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This section guides the user through the menu options that are available under the Setup menu.
Bulk Router Updates allows you to change the default route, Town of 25, or AAM zone for all router address ranges that fall within the area specified. For example, if all subscribers on Colfax Ave are now being delivered by route 15 instead of routes 4, 12, and 7, you could make one bulk change here instead of modifying several router records.
See Router Utility for more information about routers.
Note:
If you run this utility by Zip code, no router records that are based on city will be updated. The reverse is also true: if you run the utility by city, no Zip code-based router records will be updated.
Select Bulk Router Updates from the Setup menu to display the Bulk Router Updates screen.
Enter router update information in the following fields.
ZIP CODE
open (5)
If the router records being updated are based on the Zip code, enter the Zip code here. If the records are based on the city, leave this field blank.
ZIP EXTENSION
open (4)
This field pertains only to Canadian rural routes (middle digit of FSA is “0”). Enter the LDU for this rural route.
COUNTRY, STATE, COUNTY, CITY
setup setup open (25) open (28)
If the router records being updated are based on the city, enter the city (and the country, state and county where it is located) here.
STREET
open (28)
If a particular street is being updated, enter the street name here.
TOWN OF 25
setup
If you are changing the default Town of 25 for this area, enter the new Town of 25 here (otherwise leave blank).
PRODUCT, AAM ZONE, DELIVERY PLACEMENT
setup setup setup
If you are changing the default AAM zone or delivery placement for this area, enter the AAM zone or delivery placement and the product it belongs to here. Otherwise, leave these fields blank.
MAP, ROUTE, START DATE
setup setup date
If you are changing the default route for this area, enter the route and the delivery map it is associated with. Also, enter a start date for the route change to go into effect.
Select Accept to make the router changes.
Although they can be modified using the Trip Delivery Seq option above, trip sequences must initially be imported into Circulation using this import utility.
Select Trip Del Seq Import from the Setup menu to display the Trip Delivery Seq Import screen.
Select Add and enter the name of the import file. The file must be located in the /dti/exchange/cm directory. See Appendix B for the file format.
Select Continue to import the file. After the import has completed, a processing report will display the number of records read and any errors that occurred.
This option is useful when setup must be changed for a large number of routes. For example, say that the Sunday edition for all routes in a certain district must be changed from “Early” to “Final”. Instead of modifying route setup for each route individually, you can run Bulk Route Changes and change all the routes at once. The setup information that can be updated with this tool includes:
District
Edition
Depot
Service Area
Delivery Schedule
Insert Group (InsertPlus sites only)
Route Class
Route Name
Allow Office Pay Flag
Allow Carrier Collect Flag
Note:
Setup information cannot be blanked out with this option. For example, if you wanted to change the rate class for a group of routes from “super” to blank, you would have to modify the routes individually.
Select Bulk Route Changes from the Setup menu.
Select Add and complete the following fields.
PRODUCT
setup
Enter the product to which these routes belong.
ROUTE OPTION
predefined
Indicate whether bulk changes are being made to home delivery routes, single copy routes, or both.
SELECTION TYPE
predefined
Indicate whether this utility should change routes in a particular district, zone, region, or area, or an individual route.
SELECTION VALUE
setup
Enter a particular district, zone, region, area or route (depending on the selection type entered above) for which to run the utility, or enter “*” to multi-select.
EFFECTIVE DATE
date
Enter the date on which the setup changes should take effect.
DISTRICT SERVICE AREA DELIVERY SCHEDULE INSERT GROUP ROUTE CLASS ROUTE NAME SINGLE COPY LOCATION ALLOW OFFICE PAY ALLOW CARRIER COLLECT EDITION (SUN - SAT) DEPOT (SUN-SAT) DEPOT DROP ORDER
setup setup setup setup setup open (25) open (30) yes/no yes/no setup setup integer (8)
For each setup item that should be changed, enter the new value. If an item should not be changed, leave it blank. For example, if you only want to change the Sunday edition from “Early” to “Final”, enter “Final” in the first EDITION field and leave all other fields blank.
