forms Printing Export
      • Account Lockbox
      • Account Statement Export
      • Address Export and Address Import
      • Alternate Format for Draw Adjustments
      • Alternate Single Copy Draw Change Import
      • Audit GL Transactions
      • Authentication Import
      • Balance Forward Billing Export
      • BAS Reconciliation (Detail)
      • BAS Reconciliation (Summary)
      • Bundle Top Export
      • Campaign Import
      • Carrier Mail Export
      • Cleanse Flag Export
      • Cleanse Flag Import
      • Communication History Import
      • Complaint Export (Detail)
      • Complaint Export (Summary)
      • Credit Card Expires
      • Dispatch Export
      • Do Not Call Import
      • Do Not Call List
      • Draw Adjustments and Returns Import
      • Draw Change Import
      • Draw Forecast Export
      • Drop Credit Audit
      • Drop Time Import
      • GL Audit (Audit GL Journal)
      • GL Export
      • GL Interface Journal
      • Merchandise Report
      • Misc Chg/Credit Import
      • Note Import
      • Office Pay Audit Report
      • Past Due Letter
      • Payment Authorization
      • Postal Billing Export
      • Postal Subscriber Audit
      • Postal Subscriber Full Audit
      • Proof of Sale
      • Renewal Notice
      • Returns Journal
      • Route Data (Route Delivery List Export)
      • Route Labels
      • Router Import
      • Route Smart
      • Single Copy By Day Report
      • Sold Import
      • Stacker Interface
      • Status/Collection Cards
      • Subscriber Activity Export
      • Subscriber Activity Import
      • Subscriber Billing
      • Subscriber Export
      • Subscriber Lockbox
      • Subscriber Payment Journal
      • Subscriber Refund Journal
      • Subscriber Tax Export
      • Subscriber Tran Import
      • Targeted Marketing
      • TM Draw Change Import
      • Token Account Updater
      • Truck Sequence Export
      • Truck Sequence Import
    • General Ledger Interface Format
    • Grace Owed Export
    • Import Vendor Format
    • Insert Base and Draw Export Formats
    • Interface to AP Formats
    • Mail Mart Labels in Targeted Marketing
    • mass2one Export Format
    • Refund Export Formats
    • Refund Writeoff Export
    • Renewal Notice Export Formats
    • Rewards Export Format
    • Rewards Import Format
    • Route Delivery List Export
    • Route Delivery Sequence Update
    • Route ID Change Format
    • Route Type Change Export File
    • Sam Export Formats
    • Single Copy Demographic Import
    • Stacker Interface
    • Subscriber Activity Import Format
    • Subscriber Activity Output Format
    • Subscriber Balances Export Format
    • Subscriber Credit Card Expires Format
    • Subscriber Lockbox File Format (Standard)
    • Subscriber Payment Cancel Export Format
    • Subscriber Payment Formats (Credit Card)
    • Teledirect Formats
    • TM Output File
    • Transportation Cost Export
    • Trip Sequence Import File
    • Truck Manifest Export
    • Vac Pack Label Export
    • Vendor Change Export
    • Vendor Export
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  1. ❸ Route Service
  2. Utilities

Burt Export

Circulation has the ability to interface draw and truck information to the BURT inserting software package. The Burt Export option writes four fixed-length ASCII files to the /dti/exchange/cm directory. These files can then be imported into the BURT system. The export now includes zip pure records for each zip code the route is linked to for sites that export alternate zone information.

Note:

  1. The Burt Export is a licensed add-on feature. You must license and activate the “Burt Export” or “BurtPlus” add-on records before you can use it. Contact the Newscycle Support Center for assistance.

  2. The Burt Export does not export insert or mix information. This means that the inserts must be scheduled and the mixes must be created in BURT.

Business Rules (Route Services section) determine:

  • The Burt format version used (version 4 or version 7).

  • Whether routes with zero draw for the draw date are included in the export.

  • Whether the class of sale should be “HD” for home delivery routes and “SC” for single copy routes, or the first two characters of the route’s route type or single copy type.

  • Whether carrier routes or ad zones should be exported as Burt “ad routes”. If ad zones are exported, a special ad zone map must be defined to identify the “ad route” ad zones.

  • Whether the truck departure sequence is exported as the in the Sequence Offset field, and whether the Route Sequence field is populated.

