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There may be cases in which more than one substitute delivers a route in the absence of the regular carrier. For example, you might put two substitutes on a route because, being unfamiliar with the neighborhood, it will take longer for them to deliver it. Normally, a substitute will be given credit for the route draw at the regular carrier’s rate. However, with multiple substitutes, the system does not know what percentage of the draw each is delivering. So, the draw must be split between the substitutes manually by using this option.
You will be able to split draw only for routes and days where multiple substitutes are active. Also, you can use this option only if the Business Rule, Are multiple substitute accounts allowed for a single day for a publication and route? (Account Finance section), is set to “yes”.
Once the draw is split, each substitute will be billed based on their portion of the draw. You may not be able to use the regular carrier’s rate to bill the substitutes—special substitute rates may need to be set up instead. Another Business Rule in the Account Finance section, How should multiple substitutes be rated?, determines whether the regular carrier’s rate or special substitute rates are used to rate draw for multiple substitutes.
If the regular carrier’s rate is used, the rate must have “*” in Delivery Schedule, Draw Type, and Rate Code, because split substitute draw will not have a value for any of these fields. If a special substitute rate is defined, you will probably want to use Account Rule with the specific account type for the substitutes. Also, Delivery Schedule, Draw Type, and Rate Code must all be set to “*”.
Note: If multiple substitutes deliver a route, no complaint charges will be charged to the substitute carriers—the complaint will be charged to the regular carrier.
Select Substitute Draw from the Setup menu.
Click Add and complete the fields described below.
PRODUCT
setup
Specify the publication for which you are entering draw for multiple substitute carriers.
ROUTE
setup
Specify the route for which you are entering draw for multiple substitute carriers.
DRAW DATE
date
Enter the date for which you are dividing draw among the substitute carriers for this publication and route.
ROUTE TYPE
display
The route type of the route entered above is displayed here.
TOTAL DRAW
display
The total draw for the route is displayed.
UNALLOCATED DRAW
display
This field displays the draw that has not been allocated to a substitute. As you enter draw for each substitute carrier, the unallocated draw will decrease.
CARRIER, DRAW
display
The substitute carriers for the route and the draw previously allocated to them are displayed in these fields.
NEW DRAW
integer (8)
Enter the number of papers that each substitute carrier will deliver on this route and day of week.
After the draws are entered for each substitute (and they add up to the total draw for the route), click OK.
Split substitute draw for another route or date, or click Cancel to exit.
The Circulation router is essentially a set of address ranges. Each address range has a default route. For example, the following address ranges and routes could be assigned:
100 Main St - 500 Main St
route 7
340 5th Ave - 770 5th Ave (even only)
route 7
2440 Portland Ave - 2565 Portland Ave
route 3
35 Robbie Pl - 90 Robbie Pl
route 12
When a subscription is started for a subscriber at, say, 55 Robbie Pl, the router will automatically default route 12.
The router can store address ranges by either Zip code or city. It might be easier to use the Zip code, but there may be situations where there are two streets of the same name in one Zip code. For example, there may be a 1st Ave in St. Anthony and one in Falcon Heights, both in Zip code 55114. In this case you would define 1st Ave by city.
It may be helpful to look at the router in terms of a single route: route 08 (illustrated at right).
Route 08 would be defined in the router by the following address ranges:
100 - 300 Bolivar St (odd only)
200 - 500 3rd Ave (even only)
100 - 300 Elm St
200 - 400 2nd Ave
100 - 200 10th St (even only)
400 - 500 2nd Ave (odd only)
200 - 300 10th St
215 - 400 1st Ave (odd only)
200 - 300 Como Pl (even only)
210 1st Ave, Units 10-90 (other units delivered by another route)
Business Rules determine whether you use routers and, if so, whether any of the router boundaries are defined by city rather than Zip code. Business Rules also determine whether the Zip code or the city should be consulted first when assigning a route to an address. When routing Canadian addresses, Business Rules determine whether the full Zip will be used. Finally, Business Rules determine whether the delivery method of an unrouteable address should default to mail or be decided by an operator.
Note: Changes made to the router will update the route address records immediately. This could result in changes to existing Targeted Marketing selections, since route address records are used in identifying the recipients of Targeted Marketing products.