Select Continue to make the route setup changes. For each route, the utility will look for an existing record with the values entered here; if it cannot find a record with these values, it will end date the old record and create a new record using the Effective Date field as the start date.
The exceptions are delivery schedule and route name. A new delivery schedule record is created for the route if one does not already exist; however no other delivery schedule records are modified. In the case of route name, the existing record is changed to reflect the new name. After the route changes have been made, the Bulk Route Changes report will appear, listing all of the records that have been created or changed.
Trips are delivery sequences used by carriers who deliver multiple routes; addresses from all of the routes are arranged collectively in one trip sequence (see Trip in the Setup Manual for more information). Trip delivery sequences can be modified and viewed using this option. Note, however, that they cannot be added here—they must be imported using the next option, Trip Del Seq Import.
Select Trip Delivery Seq from the Setup menu to display the Trip Delivery Sequence Update screen.
Specify the trip to be modified. You must also indicate whether the delivery sequences should display in Trip Delivery Sequence or Street Address order. Then select Continue.
The addresses delivered by this trip will now display. To change the trip sequence order for an address, select Modify, highlight the address and press Enter. Select VIEW to scroll through the address list.
Newspapers may change their route IDs from time to time, to better reflect the distribution organization or for other reasons. The Route ID Change options makes route ID changes a snap. All applicable records will be changed to use the new route ID. A single route can be changed, or a group of routes can be renamed using an input file.
Note:
If you use Circulation InSight, you must do a full export to InSight after changing a route ID.
Do not use this utility when a publishing run is open, when processing a Targeted Marketing product, or using any other option that accesses route records.
Select Utilities | Setup | Route ID Change to display the Route Change Utility screen.
Select Add and complete the following fields.
Select Continue to change the route ID. The Route Change Utility report will be displayed, listing the routes that were changed.
SINGLE ROUTE
yes/no
Indicate whether you are changing the route ID for a single route. If you are changing IDs for a group of routes, set this field to “n” and enter the input file in Input File Name.
OLD ROUTE
setup (8)
If you are changing the route ID for a single route, enter the existing route ID here.
NEW ROUTE
open (8)
If you are changing the route ID for a single route, specify the new route ID here.
NAME/LOCATION
open (25)
The route name can be changed along with the ID. If you are changing the route ID for a single route, enter a name for the route (leave blank to keep the old route name).
INPUT FILE NAME
open (30)
If you are changing the route ID for a group of routes, you must create an ASCII file containing the old and new route IDs. Enter the name of the ASCII file here. The file must be in the /dti/exchange/cm directory. See Appendix B for the file format.
You can run the Truck Validation report for a particular truck sequence, product, departure sequence, and date, to ensure that:
All of your routes have been assigned a drop order with a truck.
There are no routes that have been assigned to more than one truck.
All route drops have been assigned a location (a Truck Drop Sequence record).
A route doesn’t have multiple drop orders on a truck.
A truck does not have multiple editions (if One Edition Per Truck is set to “y”).
All trucks are included in the departure sequence.
This report is useful after initial setup, and whenever you are doing significant modifications to your trucks or routes. Some problems this report might reveal are routes assigned to multiple trucks, routes that are not assigned to trucks, routes that do not appear because the drop record has an end date before this date, and routes on trucks multiple times.
Select Truck Validation from the Setup menu to display the Truck Sequence Validation Report screen.
Select Add and complete the following fields.
PRODUCT
setup
Enter the product for which to produce the report. Only routes delivering this product will be considered.
DEPARTURE
setup
Enter the departure sequence for the report. Trucks that are in the truck sequence but not in this departure sequence will be listed.
TRUCK SEQUENCE
setup
Enter the truck sequence for which to produce the report. The drops information will be considered according to this sequence.
VALIDATION DATE
date
Enter the date on which to base the report. For example, if a drop record has an end date before this date, the drop will not show up on the report.