  • Whether mail subscribers are included in the export. If so, a carrier route and an ad route record will be exported for each edition within a Zip code or ad zone (based on the ad zone type selected) and include the draw for all mail subscribers receiving the edition in that Zip or zone. If using ad zones, they must be defined by Zip code; mail subscribers with Zip codes that are not assigned to an ad zone will be grouped under the ad zone “MAIL”. The route ID exported will be “Z” plus the Zip code. The trucks exported will be “ML” plus the ad zone or Zip code. The class of sale for mail draw is also specified in Business Rules. Note that mail draw will not be exported if the ad zone type is “Truck”.

  • Whether the Burt Product Type can vary by route. If so, “Routes” will be an option in the Home Delivery Product Type and Single Copy Product Type fields. If the “Route” option is selected, the Burt product type exported for the route will be based on route setup (for actual or pending draw, the Burt Type field on the Route Setup tab, and for advance draw, the Burt Part field on the Sections tab). If a product type is not defined for a route, the product type specified in the Home Delivery Indicator field will be exported.

  • The file extension used for the Burt files (can be product ID, draw date, or both).

  • The entry and presort discount codes exported, if any.

The following Burt files are exported by this option:

  • Draw by Carrier Route (CR)

  • Draw by Ad Route (AR)

  • Draw by Ad Route Checksum (ARC)

  • File Name Index (FN)

  • Carrier Route Detail (BurtPlus add-on only)

  • Carrier Messages (BurtPlus add-on only)

See Appendix B for the formats.

To run the Burt Export:

  1. Select Burt Export from the Utilities | Export menu.

  2. Click Add and complete the following fields.

    Field
    Type
    What to enter

    PRODUCT

    setup

    Enter the publication for which to export draw and truck information to BURT.

    DRAW DATE

    date

    Enter the date for which draw information should be exported.

    DRAW TYPE

    predefined

    Indicate whether actual, advance, or pending draw should be exported. If draw has already been exported for this product, date, and draw type, you will be prompted as to whether the existing file should be overwritten.

    SECTION

    setup

    If running the export for a draw type of “Advance,” specify the section whose draw numbers should be exported (if advance publishing is run by section). If advance publishing is across all sections, enter “*” here.

    DEPARTURE SEQUENCE

    setup

    Enter the truck departure sequence that should be used to determine the trucks to be exported.

    TRUCK SEQUENCE

    setup

    Enter the truck sequence that should be used to determine the routes to be exported.

    HOME DELIVERY PRODUCT TYPE, SINGLE COPY PRODUCT TYPE

    predefined

    BURT has a Product Type field, which indicates whether a route is shipped complete or in parts that are assembled outside of the mail room. In these two fields, indicate whether your home delivery routes and single copy routes leave the mail room as completes or parts. If the Business Rule, Does the route indicator vary by route for Burt Export? (Route Services section) is set to “yes”, you will also be able to enter route in these fields. Selecting route will export the Burt product type entered for the route in Route Setup or, if not defined, the product type specified in the fields below.

    HOME DELIVERY INDICATOR, SINGLE COPY INDICATOR

    open

    If you selected “Route” in either of the product type fields above, enter the Burt product type to export for routes that do not have a product type specified in Route Setup. Note that if the Override field, below, is checked, this will be the product type exported for all home delivery and/or single copy routes.

    OVERRIDE ROUTE INDICATOR

    yes/no

    The product type for a route may be specified in Route Setup. If Home Delivery Product Type or Single Copy Product Type is set to “Route”, indicate whether the route’s predefined product type should be exported, or whether the home delivery/single copy indicators entered above should be exported for all routes.

    ROUTING SCHEDULE

    open (6)

    The BURT system uses the concept of a routing schedule (or “delivery schedule”) to identify how the inserting should be carried out on a given day of the week. Potentially, seven different routing schedule could be used. For example, the same departure sequence and truck sequence might be used for the Times on Tuesday and Wednesday, but in certain cases two Circulation Management “trucks” might be loaded onto the same physical truck on Tuesday. To differentiate the different load arrangements, Tuesday and Wednesday could be assigned separate routing schedules. In this field, enter the routing schedule for the export date (for example “TMSSAT” for “Times Saturday”).

    AD ZONE TYPE

    predefined

    BURT has an “ad zone” field. Indicate whether the route’s truck, Zip code or ad zone should be exported in the ad zone field. Ad zone will only be a valid option if you have InsertPlus.

  3. Click OK and then Continue to perform the export. After the export has completed, a processing report will list the number of records exported and any errors that occurred during the process; the standard viewing and printing options will be available.

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Last updated 1 year ago