Select Router Utility from the Setup menu.
Enter the delivery map, product, and selection options for this router entry session.
MAP
setup
Enter the delivery map for which you are defining the router. This determines which routes are valid. Enter “*” to include all delivery maps.
PRODUCT
setup
Enter the product for which you are defining the router. Enter “*” to include all products.
SELECTION
predefined
Indicate what you want to enter selections for: Zip, city (also includes county, state, and country), route, or street (a street name default can also be entered with the other three options). For example, if in this session you are defining the router for only one route, you might select route.
ZIP CODE
open (5)
If you entered “Zip” in Selection, enter a Zip code.
COUNTRY, STATE, COUNTY, CITY
setup setup setup setup
If you entered “city” in Selection, enter a country, state, county, and city.
ROUTE
setup
If you entered “route” in Selection, enter a route.
STREET
open (28)
This field will always be active. Enter a street name, if most of your entries will be for one street.
Click Find. Address ranges that have already been defined will then be displayed, according to your selections. For example, if you entered a Zip code, all of the address ranges defined for that Zip code will be displayed.
To define an address range, click Add and enter information in the Segment Details tab.
ZIP CODE
open (5)
If you are defining this address range by Zip code (rather than city) enter the Zip code for the range.
EXTENSION
open (4)
This field pertains only to Canadian rural routes (middle digit of FSA is “0”). Enter the LDU for this rural route.
PO ROUTE (type and number)
setup
These fields enable you to define route boundaries by PO route type and PO route number, in cases where the house numbers have a dash, such as 11-04. The first set of digits is the block and the second the house number on the block. The availability of these fields depends on Business Rules.
COUNTRY, STATE, COUNTY, CITY
setup setup setup setup
If you are defining the address range by city, leave Zip Code blank and enter the city for this address range, along with the county, state and country where the city is located.
FROM HOUSE TO ODD/EVEN
open (10) open (10) predefined
Enter the starting and ending house numbers for this address range. Then, indicate whether the range includes odd house numbers, even house numbers, or both (a route may cover only one side of the street). If the entire street is in one route, you may leave the house number fields blank and the street side defaulted to “b”.
Street Address fields
predefined open (28) setup predefined
Enter the street address (predirectional, street name, street type, and postdirectional) of this address range.
FROM UNIT TO
setup open (8)
If the route covers only part of a street address (for instance, a large apartment building), enter the range of units delivered by the route. For example, if route 12 delivers units 200-400 at 300 Main St, you would enter 300 in both house number fields and 200 and 400 in the unit fields.
COMPLEX, BUILDING
open (20) open (20)
If the address range covers only a certain complex or building at a particular street address, enter the complex and/or building here.
CENSUS TRACT CENSUS BLOCK TOWN OF 25
setup setup setup
These fields are optional. Enter the census tract, block, and Town of 25 for this address range. These values will default when an address is added.
AAM ZONE
setup
This field is optional. Enter the AAM zone that should default when a subscription is started in this range. This and the following field will be inactive if you entered “*” in Product—you will need to assign the AAM zone and delivery method by selecting Publication (see below).
DELIVERY METHOD
predefined
Indicate whether the address range is route or mail delivered.
DELIVERY PLACEMENT
setup
This field is optional. Enter the default delivery placement (for example, “door” or “mat”) for subscriptions in this range.
ROUTE
setup
Enter the route that should be defaulted when a subscriber living in this address range starts a subscription. Leave this field blank if the addresses are mail delivered. If you entered “*” in Delivery Map, this field will be inactive and you will need to assign the route by selecting Route (see below).
# OF HOUSES
integer (6)
This field is for reference only. Enter the number of houses within this address range.
RULE
setup
If a special rule applies to this address range, enter the rule here. Rules must be set up beforehand (see the section on rules, below).
CLEANSE
yes/no
Indicate whether this address range may be cleansed by Quadient.
Click OK to accept the router segment. In certain circumstances, you may need to enter information in one of the router option tabs, described below.
Add another address range, or click Cancel.
If a router segment was defined for a delivery map of “*”, you will need to assign the route to use with each delivery map from the Route tab.
Highlight a router segment and click Select.