ONE EDITION PER TRUCK
yes/no
Indicate whether the truck sequence should be validated for edition—if so, a warning will be displayed if more than one edition of the newspaper is being dropped by a truck.
WEEKDAY
predefined
If you are validating for edition, indicate the day of week that should be validated, or enter “*” to multi-select days. Routes can have different editions on different days of the week; you may allow multiple editions on a truck on one day but not another day.
ALL TRUCKS
yes/no
If this field is set to “y”, errors for all trucks will be shown in the “Trucks Without A Truckdeparture Record” and “Duplicate TruckDropSequence Records” sections. If it is set to “n”, errors will be shown only for those trucks that have been set up in the selected truck sequence.
Select Continue to produce the report.
The Route Type Change utility can be used to change the route type for one or more routes, or all routes in one or more districts. In addition, changes can be made to:
Allow Carrier Collect and Allow Office Pay flags for the routes selected. This may cause billing changes for subscribers on the route, for example if an office pay subscriber’s route is changed to a carrier collect only route—a billing change would change the subscriber’s billing method from office pay to carrier collect.
Credit statuses for subscribers on the routes selected. If the credit status is changed, end grace transactions can be created if the subscriber’s grace period changes and the subscriber is currently in grace. You may optionally generate tasks as part of this process.
Grace periods. Grace periods may be changed because of route type changes (grace periods can be defined by route type). End grace transactions would also be created in this scenario.
Rate changes. Rate changes might be made for subscribers, based on the new route type and billing method. Billing change transactions are created for subscribers with billing method or rate changes.
Renewal notices and invoices for subscribers on the routes selected. Because of delivery method or credit status changes, you may want to reissue renewal notices or invoices to subscribers on the routes affected. A “rebill” transaction will be created for the subscriber. Renewal notices and invoices can then be generated for subscribers with rebill transactions.
Select Route Type Change from the Character Utilities | Setup menu.
Select Add and complete the following fields.
PRODUCT
setup
Enter the product for which routes will have route types changed.
EFFECTIVE DATE
date
Enter the date on which the changes created by this utility should be based (including changes to route setup, billing changes, and end grace changes).
DISTRICT
setup
Enter the district whose routes should have route type changes made, or enter “*” to multi-select districts. Leave this field blank if you want to select specific routes, rather than districts.
ROUTE
setup
If District is blank, indicate the routes for which route types should be changed (enter “*” to multi-select routes).
NEW ROUTE TYPE
setup
Enter the route type that should be assigned to these routes. The route type must be set up in advance.
ALLOW CARRIER COLLECT
yes/no
Indicate whether the routes selected should allow carrier collect subscribers.
ALLOW OFFICE PAY
yes/no
Indicate whether the routes selected should allow office pay subscribers.
SOURCE
setup
Enter the source code that should be used for any transactions created by this utility. For example, if you enter “routetyp” and a billing change transaction is created for a subscriber, the source code of the billing change transaction will be “routetyp”.
BILLING CHANGE REASON
setup
Enter the reason code for any billing change transactions created by the utility. For example, if a carrier collect subscriber is delivered by a route that is changed to office pay only, a billing change transaction will be created for the subscriber.
GRACE CHANGE REASON
setup
Enter the reason code for any grace change transactions created by the utility. For example, if a subscriber is in grace and her grace period changes due to a changed credit status, a grace change transaction will be created for that subscriber.
CHANGE CREDIT STATUS
yes/no
Indicate whether subscribers delivered by the routes selected should have their credit statuses changed by the utility.
CREDIT STATUS
setup
If you are changing credit statuses, enter the credit status here. All subscribers on the selected routes will now have this credit status.
CREATE REBILL TRAN
predefined
Indicate under what circumstances subscribers of the routes selected should have rebill transactions created. You can create rebill transactions for all subscribers (always), no subscribers (never), or only subscribers who have already received an invoice or renewal notice and thus need a reprint (if needed).
REBILL REASON
setup
Enter the reason code for any rebill transactions that are created.