On the Route tab, enter the delivery map, the route that should be assigned under the delivery map, and the start date of the route assignment.
If a previous route assignment existed (as displayed in the Router Route Segments area), it will be end-dated on the date previous to the start date entered for the new route assignment.
This tab is similar to the Route tab, but it allows you to change the AAM zone and delivery method (route or mail) for a particular address range. If you entered “*” in Product, use this option to specify the AAM zone and delivery method for each publication.
You can use the Split tab to split a single address range into two ranges. Select the router range, and enter the split house number and odd/even type on the Split tab. Two router segments will result, the second one beginning at the split number.
Two address ranges that are adjacent to one another can be combined into one segment if they have the same street name, route, publication and AAM zone. For example, if you want to combine 120 - 150 with 250 - 350 Colfax Ave., the result would be one address range: 120 - 350 Colfax Ave. Note that some house numbers not included before in either range (between 150 and 250) are now included.
To combine two router segments, highlight them both, click Select to select them, and then click Combine.
Some information entered with the router segment (Town of 25, for example) is for default purposes. Rather than entering this with the address range, you can add or modify the defaults on the Address Defaults tab. The information will also be added or modified in the Segment Details tab.
Use the Rules Setup tab to set up a special router rule. Rules are used when the address fields cannot adequately differentiate between address ranges. This happens most often in rural communities. The rule will contain a rule ID, display order, condition, and route.
If a subscription is started at an address where special rules apply (such as “North of Hwy 17 and west of County Rd 8” and “North of Hwy 17 and east of County Rd 8”), a rule window will pop up with the available rules, and the operator will select one. In cases where rules are used, two or more route records are entered with the same address range, but with different rules (and different default routes).
This option allows you to define the expected start and end delivery times for each truck on a selected truck sequence.
To define expected truck times:
Select Setup | Truck Time to display the Truck Time Setup window.
Click Add and complete the fields described below. These fields define which trucks are displayed in the Truck Time table.
PRODUCT, DEPARTURE, and TRUCK SEQUENCE
setup
Select the product, departure and truck sequence to determine which trucks are displayed in the Truck Time table.
SHOW ALL RUN DAYS and S M T W T F S
yes/no
Further define which trucks are displayed in the Truck Time table by selecting the individual days of the week. The order of days is determined by Business Rules. If you want to see trucks for all weekdays, select the Show All Run Days checkbox.
SHOW ALL TRUCKS
yes/no
If you select this checkbox, all trucks for the selected departure will be displayed. Otherwise, only trucks that have been defined previously will appear. Show All Trucks is helpful when setting up truck information for the first time.
SHOW INACTIVE RECORDS
yes/no
Select this checkbox if you want to display records that are not valid for today.
Click OK. Trucks that match your selection criteria are displayed in the Truck Time table.
In the Truck Time table, select a truck, click Modify, and complete the fields described below. To add a truck, click Add instead of Modify.
DEPARTURE ORDER
display
The truck’s departure order is displayed.
TRUCK
setup
Select a truck for which you want to enter truck time information.
START DATE and END DATE
date
Enter the date range for which the truck times are valid.
RUN DAY
predefined
Enter a day of the week, or “*” to cover days not specifically set up for the truck. For example, if the trucking information is different for Sundays than for the rest of the week, you can enter one record for Sunday and another record using “*” to cover the remaining days.
RUN DAY OFFSET
integer
This field is used to specify how the departure time should be determined relative to the actual publish date. For example, a number of trucks delivering a morning publication may load before midnight of the previous day. Entering “-1” here indicates that the truck leaves before midnight of the run date. If the truck loads on the run date, enter “0” (the default).
DEPARTURE TIME
time
Enter the time of the truck’s departure in a 24-hour format (e.g., 08:00, 23:00).
DURATION
time
Enter the amount of time (in HH:MM format) that is normally required to make the deliveries (i.e., the difference between the departure time and when the last drop is made).
Click OK to save the information.
Use the Route Sequence option to create walk sequences for your carriers to help them deliver their routes. The walk sequences you create can include directions. After setting up walk sequences, use the Route Walk Sequence report to print them.
Note: You can not use the character-based route sequence utility and this graphical menu option concurrently. You can use one or the other, but not both.
Select Setup | Route Sequence in the Route Service module.
Click the Find Route button () and specify the route for which you want to walk sequences.
The different streets that are delivered by the route display in the Streets area on the left of the screen. Address segments will only display in the Delivery Segments area to the right if a route walk sequence has already been defined for the route. To view the house numbers delivered on a street, click the plus sign to the left of the street name. You can then click the plus sign to the left of a house number to view the subscribers at that address.
Click on a street name to define walk sequences for its addresses. The Segment Entry window displays. This is where you determine the house number range for the delivery segment. Initially, the full house number range for the street delivered by the route displays, but you can change the house number range if only defining walk sequences for part of the street. You can also set the Side field to only deliver to the odd or even side of the street (the default is both) and change Order field from ascending to descending, if the street is delivered in descending house number order. Click OK to add the street segment.
Add additional delivery segments, as needed. If you click on a street that already has delivery segments added for it, the Segment Entry window will default with the house number range and side that is not yet included. For example, if you click on a street name and keep the full house number range but change the Side to “Even”, the next time you click on the street name, the Segment Entry window will have the full house number range but default Side to “Odd”.
Several route-related setup items are available on the Setup menu in Route Service. Account Services (where account setup is managed) and Distribution Maintenance (where truck sequences are managed) are also accessed from the Setup menu. These options are listed below.
This option allows you to reroute subscribers and addresses to new home delivery routes, based on the router.
After changing router boundaries, you may want to use this option to reassign the subscribers and addresses that are affected (both addresses and subscriptions have assigned routes). There are three different scenarios for rerouting:
You can reroute addresses. If the router now places the address in a different route, the new route will be assigned. Subscriptions held by occupants of these address will not be affected, but any new starts or Targeted Marketing distribution will use the new route. You may want to do this so that current subscribers will keep being delivered by their familiar carrier.
You can reroute subscribers. The addresses will stay on the same routes as before, but the subscriptions will be assigned to a new route, if determined by the router. New starts will also be assigned to the new route, if the default start date is after your reroute date. Targeted Marketing distribution, however, will not be affected.
You can reroute both subscribers and addresses.
To give an example, let’s say the router was changed and part of Elm street fell within route 12 instead of route 5. Mr. Jones lives in this area now assigned to route 12, and he has an active subscription.
If we run rerouting for subscriptions only, Mr. Jones will notice that a new person, the carrier from route 12, was delivering his paper.
If we run rerouting for addresses only (instead of subscriptions), Mr. Jones will likely not notice a difference, except he perhaps may observe that TM products are being delivered by someone else. If Mr. Jones stops his paper and then starts another subscription, however, it will be delivered by the new carrier on route 12.
Rerouting both addresses and subscriptions will cause Mr. Jones to be delivered by route 12, and in addition any new subscriptions or TM products will likewise be delivered by route 12.
Note: Addresses can be reassigned to routes individually, and subscriptions can be rerouted, in Customer Service. If a subscription is rerouted individually, and the reason code has Reroute set to “n” (see Reason in the Setup Manual), the subscription will not be rerouted when this option is run.
Select Setup | Rerouting to display the Rerouting window.
Click Add and specify how rerouting will be done by completing the fields described below.
Click OK to begin the rerouting. As part of the process, the Unrouteable Address Report is created, listing addresses that could not be rerouted due to gaps in the router boundaries or other reasons. The standard view/print settings are available.
If you enter “*” in the Zip Code field, a window will open for you to add the Zip codes you want rerouted. Enter the Zip codes, one at a time, along with the Zip+4 extension (if desired), the street name, beginning and ending house number, and street side (odd, even, or both). These fields are all described in the table above. After you have entered all of the Zip codes to be rerouted, click OK. Then, click OK again to return to the main window.
Note: If all of a street’s addresses are included in a sequence (i.e. are in the Delivery Segments area), it will have a dark yellow pending icon (). If only a portion of the addresses are included in a sequence, the pending icon will be light yellow ().
If you want to define a delivery segment that is only part of a street, it may be easier to click the Add Street Segment icon (). This will add the first street in the list that does not have a delivery segment, with the From and To fields blank. Set the house number range in the From and To fields, as well as the Side and Order.