GENERATE TASKS
yes/no
Set this field to “y” if you are changing credit statues and a task should be generated for each subscriber whose status was changed. The field will only open if at least one task is defined for the Route Type Change utility (Event field set to “Report Processing” and Report field set to “Route Type Change”).
Select Continue to change the route type and create the associated transactions. You will be prompted to enter the file name for an export file. This export file, which is written to /dti/exchange/cm, will contain details about subscriber information changed by the process (see Appendix B for the file format). As part of the process, the Route Type Change report will also appear, listing subscribers changed by the process and the information that was affected.
If rebill transactions were created, you can reprint invoices or renewal notices in Subscriber | Renewal Notices. The Print Rebills field must be set to “y” and the rebill reason must be the same as you entered here.
Use this option to save time when creating product records. This utility will copy the area, region, distribution zone, and district records from one publication to another. You will be prompted to enter the product to copy from (From Product) and the product to copy to (To Product), as well as start and end dates for the records that will be created.
Note:
If any of these records already exist for the To product, they will not be copied. For example, if product “DM” has Area records of “East” and “West”, and product “GZ” already has an Area record of “East”, copying product “DM” to “GZ” will result in only one Area record, “West”, being copied.
Select Copy Publ Info from the Utilities | Setup menu to display the Copy Publication Information screen.
Select Copy and complete the following fields.
FROM PRODUCT
setup
Enter the product whose information you want to copy.
TO PRODUCT
setup
Enter the product to which you want to copy the information.
START DATE END DATE
date
Enter the start and end dates for the records that will be created.
Select Accept to copy the publication information. When finished, a report will display any errors that occurred during processing.
Route delivery sequences define how a newspaper carrier should walk a route. Route lists and route labels may be printed in this order (Business Rules determine whether route labels print in truck-route-walk sequence order or truck-route-subscription ID order).
Select Route Delivery Sequence from the Setup menu to display the Route Delivery Sequence Update screen.
Select Add and complete the following fields.
ROUTE
setup
Enter the route for which to set up or modify the walk sequence.
ALL ADDRESSES
yes/no
Enter “y” if you want to select all addresses assigned to a route.
ZIP CODE
setup
Enter the Zip code for which to modify or view the route delivery sequence. Only addresses on this route within this Zip code will be sequenced.
SORT ORDER
predefined
Indicate whether addresses should display in street address order or walk sequence order. This is for display purposes only; the actual order is always the walk sequence order.
ASSIGN
yes/no
Indicate if you want sequence numbers to be automatically assigned by 10s (e.g., 10, 20, 30, etc.).
Select Continue to begin the sequencing. All of the addresses on this route are displayed, along with their sequence number (which is initially zero).
Select Modify, scroll down to the first address in the sequence, and press Enter. You can then enter the sequence number for this address. We recommend that you sequence addresses by tens (10, 20, 30, etc.) so that addresses can be added into the sequence later.
Press Enter after specifying a sequence number, and select another address. When you have finished entering sequence numbers, press F4 and Exit (twice) to exit to the main menu.
Before running the GMA/SAM Export, Circulation route types must be mapped to GMA “account types”; account types are exported as part of the route information.
Note: The GMA/SAM interface requires a separate license fee to use. Contact the Naviga Global Support Center for more information.
Select GMA/SAM Account Type from the Utilities | Setup menu.
Select Add and pick a route type. Then enter the associated GMA account type (the account type is user-defined and may be up to 5 characters). More than one route type may be mapped to the same account type.
Select Accept to add the route type/account type mapping to the database.
In addition to account types, you may also specify a default circulation group to user in the export. This is done with a Business Rule— In the GMA/SAM Export, what is the default circ group? (Route Services section).
This utility allows you to assign or change the walk sequence order for your mail addresses. The walk sequence indicates the order in which the postal carrier delivers addresses on a route. By placing mail in walk sequence order, you can receive certain mailing discounts.
Mail labels can be printed in walk sequence order within each PO route. Walk sequence order can also be automatically assigned.
One way to determine the walk sequence order is to print walk sequence cards (see ) and send them to the post office, where they will be put in walk sequence order and returned.