You can add left turns, right turns, and turnarounds to the sequence by clicking on the , , and icons. When adding a turn, the Direction Entry window displays. The Description will be Turn Left, Turn Right, or Turn Around, depending on what type of turn was selected. In the Detailed Instructions field, enter any specific instructions for this turn. Then click OK.
Any new streets segments or turns will automatically be added to the end of the sequence. To move a segment up or down in the delivery sequence, highlight the segment and click the or buttons to move it. You can also remove a delivery segment by checking the box to the left of it and clicking the Delete icon ().
When finished with the route sequencing, click the Save Changes icon (). The delivery segments, which were marked with a yellow pending icon (), will now have a green updated icon (), indicating that the route walk sequence has been saved to the database.
After sequencing a route, you can produce a Route Walk Sequence report (see Route Walk Sequence) by clicking the Report icon ().
REROUTE TYPE
predefined
Indicate whether to reroute subscribers, addresses, or both.
APPLY TO ALL PRODUCTS / PRODUCT
yes/no setup
Indicate if all products should be rerouted. If not, enter the product for which addresses and/or subscriptions should be rerouted.
REASSIGN RATES
predefined
If you are rerouting subscribers, indicate whether and when the subscriber rate should be reassigned if rerouted (subscriber rates can change from route to route). If you enter immediate (a rate change will be created immediately upon rerouting) or on expire (a future rate change will be created that will be effective as of the subscriber’s expire date), a warning message appears that all rates (including promotional rates) may be changed. You are then prompted to continue. If you enter no, subscriber rates will not be reassigned.
REASON CODE
setup
If Reroute Type is “subscribers” or “both”, enter a reason code indicating why this rerouting is to be done. The reason code will be used for rerouting and billing change transactions created as part of the rerouting process.
TRAN DATE
date
Enter the transaction date for this rerouting activity. Subscriber rerouting goes into effect as of this date. Address rerouting goes into effect immediately, using this date to determine route boundaries.
UPDATE BILLING METHOD
yes/no
If you are rerouting subscribers, indicate whether subscriber billing methods may be changed, if needed. For example, a carrier collect subscriber may be rerouted to a route that accepts only office pay subscribers. If this checkbox is selected, a billing change transaction would be created when the reroute is processed in Transaction Processing, changing the subscriber from carrier collect to office pay (If this field were set to “no”, the carrier collect subscriber would not be rerouted). Billing change transactions created by rerouting will not be printed on bundle tops.
UPDATE ROUTES
yes/no
Indicate whether addresses and/or subscribers should actually be updated. You may want to run rerouting with this checkbox deselected, study the Unroutable Address Report to make sure the rerouting is what you expected, and run it again with this checkbox selected.
REROUTE BY
predefined
You have the choice to reroute only certain geographical areas. Or, you can reroute using router changes made within a certain date range. Indicate whether addresses should be rerouted by Zip code, map, route, district or date. Enter all to reroute all addresses.
ZIP CODE ZIP EXTENSION
open (10)
If rerouting by Zip code, enter the Zip code for which to reroute. Enter an asterisk (*) in order to specify multiple Zip codes (a window will open, described below). You can optionally include the Zip code extension.
STREET NAME
open (22)
If rerouting by Zip code, enter the name of the street for which to reroute. Do not enter suffixes such as RD, Dr, etc. If you do not enter a street name, all streets in the selected Zip code will be rerouted.
STARTING HOUSE NUMBER, ENDING HOUSE NUMBER
open (10)
If you entered a street name, enter the house number range that should be rerouted. If you do not enter house numbers, all houses on the selected street will be rerouted.
STREET SIDE
predefined
If you entered a house number range, indicate whether houses with odd or even house numbers should be rerouted, or select both to reroute both odd and even addresses.
MAP
setup
If rerouting by map, enter the delivery map here. Rerouting will only be done for router segments defined for this map.
DISTRICT
setup
If you are rerouting by district, enter the (new) district for which rerouting should be carried out.
ROUTE
setup
If you are rerouting by route, enter the (new) route for which rerouting should be carried out.
START DATE, END DATE
date
If you are rerouting by a range of dates, enter the date range here. The rerouting will only take into account changes in the router that occurred within these dates.
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.