Select Postal Walk Sequence from the Setup menu to display the Postal Walk Sequence Update screen.
Specify the Zip code, postal carrier route, and sort order for which you are setting up the walk sequence.
Select Continue to begin the sequencing. Addresses with the Zip code, PO type and PO number you specified will be displayed, along with their sequence number (which is initially zero).
Select Modify, scroll down to the first address in the sequence, and press Enter. You can then enter the sequence number for this address. We recommend that you sequence addresses by tens (10, 20, 30, etc.) so that addresses can be added into the sequence later.
Press Enter after specifying a sequence number, and select another address. When you have finished entering walk sequence numbers, press F4 and select Exit (twice) to exit to the main menu.
Route Delivery Sequence Update allows you to export carrier walk sequences, modify them in an external program, and then import them back into the Circulation database. You can run this utility in “Edit” or “Commit” mode and export for a single route or all routes.
Select Utilities | Setup | Route Del Seq Update.
Select Route Del Seq Update from the Setup menu to display the Route Delivery Sequence Import/Export screen.
Select Add and complete the following fields.
Select Continue to begin the import or export.
The One Day Rate Change utility allows sites to change an account rate for a single day; for example, to increase the carrier credit on a major holiday.
Select One Day Rate Change from the Utilities | Setup menu in Graphical Utilities.
In the top portion of the screen, highlight a rule rate link records whose rate you want to change. You can Ctrl-click to select individual rates, or Shift-click to select a range of records.
Click the Add button and complete the following fields.
Click OK. The one-day rate change will be saved but not committed, and display in the One Day Change Links area in the lower right of the screen.
Define rate codes for additional rule rate links and dates.
Click the Commit button to commit the one day changes. Changes do not take effect until they are committed. Be sure that each change is correct before performing this step. Individual changes can be modified or deleted by using the Modify and Delete buttons.
Click OK to complete the operation. After a change is committed:
The original rule rate link is end-dated to the day before the one-day rate change.
A copy of the original rule rate link is created with a start date of the day after the one-day rate change.
ZIP CODE
setup
Enter the Zip code for which to set up postal walk sequences. Enter “*” to enter multiple Zip codes.
PO TYPE
predefined
Enter the PO route type. Enter an “*” to include all types or press F2 for a lookup of valid types.
PO NUMBER
open (3)
If you entered a PO route type in PO TYPE, enter the PO route number or enter “*” to include all routes.
SORT ORDER
predefined
Indicate whether addresses should be displayed on the screen in street address or walk sequence order.
ASSIGN
yes/no
Indicate if you want sequence numbers to be automatically assigned by 10s (e.g., 10, 20, 30, etc.).
OPTION
predefined
Select Export or Import.
READ OPTION
predefined
If you selected “Import” above, select Edit or Commit. “Edit” completes all of the checks and generates the same messages as “Commit”, but does not update the database.
ALL ROUTES
yes/no
If you selected “Export” above, indicate if you want to include all routes.
ROUTE
setup
If you are not including all routes, identify the single route that you want to export.
FILE NAME
open (30)
Enter the name of the file to export, or the name of the file you are importing. If you are importing, the file must exist in the default exchange directory.
DATE OF RATE CHG
date
Enter the date of the one-day rate change.
DRAW RATE CODE
setup
Select the rate code for the draw charge. This will determine the rate charged carriers who are rated by the selected rule rate link for the date above.
DRAW CHRG CODE
setup
Select the charge code corresponding to the draw rate code. This should be set up as a charge (not a credit).
CREDIT RATE CODE
setup
Select the rate code for the draw credit (if applicable). This will determine the rate credited to carriers who are rated by the selected rule rate link for the date above.
CREDIT CHRG CODE
setup
Select the charge code corresponding to the credit rate code. This should be set up as a credit.
RETURN RATE CODE
setup
Select the rate code that will apply to returns.
RETURN CHRG CODE
setup
Select the charge code corresponding to the return rate code. This should be defined as a charge (not a credit).
